Nvidia scooped up 93K more $CRWV shares last quarter, per 13F
CoreWeave’s MOAT hinges on preferential access to Nvidia’s high-end chips
The more equity Nvidia holds, the more incentive it has to keep feeding CoreWeave first, locking out rivals.
It’s essentially $NVDA saying: “We’re not just your supplier - we’re invested in you winning.”
BREAKING: Congress has been buying war stocks.
Many bought defense company $GD, General Dynamics.
Numerous Republicans bought heavy into oil + energy companies, with buys in $XOM, $DVN, $CVX.
Democrats bought cybersecurity like $FTNT.
These companies lobby Congress heavily.
This a school basement in a Chernihiv village that Russians turned into a concentration camp. I visited it today. And I listened to survivors for hours, shocked, in disbelief. The media narratives do not do the justice to what happened there. 1/
To my friends and connections: Everyone reacts differently to setbacks. Know that it's okay to take a break, explore new hobbies, and to live the life that you want for yourself - not the life that others expect of you.
UCLA Students: An email should be going out around 4pm regarding the future impact of campus. It is possible that campus may remain online for Spring Quarter and will be encouraged to move out (if circumstances permit). Please hang tight for more information!
1. Simply pointing out whether someone is left or right wing isn't winning the argument.
2. If a joke is good enough, it can be enjoyed by anyone.
3. It's not all about you.
4. Just because you're offended, doesn't mean you're right.