$NEBIUS(NBIS)$  I really don't see a good reason for the sell-off to keep going. Selling at this point seems like a poor decision to me.

$NEBIUS(NBIS)$  NBIS's recovery looks pretty solid, up 2% overnight, outpacing the industry average.

$NEBIUS(NBIS)$  I've been closely watching this stock for a full year. I think it could easily recover the 15% in a day or two.

$NEBIUS(NBIS)$  Just because a generalist like Walmart adds gas stations doesn't mean specialized oil majors like BP or Shell go away. The same logic applies here: Meta building its own infrastructure is a large consumer securing its basic supply, which doesn't really threaten specialized, high-tier wholesalers like Nebius. Nebius is positioned more as a premium, high-performance provider engineered for demanding, precision-heavy workloads—think advanced robotics and custom AI clustering. This whole infrastructure push suggests AI computing is becoming the new critical resource, and the market is dealing with a structural shortage, not just a speculative bubble. Looking ahead, as regulatory shifts like the AI Ac

$Advanced Micro Devices(AMD)$ Shorts lost a lot of strength today. Bulls are ready to keep this above $538.50.

$Advanced Micro Devices(AMD)$ I think it could reach $1,000 within three years. It should be a must-own in the next economy.

$Salesforce.com(CRM)$ $SPDR S&P 500 ETF Trust(SPY)$ $Micron Technology(MU)$ $Advanced Micro Devices(AMD)$  $Intel(INTC)$ Salesforce's forward P/E is under 10 now, which is a pretty compelling valuation. It's deeply oversold, and there's a significant gap to analyst price targets. Agentforce ARR is growing rapidly, and deal volume is at record levels. The Agentic Work Units metric points to solid actual usage. Revenue reacceleration seems to be on the horizon, and the company is doing record buybacks at depressed prices. The

$Salesforce.com(CRM)$ $SPDR S&P 500 ETF Trust(SPY)$ $Advanced Micro Devices(AMD)$ $Micron Technology(MU)$ $Western Digital(WDC)$ CRM $200 by July 4th; short-term bullish; clear rotation. The hype over the weekend…can see 50-200% plus rallies in most quality software stocks by the end of summer.

$NEBIUS(NBIS)$ The stock continues to act like a true market leader on the tape. It's maintaining a textbook macro series of higher highs and higher lows, currently backtesting and holding the rising 9/21-day EMA cluster. Driven by the explosive wave of global AI infrastructure demand, long-term consensus revenue is projected to surge from an LTM of $878M to over $21B by 2028. The chart looks heavily coiled and completely primed for its next major impulsive leg higher.

$NEBIUS(NBIS)$ A 15% jump from today's closing price would get us into the mid-$290s. I think that's very doable tomorrow, barring any unforeseen issues.

I gave an AI two screenshots of TradingView's after-hours price and the next four quarters' EPS estimates. I had it add $4 per quarter to $Micron Technology(MU)$  and $0.10 per quarter to $Advanced Micro Devices(AMD)$ , assuming an expected beat for both. Then I asked it to calculate the NTM PE and what the stock prices would be if they traded at each other's NTM PE. $Micron Technology(MU)$  would be $7,108.90 if it had AMD's NTM PE. AMD NTM EPS: $9.29 | AMD NTM PE: 57.97 MU NTM EPS: $122.64 | MU NTM PE: 9.68 MU at AMD's NTM PE: $7,108.90 AMD at MU's NTM PE: $89.88 So, if you believe AMD is worth $538, then by that logic, you should believe

$NEBIUS(NBIS)$ Micron's performance is really solid. Things are looking good now.

$NEBIUS(NBIS)$ Remember, this movement is absolutely no problem here. It looks like someone big wants better cards.

$NEBIUS(NBIS)$ Let's set aside the noise and look at the chart. Going back to mid-April, the price has largely tracked the upper Bollinger Band, with pullbacks holding fairly well at the median line. That's a good sign, typical of an uptrend with gap fills. MACD has turned down, but history shows it rarely stays below the divergence line for long. RSI is cooling off, which could set the stage for the next move higher. The trajectory for AI is only going up, though it will be punctuated by both favorable and unfavorable takes from Wall Street—another term for rotation. I prefer exposure to the picks and shovels of the AI sector since they don't move in lockstep with the hyperscalers. FPS, VRT, NVT, BE, APLD, GEV, INIO should all do well throug

$NEBIUS(NBIS)$ The rapid rollout of Nebius Group's version 3.6 platform perfectly captures the parabolic demand accelerating in heavy industry and advanced robotics. This update shows downstream users aren't just testing—they're integrating Nebius's high-efficiency GPU architecture directly into live, physical AI operations. From virtual molecular testing in petrochemicals to laser-guided sorting in recycling and automated farming, this milestone solidifies Nebius as the definitive backend for heavy industry. We're only at the very start of a massive, underappreciated structural monetization wave. Price target: USD 2000 in 2-3 years.

$NEBIUS(NBIS)$  Here's my take. I was happy when it hit 150, 200, 250, and 290. I was amazed at how fast it ran... maybe a bit too fast. If it stays here around 250-260, I'm still way up. Just take a breath, it should return to 290. Zoom out on the chart. It's gone up fast and pulled back, which is normal for a hyper-growth stock. Deep breath. Unless you're new to this stock and bought high, then just hold.

$NEBIUS(NBIS)$ 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

$NEBIUS(NBIS)$ TERESTRA appears to be a trademark registered by Nebius Group (through Nebius B.V.) that's sparked a lot of discussion among NBIS investors. The trademark filings cover a very broad spectrum of AI-related products and services, including AI software and machine learning platforms, cloud computing and server infrastructure, supercomputers and data centers, SaaS and PaaS offerings, AI consulting and development services, as well as communications and marketplace services.

Two big winners already locked in this year: $NEBIUS(NBIS)$  from $87, up about ~225%. A clear standout performer and currently the strongest position in my book. $Oscar Health, Inc.(OSCR)$  from $12.21, up about ~137%. One of the fastest double-up style moves I've seen this cycle. Momentum like this usually comes from being early in structurally strong themes, not chasing strength after it shows up. Now it's about discipline on the next rotations—letting winners run while selectively reloading into the next setups instead of forcing trades.

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