We saw a big momentum shift re

We saw a big momentum shift recently as the price reclaimed and held above $194.

AI infrastructure and data center names are heating up again following the latest developments around $IREN Ltd(IREN)$ and $NEBIUS(NBIS)$ , with investors positioning ahead of upcoming earnings.

If $NEBIUS(NBIS)$ can clear $214, the next upside levels to watch are $233 and then $250, especially if $Alphabet(GOOGL)$ signals continued aggressive CapEx spending.

Zooming out, the bigger picture still looks compelling. After this entire pullback, it could still be a setup with potential targets around $300 to $380 going forward.

It feels like FOMO is starting to return ahead of earnings from $Alphabet(GOOGL)$ , $Meta Platforms, Inc.(META)$ , and MSFT. The AI infrastructure trade is heating up again.

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