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- Oct 8 BTFD is working this year very well and should continue for the rest of the year
Oct 8 BTFD is working this year very well and should continue for the rest of the year
$ARM $MELI $PGR
Mukund Mohan
October 08, 2025
Market
“Coreweave shares hit another high today $CRWV ( ▲ 8.66% ) as the company leveraged its infrastructure tools to release AI software for developers. It was up 8%” 😊 😋
The dip yesterday got bought in the market indices
Since October of last year the dips in the market have all been bought, as we head to new highs. The reason has been thanks to the humungous spend on AI. The circular economy from Nvidia and AMD to Intel and TSM, then to OpenAI and Coreweave back to Nvidia is driving 71% of the NASDAQ gains this year.
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Insights from the portfolio
Video of the day
Today’s video is on Mercado Libre $MELI ( ▼ 0.35% ) the eCommerce retailer from Brazil.
