To The Moon

$APPLIED DIGITAL CORP(APLD)$ It's time, Wes. PF1 RFS PF2 and DF1 leases. DF3 site announcement. CHRN and MSFT lease execution. $IREN Ltd(IREN)$  $Cipher Mining Inc.(CIFR)$  $NEBIUS(NBIS)$ 

$NEBIUS(NBIS)$ A deep OTM call order just hit the tape for NBIS. Over $657K in the 12/18 $360 calls, confirmed buying.

$NEBIUS(NBIS)$ Enough of this nonsense. DELL just proved the demand, and Broadcom is up next.

$NEBIUS(NBIS)$  Accumulating. Will keep adding as it falls for an eventual rebound. GLTA.

$NEBIUS(NBIS)$  The datacenter backlash right now feels like it is being driven by Democrats for the midterm elections. Once the midterms are over, I do not think anyone will really care how many datacenters get built or where they go up.

$NEBIUS(NBIS)$ $APPLIED DIGITAL CORP(APLD)$ $TeraWulf Inc.(WULF)$ I'm 30% invested, 30% cash, and 40% in energy. Either I get cheaper entries or Santa drops profits down the chimney. I've set my buy marks — if they hit, I add; if they miss, I just wait. These stocks tend to make 10-15% jumps right after you've given up.

$NEBIUS(NBIS)$  Undervalued. Loaded and locked. Only pure AI hyperscaler.

$IREN Ltd(IREN)$ $NEBIUS(NBIS)$ If you don't fully understand IREN's history and how the company evolved into what it is today, this summary is worth reading.

$NEBIUS(NBIS)$ Dell earnings are coming up tomorrow. Looks like it should be a solid beat. The 12-hour chart is setting up.

$CoreWeave, Inc.(CRWV)$ A great week is starting. $Cipher Mining Inc.(CIFR)$  $NVIDIA(NVDA)$  $NEBIUS(NBIS)$