$SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$ $Micron Technology(MU)$ $NEBIUS(NBIS)$ It's been a rough ride. I kept adding and averaging down, but it just keeps dropping. Now I'm out of disposable cash to buy more, so there's not much left to do except sit tight and wait for the selling to ease up.

$Trump Media & Technology(DJT)$ When the idea for DJT was first introduced to investors in 2021, the pitch was that Truth Social would generate $830 million in revenue in 2024. On pace now to fall $825 million short of that projection. If you would have got in in the beginning, you would have made money. People stayed in because they were greedy and they thought they would get rich. But they got burned. That is their own fault

$NEBIUS(NBIS)$  is the real MVP in AI data center plays, the only non-speculative gem! Makes $IREN Ltd(IREN)$  $Cipher Mining Inc.(CIFR)$  $TeraWulf Inc.(WULF)$  $APPLIED DIGITAL CORP(APLD)$  look like benchwarmers

$NEBIUS(NBIS)$  NBS chart has formed an inverse head and shoulders pattern, resembling a 'V' with dual shoulders. This bullish reversal configuration signals potential trend reversal from downward to upward momentum.

$NEBIUS(NBIS)$ 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

$NEBIUS(NBIS)$ 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.

$IREN Ltd(IREN)$ Short term structure still looks bullish to me. Price held last week's swing low and bounced. Now the question is whether that level can hold into August. While this short term structure holds, I expect a break to the highs. If we sweep that low, I expect price to redistribute toward $20.

$Bed Bath & Beyond(BBBY)$ Recently, short interest rose sharply again. Today the short interest is 65 million, and there are 117 million shares outstanding. This means that 56% of the shares are short. Again, this is a huge number. Speculators are skeptical that the company (and the stock price) will improve.Bed Bath & Beyond has a high potential for a short squeeze because of the large number of shares sold by short sellers. An improvement in cash flow figures, or the company's financials are catalysts to push the stock price up. If the company comes out with strong financial figures, the stock price could skyrocket.

$NEBIUS(NBIS)$  13F filings dropping soon, keep radar on fresh institutional whales. $NVIDIA(NVDA)$  earnings next week could be the sector's defibrillator. Markets got that 7-second memory span, time to flip greed mode back on when volatility chills. Everybody's hunting discounts in this fire sale season.

$APPLIED DIGITAL CORP(APLD)$ Second half of 2028 can't come soon enough. $IREN Ltd(IREN)$  $Cipher Mining Inc.(CIFR)$  $NEBIUS(NBIS)$