《Building Positions in CBRS and CRWV》 Bro's been talking less about market views these days Because bro thinks the U.S. stock market has entered a relatively undervalued phase Time to focus energy on stock selection and portfolio building Why do I say undervalued? Just look at Soxx's forward PE—it’s dropped back to the levels of March this year Then check market participation Look at the participation levels across various indices—they’re all at lows Honestly, aside from valuation, everything else is secondary Take a look at market sentiment, fear index—they’re all pretty low too From a timing perspective, right now is the perfect moment to start building positions gradually Why’s bro been busy? Because over the past few days, I’ve been reviewing dozens of stocks on my watchlist Currently added to my position in SK Hynix And started building positions in CBRS and Coreweave SK Hynix has been talked to death already, so I won’t repeat myself For CBRS, just remember one thing: the SOLANA of the AI inference era Back in the day, Solana’s rise was all about being the fastest chain And CBRS’s wafer-level chips are the fastest in AI inference That’s the key point Other stuff like financials, orders—they’re just supporting evidence for this view Oh, and you’ve gotta believe in the rise of agents Actually, you don’t even need to believe—it’s already visible in Muse’s data As for Coreweave, it’s a neocloud Why not pick something with better financials and stronger operations like Nbis? Because Coreweave is losing money, and bro loves the explosive returns from turning losses into profits Countless analysts are crunching numbers, trying to figure out if compute revenue can cover Coreweave’s financing interest Honestly, it’s hard to calculate clearly because rate hikes and compute demand are uncertain Bro’s perspective on this is a bit different I think Coreweave is something NVDA *has* to save If Coreweave, representing neocloud, collapses, NVDA not only loses its sales leverage but also faces a multi-cloud monopoly from the big players Strategically, that’s a huge disadvantage That’s why you see Huang hyping up Coreweave One moment NVIDIA’s making bottom-line guarantees for compute purchases Another moment Meta’s stepping in to back DDTL financing structures Bro’s not betting on whether Coreweave’s team is crazy or not I’m just betting that NVIDIA, as a $5 trillion giant, can handle a few hundred billion-sized plays Plus, once agents explode, compute demand alone might be enough to cover the interest That’s it There are plenty of other stocks, but bro’s not revealing them yet since they haven’t hit the right price points Will share once they reach the building position levels, stay tuned!