$Invesco QQQ(QQQ)$ 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.

$NEBIUS(NBIS)$ 300I think $500 is reachable by end of year or Q1 2027.

$NEBIUS(NBIS)$ If earnings come in strong, the stock could go absolutely wild and completely vaporize Burry's position.

$NEBIUS(NBIS)$ I'm not sure about others, but I'm sleeping well tonight.

$CoreWeave, Inc.(CRWV)$ Earnings and the call were both really strong. If NBIS delivers something similar tomorrow, the whole sector could go wild. Really hoping everything goes well with the NBIS numbers.

Even with the broader market feeling heavy from geopolitical tensions related to the Iran situation, $NEBIUS(NBIS)$  is holding up pretty well. I noticed some big options trades that seem to be leaning bullish.

$NEBIUS(NBIS)$  US financial heavyweights have committed $500B in financing to Jensen for AI data centers. It feels like we might still be in the early innings of the biggest Industrial Revolution in history. Hard to see any logic in shorting this market right now.

$NEBIUS(NBIS)$  I get the feeling it might just hover around these levels until earnings. If it dips further, I'll keep adding to my position.

$NEBIUS(NBIS)$ $Leverage Shares 2X Long NBIS Daily ETF(NBIG)$ $SPDR S&P 500 ETF Trust(SPY)$ Hoping NBIS covers this Caribbean trip. Burry can have a one-way ticket to Antarctica, from where I stand.

$NEBIUS(NBIS)$ NBIS is at the top of my watchlist this week. The Burry short news hit right as it was getting rejected around the 50-day MA, and the stock pulled back quickly toward the 0.5 Fib in the $180s. That area is where it starts to get interesting to me. If support holds and NBIS can reclaim the 200-day MA, I would be watching closely for a possible trend reversal. Earnings are Wednesday, so volatility could pick up fast. I am not interested in chasing the first move — I want to see how price reacts after the numbers. Still early, but definitely one I will be watching.

$NEBIUS(NBIS)$  is at a critical technical moment right now. On one side, there are reports that Michael Burry has taken a bearish position, but the chart seems to be telling a different short-term story. After breaking out from a major support zone, it's now successfully retesting that breakout level, which is often a key step before the next move higher. Without knowing the exact structure or timing of the bearish trade, betting against this setup at this point looks aggressive. If the current support holds, the bullish trend remains intact, and Wave 5 could still target the $410 area. The next few sessions should reveal whether this breakout has real staying power.

My end-of-year price targets: $AST SpaceMobile, Inc.(ASTS)$  $150, $Rocket Lab USA, Inc.(RKLB)$  $200, $NEBIUS(NBIS)$  $400, $Applied Optoelectronics(AAOI)$  $300. These are the names I'm watching closely as major themes continue to develop. Targets are never guaranteed, and execution matters. But the biggest opportunities often come from identifying strong companies before the market fully prices in their potential.

Up about 38% from my buy zone and still holding. $NEBIUS(NBIS)$  has already moved more than 38% higher from my entry area, and I'm just staying patient with the position. I added an alternative scenario to my chart because markets rarely move in a straight line. A pullback is still possible, especially after a strong run like this. The bigger picture remains interesting as investors continue watching the AI infrastructure and cloud computing space. Short-term, I'm focused on price action, support levels, and how buyers react if momentum cools down. No chasing, no emotional decisions. Sometimes the best move is just letting the trade work. Keeping $NEBIUS(NBIS)$  on watch.

The bigger move could still be ahead. As long as price stays below $30, I see this as an attractive accumulation zone. The setup reminds me of earlier opportunities where patience mattered: $IREN Ltd(IREN)$  around $13, $NEBIUS(NBIS)$  around $51. At the time, many people ignored those levels, and months later the story changed. I believe $WhiteFiber, Inc.(WYFI)$  has the potential to push toward new all-time highs if momentum and execution continue. Bookmark this one. We may look back differently in six months.

$NEBIUS(NBIS)$ Bulls did their job. Price held above the Wave 1 high near $141, keeping the larger bullish structure intact. Now the focus shifts to follow-through. As long as buyers keep defending higher lows and momentum continues to build, the chart suggests Wave 5 could be underway. The long-term technical objective remains around $400 based on the current Elliott Wave structure. Wave 4 appears to have done exactly what corrections are supposed to do — shake out weak hands and excessive leverage before the next trend develops. Now it's up to the bulls to keep control.

$NEBIUS(NBIS)$  $IREN Ltd(IREN)$ $APPLIED DIGITAL CORP(APLD)$ $SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ There's an interesting pattern forming that keeps reminding me of the summer 1998 dotcom melt-up. Back then, dotcom stocks were booming and took a huge correction in summer 1998, with a major fund, Long Term Capital Management, blowing up. Almost 30 years later, we have an AI boom, a big pullback this summer, and now a major fund, Situational Awareness, has blown up. The similarities between the two periods are striking

$NEBIUS(NBIS)$ $IREN Ltd(IREN)$ $APPLIED DIGITAL CORP(APLD)$ $Cipher Mining Inc.(CIFR)$ $TeraWulf Inc.(WULF)$ AMZN posted some pretty strong numbers that look good for infrastructure companies broadly. AWS grew 36.7% year-over-year in Q2, the fastest in 18 quarters. Their AI and Chips businesses each hit run rates above $25 billion. Revenue came in at $200.6B versus estimates of $196.4B, up 20% year-over-year. EPS was $5.75, which included a $53.4B non-operating gain mostly from the Anthropic investment. AWS sales reached $42.2B against an estimated $40.

$NEBIUS(NBIS)$  Looking forward to Apple and Amazon earnings today, hoping they help support the move up.