To The Moon

$NEBIUS(NBIS)$  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.

$NEBIUS(NBIS)$ $NEBIUS(NBIS)$ 170 incoming fast. Loaded up heavily in the 150s today. It felt like taking money from some shorts who got it wrong.

$CoreWeave, Inc.(CRWV)$ A lot of people were calling for $70 to $80 by end of week, and now I'm sure they'd settle for just seeing $60.

$Moderna, Inc.(MRNA)$ $Bloom Energy Corp(BE)$ $Advanced Micro Devices(AMD)$  BOBO.XModerna down 17, Bloom down 8, AMD down 8. The trending list is starting to look like my favorite kind of chart. Staying bullish.

$NEBIUS(NBIS)$  Hard to believe ADBE is up 6% while we're down over 8%.

$CoreWeave, Inc.(CRWV)$  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.

Would love to start selling puts on $NEBIUS(NBIS)$  in the mid $135's and on $IREN Ltd(IREN)$  around $15.50-ish.

$NEBIUS(NBIS)$  I really don't get why anyone would be fearful or shaken here. This looks like a generational opportunity. If the goal is to build wealth from this, you'd better be ready for a roller coaster ride.

$CoreWeave, Inc.(CRWV)$  The longer this base keeps building, the worse it gets for the bears. Future dips are not likely to break this region easily.

It's kind of a shame about SMCI. I owned 1,000 shares a while back, maybe 1-2 years ago, and lost a bit of money before I figured out that management doesn't seem to be able to get out of its own way. I'm much happier being in $Advanced Micro Devices(AMD)$  and $Broadcom(AVGO)$  for the AI hardware play. Kind of sorry I missed out on the memory stocks, but that segment is such a commodity play and that's always dangerous.