$Advanced Micro Devices(AMD)$ A lot of random bears who never post on this board have suddenly showed up over the past couple of days. Honestly, I'd be curious to know what's behind it.
$NEBIUS(NBIS)$ The market took a hit on more CapEx growth news, which actually feeds right into the Nebius thesis. And we still closed positive. The setup looks pretty comfortable from here.
$NEBIUS(NBIS)$ The chart is at an interesting spot right now. There are early signs that the correction phase might be wrapping up. A push above the $229.50 area would put in a new higher high, which would suggest buyers are stepping back in and the wave 4 pullback could be complete. Technically, the next big level a lot of traders seem to be watching is the 2.618 Fibonacci extension near $400. That target is ambitious, but the setup gets more interesting if momentum, volume, and the broader neocloud trend keep strengthening. The bigger picture matters here too. AI infrastructure and neocloud names look like they are entering a stronger part of the cycle as demand for compute capacity continues
AI data center demand keeps accelerating. I'm keeping an eye on a few names in this space: $NEBIUS(NBIS)$ , $IREN Ltd(IREN)$ , $Hut 8 Mining Corp(HUT)$ , $TeraWulf Inc.(WULF)$ , and BRUN. The race for AI infrastructure is creating huge demand for compute capacity, power, and data center expansion. Companies positioned here are benefiting from what looks like one of the biggest infrastructure buildouts we've seen in years. It still feels early in the cycle, but the demand trend is becoming harder to overlook.