$Cipher Mining Inc.(CIFR)$ $Keel Infrastructure Corp(KEEL)$ $APPLIED DIGITAL CORP(APLD)$ $IREN Ltd(IREN)$ $NEBIUS(NBIS)$ If Son Gohan could make it, we all can.

$NEBIUS(NBIS)$ This looks like a strong long-term opportunity around the $200 level. If they can get anywhere close to a $20B ARR trajectory next year, the current valuation would likely look mispriced in hindsight. In that scenario, fair value could be significantly higher over time, potentially closer to the $700 area, depending on execution and market conditions. That said, it's still all about assumptions and future guidance, not guarantees. The key is whether they can actually convert expectations into real revenue growth. The upside remains significant if the thesis plays out. You don't always need to find the next parabolic stock. Sometimes you just need to own the companies getting paid as the buildout continues.

$Churchill Capital Corp XI(CCXI)$ $NEBIUS(NBIS)$  $Oklo Inc.(OKLO)$ $BOOST RUN INC(BRUN)$ $AST SpaceMobile, Inc.(ASTS)$ It's worth looking into CCXI, which is a SPAC merger. If you recall, other SPAC plays like OKLO, ASTS, and BRUN had their runs during the pre-merger phase. This could be a similar opportunity. The list of big investors is notable, including NVDA, AMZN, FOXCONN, BLUE CREST CAPITAL, and SOFTBANK. Current customers reportedly include TOYOTA, AMAZON, and MERCADO LIBRE.

I'm looking at a few small- and mid-cap stocks that could be market leaders in 2026 and beyond. They're positioned within some long-term structural trends across different sectors. These are setups I'm watching for the next phase of the cycle. The names are $WhiteFiber, Inc.(WYFI)$ , $NEBIUS(NBIS)$ , $IREN Ltd(IREN)$ , $Cipher Mining Inc.(CIFR)$ , and KEEL. This isn't a buy recommendation, just some high-conviction themes I'm tracking. Sectors like AI, automation, defense, semiconductors, and next-generation energy are where capital seems to be flowing. I'm expecting the next alert soon.

$NEBIUS(NBIS)$  A 30% drop in just one week? That's a pretty significant discount in my view. I'm holding 1,000 shares.

$NEBIUS(NBIS)$ This sell-off is a bit over the top to me. I'm not a doomer predicting disaster, but I'm not a permabull calling every dip a once-in-a-lifetime chance either. However, this current pullback actually does look like a solid opportunity.

$NEBIUS(NBIS)$ Based on my model, this looks like a great spot to start buying, with zero fears.

$Advanced Micro Devices(AMD)$ The volume was 13 million, which is low. There's no negative news out, and nothing fundamental has changed. With the 4th of July holiday, a lot of traders have left for the break. The move seems more like a shakeout and a potential bear trap, with a possible target around $600. Earnings are in a month, and historically, the stock tends to move higher into the report. That's classic AMD behavior.

$NEBIUS(NBIS)$ I have no doubt this will recover. It could be over 300 by year-end.

$NEBIUS(NBIS)$  I really don't see a good reason for the sell-off to keep going. Selling at this point seems like a poor decision to me.

$NEBIUS(NBIS)$  NBIS's recovery looks pretty solid, up 2% overnight, outpacing the industry average.

$NEBIUS(NBIS)$  I've been closely watching this stock for a full year. I think it could easily recover the 15% in a day or two.

$NEBIUS(NBIS)$  Just because a generalist like Walmart adds gas stations doesn't mean specialized oil majors like BP or Shell go away. The same logic applies here: Meta building its own infrastructure is a large consumer securing its basic supply, which doesn't really threaten specialized, high-tier wholesalers like Nebius. Nebius is positioned more as a premium, high-performance provider engineered for demanding, precision-heavy workloads—think advanced robotics and custom AI clustering. This whole infrastructure push suggests AI computing is becoming the new critical resource, and the market is dealing with a structural shortage, not just a speculative bubble. Looking ahead, as regulatory shifts like the AI Ac

$Advanced Micro Devices(AMD)$ Shorts lost a lot of strength today. Bulls are ready to keep this above $538.50.

$Advanced Micro Devices(AMD)$ I think it could reach $1,000 within three years. It should be a must-own in the next economy.

$Salesforce.com(CRM)$ $SPDR S&P 500 ETF Trust(SPY)$ $Micron Technology(MU)$ $Advanced Micro Devices(AMD)$  $Intel(INTC)$ Salesforce's forward P/E is under 10 now, which is a pretty compelling valuation. It's deeply oversold, and there's a significant gap to analyst price targets. Agentforce ARR is growing rapidly, and deal volume is at record levels. The Agentic Work Units metric points to solid actual usage. Revenue reacceleration seems to be on the horizon, and the company is doing record buybacks at depressed prices. The

$Salesforce.com(CRM)$ $SPDR S&P 500 ETF Trust(SPY)$ $Advanced Micro Devices(AMD)$ $Micron Technology(MU)$ $Western Digital(WDC)$ CRM $200 by July 4th; short-term bullish; clear rotation. The hype over the weekend…can see 50-200% plus rallies in most quality software stocks by the end of summer.

$NEBIUS(NBIS)$ The stock continues to act like a true market leader on the tape. It's maintaining a textbook macro series of higher highs and higher lows, currently backtesting and holding the rising 9/21-day EMA cluster. Driven by the explosive wave of global AI infrastructure demand, long-term consensus revenue is projected to surge from an LTM of $878M to over $21B by 2028. The chart looks heavily coiled and completely primed for its next major impulsive leg higher.

$NEBIUS(NBIS)$ A 15% jump from today's closing price would get us into the mid-$290s. I think that's very doable tomorrow, barring any unforeseen issues.

I gave an AI two screenshots of TradingView's after-hours price and the next four quarters' EPS estimates. I had it add $4 per quarter to $Micron Technology(MU)$  and $0.10 per quarter to $Advanced Micro Devices(AMD)$ , assuming an expected beat for both. Then I asked it to calculate the NTM PE and what the stock prices would be if they traded at each other's NTM PE. $Micron Technology(MU)$  would be $7,108.90 if it had AMD's NTM PE. AMD NTM EPS: $9.29 | AMD NTM PE: 57.97 MU NTM EPS: $122.64 | MU NTM PE: 9.68 MU at AMD's NTM PE: $7,108.90 AMD at MU's NTM PE: $89.88 So, if you believe AMD is worth $538, then by that logic, you should believe