To The Moon

$NEBIUS(NBIS)$  Nebius broke through an order book without much resistance and forced shorts to cover, largely thanks to Nvidia's influence.

$NEBIUS(NBIS)$  It's still got some ground to cover to get back to the after-hours level, but I think we could see it again before too long. The Q2 earnings should be solid.

$NEBIUS(NBIS)$ $APPLIED DIGITAL CORP(APLD)$ $Core Scientific, Inc.(CORZ)$ $CoreWeave, Inc.(CRWV)$ $TeraWulf Inc.(WULF)$ Neoclouds are having a nice rally. I'm using 2x leverage on NBIS and CRWV.

$NEBIUS(NBIS)$ Nvidia has disclosed a 10% stake in Nebius, holding about 22.3 million shares. The market's taking notice, with NBIS up around 4% after hours. It's a significant move from a major AI player, bringing more attention to the infrastructure side of the story. When Nvidia puts capital behind a company, it tends to get watched closely.

$Microsoft(MSFT)$ Another major validation for $Advanced Micro Devices(AMD)$  just came through. Azure is set to deploy AMD's next-generation Helios AI platform for frontier AI inference, expanding the use of AMD GPUs, EPYC CPUs, and networking solutions. This goes beyond just a benchmark result—it's a real hyperscale cloud deployment. It feels like the AI infrastructure race is expanding beyond a single leader, with more players like AMD becoming increasingly important.

$Alphabet(GOOGL)$ $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Micron Technology(MU)$ There's a lot of hype around Moonshot's Kimi, but I think many overlook that these 'cost-efficient' models are often built through industrial-scale IP theft via knowledge distillation. It's a known ML technique where a smaller 'student' model learns from a larger 'teacher' model. The process involves querying a powerful model, like Claude, at a massive scale with crafted prompts to capture reasoning traces, chain-of-thought, tool use, and outputs. That synthetic data is then used to train your own model, which is fast

I don't usually call anything "easy money," but the demand trend behind AI compute seems hard to ignore. My top pick in the space is still $NEBIUS(NBIS)$ , though the broader ecosystem of AI clouds, neoclouds, and data center providers could keep benefiting as companies race to secure capacity. Not every player will win equally, and execution will separate the leaders. But with demand for compute still accelerating, the entire infrastructure layer looks positioned to benefit.

$CoreWeave, Inc.(CRWV)$ $NEBIUS(NBIS)$  $IREN Ltd(IREN)$ I've read that Moonshot AI / Kimi is a client of Coreweave. That could be a positive for Coreweave. I'm looking for a move to $80+ by the end of the day.

$Advanced Micro Devices(AMD)$  Bears have been celebrating their first good week in months. Meanwhile, I think this stock could be at $700 by October.

$Advanced Micro Devices(AMD)$ This is one of those stocks where I don't mind if it drops 5-10% in a day, because it tends to be the first to bounce back. Earnings are coming up soon, and there's a good chance they'll beat expectations and raise guidance. From where I stand, it could be trading around $650 not long after the report, heading into the midterm period.