$IREN Ltd(IREN)$ Short term structure still looks bullish to me. Price held last week's swing low and bounced. Now the question is whether that level can hold into August. While this short term structure holds, I expect a break to the highs. If we sweep that low, I expect price to redistribute toward $20.

$APPLIED DIGITAL CORP(APLD)$ Second half of 2028 can't come soon enough. $IREN Ltd(IREN)$  $Cipher Mining Inc.(CIFR)$  $NEBIUS(NBIS)$ 

The AI narrative keeps shifting. First it was a bubble, then it wasn't, then it was again, until companies started showing real profits. Then came the "AI is cyclical" take, worries about unsustainable demand, and calls that these companies are overpriced. Meanwhile, hyperscaler CAPEX is still rising, long-term contracts are expanding, and institutions are accumulating the leaders after major pullbacks. No one knows what next week's headline will say, but fundamentals move slower than narratives. The businesses to watch are $NVIDIA(NVDA)$ , $Micron Technology(MU)$ , $Advanced Micro Devices(AMD)$ , $Marvell Techno

$NEBIUS(NBIS)$ Leo accidentally tipped Ken off to NBIS when he took such a large position. Ken saw it, crushed him, and picked up the best holding on the cheap. By the time Ken noticed NBIS it was near 300 and he didn't want to pay that, but it looks like Kenny is going to make sure it gets back to 300.

$Advanced Micro Devices(AMD)$  The market is finally starting to recognize the full-stack AI shift. AMD isn't just a GPU play anymore. With the integration of Helios rackscale, Venice EPYC CPUs, Pensando networking, and HBM4 packaging, they've put together the entire infrastructure stack. As Agentic AI picks up, CPU-driven orchestration and data movement become just as important as raw compute. The bottleneck keeps moving too — from HBM4 and advanced packaging to optical components and power grid capacity. It never really disappears, it just migrates across layers. AMD's end-to-end execution seems well positioned for that ongoing shift.

People have asked how I'm approaching the next few months, and the answer is pretty straightforward. I'm staying focused on the long-term thesis. My targets are still: $Cipher Mining Inc.(CIFR)$  at $40, IREN at $120, $Rocket Lab USA, Inc.(RKLB)$  at $150, $Ouster Inc.(OUST)$  at $60, $Ondas Holdings Inc.(ONDS)$  at $25, AAOI at $200, $NEBIUS(NBIS)$  at $400. It's not going to be a straight line up. Things like this carry a lot of volatility, uncertainty, and market noise. But the underlying thesis hasn't changed. AI infrastructure keeps getting built, t

$NEBIUS(NBIS)$  It seems like the market is still pretty tied to oil prices. If a Middle East peace deal gets signed, that would likely give things a real push higher.

$NEBIUS(NBIS)$ Added a bunch more. Under $200 still feels like a steal. Good old Nebby might just erase some of the recent dumb moves I made with other stocks. Probably should have stuck with Nebby the whole time.

$NEBIUS(NBIS)$ I'm hoping I can get another chance to load up around $75 or $80. I sold way too early around $170. I also didn't buy nearly enough. Hopefully I'll handle it better this time.

$NEBIUS(NBIS)$ What's everyone's average cost? I'll start with mine at 159.

$NEBIUS(NBIS)$ This looks like it's being driven by the Korean market crash, hedge funds arbitraging the bonds, the short interest ratio sitting above 30%, and a few other factors.

$SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$ $Micron Technology(MU)$ $NEBIUS(NBIS)$ It's been a rough ride. I kept adding and averaging down, but it just keeps dropping. Now I'm out of disposable cash to buy more, so there's not much left to do except sit tight and wait for the selling to ease up.

$NEBIUS(NBIS)$ Ups and downs are just part of the course, and the 170 to 190 range feels like noise. What matters more are the solid contracts, backing from major partners, forward guidance, and a track record of execution, while giving it enough time to grow. If it's causing too much stress, gradually trimming a position over time, like shaving off 10 or 15% after a 15% or larger move up over the next 6-8 months, could lock in some profits and help rebalance a portfolio. Staying comfortable with a long-term hold gives wealth more room to compound.

$NEBIUS(NBIS)$ BE's numbers seem to be landing well with the market. Applied Digital also posted solid results. Sharon AI is expected to report in the morning. Looking at the recent earnings from other data center names, I haven't seen anything that actually supports the FUD narrative.

$NEBIUS(NBIS)$ This one has definitely tested investors' patience. I called Wave 4 complete too early, and I have no problem admitting it. Right now, price is sitting near the 0.618 Fib retracement, and as long as the Wave 1 high holds, I still view this as a deep correction rather than a broken trend. Over the next 7 days, I'll be watching for stabilization and stronger volume before getting more aggressive. My long-term target remains $400. I share every update as my view evolves, so if you enjoy honest market analysis instead of hype, check out my profile.

Quick update on $NEBIUS(NBIS)$  — the stock just put in a lower low after making a higher high earlier. I said publicly that Wave 4 was done, and that call turned out to be wrong. I'll own that one. What matters now is this pullback has reached the 0.618 Fibonacci retracement, which is a pretty standard level for a deeper Wave 4 correction, especially coming off a shallow Wave 2. The bigger structure is still holding — the Wave 1 high hasn't been broken, and the broader trend is being tested rather than invalidated. Risk/reward is starting to look more interesting at these levels. I'm not brushing off the volatility, but one deeper pullback doesn't really change the long-term thesis for me. $NEBIUS(NBIS)

$Boeing(BA)$ Nancy Pelosi bought BA. Boeing happens to hold $345.4B in federal contracts, and the Senate is working on HR.7273, the NASA Reauthorization Act of 2026, which is now heading toward the House. Some runners that caught attention are MU, META, and NBIS.

$NEBIUS(NBIS)$ $IREN Ltd(IREN)$ $Cipher Mining Inc.(CIFR)$ $TeraWulf Inc.(WULF)$ $Keel Infrastructure Corp(KEEL)$ Trump will not let the markets crash, especially this close to midterms.

$NEBIUS(NBIS)$  better get $Oracle(ORCL)$  your baby better be born rich

$SoFi Technologies Inc.(SOFI)$ I've seen this play out many times before, back when people kept calling $Advanced Micro Devices(AMD)$  "Advanced Money Destroyer." At these levels, it looks like a pretty straightforward buy to me. I'm looking at a target of $25+.