My take this week is straightforward: stick with AI momentum and follow where the strength already is.
$NEBIUS(NBIS)$ - buy zone around $240, high-beta AI infrastructure leader.
$IREN Ltd(IREN)$ - buy zone around $60, power + AI compute exposure still trending.
$CoreWeave, Inc.(CRWV)$ - buy zone around $90, core neocloud beneficiary.
$Qualcomm(QCOM)$ - buy zone around $201, AI edge + mobile cycle support.
$Oracle(ORCL)$ - buy zone around $192, cloud + enterprise AI monetization story.
This isn't random positioning—it's the ongoing AI capex wave expanding.
Missed moves usually don't announce themselves.
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