$NEBIUS(NBIS)$  Not expecting much from the next session. Today just felt like options-driven manipulation. That candle is honestly ridiculous.

What's up with $NEBIUS(NBIS)$ ? After a 7% dip over the past week, it bounced back 4% today on AI cloud price hike news. Institutions are loading up on calls, not puts. Options flow shows just 10% in puts recently. Big money is eyeing upside with a $2.5m sweep in $200 calls and a $1.0m block in $240 calls for October. Looks like they're hedging short-term downside but betting on a move up next month. Those strikes are worth watching if you're trading this.

$NEBIUS(NBIS)$ Nebius is raising GPU rental rates by 17% to 25%, looking to boost revenue amid strong demand for AI computing capacity.

$NEBIUS(NBIS)$ Faded a 10% green day to retest the 50 DMA. Holding it so far. Also sitting right along trendline support at the bottom of this symmetrical triangle. Watching for a technical bounce.

$NEBIUS(NBIS)$  GPU growth up 20%, I like that. Announce another contract and it could really take off.

$NEBIUS(NBIS)$ Demand looks intense while they are pushing hard to expand supply. I think there's a real chance this reaches $300 within the next month.

$NEBIUS(NBIS)$ NBIS is raising GPU pricing starting October 1st. That looks really good.

$IREN Ltd(IREN)$ $Cipher Mining Inc.(CIFR)$ $TeraWulf Inc.(WULF)$ $Keel Infrastructure Corp(KEEL)$ $NEBIUS(NBIS)$ The Fed hiked, the market sold off hard, and these still held up fine. Not seeing much sign of that "slowing down" narrative playing out. Tom might have a point here.

$NEBIUS(NBIS)$ Bears were talking nonsense about AMD back at $2. That kind of noise is just part of the game. Ignore it and stick with your own conviction.

$NEBIUS(NBIS)$ $APPLIED DIGITAL CORP(APLD)$ $Keel Infrastructure Corp(KEEL)$ $Cipher Mining Inc.(CIFR)$ We are very close to the bottom. A big rally is likely coming toward the end of the year. I am positioning myself accordingly.

$NEBIUS(NBIS)$ The morning scare felt manufactured, and I used it to add 500 more shares. I'm up to 7,100 shares now. NBIS has been good to me over the long run.

$NEBIUS(NBIS)$ In my humble opinion, the US may have some issues with AI. But Nbis is mostly Europe based, and more centers are coming online. I'm staying put with my investment, as I still think the numbers will blow expectations out of the water.

$NEBIUS(NBIS)$ Futures turned green in the morning. Trump won't allow any nonsense before the midterm election.

$IREN Ltd(IREN)$ $NEBIUS(NBIS)$ $Cipher Mining Inc.(CIFR)$ $TeraWulf Inc.(WULF)$ $New Era Helium Inc(NUAI)$ Most finance jobs are probably done for. Wall Street folks might have to look into trade school at this point.

$NEBIUS(NBIS)$ Arkady explained the core of the Nebius business at the Citi Conference. The full stack approach, from cloud up through inference and into higher-level agentics, gives them more room to operate. Otherwise they would just be another Neo cloud selling bare metal services at $10 million per megawatt to customers who then build products with OpenAI, Anthropic, Microsoft, or Google. Instead, Nebius builds its own full stack and its own product, selling at a much higher level with materially different margins. The pricing reflects that, roughly 2 to 4x higher, which supports strong margins and return on investment. They recently noted that CapEx payback comes in under 2 years, at 22 months on these prices. That product structure is w

$NEBIUS(NBIS)$ Truist has initiated coverage on Nebius with a Buy rating and a $355 price target. Their view is that Nebius offers exposure to a scaling AI-native hyperscaler that is still building out its infrastructure.

$NEBIUS(NBIS)$ Pretty much what you would expect after significant news. MACD shot north and RSI flipped from bearish to bullish in a New York minute. Price is comfortably above the 50-day moving average. I would say the sideways drift over the summer has mostly been about market sentiment rather than any lack of corporate execution. You have to recognize that this company is best of breed, and if there is an argument for AI then there has to be an argument for NBIS. The one thing I can hold onto is that my core conviction has never changed. A year ago I thought AI would change the world in ways beyond most people's perception, and I still think that now. The self-learning nature of AI allows the sector to multiply exponentially. I could be c

$NEBIUS(NBIS)$ 300 is on the table. Risk-on mode is activated.

$NEBIUS(NBIS)$ Palantir and Nebius partnership news caught my attention. I have made good money holding both of these companies long term, and I have also traded them. My $220 calls are looking very strong right now.

$NEBIUS(NBIS)$ APLF$TeraWulf Inc.(WULF)$ Algos are still clearing out the liquidity pockets near the lows, and that could push the US open into positive territory.