山野村一郎
@yamanomura.bsky.social
Ichiro Yamano｜U.S. Market Commentator.
From Japan, based in the U.S. I break down Wall Street with real trading insights. Focused on trends, earnings, and logic—not hype. 📊 Daily recaps｜🔥 Hot spots｜💡 Investing mindset. Understand the market, act smarter.
From Japan, based in the U.S. I break down Wall Street with real trading insights. Focused on trends, earnings, and logic—not hype. 📊 Daily recaps｜🔥 Hot spots｜💡 Investing mindset. Understand the market, act smarter.
Actionable: The $CWEB report defines the mood for the rest of November. Adjust your $NVDA and $AMD holdings based on $CWEB's data center utilization metrics. It's a bellwether. 🔔 #CoreWeave #AIEarnings
November 10, 2025 at 2:42 PM
Actionable: The $CWEB report defines the mood for the rest of November. Adjust your $NVDA and $AMD holdings based on $CWEB's data center utilization metrics. It's a bellwether. 🔔 #CoreWeave #AIEarnings
If $CWEB misses, expect broader "risk-off" in speculative AI plays. If they beat and rally, it proves that tangible AI compute demand still trumps valuation fear. Watch closely.
November 10, 2025 at 2:42 PM
If $CWEB misses, expect broader "risk-off" in speculative AI plays. If they beat and rally, it proves that tangible AI compute demand still trumps valuation fear. Watch closely.