$CoreWeave, Inc.(CRWV)$ May be my next big play. I need to see if it can hold $90 and if it can get past the 200MA at $92. Heatmaps look primed into October. Keep an eye on this, clear room to $110.

$NEBIUS(NBIS)$  For those saying the build-out costs too much, it's worked out for Amazon to build AWS.

$NEBIUS(NBIS)$  Bulls are firmly in control of this stock. There is no room for bears here. As for the shorts, they have now burned themselves twice, first with Cramer and then with Burry. Hopefully that lesson sticks.

$NEBIUS(NBIS)$  Nebius is developing a pretty solid base here. Short interest has come down from 24% to 16% over the last few weeks, and momentum is starting to build again. It hasn't been an easy hold since it swings with the wind and the news flow, but it's slowly getting there. Still needs some work before it can break through $300. Buckle up.

$CoreWeave, Inc.(CRWV)$  It looks like a batch of fake shares were sold and the price is being pushed lower around midday, likely aimed at triggering stop losses so those earlier sales can be covered. Eventually, all FTDs still have to be delivered.

$Advanced Micro Devices(AMD)$  Lesson for the day, for the millionth time... stop getting worked up over after-hours moves. That's the main tool market makers use to take your money, haha.

$NEBIUS(NBIS)$ BNP Paribas upgraded Nebius to Outperform from Neutral, with a price target of $399, up from $260.

$NEBIUS(NBIS)$ BNP Paribas Exane upgraded Nebius NV (NASDAQ: NBIS) from neutral to outperform. The price target is now $399.00, up from the previous $260.00.

$Advanced Micro Devices(AMD)$ $Intel(INTC)$ $CoreWeave, Inc.(CRWV)$  MU..$SPDR S&P 500 ETF Trust(SPY)$ Seems like toward the end of the month they want to shake off retail and get in cheaper ahead of the Christmas rally. Not letting that happen — let them chase.

$Forgent Power Solutions, Inc.(FPS)$ This looks a lot like it's following the same long-term path as $NEBIUS(NBIS)$  and BE.

The AI power buildout is real. Here's the full stack: The Bitcoin-to-AI powerhouse: $IREN Ltd(IREN)$  - IREN Limited, 100% renewable power, B300 deployments live, scaling fast on Cerebras-class customers. The neocloud anchor: $NEBIUS(NBIS)$  - Nebius Group, NVIDIA $2B strategic investment, $17.4B Microsoft contract plus a $27B Meta deal, full-stack AI cloud across 16 global sites. The quality hyperscaler host: $APPLIED DIGITAL CORP(APLD)$  - Applied Digital, $31B contracted lease revenue across 4 AI Factory campuses, 1.2 GW under contract, investment-grade hyperscalers. The cipher pivot: $Cipher Mining Inc.(CI

$NEBIUS(NBIS)$ What's with like 4 "After today...." comments?

$NEBIUS(NBIS)$ The real issue is that Michael Burry still gets media attention for every move he makes. Because of his profile, he can shift the short-term narrative in his favor. But his short positions aren't worth following, and he's actually a bit of a counter indicator, similar to Jim Cramer. Doing the opposite tends to work out better.

$CoreWeave, Inc.(CRWV)$ 150ER has $25B in contracts, cutting edge AI technology data centers, and enough liquidity to keep going for 2 years without further dilution.

$NEBIUS(NBIS)$ Nebius has emailed customers saying the October 1 price increases will also apply to dedicated inference endpoints, with on-demand rates going up by 16% to 20%.

$NEBIUS(NBIS)$ Shorts are throwing everything at it today. Algos pushed the price up quickly to grab liquidity, then the short pressure kicked in right after. To me, a rebound toward 240–246 USD looks more likely than another full selloff. I think short-unwind triggers could be especially likely today.

$NEBIUS(NBIS)$  According to Synergy Research Group, the neocloud market could grow at a 58% CAGR from 2025 to 2031.

$CoreWeave, Inc.(CRWV)$  A 2x from here in short order wouldn't surprise me at all, though the macros would need to cooperate. I'm sure we'll hear some deal or contract news in the near term. Talk of customer financing would also be much appreciated.

$IREN Ltd(IREN)$ $Cipher Mining Inc.(CIFR)$ $NEBIUS(NBIS)$ $TeraWulf Inc.(WULF)$ Renaming data centers to get support from certain groups.

$NEBIUS(NBIS)$ In my view, Meta downloading data on MUSE mostly points to stronger compute demand for NBIS. I wouldn't be surprised to see the partnership between the two companies expand significantly in Q4.