$NEBIUS(NBIS)$ 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.