To The Moon

$NEBIUS(NBIS)$ Anyone who has been around long enough knows one piece of news can send this thing straight up 20-30 points in an instant. I'm very confident management has something up their sleeves, and I'd hate to miss that move. In due time we'll have our moment again.

$NEBIUS(NBIS)$  COLUMBIA + EONE.CSE is a serious R&D combination. Element One committed US$1.67M to a 2-year sponsored research program with Columbia University focused on geologic hydrogen stimulation and critical-mineral recovery. For a small public company, having university-level research behind the technology adds an important layer to the story.

$NEBIUS(NBIS)$  Curious to see what happens when they announce what Arkady is doing with the $5 billion. Feels like a ticking time bomb for shorts.

$NEBIUS(NBIS)$ Just waiting for an announcement. It is just a matter of time.

Neocloud names are bouncing a bit off the lows after the morning dip. $IREN Ltd(IREN)$  $NEBIUS(NBIS)$  $Bitdeer Technologies Group(BTDR)$  $TeraWulf Inc.(WULF)$  $APPLIED DIGITAL CORP(APLD)$  Of course $IREN Ltd(IREN)$  runs after I sold all my shares around an 8 average. It's at 8.55 now.

$NEBIUS(NBIS)$  What am I missing here? NBIS has multiple data centers under construction in New Jersey, Birmingham, Independence, and Finland, and likely more beyond that. The overall negative sentiment around data centers seems to be weighing on the stock. Their engagement with Bloom Energy looks forward-thinking, and their pricing approach that separates short-term and long-term demand is smart. They also design and build their own racks, and being full-stack and vertically integrated means they control the whole process. Their cost of borrowed capital is very low compared to other neoclouds. The company appears fairly priced but needs to keep executing, which they have been doing well. They now have 5 GW of

$NEBIUS(NBIS)$ $APPLIED DIGITAL CORP(APLD)$ $CoreWeave, Inc.(CRWV)$ $IREN Ltd(IREN)$ DELL said they think inference-driven tokens will grow 87 times to 3,600 quadrillion tokens by 2030. Diamond hands.

$Dell Technologies Inc.(DELL)$ It has shown how AI is transforming the future, and $NVIDIA(NVDA)$  did too. Not sure how long they can keep $NEBIUS(NBIS)$  at these levels.

$Advanced Micro Devices(AMD)$  AMD will likely pick up momentum soon. I have little doubt about it. The shorts are on the wrong side of this one and will probably regret it. AMD should come out ahead.

$NEBIUS(NBIS)$  About price fade from recent August highs. See attached from GF.