To The Moon

$NEBIUS(NBIS)$ Bears were talking nonsense about AMD back at $2. That kind of noise is just part of the game. Ignore it and stick with your own conviction.

$NEBIUS(NBIS)$ $APPLIED DIGITAL CORP(APLD)$ $Keel Infrastructure Corp(KEEL)$ $Cipher Mining Inc.(CIFR)$ We are very close to the bottom. A big rally is likely coming toward the end of the year. I am positioning myself accordingly.

$NEBIUS(NBIS)$ The morning scare felt manufactured, and I used it to add 500 more shares. I'm up to 7,100 shares now. NBIS has been good to me over the long run.

$NEBIUS(NBIS)$ In my humble opinion, the US may have some issues with AI. But Nbis is mostly Europe based, and more centers are coming online. I'm staying put with my investment, as I still think the numbers will blow expectations out of the water.

$NEBIUS(NBIS)$ Futures turned green in the morning. Trump won't allow any nonsense before the midterm election.

$IREN Ltd(IREN)$ $NEBIUS(NBIS)$ $Cipher Mining Inc.(CIFR)$ $TeraWulf Inc.(WULF)$ $New Era Helium Inc(NUAI)$ Most finance jobs are probably done for. Wall Street folks might have to look into trade school at this point.

$NEBIUS(NBIS)$ Arkady explained the core of the Nebius business at the Citi Conference. The full stack approach, from cloud up through inference and into higher-level agentics, gives them more room to operate. Otherwise they would just be another Neo cloud selling bare metal services at $10 million per megawatt to customers who then build products with OpenAI, Anthropic, Microsoft, or Google. Instead, Nebius builds its own full stack and its own product, selling at a much higher level with materially different margins. The pricing reflects that, roughly 2 to 4x higher, which supports strong margins and return on investment. They recently noted that CapEx payback comes in under 2 years, at 22 months on these prices. That product structure is w

$NEBIUS(NBIS)$ Truist has initiated coverage on Nebius with a Buy rating and a $355 price target. Their view is that Nebius offers exposure to a scaling AI-native hyperscaler that is still building out its infrastructure.

$NEBIUS(NBIS)$ Pretty much what you would expect after significant news. MACD shot north and RSI flipped from bearish to bullish in a New York minute. Price is comfortably above the 50-day moving average. I would say the sideways drift over the summer has mostly been about market sentiment rather than any lack of corporate execution. You have to recognize that this company is best of breed, and if there is an argument for AI then there has to be an argument for NBIS. The one thing I can hold onto is that my core conviction has never changed. A year ago I thought AI would change the world in ways beyond most people's perception, and I still think that now. The self-learning nature of AI allows the sector to multiply exponentially. I could be c

$NEBIUS(NBIS)$ 300 is on the table. Risk-on mode is activated.