$NEBIUS(NBIS)$ GS more than doubled their position during the late July episode. They now hold over 9% of the company's stake.

$NEBIUS(NBIS)$ There should be some temporary relief soon. Expect a green day.

$NEBIUS(NBIS)$ Got my popcorn ready for the close. Short squeeze could continue after that. $500 by end of month.

$NEBIUS(NBIS)$ $CoreWeave, Inc.(CRWV)$ $IREN Ltd(IREN)$ $Cipher Mining Inc.(CIFR)$ $APPLIED DIGITAL CORP(APLD)$ Citadel picked up Situational Awareness assets back in July when they were really cheap, and now those names are starting to run.

$NEBIUS(NBIS)$  Last week the stock climbed $80, and I'm curious whether anyone can break down what portion of that move came from shorts covering their positions. The fact that Friday didn't turn into a selloff feels like a pretty bad sign for shorts heading into this week.

$NEBIUS(NBIS)$ There is a special Vineland Planning Board meeting to continue the public hearing on DataOne/Nebius (NBIS) amended site plan approval for the AI data center expansion. It covers Phase 1 and Phase 2 including Bloom power areas, LNG tank and infrastructure. Hoping for a positive outcome for NBIS.

$Invesco QQQ(QQQ)$ Milton Berg mentioned that the panic at Leopold Ashenbrenner's former AI hedge fund, "Situational Unawareness," was already obvious by late July 2026. But to me, the aftermath also looks like a clear opportunity for AI bulls. The comparison being drawn is 1998 LTCM to 2026 Situational Awareness. The thinking is that AI bulls could have a runway until 2028, based on the 18-month blowoff top in internet infrastructure during the 1998-2000 final stage. $NEBIUS(NBIS)$  $Bloom Energy Corp(BE)$  $SPDR S&P 500 ETF Trust(SPY)$  $NVIDIA(NVDA)$ 

$NEBIUS(NBIS)$ If we can close the week above $250, I'd say that was a solid week. $276 is the level to clear for new highs, though there might be some sideways action before that happens. Institutions have been adding shares, and the setup looks like it could get stronger heading into autumn.

$Cipher Mining Inc.(CIFR)$ This looks like the cheapest data play by a long shot. When the shorts cover, it could happen fast. The right catalyst would really send it.

$NEBIUS(NBIS)$ 300I think $500 is reachable by end of year or Q1 2027.

$NEBIUS(NBIS)$ If earnings come in strong, the stock could go absolutely wild and completely vaporize Burry's position.

$NEBIUS(NBIS)$ I'm not sure about others, but I'm sleeping well tonight.

$CoreWeave, Inc.(CRWV)$ Earnings and the call were both really strong. If NBIS delivers something similar tomorrow, the whole sector could go wild. Really hoping everything goes well with the NBIS numbers.

Even with the broader market feeling heavy from geopolitical tensions related to the Iran situation, $NEBIUS(NBIS)$  is holding up pretty well. I noticed some big options trades that seem to be leaning bullish.

$NEBIUS(NBIS)$  US financial heavyweights have committed $500B in financing to Jensen for AI data centers. It feels like we might still be in the early innings of the biggest Industrial Revolution in history. Hard to see any logic in shorting this market right now.

$NEBIUS(NBIS)$  I get the feeling it might just hover around these levels until earnings. If it dips further, I'll keep adding to my position.

$NEBIUS(NBIS)$ $Leverage Shares 2X Long NBIS Daily ETF(NBIG)$ $SPDR S&P 500 ETF Trust(SPY)$ Hoping NBIS covers this Caribbean trip. Burry can have a one-way ticket to Antarctica, from where I stand.

$NEBIUS(NBIS)$ NBIS is at the top of my watchlist this week. The Burry short news hit right as it was getting rejected around the 50-day MA, and the stock pulled back quickly toward the 0.5 Fib in the $180s. That area is where it starts to get interesting to me. If support holds and NBIS can reclaim the 200-day MA, I would be watching closely for a possible trend reversal. Earnings are Wednesday, so volatility could pick up fast. I am not interested in chasing the first move — I want to see how price reacts after the numbers. Still early, but definitely one I will be watching.

$NEBIUS(NBIS)$  is at a critical technical moment right now. On one side, there are reports that Michael Burry has taken a bearish position, but the chart seems to be telling a different short-term story. After breaking out from a major support zone, it's now successfully retesting that breakout level, which is often a key step before the next move higher. Without knowing the exact structure or timing of the bearish trade, betting against this setup at this point looks aggressive. If the current support holds, the bullish trend remains intact, and Wave 5 could still target the $410 area. The next few sessions should reveal whether this breakout has real staying power.

My end-of-year price targets: $AST SpaceMobile, Inc.(ASTS)$  $150, $Rocket Lab USA, Inc.(RKLB)$  $200, $NEBIUS(NBIS)$  $400, $Applied Optoelectronics(AAOI)$  $300. These are the names I'm watching closely as major themes continue to develop. Targets are never guaranteed, and execution matters. But the biggest opportunities often come from identifying strong companies before the market fully prices in their potential.