To The Moon

$NEBIUS(NBIS)$  AI labs have created a short-term, large-scale compute market where contract rates are running at three to four times the normal level. If demand holds, that pricing power should also move upstream to the neoclouds. That sets the stage for a sharp re-rating. Bullish on $CoreWeave, Inc.(CRWV)$  and NBIS.

$Rum Group Inc(RUM)$ The stock is still priced like a small name, while the deck points to it being a much bigger AI infrastructure play. Slide 10 indicates the market hasn't yet repriced the Quake AI story. Shorts are fighting a growing stack of catalysts, and that gap can close quickly.

$NEBIUS(NBIS)$ Looking at the company's position 12 months ago versus now, it's essentially a different business. A year ago, they had 7 planned or built sites and zero gigawatt-scale AI factories. Today, they have 21 planned or built sites, with 2 gigawatt-scale AI factories in the pipeline. This kind of step-function expansion isn't just linear growth; it's infrastructure scaling at hyperscale pace. Markets often underestimate how quickly capacity can ramp once demand visibility is confirmed. What's notable isn't just the increase in site count, but the strategic shift into gigawatt-level AI factory planning. That's where the AI compute cycle transitions from individual projects to a full industrial buildout. If execution continues to match

Is anyone else watching the sovereign AI trend? $Cognizant Technology Solutions Corp(CTSH)$  just announced a partnership with Domyn to cover the entire EMEA region, which looks like another sign that sovereign AI demand is picking up speed across Europe and more broadly. It seems like every G20 government is now treating AI infrastructure as a national asset, similar to highways or utilities. That shift is starting to translate into actual, large-scale capital deployment. For context, the major cloud providers continue to benefit here. Sovereign AI appears to be additive demand rather than a replacement for hyperscaler spending. It's more about influencing allocation cycles, not replacing core compute growth, which remains a key factor for c

$NEBIUS(NBIS)$  I remember when we had a similar big drop before, it went from around $140 down to $80 and then rallied all the way up to $299. It'll be interesting to see how high this next bounce goes and what kind of payoff there is for holding through the volatility.

That seems a bit off. Meta isn't going to launch a "Meta Compute" service overnight, and $NEBIUS(NBIS)$  isn't going to lose its existing customer base because of it.

$NEBIUS(NBIS)$ It's still behaving like a clear leadership name in this tape. The price structure remains intact with a clean sequence of higher highs and higher lows, and it continues to find support around the 9/21 EMA zone—exactly where strong trends typically reset before continuation. From a fundamental narrative standpoint, the market is pricing in a significant AI infrastructure scaling story, with revenue expectations moving from ~$878M LTM toward multi-year projections above $20B+ by 2028, driven by sustained demand in compute and cloud capacity buildout. Technically and fundamentally aligned setups like this tend to stay persistent as long as dips keep getting absorbed. Right now it's less about predicting the top and more about whe

$NEBIUS(NBIS)$  Pushing to $270 after hours after forming a solid intraday double bottom at the $250 level. Watching to see if this upside technical momentum carries into the next session.

This stock is starting to look like one of the more mispriced names in the AI infrastructure space. Based on forward assumptions tied to around 8GW deployment, you're looking at a roughly $79B revenue path by 2030, yet the stock is still implied at about 0.7x 2030 sales. For context, $NEBIUS(NBIS)$  is closer to 1.3x, and even $Oracle(ORCL)$ —with similar leverage dynamics and heavy AI exposure—is trading closer to 2x 2030 sales. Yes, leverage cuts both ways here. Interest expense as a percentage of revenue is expected to compress significantly if demand holds, but that's the core variable; it's true for most neo-cloud names anyway. What stands out is the valuation spread versus peers given simi

$NEBIUS(NBIS)$ We had a quick 15% correction this morning from yesterday's high of 299. The recent pattern has been a 15 to 20% correction off new highs, followed by a strong surge and breakthrough to another new all-time high. I could see this moving up 15% from 299, which would bring us into the 340s level near term.