To The Moon

An update from the Q2 earnings on the $Riot Platforms(RIOT)$  and $Advanced Micro Devices(AMD)$  deal. The initial 25 MW was delivered to AMD on time and on budget. Another 25 MW expansion is now under construction, which brings the total contracted capacity with AMD to 50 MW. Of that, 10 MW is due November 2026 and 15 MW is due May 2027. Total revenue over the 10-year term is around $636M, with average annual NOI of about $51M. AMD still holds options that could take the partnership to 200 MW. Combined with the 191 MW frontier AI lab deal announced today, Riot now has 241 MW of AI data center capacity locked in. Clean execution on the AI pivot.

$NEBIUS(NBIS)$ 185Still holding the 9/18 calls through earnings, and hopefully the rest of August plays out nicely.

$NEBIUS(NBIS)$  I think there's a chance NVDA could acquire IREN, and maybe NBIS as well.

$SPDR S&P 500 ETF Trust(SPY)$ Second day of the reset, not the end of the AI trade. The broader market looks like it's catching its breath after the recent run, while memory, semis, and data center / AI infrastructure names keep consolidating and building pressure for the next leg. This is usually the point where late bulls get shaken out before momentum comes back. I'm not chasing the last move — using the consolidation to prepare for the next one. Keeping $Taiwan Semiconductor Manufacturing(TSM)$ , $Broadcom(AVGO)$ , $Advanced Micro Devices(AMD)$ , and $Dell T

$NEBIUS(NBIS)$  Something I'm watching closely during this pullback. Institutional ownership has been building, with reported institutional holdings now around 150M+ shares depending on the filing set. That's a pretty big number. What caught my attention is the timing. While retail sentiment has clearly taken a hit during this sell-off, institutions have continued showing meaningful ownership. Does that mean they know something we don't? Maybe, maybe not. 13F data is delayed, so I wouldn't treat it as a real-time buy signal. But it's definitely interesting when the bigger money keeps its exposure while the chart gets shaken out. I'm watching the next move carefully.

$NEBIUS(NBIS)$ I'm thinking $300+ is possible after earnings. Big banks see transactional data and usually have a clearer read on the real business activity. NVDA knows the actual substance and value of the business better than most.

Since July 28, a few names have moved: $AST SpaceMobile, Inc.(ASTS)$  from $55 to $72, up 31%. $NEBIUS(NBIS)$  from $166 to $188, up 13%. $Ondas Holdings Inc.(ONDS)$  from $7.60 to $9.11, up 20%. $Kraken Robotics Inc.(KRKNF)$  from $4 to $4.40, up 10%. I'm not really interested in chasing moves after they've already happened. I'd rather track the setups early, watch how price responds, and let the chart do the talking. The next move usually starts before most people notice. Staying prepared, not reactive.

$NEBIUS(NBIS)$ Burry had one good call years ago, and that was pretty much it.

AI infrastructure and CPO names are finding support. $Astera Labs, Inc.(ALAB)$  $Credo Technology Group Holding Ltd(CRDO)$  $Tower Semiconductor(TSEM)$  $NEBIUS(NBIS)$  are all holding around their 21-week EMA. Sometimes the weekly chart tells you far more than the daily chart. What I'm watching: if support holds, the trend remains constructive. Weekly EMA holding suggests buyers are defending the larger trend. A breakdown would mean reassessing the thesis. All four are $50B market caps or below and have strong growth characteristics that fit the CANSLIM framework. The key now isn't chasing the bounce

AI infrastructure and connectivity, including CPO, are holding the 21-week EMA. $Astera Labs, Inc.(ALAB)$ , $Credo Technology Group Holding Ltd(CRDO)$ , $Tower Semiconductor(TSEM)$ , and $NEBIUS(NBIS)$  are all showing support around a key weekly trend level. Sometimes the weekly chart tells the story better than the daily noise. All four are still around $50B market caps or below, while offering the kind of strong growth profile that fits the CANSLIM framework. When growth meets technical support, that's exactly where I start paying attention. Another alert is on the way.