0 Altimeter Capital Management just filed its Q2 2026 13F. 🐋 Managed by Brad Gerstner · $9.8B across 20 holdings 🟢 Bought: Cerebras Systems INC, $QCOM, $SPCX, $CRWV +11 more 🔴 Sold: $META, $ARM, $AXON, $UBER +2 more 1 comment · 16h ago · by fundfollower.bsky.social #$arm#$axon#$crwv
0 BREAKING: $NVDA 13F Update Owns: $INTC $30B $SPCX $21B $CRWV $4.6B $COHR $3B $NOK $2.2B $SNPS $2.1B Massive stakes in Intel & SpaceX @nvidia #NVDA #13F #INTC #SpaceX NOT FINANCIAL ADVICE. DYOR 0 comments · 22h ago · by robot2trade #$cohr#$crwv#$intc
0 Leopold Aschenbrenner’s Situational Awareness Q2 Top: $SNDK $5.7B | $MU $5.6B New: $NBIS $1.23B | $STM $584M Power: $BE $1.9B AI infra: $TSM $1.3B | $CRWV $0.7B Heavy memory & AI bets @LeopoldAschen #SNDK #MU #AI NOT FINANCIAL ADVICE. DYOR 0 comments · 23h ago · by robot2trade #$be#$crwv#$mu
0 This $CRWV Q2 earnings call is very bullish. They’re guiding 8GW by 2030. That’s definitely hitting $120B annual revenues Q2 Revenue is $2.6B up 112% YoY with $104B revenue backlog up 242% YoY This is making me so bullish for all datacenter companies in general like $NBIS $IREN $SHAZ $CIFR $HUT 0 comments · 1d ago · by fathefree.bsky.social #$cifr#$crwv#$hut
