$NEBIUS(NBIS)$  This is a great price to consolidate at, in my view. Previously it was either running up fast or dropping. It's nice to see it just staying around here and digesting all the good news along with the FUD.

$Rum Group Inc(RUM)$ Q3 revenue guidance is $87M–$93M. At the $90M midpoint, that works out to a $360M annual run rate. With the market cap at $3.62B, the current multiple sits around 10.1x run rate, which puts the stock at $7.17. If RUM traded at peer multiples, the comparison gets interesting. At IREN's 17.4x, that would be $12.40, up 73%. At NBIS's 17.9x, it would be $12.76, up 78%. At APLD's 18.0x, it would be $12.83, up 79%. Texas Capital has a $15 price target, which implies 109% upside. Maxim has a $22 target, implying 207% upside. A $3.62B market cap for a company holding a $13.7B contract. Q3 revenue guidance is up about 120% from Q2's $40.4M. Two Buy ratings and two double-digit price targets.

$Accelevation Holdings Corp.(ACCV)$ $NEBIUS(NBIS)$ $Cerebras Systems(CBRS)$ $Vistra Energy Corp.(VST)$ Accelevation (NASDAQ: ACCV, $17.72) is a newly public power and cooling solutions provider for AI infrastructure. Current customers include Amazon, Microsoft, Google, Meta, TikTok, Oracle, the U.S. Department of War, ServiceNow, plus 50 more companies. Revenue growth came in at 175%, moving from $158 million to $435 million. Trailing 12-month revenue sits at $735 million. Accelevation is also involved in the $500 billion Stargate project in Texas. That project is a collaboration between Oracle and Ope

$NEBIUS(NBIS)$ So you are saying at this price point it is $40 below their high, and during that time they were called #1 by both $NVIDIA(NVDA)$  and $Palantir Technologies Inc.(PLTR)$ , had a blowout earnings, increased their compute pricing, did a covert raise because of their project volume, and Nvidia started a project just for open source cyber security. I think we should sell.

$NEBIUS(NBIS)$  $NVIDIA(NVDA)$ $CoreWeave, Inc.(CRWV)$ $Applied Optoelectronics(AAOI)$ Just in: Trump said the US government might take an ownership stake in OpenAI and other AI companies, which suggests $AIB Data Centers(AIB)$  is heading in the right direction.

$NEBIUS(NBIS)$  There's a lot of open interest stacked at $235, $240, and $250 with expiration coming up. We'll see if any of the big players want to push toward those levels. F Burry. This still feels like the 3rd inning of the AI trade. We'll have to deal with the naysayers and the NIMBY crowd for a while.

$NEBIUS(NBIS)$ Held trendline support and the 20-day moving average. Looks poised to take out $250.00 and put in a solid Q4 performance.

$NEBIUS(NBIS)$ Burry followers are going to have to cover. Clear air ahead.

$NEBIUS(NBIS)$  Nebius partnership list. Know what you're buying and holding. Don't listen to the bears.

$NEBIUS(NBIS)$ When Burry says the bubble is going to burst, but then covers his shorts, he isn't exactly putting his money where his mouth is. The ones paying him for a subscription and copying his trades end up being the suckers.

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $NEBIUS(NBIS)$  $Marvell Technology(MRVL)$ The AI revolution is already underway and rolling out now. No need to overreact to the noise.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $iShares Semiconductor ETF(SOXX)$ $NEBIUS(NBIS)$ $Bloom Energy Corp(BE)$ Bears are weak. Can't even give me a decent dip.

$NEBIUS(NBIS)$ Looking into this Rothschild Redburn company. Back in December 2024 they were warning about AI hype. Looks like they were a bit off on that one. Nebius averaged $29.82 during that month, and it has gone up about 8x in less than two years.

$NEBIUS(NBIS)$ Motley Fool has an article out saying Nebius could be worth $235B by 2028, around 3.6x from here.

$NEBIUS(NBIS)$ Here comes the handle part of the cup and handle formation.

$NEBIUS(NBIS)$ With Anthropic out of the race, I think Nebius will end up buying Decart. Decart would fit Nebius unusually well, since its DOS stack can improve GPU utilization and lower inference costs across Nebius infrastructure. The synergy works on both sides: better economics per GPU, plus higher-value proprietary demand for that compute. Nebius also has very close ties to the Israeli startup scene, given that top management is Israeli. Mark this post.

$NEBIUS(NBIS)$ It is interesting how every plumber and janitor is now a macro economist, when 99% are just parroting what the media convinces them of and don't even understand what they are saying. The only halt being put on AI is by wealthy people who need to slow it down to load up on more shares. Stop believing every news story you read and don't comprehend.

$NEBIUS(NBIS)$ No matter how good the news is, NBIS always seems to manage one drop after another. If the NBIS neo cloud business performs even half as well and consistently as its stock tanks minutes before the close each day, we ought to do very well.

$NEBIUS(NBIS)$ Looking good. Less than 2 months away from their next earnings report. $900 million quarterly revenue expected plus great margins. I'm currently up more than 5x. Conviction plus concentration. Unbalanced, oh well. Also long on $Rocket Lab USA, Inc.(RKLB)$ , $Infleqtion(INFQ)$ , TEM.

It's not just about the gains, it's about the discipline and the consistency. I'll be keeping an eye on $SPDR S&P 500 ETF Trust(SPY)$  and SPX again for some 0dte setups, with volatility still trending upward. I'm also watching $Strategy(MSTR)$ , $Micron Technology(MU)$ , and $NEBIUS(NBIS)$  for potential new swing positions, since all three are targeting major LZI zones after the big moves. I expect those levels to get taken out soon. For anyone trading options, timing is the key part here.