$NEBIUS(NBIS)$  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.

$NEBIUS(NBIS)$ Index funds are still stocking up, it's not over yet, there are still some in the queue, just sit back and relax.

$NEBIUS(NBIS)$ The chart looks strong, consolidating near the highs around $285–290. Key support is at $280, then the $270–275 zone. It needs a break above $290–300 for continuation. Above $300, the upside opens toward $315–320. Bias is constructive but extended, with a preference for dips or a clean breakout.

$NEBIUS(NBIS)$  Clearing the 2.618 Fib extension near $259 is a significant structural win, turning a major upside resistance into solid technical support. With Nasdaq-100 inclusion next week driving passive inflows, rising institutional ownership, and accelerating AI infrastructure demand, the path of least resistance remains higher. I'm looking for a move above $300 very soon.

$NEBIUS(NBIS)$ Their earnings exceeded revenues in two of the last four quarters, while they posted losses in the other two. This is likely due to capital raising, Nvidia's investment, and contract prepayments. The next earnings report should be strong, but keep in mind they did receive a significant amount of prepaid money.

$NEBIUS(NBIS)$  It was around $48 a year ago. Now it's over $287. This multi-leg re-rating has been driven by momentum, flows, and a sustained breakout structure. At this stage, the price action is more trend-driven than valuation-driven, with dips still being bought as long as higher lows hold. The key question is continuation versus consolidation.

$Rumble Inc.(RUM)$ Still long and strong on this name, way too cheap to ignore after the Northern Data deal. Expect analyst price targets next week. Keep in mind $NEBIUS(NBIS)$  has a market cap of $70B, and Rumble's market cap is tiny compared to the other two pure-play AI infrastructure giants.

$NEBIUS(NBIS)$  All the new bears here are pathetic. Stick with the OG.

$NEBIUS(NBIS)$ It's had a huge run around $300. I'm watching to see if it consolidates here or keeps extending after this move.

$NEBIUS(NBIS)$ $Palantir Technologies Inc.(PLTR)$ Not trying to sound dramatic, but NBIS moving from around $24 to around $280 is one of those rare trades you don't forget. That's roughly an 11.8x return. After the PLTR run, I exited all my positions and rotated heavily into NBIS, sharing that view with my followers and Substack readers at the time. Why? Because it didn't feel like the cycle was over, just shifting into a different phase of AI infrastructure repricing. What stands out now isn't even the return… it's hearing from long-term holders who actually stayed through all the volatility. That part matters more than the chart.

$Rumble Inc.(RUM)$ Rumble just closed the Northern Data acquisition, securing over 22,000 NVIDIA GPUs. They also have over 200 MW of unmonetized power and hold an 85% ownership in Northern Data, which just raised its 2026 revenue guidance by 30%. This puts Rumble officially in the AI cloud game. This is a significant move for a company with a market cap of just $3B. In the AI cloud/GPU infrastructure space, Rumble now looks to be among the cheapest peers based on market cap and valuation multiples. The main direct or close competitors include: CoreWeave, Applied Digital, and Nebius ($NEBIUS(NBIS)$ ).

3Trillion dollars entering the AI infrastructure sector.

$Auddia Inc.(AUUD)$ Big news today. Target $10-12. $urban-gro, Inc.(UGRO)$  $NEBIUS(NBIS)$  This looks like the AI stock with the most upside potential on the entire NASDAQ.

Not gonna lie, this is getting pretty intense. $NEBIUS(NBIS)$  is now contracting with $BOOST RUN INC(BRUN)$  for $2.4B. As if achieving exemplar status with $NVIDIA(NVDA)$  wasn't enough... Now, according to yesterday's deck, they've got a premier neocloud listed as a customer. They're free cash flow positive and guiding for a 1,233% ARR expansion to over $400M in FY26. Honestly, this kind of growth trajectory combined with a marquee customer lineup is what you see in companies that become legendary. It feels like $NEBIUS(NBIS)$  is quietly building something massive.

$NIO Inc.(NIO)$ It’s been a couple days after NIO jump of +12% with 100M+ volume, the NIO SP is down now but IMO it’s a short trap where all shorted shares can be accumulated more and more. NIO is doing well and gaining more market share and the current price is way more than a bargain. Retail investors can’t push NIO up but I believe we have a long hedge funds accumulating NIO shares more and more. The big jump and continue pulling up is on the way!!!!! 💵💵💵💵💵💵💵💵💵💵💵💵💵💵💵💵💵💵💵💵👍👍👍👍👍

$Advanced Micro Devices(AMD)$ I’m bearish here, but this is up 750% in 5yrs. What are you smoking? This has been a fantastic stock for those who got in when it was wildly undervalued. Now it’s a bit overvalued. But in the long run, I’d never sell my shares. You have to understand that the vertical is simply not done growing and with it AMD will continue to grow. It’s just that right now it’s valued at a price that says it will grow so much faster than it is. Still a $100+ stock no doubt though. Which makes it still 400-500% gains in 5yrs. What else is gaining that much that fast? Not a lot else. This is a great company. Just a tough stock to own in this very moment. Dont get it twisted.

$NVIDIA Corp(NVDA)$ I’m bullish on NVIDIA but always felt the stock should’ve split in 2026. It doesn’t run like it use to after the split and i’ts toppy. It’s easier to move an ice cube vs an ice berg. Either way I expect to see 200 by mid next year.

$SUPER MICRO COMPUTER INC(SMCI)$ Some research suggest that SMCI receives new contracts and payments early then...delivers later making the accounting difficult for some. Problem is -- the Hidden Burgers usually take short positions on the stocks it puts out investigative reports on.....Checkout the Adani group.....this will take long but i am keeping long to recover or do better than that