To The Moon

$NEBIUS(NBIS)$  Crazy numbers. Comparing William Blair's $71.7B model with a few others: Wolfe Research has roughly $41B ARR by 2030, around 10x from about $4B, and that's the more conservative, often-cited Street number. Northwise runs an independent model with a base case of about $75B exit ARR by 2030, assuming roughly 5.2 GW of connected capacity, which basically lines up with William Blair. William Blair itself shows about $22B exiting 2027, implying a path toward the $70B+ range by 2030 if that pace holds.

$NEBIUS(NBIS)$  This is a great price to consolidate at, in my view. Previously it was either running up fast or dropping. It's nice to see it just staying around here and digesting all the good news along with the FUD.

$Rum Group Inc(RUM)$ Q3 revenue guidance is $87M–$93M. At the $90M midpoint, that works out to a $360M annual run rate. With the market cap at $3.62B, the current multiple sits around 10.1x run rate, which puts the stock at $7.17. If RUM traded at peer multiples, the comparison gets interesting. At IREN's 17.4x, that would be $12.40, up 73%. At NBIS's 17.9x, it would be $12.76, up 78%. At APLD's 18.0x, it would be $12.83, up 79%. Texas Capital has a $15 price target, which implies 109% upside. Maxim has a $22 target, implying 207% upside. A $3.62B market cap for a company holding a $13.7B contract. Q3 revenue guidance is up about 120% from Q2's $40.4M. Two Buy ratings and two double-digit price targets.

$Accelevation Holdings Corp.(ACCV)$ $NEBIUS(NBIS)$ $Cerebras Systems(CBRS)$ $Vistra Energy Corp.(VST)$ Accelevation (NASDAQ: ACCV, $17.72) is a newly public power and cooling solutions provider for AI infrastructure. Current customers include Amazon, Microsoft, Google, Meta, TikTok, Oracle, the U.S. Department of War, ServiceNow, plus 50 more companies. Revenue growth came in at 175%, moving from $158 million to $435 million. Trailing 12-month revenue sits at $735 million. Accelevation is also involved in the $500 billion Stargate project in Texas. That project is a collaboration between Oracle and Ope

$NEBIUS(NBIS)$ So you are saying at this price point it is $40 below their high, and during that time they were called #1 by both $NVIDIA(NVDA)$  and $Palantir Technologies Inc.(PLTR)$ , had a blowout earnings, increased their compute pricing, did a covert raise because of their project volume, and Nvidia started a project just for open source cyber security. I think we should sell.

$NEBIUS(NBIS)$  $NVIDIA(NVDA)$ $CoreWeave, Inc.(CRWV)$ $Applied Optoelectronics(AAOI)$ Just in: Trump said the US government might take an ownership stake in OpenAI and other AI companies, which suggests $AIB Data Centers(AIB)$  is heading in the right direction.

$NEBIUS(NBIS)$  There's a lot of open interest stacked at $235, $240, and $250 with expiration coming up. We'll see if any of the big players want to push toward those levels. F Burry. This still feels like the 3rd inning of the AI trade. We'll have to deal with the naysayers and the NIMBY crowd for a while.

$NEBIUS(NBIS)$ Held trendline support and the 20-day moving average. Looks poised to take out $250.00 and put in a solid Q4 performance.

$NEBIUS(NBIS)$ Burry followers are going to have to cover. Clear air ahead.

$NEBIUS(NBIS)$  Nebius partnership list. Know what you're buying and holding. Don't listen to the bears.