To The Moon

$NEBIUS(NBIS)$   has been consolidating for the past six weeks, and it just got a massive bullish catalyst! 🔥 This past Monday, Goldman Sachs ($GS) initiated coverage with a "Buy" rating and a $68 price target, citing significant AI-driven upside and a potential ~50% return! Talk about a vote of confidence! This news sparked an impressive ~17% intraday rally on Monday, and $NEBIUS(NBIS)$   wrapped up the week with a strong +19% gain! What's even better? Any dips over the past couple of days have been quickly bought up, showing strong investor interest.  The sudden daily dip earlier in the week effectively ridded out weak holders, which means what's left is conviction! Here’s what

The rapid advancement of AI has made computational power the cornerstone of this technological revolution. Training large-scale language models with billions of parameters or deploying complex AI applications demands unprecedented computing resources.So, where does this immense computational power come from?Traditionally, giants like Amazon, AWS, Google Cloud, and Microsoft come to mind. However, as AI development accelerates, the market is quietly shifting. A new wave of AI infrastructure companies is emerging, challenging traditional cloud giants with unique business models and technologies.These newcomers, dubbed "Neocloud" by chip research firms, are the new force in AI compute supply. Unlike Amazon or Google, which aim to be all-encompassing, Neoclouds focus solely on delivering high-

We’re witnessing classic behavior of a markup phase in the market. Risk appetite has surged — capital is now pouring into laggards, speculative plays, and even stocks with shaky fundamentals, simply because everything seems to be rising. In these moments, traders often fool themselves into thinking every stock they own is the next Nvidia. That’s your cue to step back and reassess. Yes, this market is generous right now. But there’s a critical difference between stocks climbing due to overall market strength… and those rising because they’re true market leaders. Leaders give you room to breathe. They provide a cushion, allowing for small mistakes without wiping you out. Laggards? They’ll collapse the moment momentum fades. So if you’re chasing quick gains in a weak stock, have a clear exit

Replying to @1PC:You have the potential to achieve more when you set your sights on a bigger dream. //@1PC:$550k vs. $1.87million for retirement [OMG]...  I believe to live within the means [Smile] & any extra will be Great [Heart]. I'm an ordinary folks 😎 , will aim for the $550k mark ❣️ first and work up from there [Chuckle] Maybe 🤔 NVDA 📈🚀 break 180++...200++...220++ and Away will help [Bless] [Bless] [Bless] @Shyon @koolgal @yourcelesttyy

$Unity Software Inc.(U)$   surged 14%, with its stock showing strong recent momentum. Morgan Stanley upgraded Unity to “Overweight” and set a price target of $25, citing rapidly improving returns from its advertising clients. Over the past few weeks, Morgan Stanley observed significantly more positive feedback from Unity’s ad clients. They estimate Unity Ads has driven at least a 15%–20% improvement in app installs and in-app purchases — consistent with data shared by management in their Q2 earnings call. Unity is no longer just a game engine — it’s building an AI-powered personalized advertising network that’s embedded directly into games. Every time you finish a level and see a message like “Watch this ad to

Price Target: $71.14 Nebius continues to consolidate in the handle. There is some resistance around $56, once above that level, it would confirm a breakout and a potential move higher. Next target is $71.14 at the Golden Ratio. The key to holding NBIS is having patience and conviction, regardless of short-term price movements. Institutional players are actively driving the price up and down to shake out weak holders, leading to significant daily volatility. @Daily_Discussion  @TigerObserver  @TigerPM  @Tiger_comments  

OpenAI is expanding its cloud partnerships to support the growing demand for ChatGPT and its API. In addition to Microsoft, OpenAI will now use Google Cloud infrastructure in countries like the U.S., Japan, the Netherlands, Norway, and the U.K. Partners like Google, CoreWeave, and Oracle are stepping in to help meet the massive compute needs. Google’s moment is about  shine shine..  $Alphabet(GOOG)$   @Daily_Discussion  @TigerObserver  @TigerPM  @Tiger_comments  

ASML shares plunged 7% after its Q2 2025 earnings release. Here are the year-over-year figures: — Total net sales: up 23.2% to €7.7 billion — Net profit: up 45.1% to €2.3 billion — Gross margin: 53.7% (an increase of 220 basis points) — Net bookings: down 0.5% to €5.5 billion — New lithography system sales: down 24.7% to 67 units Despite ongoing strong AI investment, both revenue and profit reached the high end of guidance. ASML maintained its full-year 2025 forecast of ~15% sales growth and ~52% gross margin. However, the company warned that growth may not continue into 2026. Its stock dropped 7% in after-hours trading and has significantly underperformed the SOX index over the past year. @Daily_Discussion  

A compelling post from $NEBIUS(NBIS)$  co-founder Roman Chernin highlights how the company is carving its own path in AI infrastructure. While most players chase raw capacity — megawatts and datacenters — Nbis is focused on: • Vertical integration • Enterprise-first value creation • AI-native software layers beyond just infrastructure Scale alone isn’t enough. The real differentiator lies in delivering software-driven value to enterprises — setting a full-stack AI platform apart from utility-style infrastructure providers or simple GPU resellers. CEO Arkady Volozh adds: > “In 2026, we’re ready to build 1 GW of datacenter capacity — and more.” He sees this supporting at least $10B in annual revenue. Yet today, $NBIS is still valued at

$Intel(INTC)$  CEO Lip-Bu Tan admitted that the company has slipped out of the global top 10 semiconductor rankings and conceded it is “too late” for Intel to catch up in the AI training space. The company’s valuation has plunged to just over $100 billion—down sharply from late 2023—while competitors like Nvidia have soared past the $4 trillion mark. Intel is also grappling with $16 billion in financial losses, ongoing layoffs, and an increasing reliance on external chip manufacturers such as TSMC. It has steadily lost ground in AI and data center markets to rivals like Nvidia, AMD, Apple, TSMC, and Samsung. Thoughts: This marks a dramatic turning point in Intel’s decades-long dominance. The admission from its CEO is unusually candid, si