To The Moon

$IREN Ltd(IREN)$ Anxious for the Anthropic partnership announcement and release of their financials. $Cipher Mining Inc.(CIFR)$  $NEBIUS(NBIS)$  $APPLIED DIGITAL CORP(APLD)$  data centers are the backbone.

$NEBIUS(NBIS)$ Only about 7 months left until Q1 2027 earnings. Revenue could easily reach $2.4B. The latest numbers we saw were $582m for Q2 2026. That's 4x revenue in 7 months. I don't really get the bearish case here. Maybe they just don't understand the math.

$IREN Ltd(IREN)$ Timing the Anthropic news for after 4pm or before 9am would be the cleanest way to maximize panic among shorts. $NEBIUS(NBIS)$  $Advanced Micro Devices(AMD)$ 

$NEBIUS(NBIS)$ The 4-hour chart served bulls well through 2026 into mid-August, when the first distribution signs showed up at the 234-242 supply zone and I trimmed part of my accumulated 2026 position. It's now trading right at the first hourly support around the 189/193.7 demand zone. If the 180 pivot holds, it could retest 220+ from here. If that fails, I'll be adding back to my position in the 145/160 area.

$NEBIUS(NBIS)$  I get the urge to sell and sidestep losses. Except the thesis hasn't changed at all. Retail liquidation is exactly what market makers and hedge funds want to see, with earnings and midterms coming up. I'm not telling anyone what to do, but if you're long or even swinging this, holding seems like the sensible move unless tax harvesting is the goal. Either way, good for the bears. Good for anyone who makes money. Still very bullish here.

$NEBIUS(NBIS)$ It is crossing Palantir revenues next year. Palantir is sitting at a 500 billion market cap with $6 billion in revenues. Even if you value it at 1/4 of Palantir toward the end of next year, it would still be a $400 plus stock.

$NEBIUS(NBIS)$ Is this your first trade? You panic because your stock trades from $254 to $204 on nothing but air? I see it more like a $25 stock that just traded to $20. I bought some at $220, some at $210, and I'll keep adding.

$Micron Technology(MU)$ $Advanced Micro Devices(AMD)$  $NVIDIA(NVDA)$ It's the 4-year anniversary of the bull market, and it isn't done yet.

$NEBIUS(NBIS)$ I strongly believe this is a good way to shake out weak hands. Earnings are due on 11/10, and I'm expecting strong numbers. Analysts recently upgraded Nbis with a price target of $399. Today offered a solid bargain opportunity, even though the sector was down. Being greedy when others are fearful still applies here.

$NEBIUS(NBIS)$  I didn't see this coming over the last week. The only thing left for me now is to decide whether I want to buy more. Nothing has changed. I still think it's the best company to invest in. It's a significant portion of my portfolio, partly because it has gone up so much. My average cost is $64 a share, but I've bought as high as $211. I probably won't add more since it already takes up such a large share of my portfolio, though in my heart I think this is still a good entry price.