InvestmentGuru

CRWV — capitulation day.

$60.82. Two sessions erased the entire $88 breakdown zone and undercut the July low. RSI 28.6, heaviest volume of the year.

This isn't chart selling anymore — it's the credit market. CoreWeave's 2032 bonds below 80 cents, yields near 15%. When bonds price distress, the equity trades like an option.

Oversold bounces happen, but first real resistance is $76-77, then the $88-97 MA wall. Until $72-76 reclaims with volume, rallies are guilty until proven innocent.

Watch the Volta loan outcome tomorrow — it's the next read on what AI debt actually costs.

Long-Term Buying Opportunities: 7 AI Infrastructure Names to Scale Into

The market is handing long-term investors what it rarely hands out: entry points in the best AI infrastructure names. Not dips to chase — levels to scale into patiently. Timeframe is the edge.

$AVGO — The picks-and-shovels compounder. Custom AI silicon for hyperscalers plus the networking fabric inside every AI cluster. Real earnings, real margins, real buybacks. This is the bucket-1 name you scale on pullbacks and hold for years.

$MRVL — Interconnect is on track to become bigger than compute inside Marvell's own FY2031 framework, with a $20B FY2028 revenue target backing it. The entire fabric-shift thesis in one ticker. I hold this one.

$CRDO — Retimers and DSPs are the glue of AI connectivity: every faster interconnect generation needs more retiming. Optical leverage without the optical volatility. Buy weakness, not strength.

$AAOI — My highest-upside optical name over the next 2-3 years. $1.7B raised this year to exp