$NEBIUS(NBIS)$ Earnings look solid. I'm holding and not letting shorts shake me out. NBIS should close around $130 today, then I think it could get back toward $150 tomorrow.

$NEBIUS(NBIS)$ Amazing quarter, and the 2027 outlook looks strong. I went through their shareholder newsletter in detail. They are positioning themselves as a hyperscaler rather than a neocloud, with a focus on expanding their global footprint through owned data centers.

$NEBIUS(NBIS)$  Fantastic quarter. Some revenue moved to the next quarter, so they reported at the lower end of guidance, but that's not a big deal. Their prepayments are more than covering capex, so what's the problem? There is no problem, just bots and shorts trying to get noticed. GuruFocus notes Nebius Group saw revenue surge nearly sixfold, a 571% increase in the third quarter, reaching $980.8 million and beating Wall Street expectations. The company also issued an ambitious 2027 revenue forecast of $12 billion to $13 billion, with the midpoint slightly above analyst estimates.

$NEBIUS(NBIS)$ Took the earnings hit, but I moved my 200 shares from a traditional account over to a Roth IRA at around 125 a share. I do think we recover nicely from here. Tax-free recovery.

$CoreWeave, Inc.(CRWV)$ NVDA is going to close green. Shorts are getting hit hard across the board today.

$NEBIUS(NBIS)$  If you have extra cash on the side, this looks like a good time to buy. It started recovering from 128 to 132. I think it will open higher.

$NEBIUS(NBIS)$ For NBIS investors, long term there isn't much to worry about. Short term volatility and some profit taking this week shouldn't matter much. The 2027 guidance is the part worth focusing on — 12-13 billion in revenues, narrowing losses, and the backlog. That's the real story here.

$NEBIUS(NBIS)$ CRWV earnings and the upcoming NBIS earnings should start to put the relentless debt narrative aside. The tide is turning, and over the next year we could see a real shift in how people look at these balance sheets. NBIS has the best debt structure among neoclouds, along with the best management and engineers. This earnings report looks like the start of a new push higher.

$NEBIUS(NBIS)$ This looks like a dead market being dragged around by noise. Even if the NVDA CEO steps aside, the company should keep delivering strong earnings year after year.

$Advanced Micro Devices(AMD)$ With Jensen's hohoho behavior affecting the company, this is the next NVDA. Banks need to rotate their money somewhere.

$NEBIUS(NBIS)$ Nebius Group N.V. (NBIS) has been consistently beating consensus earnings and revenue estimates lately, with the AI infrastructure and cloud segments driving the growth.

$Advanced Micro Devices(AMD)$ 2017 marks 10 years of holding AMD for me. The stock would need to hit $1,461 for a 10,000% return. I like my chances.

$NEBIUS(NBIS)$ If they crush it and give positive guidance, $200 after earnings seems possible. After last earnings it jumped 33%. Just saying...

$NEBIUS(NBIS)$  They will most likely be providing YE2027 ARR guidance for the first time on this call. What are we thinking here, $20B or $25B?

$NEBIUS(NBIS)$  Earnings should come in very strong. I wouldn't be surprised to see upside if we get another 20%. Momentum is shifting again. Markets are always cyclical, and shorts are having a rough day.

$Advanced Micro Devices(AMD)$  Back in 2021 I was really young and didn't have much money. I bought 2 shares at $89 and didn't check my portfolio for years. When I finally decided to take it seriously again recently, I was pretty surprised to see where it's at now. I wish I had bought more back then.

$NEBIUS(NBIS)$ The stock is stabilizing above a prior breakout level, which may now act as support and give it a base for further upside.

$Advanced Micro Devices(AMD)$ Short sellers are in a bit of a bind here. Long-term investors who have recently added to their core positions are unlikely to sell, since that would trigger significant capital gains. That reduces the pool of available shares in the free float for shorts to cover. On top of that, recent upgrades and the Nvidia situation are pushing more institutions toward AMD, which sets up conditions for a major short squeeze.

$NEBIUS(NBIS)$  CoreWeave is up 16%. Not sure if it holds, but it is nice to see this for a change. Honestly, a lot of people didn't expect this kind of result from CRWV.

$NEBIUS(NBIS)$ No surprises here in Amsterdam. Inside information that gets leaked is maybe less of a problem there, and I believe the earnings report is going to be spectacular. Some people outside the company already know that, and that's why the stock is up over 10 points after hours.