$NEBIUS(NBIS)$ $APPLIED DIGITAL CORP(APLD)$ $TeraWulf Inc.(WULF)$ The wind may finally be shifting north for the neoclouds. The whole sector has been hammered into major support with extremely heavy short positioning. Yes, there are legitimate debt and financing concerns, especially around CoreWeave. But those aren't automatically sector-wide problems. Meanwhile, AI compute demand keeps growing and infrastructure spending continues to ramp. Beaten-down stocks, heavy shorts, intact demand. If support holds and sentiment turns, there's plenty of fuel for a violent move north.
$NEBIUS(NBIS)$ I genuinely don't understand the reaction to Elon's comment. He's pretty clearly talking about a power constraint, but retail does what retail does.
$CoreWeave, Inc.(CRWV)$ If the war ends, yields fall, and gas prices come down, I think we could see 150 right after the midterms. You watch. Mark this post.
$NEBIUS(NBIS)$ This board is hilarious. Cheers to all the longs. We shall persevere — it's going to be hard to keep this growth beast down. When the dust clears, we shall ascend.
$CoreWeave, Inc.(CRWV)$ The only thing driving this market over the last two weeks is fear. There is plenty of room for failure here, but we are only seeing $Meta Platforms, Inc.(META)$ and others double down on their investments, which bodes well for Coreweave and similar names. These companies are much better positioned to understand the risks, and to them there does not appear to be any.