The market just triggered one -To The Moon - Tiger Brokers Online Investing Community - To The Moon

GregoryRichardson

The market just triggered one of the cleanest mechanical demand events.

Nasdaq-100 inclusion next Monday means this is no longer narrative-driven—it becomes rules-based flow. Over 200 products tracking the index, representing about $800 billion in AUM, are now structurally forced buyers. It's not discretionary.

This creates a persistent, price-insensitive bid that doesn't care about volatility, headlines, or sentiment.

What stands out is that $NEBIUS(NBIS)$ isn't just being added—it's entering as the top performer among the rebalance cohort at around 165% YTD, alongside names like $Rocket Lab USA, Inc.(RKLB)$ , $CoreWeave, Inc.(CRWV)$ , $Teradyne(TER)$ , and ALAB.

And it's replacing slower-growth legacy components, highlighting a broader index shift toward AI infrastructure and compute buildout exposure.

With additional tailwinds from major strategic stakes and large-scale capacity expansion plans, the inclusion becomes an accelerant on top of an already strong trend.

This is not just rebalancing—it's forced demand meeting momentum.

CoreWeave Surges 9.7% Against the Tape: Cantor Targets $167, Still a Chase?

CoreWeave bucked a broad AI hardware selloff with a 9.67% gain. Cantor Fitzgerald reiterated Overweight with a $167 price target, citing strong demand for CRWV's AI compute rental model and execution track record; one firm also issued a 'long CRWV, short Nebius' paired trade, arguing CoreWeave holds the edge on both valuation and delivery. As upstream chipmakers give back gains on crowded positioning, downstream 'compute-as-a-service' cloud players are drawing fresh interest. Can the AI cloud most deeply tied to NVIDIA hold its ground against broader sector headwinds?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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