To The Moon

$Advanced Micro Devices(AMD)$ 460.21The $463.21 support level held, so the path looks like it goes back up toward the 2-month downtrend resistance around $500-$510. This should break out before too long. A lot of these chip stocks are showing very similar setups.

$NEBIUS(NBIS)$  triple bottomed, $212 is almost a quad bottom. Closed at 220.

$NEBIUS(NBIS)$ $IREN Ltd(IREN)$ $Cipher Mining Inc.(CIFR)$ $TeraWulf Inc.(WULF)$ $APPLIED DIGITAL CORP(APLD)$ Goldman Sachs projects AI infrastructure spending to rise from $765B in 2026 to $1.64T by 2031, with more than $7.6T in cumulative spending over that period. Compute remains the biggest driver, growing from $494B to $1.13T annually. Data center spending is projected to reach $436B, while power infrastructure rises to $73B. By 2030, compute spending alone is expected to top $1 trillion a year. These numbers are impressive. Staying patient through

$Advanced Micro Devices(AMD)$ The VP of IR said Helios has moved beyond proof-of-concept risk. The quote was something like there are no smoking guns anymore, they've gotten past that stage. They've shipped sampled racks and people are running code on them, with very positive feedback. They've proven they can build the racks. Now the main question is the large amount of blocking and tackling needed to build racks at the scale they're talking about.

$NEBIUS(NBIS)$  The selloff this afternoon looks like an overreaction. $300 by end of month seems easily within reach.

$NEBIUS(NBIS)$  What if they announce a big deal soon? We can hope.

$NEBIUS(NBIS)$ USAEquityResearch is down 9.87% at 223.90. The overall trend still looks bullish. RSI at 57.6, so it is sitting in neutral territory, while MACD is bullish and above the signal line with volume running above average. Resistance is at 277.68, support at 148.22, with the 20-MA at 211.95 and the 50-MA at 222.95.

$CoreWeave, Inc.(CRWV)$ The support retest is completing right on schedule, and the earnings gap has been filled. If it can reclaim $98 over the next week or so, $121 looks like the next target.

$Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ $iShares Russell 2000 ETF(IWM)$ $IREN Ltd(IREN)$ $NEBIUS(NBIS)$  Trump Pump is starting. Buybacks have doubled to $4 billion per operation, and that runs from Sept 9th through Nov 4th. Through Nov 4th, right around midterms.

$NEBIUS(NBIS)$ Phase 3 wasn't rejected — the ordinance simply wasn't voted on and will be taken up at a later date. The bigger picture is what matters here. Phase I and II are already within the township's Data Center Overlay, and Phase 3 appears to sit directly alongside the existing development. Still waiting for the formal vote, but this looks much more like a timing issue than a fundamental setback.