To The Moon

$NEBIUS(NBIS)$ Truist initiated coverage on Nebius with a Buy rating, pointing to what it sees as a significant opportunity. Price target set at $355.

$NEBIUS(NBIS)$ The CEO just made some very bullish comments.

$NEBIUS(NBIS)$  Over the weekend I noted that Friday showed a 50% jump in volume and a shift into positive momentum, both of which looked bullish for Tuesday morning. We got a gap up open today and volume is already running above Friday's level. The 5-day line is crossing above all the moving averages, and both RSI and MACD are supporting a continuation of the trend. If it opens up more than 50% of today's candle and trends above today's high, that's when I would look at adding to this position.

$Advanced Micro Devices(AMD)$  I told you so. What a run. Still holding 100 contracts until end of week, sold 100.

AI infrastructure is having a strong session. $NEBIUS(NBIS)$  +5.2%, $IREN Ltd(IREN)$  +6.2%, $CoreWeave, Inc.(CRWV)$  +6.7%, $Keel Infrastructure Corp(KEEL)$  +6.9%. After the pullback, AI infrastructure valuations compressed to better multiples, averaging around 3-4x market cap to end-2026 ARR. Run-rate isn't current revenue, but it points to forward P/S for companies growing ARR extremely fast. And with long-term contracts in place, these are stable revenue sources. The execution bar is high, with financing and construction as the key variables. Still, demand is far outpacing supply. A 15-25% GPU p

$NEBIUS(NBIS)$ Two of my favorite long holds: NBIS and PLTR.

$NEBIUS(NBIS)$ Took some last week on the 10/50ma reclaim. Looking to add on a 229-230 break with volume.

$Applied Optoelectronics(AAOI)$ the best fibre optic play with data centers and expanding AI infrastructure. Free money all day long. Short squeeze. $Micron Technology(MU)$  $APPLIED DIGITAL CORP(APLD)$  $NEBIUS(NBIS)$ 

$NEBIUS(NBIS)$  $IREN Ltd(IREN)$  could go very well if it actually sells anywhere near power capacity. I lost confidence in IREN's co-CEOs, the Roberts Brothers, a while ago and I got out. I'm not sorry I did - that was before they fleeced shareholders of 5% of the float for their abusive non-performance based $700 million compensation package, wasted another $50 million of shareholder money on an NBA sponsorship that was totally unnecessary while doing a $6 billion purely dilutive ATM. They're very good at securing power but have done a poor job at selling to hyperscalers. $APPLIED DIGITAL CORP(APLD)$ , which isn't

$NEBIUS(NBIS)$ The Alabama community lawsuit now has a trial date set for March 2027. Construction is still moving forward because of a judge's order. I think Nebius and city officials have a decent chance of prevailing in the non-jury trial. The value of state-of-the-art data centers keeps rising as new construction faces higher time and cost barriers. Nebius and other early entrants look well positioned in this part of the AI buildout.