$Rum Group Inc(RUM)$ Appreciate all the tags and having this put on my radar. Not a Trump or Elon supporter, but come on, run those coins like 2020/21. $APPLIED DIGITAL CORP(APLD)$  $CrowdStrike Holdings, Inc.(CRWD)$  $CoreWeave, Inc.(CRWV)$  $NEBIUS(NBIS)$ 

$Advanced Micro Devices(AMD)$ It's been range bound here for basically 4 months. It's building a launching platform for the next big move. When is it going to happen? I don't know, and I don't really care. But it's going to happen.

$NEBIUS(NBIS)$  Up, down, up, down — it's been a wild ride. But as far as I can tell, the trend is still up. I do have some concerns about the public backlash around data centers. Still, if America wants to win, data centers need to be built. One way or another, it will happen, and NBIS is the answer. America always wins.

$Bloom Energy Corp(BE)$ $Lumentum(LITE)$ $NEBIUS(NBIS)$  The sad part of Leopold's story is that he picked good companies and rode them up 10x, but then committed hubris by over leveraging. Similar to Odysseus revealing his real identity to Polyphemus.

$NEBIUS(NBIS)$ IREN completely dominated the session today.

$Galaxy Digital Holdings Ltd.(GLXY)$ Schwab shows over 28m shares short, just over 7% of float. I'd be closing that position out, because that could cause a run here. Time for a good old fashioned short squeeze. $NEBIUS(NBIS)$  $IREN Ltd(IREN)$  SOL.X

Pretty impressed at Neocloud holding up very well and still gaining some. $APPLIED DIGITAL CORP(APLD)$  $IREN Ltd(IREN)$  $NEBIUS(NBIS)$  $TeraWulf Inc.(WULF)$  $CoreWeave, Inc.(CRWV)$ 

$Advanced Micro Devices(AMD)$  AMD looks like it has the strongest combination of direct earnings leverage, datacenter positioning, and market-share gains, according to one analyst.

$NEBIUS(NBIS)$  Hoping for positive NVDA earnings. It would be nice if they mention Nebius.

$NEBIUS(NBIS)$  The $4.5B convertible raise ended up pricing at $5B and has now closed at the full $5.75B after institutional buyers exercised the entire $750M additional option. That looks like very strong demand for the financing. Today was also the expected settlement date for the separate $800M old-note exchange for roughly 15.8M shares. The market has spent days absorbing the financing, hedging and exchange pressure. Now that the transaction has closed, I'm interested to see what NBIS does as that technical overhang begins to clear and attention returns to Q2 execution and the $7-9B ARR target.

$NEBIUS(NBIS)$ Added heavily today. Would not mind another dip before it really takes off. In my view the thesis is completely intact. There will be market volatility as always, especially with AI stocks, but NBIS is a beast. Good luck to all.

$NEBIUS(NBIS)$ It will never get to 180. The offering isn't a direct offering, it's a convertible. If market conditions hold up, it could climb back to 250 in 3 weeks.

$NEBIUS(NBIS)$ One Israeli AI company was already acquired back in February 2026, Tivaly AI. The next AI acquisition looks to be Decart AI.

$NEBIUS(NBIS)$ Now that the Citadel fire sale is over, we rocket again. Maybe Leopold buys back in with new investors and doesn't over leverage this time. The reason he over leveraged in the past is because he loves this company and sees its huge potential in the near future.

$NEBIUS(NBIS)$  Nebius Group raised $5 billion in convertible notes to fund its aggressive AI infrastructure expansion, even with concerns around valuation and potential dilution. Revenue is up 454% year-over-year.

$Advanced Micro Devices(AMD)$ 460.21The $463.21 support level held, so the path looks like it goes back up toward the 2-month downtrend resistance around $500-$510. This should break out before too long. A lot of these chip stocks are showing very similar setups.

$NEBIUS(NBIS)$  triple bottomed, $212 is almost a quad bottom. Closed at 220.

$NEBIUS(NBIS)$ $IREN Ltd(IREN)$ $Cipher Mining Inc.(CIFR)$ $TeraWulf Inc.(WULF)$ $APPLIED DIGITAL CORP(APLD)$ Goldman Sachs projects AI infrastructure spending to rise from $765B in 2026 to $1.64T by 2031, with more than $7.6T in cumulative spending over that period. Compute remains the biggest driver, growing from $494B to $1.13T annually. Data center spending is projected to reach $436B, while power infrastructure rises to $73B. By 2030, compute spending alone is expected to top $1 trillion a year. These numbers are impressive. Staying patient through

$Advanced Micro Devices(AMD)$ The VP of IR said Helios has moved beyond proof-of-concept risk. The quote was something like there are no smoking guns anymore, they've gotten past that stage. They've shipped sampled racks and people are running code on them, with very positive feedback. They've proven they can build the racks. Now the main question is the large amount of blocking and tackling needed to build racks at the scale they're talking about.

$NEBIUS(NBIS)$  The selloff this afternoon looks like an overreaction. $300 by end of month seems easily within reach.