CoreWeave closed up 24.71%, Arm rose 12.05%, Micron gained 11.89%, and Dell climbed 11.75%. The Nasdaq rose 1.6%, while the VIX fell 10.12%. Put those four figures together and the message is clear: money is moving out of safe havens and piling into AI hard assets.

This rally isn’t about concepts—it’s about the computing-power supply chain. CoreWeave provides rentals, Arm sells architectures, Micron supplies memory, and Dell builds servers. Investors bought across the entire chain.

On-chain RWA platforms have already turned Nvidia, GOOGL, MSFT, AMZN, META, TSM, and AMD into tokenized assets. The pricing power of U.S. stocks is being broken up into fragments that can be traded 24/7.

Key thing to watch: Can CoreWeave hold the body of this bullish candle on the next trading day? If not, it was just a burst of sentiment.

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