To The Moon

$NEBIUS(NBIS)$ The Alabama community lawsuit now has a trial date set for March 2027. Construction is still moving forward because of a judge's order. I think Nebius and city officials have a decent chance of prevailing in the non-jury trial. The value of state-of-the-art data centers keeps rising as new construction faces higher time and cost barriers. Nebius and other early entrants look well positioned in this part of the AI buildout.

$Infleqtion(INFQ)$ I made a mistake selling some of my $NEBIUS(NBIS)$  to buy $BOOST RUN INC(BRUN)$ , but I was too concentrated in Nebius so I needed to spread it out. I sold Boost on Friday at a loss, but I plan to build up a position in INFQ. Being early in quantum computing, and I still think we're early, could bring huge gains, and my money is on INFQ.

$NEBIUS(NBIS)$ Lululemon is trading at an 8-year low, down 80% since December 2023. It's Burry's biggest holding. Might be worth a closer look (on Nebius, that is).

$NEBIUS(NBIS)$ That makes two consecutive sessions without a big sell-off into the close. Could be the start of a rebound, so hoping we see a third.

$NEBIUS(NBIS)$ That's a fair point. Eventually the market will come around and support this stock. Once nbis starts monetizing more of its capacity, the upside could be swift and significant. For now, it just feels like a waiting game.

$NEBIUS(NBIS)$ Anyone who has been around long enough knows one piece of news can send this thing straight up 20-30 points in an instant. I'm very confident management has something up their sleeves, and I'd hate to miss that move. In due time we'll have our moment again.

Jensen Huang mentioned each gigawatt is worth about $50-60 billion. $Keel Infrastructure Corp(KEEL)$  has a 2.2 GW pipeline, $Soluna Holdings, Inc.(SLNH)$  has 6 GW-plus, $NEBIUS(NBIS)$  has 5 GW-plus, $Cipher Mining Inc.(CIFR)$  has 4.2 GW, and $IREN Ltd(IREN)$  has 4 GW. Still early for these data center plays.

$NEBIUS(NBIS)$  COLUMBIA + EONE.CSE is a serious R&D combination. Element One committed US$1.67M to a 2-year sponsored research program with Columbia University focused on geologic hydrogen stimulation and critical-mineral recovery. For a small public company, having university-level research behind the technology adds an important layer to the story.

$Advanced Micro Devices(AMD)$ Looks like it's gaining some strength. My 100k position is back to break even. I've seen this pattern before — familiar move since it broke through $5 per share.

$NEBIUS(NBIS)$  Curious to see what happens when they announce what Arkady is doing with the $5 billion. Feels like a ticking time bomb for shorts.