To The Moon

$NVIDIA(NVDA)$ 9.3% stake definitely grabs my attention. They don't tend to make investments like this without seeing long-term strategic value, and it adds another layer of credibility to $NEBIUS(NBIS)$ AI cloud ambitions. The positive moves in $CoreWeave, Inc.(CRWV)$ and also $Oracle(ORCL)$ suggest the market is becoming more confident that AI infrastructure spending is translating into real business growth rather than just hype. That said, I'd still be a little cautious after an almost 19% jump in a single session. The chairman selling shares at the same time doesn't automatically make me bearish, but it's something w

$NVIDIA(NVDA)$ taking a 9.3% stake in $NEBIUS(NBIS)$ provides immense strategic validation for its AI cloud infrastructure. However, while the 18.8% spike reflects institutional momentum, concurrent insider selling by the Chairman (~$1.4M) signals potential short-term profit-taking. Combined with 30-day implied volatility (IV) sitting near 173% ahead of July 29 earnings, chasing equity at current highs carries post-earnings volatility crush (a sharp drop in option values after an uncertainty-clearing event) risk. IF YOU ALREADY OWN THE SHARES Investors holding 100 or more shares can sell covered calls (selling the right for someone else to buy your shares at a set target price to collect income upfront).

$NEBIUS(NBIS)$ growth is threatened by chinese models and data centre protests.

$NEBIUS(NBIS)$ GOOGL to venture into hyperscalers. 

$NEBIUS(NBIS)$  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.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $iShares Semiconductor ETF(SOXX)$ $NEBIUS(NBIS)$ $Roundhill Memory ETF(DRAM)$ Bears, let me holler at you!

$NEBIUS(NBIS)$ good move nbis👍🏻

NVIDIA Discloses 9.3% Stake in European Cloud Provider Nebius, Sending Shares Soaring Deep News $NVIDIA(NVDA)$  $NEBIUS(NBIS)$   19:51 NVIDIA has disclosed a 9.3% stake in the Dutch cloud services company NEBIUS, according to a filing with the U.S. Securities and Exchange Commission, driving a sharp pre-market rally in the stock on Tuesday. Over the past 12 months, NEBIUS shares have surged nearly 250%. In recent years, NVIDIA has consistently increased its holdings in multiple artificial intelligence companies. The disclosure of the stake in the European cloud provider sent shares of NEBIUS significantly higher on Tuesday. The Amsterdam-based firm has grown into a

$NBIS 20260724 200.0 CALL$  

$SK hynix(SKHY)$ $SanDisk Corp.(SNDK)$ $NEBIUS(NBIS)$ $Marvell Technology(MRVL)$ If the premarket strength fades again by the close, like it did recently, I wouldn't be too discouraged. Patience is key here. The move needs more fuel to really get going.

Hello everyone! Today i want to share some trading strategies with you! 1 Bought back (closed) the $NEBIUS(NBIS)$ 115P & 110P for profit ... thank you tutes for the pump this morning and weekend IV crush. That said, didn't want to give back all the premium via the buyback, so wrote the July 24 $130 puts to cover the buyback ... and reduced buying power used in the process (from 11 cons down to 5 cons). 2 $IREN Ltd(IREN)$ So ... for all the folks spouting off about their decision to sponsor an NBA/WNBA team ... looks like sponsorship advertising really does work. 😉 Wrote a put credit spread to play the news - July 24 expiry $32.5/29.5 spread, 10 contracts.

$NVIDIA(NVDA)$ Maybe we could see a 7-8% move soon, following the momentum from $NEBIUS(NBIS)$ , and potentially overtake $Apple(AAPL)$  again. I think reaching $215 is possible.

$NEBIUS(NBIS)$ 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.

$NEBIUS(NBIS)$  I think if this bull market continues through 2027, which is possible with the current political climate, NBIS could see a move similar to what happened with MU or SNDK, reaching $1,000 to $2,000.

$NVIDIA(NVDA)$  Jensen Huang has increased his stake in Nebius to 9.3% as of July 13, according to an SEC filing. This move adds more attention to the AI infrastructure story. $NEBIUS(NBIS)$  shares moved higher after the disclosure, up around 3%. It seems the market is watching this area closely as AI demand expands beyond just chips into cloud infrastructure, compute capacity, and data centers.

$NEBIUS(NBIS)$ There's been another bullish analyst update, with Northland raising its price target from $248 to $410. With the share price around $183, that new target suggests significant upside if execution on the AI infrastructure strategy stays on track. The higher target shows growing confidence in Nebius's long-term growth, but the investment case still hinges on GPU deployment, customer expansion, and meeting revenue expectations. While higher targets can boost sentiment, it's the execution that will ultimately drive the valuation.

AI cloud infrastructure is starting to get more attention. $IREN Ltd(IREN)$  jumped 19.69% after it raised its annual recurring revenue target to over $4 billion, driven by new AI cloud contracts. Its customer list now includes Microsoft, Nvidia, Perplexity, and Figure. We're seeing strong capital rotation into neocloud and colocation names. HUT was up 10.45% on news of a 15-year, $9.8 billion AI data center lease. Meanwhile, $Cipher Mining Inc.(CIFR)$  gained 16.76%, $CleanSpark, Inc.(CLSK)$  rose 13.7%, and $WhiteFiber, Inc.(WYFI)$  increased 9.18%. $NEBIUS(NBI

$NBIS 20260724 200.0 CALL$  

$NVIDIA(NVDA)$ taking a 9.3% stake in $NEBIUS(NBIS)$ provides immense strategic validation for its AI cloud infrastructure. However, while the 18.8% spike reflects institutional momentum, concurrent insider selling by the Chairman (~$1.4M) signals potential short-term profit-taking. Combined with 30-day implied volatility (IV) sitting near 173% ahead of July 29 earnings, chasing equity at current highs carries post-earnings volatility crush (a sharp drop in option values after an uncertainty-clearing event) risk. IF YOU ALREADY OWN THE SHARES Investors holding 100 or more shares can sell covered calls (selling the right for someone else to buy your shares at a set target price to collect income upfront).

$NVIDIA(NVDA)$ 9.3% stake definitely grabs my attention. They don't tend to make investments like this without seeing long-term strategic value, and it adds another layer of credibility to $NEBIUS(NBIS)$ AI cloud ambitions. The positive moves in $CoreWeave, Inc.(CRWV)$ and also $Oracle(ORCL)$ suggest the market is becoming more confident that AI infrastructure spending is translating into real business growth rather than just hype. That said, I'd still be a little cautious after an almost 19% jump in a single session. The chairman selling shares at the same time doesn't automatically make me bearish, but it's something w

NVIDIA Discloses 9.3% Stake in European Cloud Provider Nebius, Sending Shares Soaring Deep News $NVIDIA(NVDA)$  $NEBIUS(NBIS)$   19:51 NVIDIA has disclosed a 9.3% stake in the Dutch cloud services company NEBIUS, according to a filing with the U.S. Securities and Exchange Commission, driving a sharp pre-market rally in the stock on Tuesday. Over the past 12 months, NEBIUS shares have surged nearly 250%. In recent years, NVIDIA has consistently increased its holdings in multiple artificial intelligence companies. The disclosure of the stake in the European cloud provider sent shares of NEBIUS significantly higher on Tuesday. The Amsterdam-based firm has grown into a

$NEBIUS(NBIS)$ growth is threatened by chinese models and data centre protests.

Hello everyone! Today i want to share some trading strategies with you! 1 Bought back (closed) the $NEBIUS(NBIS)$ 115P & 110P for profit ... thank you tutes for the pump this morning and weekend IV crush. That said, didn't want to give back all the premium via the buyback, so wrote the July 24 $130 puts to cover the buyback ... and reduced buying power used in the process (from 11 cons down to 5 cons). 2 $IREN Ltd(IREN)$ So ... for all the folks spouting off about their decision to sponsor an NBA/WNBA team ... looks like sponsorship advertising really does work. 😉 Wrote a put credit spread to play the news - July 24 expiry $32.5/29.5 spread, 10 contracts.

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

$NEBIUS(NBIS)$  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.

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

$NEBIUS(NBIS)$ GOOGL to venture into hyperscalers. 

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $iShares Semiconductor ETF(SOXX)$ $NEBIUS(NBIS)$ $Roundhill Memory ETF(DRAM)$ Bears, let me holler at you!

AI cloud infrastructure is starting to get more attention. $IREN Ltd(IREN)$  jumped 19.69% after it raised its annual recurring revenue target to over $4 billion, driven by new AI cloud contracts. Its customer list now includes Microsoft, Nvidia, Perplexity, and Figure. We're seeing strong capital rotation into neocloud and colocation names. HUT was up 10.45% on news of a 15-year, $9.8 billion AI data center lease. Meanwhile, $Cipher Mining Inc.(CIFR)$  gained 16.76%, $CleanSpark, Inc.(CLSK)$  rose 13.7%, and $WhiteFiber, Inc.(WYFI)$  increased 9.18%. $NEBIUS(NBI

$NEBIUS(NBIS)$ good move nbis👍🏻

$NBIS 20260724 200.0 CALL$  

$SK hynix(SKHY)$ $SanDisk Corp.(SNDK)$ $NEBIUS(NBIS)$ $Marvell Technology(MRVL)$ If the premarket strength fades again by the close, like it did recently, I wouldn't be too discouraged. Patience is key here. The move needs more fuel to really get going.

$NEBIUS(NBIS)$ There's been another bullish analyst update, with Northland raising its price target from $248 to $410. With the share price around $183, that new target suggests significant upside if execution on the AI infrastructure strategy stays on track. The higher target shows growing confidence in Nebius's long-term growth, but the investment case still hinges on GPU deployment, customer expansion, and meeting revenue expectations. While higher targets can boost sentiment, it's the execution that will ultimately drive the valuation.

$NEBIUS(NBIS)$ 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.

$NVIDIA(NVDA)$  Jensen Huang has increased his stake in Nebius to 9.3% as of July 13, according to an SEC filing. This move adds more attention to the AI infrastructure story. $NEBIUS(NBIS)$  shares moved higher after the disclosure, up around 3%. It seems the market is watching this area closely as AI demand expands beyond just chips into cloud infrastructure, compute capacity, and data centers.

$NVIDIA(NVDA)$ Maybe we could see a 7-8% move soon, following the momentum from $NEBIUS(NBIS)$ , and potentially overtake $Apple(AAPL)$  again. I think reaching $215 is possible.

$NEBIUS(NBIS)$  I think if this bull market continues through 2027, which is possible with the current political climate, NBIS could see a move similar to what happened with MU or SNDK, reaching $1,000 to $2,000.

I'm looking at these eight stocks for the long haul. Great companies don't always go up in a straight line. The real opportunities often come from spotting businesses with long-term growth potential before the market catches on. $Advanced Micro Devices(AMD)$  is a key player in AI chips, competing in the next wave of accelerated computing. $NEBIUS(NBIS)$  offers exposure to AI infrastructure and cloud computing as demand for compute keeps growing. $SoFi Technologies Inc.(SOFI)$  is a digital banking platform aiming to build out a major financial services ecosystem. $IREN Ltd(IREN)$  is positioned aroun