$NEBIUS(NBIS)$ It's anyone's guess, but my prediction is a high of 217, a low of 204, and a close at $209. Let's see how it plays out.

$NEBIUS(NBIS)$  A quick reminder that with earnings roughly four weeks out, the stock moved up around 80 points in the two weeks leading up to the last report. It's possible we could see a similar pattern this time.

$IREN Ltd(IREN)$ $NEBIUS(NBIS)$  $TeraWulf Inc.(WULF)$ $CoreWeave, Inc.(CRWV)$ $Keel Infrastructure Corp(KEEL)$ The sector seems severely mispriced to me. The whole sector could re-rate significantly once revenue growth becomes more visible in the financials. I think all five could reach new all-time highs within the next three months.

$NEBIUS(NBIS)$  If you can ride out the swings in this one, you can handle anything. It's the most volatile stock I've ever held. There may be attempts to shake out retail, but I think there's potential for it to go much higher.

It often feels like the biggest opportunities appear when the market hasn't fully priced in what's ahead. I'm keeping an eye on a few names with what I see as high potential upside. $AST SpaceMobile, Inc.(ASTS)$ , for instance, is trading around $75, which to me looks like a significant discount if you believe in its long-term prospects. Similarly, $NEBIUS(NBIS)$  at around $220, $Hims & Hers Health Inc.(HIMS)$  at $36, $Oscar Health, Inc.(OSCR)$  at $31, and $Ondas Holdings Inc.(ONDS)$  at $7 all seem to present a gap between their current prices an

$NEBIUS(NBIS)$  I didn't realize it had reached $230 today.

$APPLIED DIGITAL CORP(APLD)$ $NEBIUS(NBIS)$  $NVIDIA(NVDA)$ Meta is planning to double its compute capacity to 14 gigawatts by 2027.

Here's my 3-5 year watchlist. These are the names I think could see significant compounding if their growth stories continue to play out. $AST SpaceMobile, Inc.(ASTS)$  – long-term target: $250 $Atlassian Corporation PLC(TEAM)$  – long-term target: $820 $NEBIUS(NBIS)$  – long-term target: $800 $JD.com(JD)$  – long-term target: $120 $NVIDIA(NVDA)$  – long-term target: $650 They're in different sectors with different catalysts, but the common thread is strong growth potential, expanding addressable markets, and positioning in major future trends. Long-term i

$NEBIUS(NBIS)$  is seeing a significant move higher, up over 10% with volume indicating renewed interest. This is a stock I discussed before it became a popular AI play. The real question is who was buying when sentiment was less certain. The AI infrastructure race isn't over. As demand for compute keeps growing, companies positioned around AI cloud capacity are still worth watching. From a chart perspective, there's a decision point here: can this momentum turn into a sustained move, or will traders take profits after the spike? I'm watching the next few sessions closely. I'm still holding my position.

$NEBIUS(NBIS)$ Bulls are always right

$NEBIUS(NBIS)$  It looks like it's broken out of the short-term downtrend and is showing a possible divergence. If it can hold above $200, the setup seems to favor a rebound toward $240.

$Advanced Micro Devices(AMD)$ Seeing some support at the 4h 200 EMA and the bottom of this cyan channel. $NVIDIA(NVDA)$  is doing well too, but $Intel(INTC)$  isn't looking so hot.

$NEBIUS(NBIS)$  A lot of the bearish noise seems to be coming from people who are still in the red on their positions. It feels like they might not stick around much longer.

$NEBIUS(NBIS)$ The pattern feels familiar – down for four or five days, then moving up to set new higher highs within six to nine days. That could mean reaching $290+ before July ends. After that, there's the big earnings call and updated guidance, with the potential for $7-9 billion ARR to be confirmed before year-end, or possibly even a slightly higher target. That could push things past the $300-$325 range. It all seems to be unfolding.

$NEBIUS(NBIS)$ It's easy to forget that this stock hit $290, dropped back to $210, and then returned to $290 twice since the end of June. I think there's a chance it could be back to $320+ by the August earnings. I'm personally continuing to add to my position.

The market always swings between fear and FOMO. When the next wave of AI model upgrades starts translating into stronger enterprise revenue, I think the conversation quickly shifts back to one question: do we have enough compute capacity? That's when AI infrastructure names could regain leadership. My high-conviction watchlist includes $CoreWeave, Inc.(CRWV)$  and NBIS. For $CoreWeave, Inc.(CRWV)$ , a potential re-rating toward $150 seems possible if demand and execution continue improving. For $NEBIUS(NBIS)$ , a move toward $300 becomes much more realistic if AI infrastructure spending accelerates and sentiment turns risk-on. The AI cycle hasn't d

$NEBIUS(NBIS)$ 200 strong support!!!

$NEBIUS(NBIS)$  Appreciating the chance to add shares at a lower price for what I consider one of the top companies of this decade.

$Micron Technology(MU)$ $NEBIUS(NBIS)$ If you're trading, you're probably watching the short-term moves, but as a long-term investor, I'm looking at the end of the year and beyond. The fundamentals all point to significant growth. Not too worried about it.

A portfolio I'm tracking, focused on AI themes, is up 73% in a particular challenge. The top performers so far are $Credo Technology Group Holding Ltd(CRDO)$ , up 126% since being added, and $NEBIUS(NBIS)$ , up 85%. It's interesting to see AI infrastructure names continuing to lead the way. The market seems to be rewarding companies positioned around the next wave of compute, connectivity, and data infrastructure. I'm watching to see how these names develop as the AI cycle progresses.