$NEBIUS(NBIS)$ $APPLIED DIGITA

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$NEBIUS(NBIS)$ $APPLIED DIGITAL CORP(APLD)$ $TeraWulf Inc.(WULF)$ The wind may finally be shifting north for the neoclouds. The whole sector has been hammered into major support with extremely heavy short positioning. Yes, there are legitimate debt and financing concerns, especially around CoreWeave. But those aren't automatically sector-wide problems. Meanwhile, AI compute demand keeps growing and infrastructure spending continues to ramp. Beaten-down stocks, heavy shorts, intact demand. If support holds and sentiment turns, there's plenty of fuel for a violent move north.

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