$NEBIUS(NBIS)$ CoreWeave is clearly the market favorite right now, and it looks like the place to be long. CRWV could double this year and triple next year. It's Spock logic.

$NEBIUS(NBIS)$  Nebius has a cleaner balance sheet than CRWV and no exposure in Texas, which will affect future growth of neoclouds in that state. Back to the $200s definitely by year end.

$NEBIUS(NBIS)$ Added more today to bring my average down. Hoping the Thursday numbers get me back to break even. I still think this is a great company.

$NEBIUS(NBIS)$ CRWV posted a solid report in my view. 168% revenue growth, a $132.5 billion backlog, and they raised full-year guidance for Q3 2026. NBIS looks positioned to rally from here.

$NEBIUS(NBIS)$ CoreWeave is CoreWeave. Any impact on NBIS is a buy opportunity. We have a better balance sheet, full stack software, and about $20B of investments like ClickHouse that keep growing. Right now you get NBIS core business at pennies on the dollar. I think in 2-3 years the only thing people will regret is missing this opportunity to accumulate an investment.

$NEBIUS(NBIS)$ Hate to say it, but I think the market needed this. Now back to a slow and steady climb again. If you had some cash on the sidelines, hopefully you picked up some of these beaten-down names. I personally bought NVDA, AMD, and NBIS. It's rough being at 121, but maybe that works out better long term. But what do I know?

$NEBIUS(NBIS)$ NBIS doesn't have data center activity in Texas. They have centers underway in Missouri, Alabama, NJ, and Pennsylvania soon. The moratorium on new data centers doesn't affect NBIS. All of this makes companies with DCs under construction even more valuable, and it gives NBIS more pricing power.

$NEBIUS(NBIS)$  Pre-market is all over the place right now, up, down, down bigger, and now climbing again. This isn't just neoclouds either. It's across tech as a whole, semis, software, everything. Every single tech company has been reporting data center revenue growth in the 40% to 100% range on a yearly basis. AI isn't going anywhere, and the Dems will now put guardrails and guidelines in place so the US can win the race but do it sensibly. AI compute infrastructure, data centers specifically, will be in high demand for the foreseeable future, and the big established players in the US and globally like NBIS and CRWV will be very profitable. I'm not letting the market makers shake me out. If anything, this kin

$NEBIUS(NBIS)$ If you bought NBIS, you bought the bottleneck trade. Every report still points to the thesis holding up, but the big players wanted the sector lower. It took roughly six months of pressure before this debt issue, which never really materialized, finally did the job. AMD announced their AI revenue doubled, with the increase specifically attributed to data center revenue. Are we done manipulating the market now?

$NEBIUS(NBIS)$  Election results could trigger a temporary pullback, but after that the recovery should be more gradual. I brought up AMC a while back when it was trading at 2.50, and it just touched 3.25. A look at the 6-month chart gives a decent sense of the direction. It is a less stressful stock to follow, and good luck to the longs.

$NEBIUS(NBIS)$ NBIS just picked up a much stronger landlord in Saudi Arabia. Aramco has closed its $2.6B deal for 49% of Humain. PIF keeps the other 51%. Why Nebius holders should care: On Oct 21, Nebius signed a preliminary deal with Humain and DataVolt for up to 50MW at the NEOM Oxagon AI campus. That's half of the first 100MW under construction, coming online in phases from Q4 2027. Nebius is the first customer there. Now the company building that capacity is backed by Aramco and the Saudi sovereign wealth fund, and targets 3GW of AI data centers by 2030. In this market the bottleneck isn't demand. It's getting powered buildings delivered on time. Partners with deep pockets matter.

$NEBIUS(NBIS)$ Impressive that it couldn't break 150 in two tries on a day NVDA was falling 5%. Now let's see if it can test the high in the next couple of weeks.

$NEBIUS(NBIS)$ The FUD should fade away for the next 2-3 months, and then it could come back with momentum. This time the rally might be sharp and quick.

$NEBIUS(NBIS)$  NBIS dropped to around $150, and it looks like sector-wide contagion rather than anything specific to the company. The stock fell sharply in October 2026, roughly 40% from its ~$300 high, as investors sold the whole AI neocloud group. CoreWeave's high bond yields around 15-16% and debt concerns were a trigger, along with Elon Musk's comments on financing risks for AI data-center companies and softer Big Tech earnings. Microsoft's capex came in lighter than expected, and Amazon and Intel also missed. Dilution fears from capital raises and some insider selling added to the pressure. Nebius itself reaffirmed guidance and kept selling out capacity, so the drop was mostly multiple compression. Relativ

$NEBIUS(NBIS)$ To the moon. One rule about buying Nbis on a pullback: you won't regret it. Good luck to all.

$NEBIUS(NBIS)$ $APPLIED DIGITAL CORP(APLD)$ $TeraWulf Inc.(WULF)$ What more needs to be shown here? Big Tech keeps pouring billions into compute, no one is backing off, and demand keeps growing. It is hard to believe they are all just burning billions for nothing. They are spending this money because they expect to make a lot more from it later.

$NEBIUS(NBIS)$ $Cipher Mining Inc.(CIFR)$ My guess is we're near the bottom, and I'm not selling. The election wraps up next week, and Iran will lose that leverage. I believe a deal gets done, and then we could see one of those face-ripping rallies. Just my thoughts.

$NEBIUS(NBIS)$ No need for bulls to worry. The earnings report should be exciting.

$NEBIUS(NBIS)$ $19 on the day – it's impressive how much FUD is floating around. Trust your gut. AI is still in its early stages.

$NEBIUS(NBIS)$  bears needed a diet. Hopefully doesn’t age like milk.