$NEBIUS(NBIS)$ With all the noise lately, I've gone all in on this company and sold my other positions at a loss. I feel like you have to back the winners, so I'm staying long and riding the wave.

If the market opens strong, there's a good chance $Fluence Energy, Inc.(FLNC)$ , $Cipher Mining Inc.(CIFR)$  and $Applied Optoelectronics(AAOI)$  recover on my list. $APPLIED DIGITAL CORP(APLD)$  and $NEBIUS(NBIS)$  already bounced back nicely.

$NEBIUS(NBIS)$ $IREN Ltd(IREN)$ $APPLIED DIGITAL CORP(APLD)$ $Cipher Mining Inc.(CIFR)$ If those last 5 minutes were any indication of what's coming, the outlook looks pretty bright.

$SPDR S&P 500 ETF Trust(SPY)$ $Advanced Micro Devices(AMD)$ $Micron Technology(MU)$ $Global X Dow 30 Covered Call ETF(DJIA)$ Nasdaq futures are gaining as investors step in to buy the dip in the AI trade.

$NEBIUS(NBIS)$ $APPLIED DIGITAL CORP(APLD)$ $IREN Ltd(IREN)$ $Cipher Mining Inc.(CIFR)$ People spent the whole weekend spreading fear based on Hyperliquid and weekend futures prices, calling for a Black Monday, but actual futures are saying otherwise, at least for now.

$NEBIUS(NBIS)$ Truist has a Buy rating on both, with price targets of $165.00 for CRWV and $355.00 for NBIS.

$NEBIUS(NBIS)$ $TeraWulf Inc.(WULF)$ $Cipher Mining Inc.(CIFR)$ $IREN Ltd(IREN)$ $APPLIED DIGITAL CORP(APLD)$ This does make a lot of sense. I'm just holding the line. Even back in the parabolic 90s, there was a massive pullback in 1998, and then the market went nuts again until March 2000.

$NEBIUS(NBIS)$ Nscale is a competitor of NBIS. Today's news is actually a positive. Where might Microsoft go for more data center space? Go where you already have solid working contracts. Won't be surprised if we get news down the road suggesting Microsoft is adding to their base with NBIS. Staying upbeat on this. If it drops more, I'd add. The chances of this staying down are very low. Can't wait to jump back into NBIL this week. What a great trading vehicle.

$NEBIUS(NBIS)$ $IREN Ltd(IREN)$ This sell-off looks like it was driven by Citadel and other large short sellers that naked shorted a lot of AI names into bankruptcy, targeting hedge funds that are heavily leveraged on AI. And it seems to be working. Naked shorting really shouldn't be allowed.

$NEBIUS(NBIS)$  I'm a big Nebius bull, and after adding more last week, NBIS is by far my largest position. But I'm getting tired of the same data center narrative being repeated every time these stocks move. Different day, same story. I'm still very bullish on Nebius, but this is starting to get on my nerves.

$IREN Ltd(IREN)$ $Cipher Mining Inc.(CIFR)$ $NEBIUS(NBIS)$  Statistically speaking, a reversal should come soon. We've had 16 out of 18 red days. It can't just bleed forever.

$CoreWeave, Inc.(CRWV)$ VIX is still at 19. This feels like a non-event for now. The setup looks like it could keep drifting higher into the holiday season. The next pullback will probably be the ugly one, whether it's justified or not. It seems more like a cry-wolf situation than anything else.

$CoreWeave, Inc.(CRWV)$ Some short-side analysts have been saying bankruptcy could be likely soon.

$NEBIUS(NBIS)$ $CoreWeave, Inc.(CRWV)$ $TeraWulf Inc.(WULF)$ $Cipher Mining Inc.(CIFR)$ $IREN Ltd(IREN)$ After that brutal Dotcom-style selloff, I think there's a pretty good chance the bottom is in.

$CoreWeave, Inc.(CRWV)$ Right through that 65 wall like it was nothing. Shorts might want to brush up on economics.

Now shake them out before record AI earnings. $NEBIUS(NBIS)$  $IREN Ltd(IREN)$  $Cipher Mining Inc.(CIFR)$ 

$Cerebras Systems(CBRS)$ $NEBIUS(NBIS)$ Notice how the Dow is up 1% while the Nasdaq is down 1%. That looks like a technical correction.

$CoreWeave, Inc.(CRWV)$ NVDA would own 56% of CRWV if it bought its current debt, roughly $40 billion, at today's share price. Just saying.

$CoreWeave, Inc.(CRWV)$  The 1-hour and 4-hour RSI are both in single digits, and the 4-hour RSI is at its lowest level since the IPO. Price is still inside the support channel, so as long as 60 holds, things should be fine. With RSI that low though, a sharp technical bounce seems inevitable.

$APPLIED DIGITAL CORP(APLD)$ $CoreWeave, Inc.(CRWV)$ $IREN Ltd(IREN)$ $NEBIUS(NBIS)$ Every time these stocks have dropped to this level, there has been a strong wave of buying in the overnight session that led to a 20% day. It could happen tomorrow or Friday.