$IREN Ltd(IREN)$ $Cipher Mining Inc.(CIFR)$ $NEBIUS(NBIS)$ $TeraWulf Inc.(WULF)$ Renaming data centers to get support from certain groups.

$Advanced Micro Devices(AMD)$  Wish we had bought more back in 2025 at $90.

$NEBIUS(NBIS)$  Looks like a lot of people noticed that trendline around $235 and decided to take some profit. Hard to blame them for that. Now I'm curious to see whether we can get a push back up toward $250+.

The broader AI space is starting to perk up, and $NEBIUS(NBIS)$  is moving along with it. I picked up some shares earlier today.

$CoreWeave, Inc.(CRWV)$ Sentiment toward AI seems to be turning positive as industries recognize it's here to stay and that governments will start putting required guardrails in place. That should support a decent move back up in CRWV and NBIS, along with a few others. It's also having a positive effect on the broader market, with things showing solid green.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $iShares Semiconductor ETF(SOXX)$ $NEBIUS(NBIS)$  $Bloom Energy Corp(BE)$ Only one of these scenarios will play out. Either it's a bull trap using oil as the trigger, or the consolidation phase is done and price moves higher from here.

$IREN Ltd(IREN)$ $Cipher Mining Inc.(CIFR)$ $NEBIUS(NBIS)$  $TeraWulf Inc.(WULF)$ $Keel Infrastructure Corp(KEEL)$ Since the prediction markets and polls have Dems well ahead at roughly 60/40, I think a Dem sweep has already been priced in, so selling into the midterms looks like a big mistake. A Dem sweep is bullish. Trump would veto anything Congress tries to get done, so we end up with gridlock where the government can't do much, and Wall Street really likes that. AI won't slow down either. Countries don't trust each oth

$NEBIUS(NBIS)$ On a real tear. Once $228 breaks out, $250 is the next level to watch.

$NEBIUS(NBIS)$ One summary puts Nebius at more than $40 billion in customer commitments, including agreements with Microsoft and Meta Platforms. Another note points out that customer prepayments and short-term contracts are helping shorten AI-infrastructure payback periods, which supports the view that contract demand remains active.

$NEBIUS(NBIS)$  Nebius has seen a significant increase in stock value amid strong revenue growth and price hikes for its AI cloud services. Hedge fund manager Michael Burry's short position raises questions about the company's valuation amid its rapid expansion plans. Personally, I'd rather side with Jensen Huang on this one.

$NEBIUS(NBIS)$ Sorry to disappoint, but I don't think there will be an AI apocalypse, and I believe we will beat China in the AI race.

Big data centers like $NEBIUS(NBIS)$  and $IREN Ltd(IREN)$  already have most of their 2026-2027 compute signed. That's why companies like OpenAI and Anthropic are now looking for smaller data centers. They need power now, and $Keel Infrastructure Corp(KEEL)$  has 3 sites coming online by 2027, with a total of 2+GW in its pipeline.

$NEBIUS(NBIS)$ Nebius Group (NBIS) moved sharply after announcing a price increase for its GPU rental services, with shares jumping 10%. The company's strong revenue growth and substantial customer contracts point to potential for continued expansion, even with concerns around capital expenditures and profitability.

$NEBIUS(NBIS)$ The company has a contracted backlog close to $40 billion, which puts it in a pretty solid spot as a key player in the AI cloud services market.

$CoreWeave, Inc.(CRWV)$ Strong demand for CoreWeave. Longs will be rewarded. Price hikes should help margins in the next earnings report. Strong buy rating, bullish.

$NEBIUS(NBIS)$  The Alex Carp interview on Squawk on the Street was really interesting. Nebius looks well positioned here.

$CoreWeave, Inc.(CRWV)$ CRWV had been dropping fast over a roughly two-week stretch before the announcement hit. The sharp move up right after suggests someone likely knew something ahead of time, and that's what drove the earlier selling. I'm buying this one now. Given some time, CRWV could really take off.

$NEBIUS(NBIS)$ Grok puts analyst estimates for ARR by YE2027 in the $14-18B range. That feels odd. With the potential for 2GW of compute power by YE2027, isn't that a gross underestimate? I asked Grok what 1GW running one third each on Hoppers, Blackwells, and Rubins is expected to bring in annual revenue. 1GW comes out to $28B. Something has to give here. Just wait until they report YE2027 guidance north of $30B on the next earnings call. And that would still be considerable sandbagging. Congrats to longs, all we have to do is wait.

$CoreWeave, Inc.(CRWV)$ Nebius was up 10% in premarket while CoreWeave dropped. The market seems to favor Nebius here because of its cash-to-debt position. CoreWeave is reaching profitability faster and has a better price-to-sales ratio than Nebius. Both have Nvidia deals that show neocloud demand is there. I bought the dip and also added Nebius calls after the premarket pullback.

Always mentions $CoreWeave, Inc.(CRWV)$  but never brings us up. $CoreWeave, Inc.(CRWV)$  will get left behind and $NEBIUS(NBIS)$  will take over the space.