$NEBIUS(NBIS)$ Interesting excerpt from a new ADHOC NEWS article. It says the conventional narrative paints Nebius as a neocloud challenger that rents out GPU capacity when AWS, Azure, and Google Cloud have months-long waitlists. That's true but increasingly incomplete. Three acquisitions closed in Q1 2026 reveal a more ambitious strategy. Tavily, Eigen AI, and Clarifai together form a full-stack solution for deploying agentic AI. Each purchase targets a different layer of the inference pipeline: Eigen AI optimizes at the model level, Clarifai at the system level, and Tavily adds real-time web data access. The result is a platform where AI agents can reason and act on fresh information — not just run compute jobs. At the core of this sits Tok
NeoCloud continues to be one of the strongest sectors in the market. $NEBIUS(NBIS)$ $IREN Ltd(IREN)$ $CoreWeave, Inc.(CRWV)$ The NeoCloud (AI-dedicated cloud) cohort has fundamentally solidified its status as the leading alpha generator of this technology bull cycle. Following the historic official inclusion of $NEBIUS(NBIS)$ and $CoreWeave, Inc.(CRWV)$ into the Nasdaq-100 Index yesterday (June 22), the sector has officially transitioned from a niche speculative proxy to an institutional core holding. While the immediate tape triggered a classic "se
$NEBIUS(NBIS)$ You don't need a portfolio full of tickers to outperform. You just need a handful of names where the underlying thesis keeps getting stronger over time. Right now, the ones I'm watching most closely are: $Zeta Global Holdings Corp.(ZETA)$ , $Hims & Hers Health Inc.(HIMS)$ , $T1 ENERGY INC(TE)$ , $Oscar Health, Inc.(OSCR)$ , NBIS. Finding great stocks isn't the hardest part. The real challenge is holding them through volatility while the fundamental story continues to improve. Too many traders take quick profits on winners and hold losers
$NEBIUS(NBIS)$ Ouch, those who sold at $250 thinking they could buy back lower... LMAO... at the one who sold at $60 last year, and the price went up to $75 the next day... hahaha.
$NEBIUS(NBIS)$ It staged a powerful intraday reversal, surging over 14% from its morning session lows. As a clear relative strength leader in the sector, the technical structure continues to print consistent higher lows across multiple timeframes. This persistent structural defense at key levels reinforces a robust demand cushion, solidifying the broader upward trend for further momentum continuation.
The market is still choppy, but a few names are starting to separate from the noise. $NEBIUS(NBIS)$ - holding the 9 EMA on the daily, still acting like a leader with strong trend structure and clean momentum. $Robinhood(HOOD)$ - tight action above the 200-day SMA breakout zone, light volume pullback, no real supply coming in. $Oscar Health, Inc.(OSCR)$ - breaking out of a flat base with clear relative strength versus the broader weak tape. $Ouster Inc.(OUST)$ - trying to emerge from a multi-week flat base, price action tightening and building momentum. This is where real trend money tends to start
$Infleqtion(INFQ)$ I think Infleqtion could be as big as $NEBIUS(NBIS)$ in the near future, and likely ahead of other quantum firms. Their position in key areas and being the first quantum company to go into space gives them an edge. In my view, their quantum sensors/spectrums are the best in the world. I know a lot of people are still holding $IONQ Inc.(IONQ)$ , $Rigetti Computing(RGTI)$ , and $D-Wave Quantum Inc.(QBTS)$ , hoping they'll come out on top. But before the dotcom bubble, many big names also failed. Right now, Infleqtion is clearly leading
If I could only follow disruptive themes for the next decade, it would be these. AI infrastructure is moving beyond the early narrative phase into sustained expansion, with capital increasingly rotating from chips into the full compute ecosystem. $NEBIUS(NBIS)$ and $CoreWeave, Inc.(CRWV)$ represent the new Neocloud and AI compute leasing model—essentially turning GPUs into a service layer. $IREN Ltd(IREN)$ is transitioning from a crypto miner into an AI infrastructure provider, offering high-beta exposure to compute demand cycles. $Vertiv Holdings LLC(VRT)$ , however, represents a critical and often