$SUPER MICRO COMPUTER INC(SMCI)$ Most bears on StockTwits have one mission: smear the stock and manufacture fear. Meanwhile, SMCI just posted $11.1B quarterly revenue, $1.70 adjusted EPS, 17.6% non-GAAP gross margin, and guided FY27 revenue to $65B–$72B. And while bears screamed dilution, SMCI rallied 40%+ from the levels they were trashing. Ignore the agenda. Follow the numbers. $CoreWeave, Inc.(CRWV)$  $NEBIUS(NBIS)$  $Dell Technologies Inc.(DELL)$  $SpaceX(SPCX)$ 

$NEBIUS(NBIS)$  If you haven't had a coronary attack since owning this stock, you probably have a strong heart — and hopefully a good one. Looking at the current regular chart, I see a pretty hot stock. Breaking out of that triple top doldrums that had been dragging on since July was a nice move. RSI is pretty jacked, and MACD looks solid too. Would it be reasonable to assume a pullback? I think so. Will it actually happen? Not so sure. Forward momentum has been suppressed for quite a while, so with the latest earnings report and the CRWV results, this thing could quickly outgrow its shoes. We were headed there before — before forward momentum got hijacked by Wall Street sentiment. I think this week ends up bein

$NEBIUS(NBIS)$  The compute rental math looks different after this earnings report. Long-term contracts have moved from $10-15 per MW to $20-25, and short-term rates are now at $40-50 per MW. The stock price hasn't fully priced in that shift yet.

$NEBIUS(NBIS)$ Looking at the regular chart, there's a breakout from a previous triple top that honestly struck me as rather bearish. Going back to the last earnings report in May, the green line acted as resistance for the better part of a fiscal quarter. The latest quarterly report showed corporate objectives being met and exceeded, and this is the third quarterly report in a row that came in above expectations. Arkady runs a tight ship, and this isn't just another AI company jumping into the mix — they're a preeminent company that happens to be in the AI sector. Very impressed with the execution over the trailing three months and hoping to see some contracts unfold going forward. 230 looks like baseline support, with 276 being the gateway

Michael Burry has taken a hit across the board, and it looks like heavy margin call pressure is adding to the pain. $NEBIUS(NBIS)$  $Micron Technology(MU)$  $SanDisk Corp.(SNDK)$  $SPDR S&P 500 ETF Trust(SPY)$  $Trump Media & Technology(DJT)$ 

Dell shares have rallied 285% YTD through Wednesday, leaving other major AI infrastructure plays in the dust. Micron is up 219% and AMD is up 126% over the same stretch. The stock has nearly quadrupled this year and kept pushing higher Thursday, with solid momentum across PC and server markets, plus a strong earnings report from Lenovo adding fuel. Mizuho trading-desk analyst Jordan Klein pointed out just how extreme Dell's outperformance has been, noting the stock has gained more than almost every large-cap tech name. The move reflects a lot of enthusiasm around Dell's exposure to the AI infrastructure buildout, especially demand for servers and data-center equipment. Other AI-related names also moved higher — Super Micro Computer among them — while CoreWeave and Lumentum slipped. Lenovo'

$NEBIUS(NBIS)$ Suze Orman shared a perspective that makes sense to me. If you had enough conviction in a company to invest in the first place, then holding through the dips is the logical follow-through.

$NEBIUS(NBIS)$ Seeing this strength after the recent pullback is impressive. I was expecting a bigger giveback. Hope Burry covered… Pffft, actually, no I don't. What a clown. Shorting an industrial revolution in the first inning. So many FUD issues got resolved recently. $300s very soon.

$NEBIUS(NBIS)$ I only trade it on the daily timeframe since intraday can get really volatile. The last long entry was at $102/$108 on the daily a while back, and there was a new entry at $155/$167.5 on an untested daily zone regain, but it never retested the zone for a chance to add. $134 is the stop level I'm using now. I'm including the 15 min chart for day traders if interested, all levels on the chart.

$NEBIUS(NBIS)$ On the 3-minute chart, price bounced off the 200 SMA (the green line). At least for now, that level is holding.

Difference between trading and investing. Glad I held onto most of my shares instead of selling them all. That 1,071% gain is making retirement feel a lot more realistic. Thank you to the $NEBIUS(NBIS)$  team, and also thanks to $CoreWeave, Inc.(CRWV)$  $APPLIED DIGITAL CORP(APLD)$  IREN.

$NEBIUS(NBIS)$ I don't think it's going below $160 again unless we see a massive recession, and honestly, it probably won't dip back under $200 either.

$NEBIUS(NBIS)$ Push through $250. Margin calls coming for the shorts.

A single buy order of 100,000 could turn this thing green, at least that's how it looks with this kind of setup. Extremely tiny float at 8 million. Market cap is still under 10 million. They just did a reverse split recently. RSI is sitting all the way down at 21. Nano cap. And it has been absolutely beaten down, was at 6.26 just four months ago. SSR is also in play. $Reto Eco-solutions Inc.(RETO)$  just dropped 54 percent yesterday. I caught the move on LGHL before it ran 120 percent, so I have a decent read on these setups.

$NEBIUS(NBIS)$ Honestly, another really off-base call. Feels like someone is stuck in a 2008 mindset.

$CoreWeave, Inc.(CRWV)$  those aren't triple tops, the numbers were written down multiple times in the chart

$NEBIUS(NBIS)$ I was holding this at $50 and sold at $65. That stings. This is definitely one I should have held onto.

$Aeluma, Inc.(ALMU)$ Change is never easy. If you're a venture capitalist, you understand that the next big thing takes time. Boarding a train car can be fun when you know where it's all heading. Photons. $VanEck Semiconductor ETF(SMH)$  $Advanced Micro Devices(AMD)$  $NVIDIA(NVDA)$  $Technology Select Sector SPDR Fund(XLK)$ 

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.