$NEBIUS(NBIS)$ It is crossing Palantir revenues next year. Palantir is sitting at a 500 billion market cap with $6 billion in revenues. Even if you value it at 1/4 of Palantir toward the end of next year, it would still be a $400 plus stock.

$NEBIUS(NBIS)$ Is this your first trade? You panic because your stock trades from $254 to $204 on nothing but air? I see it more like a $25 stock that just traded to $20. I bought some at $220, some at $210, and I'll keep adding.

$Micron Technology(MU)$ $Advanced Micro Devices(AMD)$  $NVIDIA(NVDA)$ It's the 4-year anniversary of the bull market, and it isn't done yet.

$NEBIUS(NBIS)$ I strongly believe this is a good way to shake out weak hands. Earnings are due on 11/10, and I'm expecting strong numbers. Analysts recently upgraded Nbis with a price target of $399. Today offered a solid bargain opportunity, even though the sector was down. Being greedy when others are fearful still applies here.

$NEBIUS(NBIS)$  I didn't see this coming over the last week. The only thing left for me now is to decide whether I want to buy more. Nothing has changed. I still think it's the best company to invest in. It's a significant portion of my portfolio, partly because it has gone up so much. My average cost is $64 a share, but I've bought as high as $211. I probably won't add more since it already takes up such a large share of my portfolio, though in my heart I think this is still a good entry price.

$NEBIUS(NBIS)$  205.58 is the bottom Bollinger Band. Fundamentals and growth are in place, growth is established, and Clickhouse is growing like a weed. Wake me up at $400.00.

There's something unusual about the $NEBIUS(NBIS)$  call flow right now. The 230 calls are seeing some real size come through.

$NEBIUS(NBIS)$  Not really concerned with what happens over the next few weeks. I think we chop around $205 to $230. Q3 is the catalyst for a move toward $300. Let the shorts provide the rocket fuel.

$NEBIUS(NBIS)$ I've been a Nebius investor since 2022, well before the Yandex spin-off, and I've always been very bullish on it. To me, it's the strongest neocloud out there, with an outstanding management team and probably some of the best engineers in the industry. But right now I see another opportunity in a different neocloud that's at a turning point, and it reminds me a lot of where Nebius was 12 months ago. That one is IREN. I think the stock is about to enter a re-rating phase over the next few weeks, potentially driving a 100% gain by the end of 2026. Nebius remains my primary investment and my highest-conviction position.

$Cipher Mining Inc.(CIFR)$ Significant upside, massive opportunity. $TeraWulf Inc.(WULF)$  $APPLIED DIGITAL CORP(APLD)$  $Meta Platforms, Inc.(META)$  $NEBIUS(NBIS)$ 

$NEBIUS(NBIS)$ Rosenblatt started coverage at Buy with a 304 target this week, and the tape didn't care. Shares fell 7.4% Thursday in the leveraged AI infrastructure selloff, closing around 220 against a 52-week high near 300. Q2 revenue was up 454% year over year to 582 million, the annualized run-rate hit 3 billion at the end of June, and adjusted EBITDA was 236 million versus a 21 million loss a year earlier. Hard to square that with the balance-sheet worry narrative.

$NEBIUS(NBIS)$ The average analyst price target for NBIS stands at $247.41 over the past 365 days, based on 17 analyst estimates.

$NEBIUS(NBIS)$ Nebius reported $582.3 million in Q2 group revenue and $236.2 million in adjusted EBITDA. The quarter also showed 454% year-over-year revenue growth and a sharp improvement in profitability metrics.

$NEBIUS(NBIS)$ Sometimes a dip brings in buyers and triggers more upward movement, especially when the selling looks like an overreaction to fake news.

$Invesco QQQ(QQQ)$ Another classic YouTube Silicon Valley AI tech bro thumbnail moment. The fake AI panic narrative from Q3 2026 is getting called out for what it is.

$NEBIUS(NBIS)$ $CoreWeave, Inc.(CRWV)$ $IREN Ltd(IREN)$ FT ran an AI headline, then dialed it back: $50B net, $70B gross. Same numbers as before. Bears got it wrong again. Thanks for the dip.

$Advanced Micro Devices(AMD)$ Institutions are shaking out retail before the short squeeze to 700+ ahead of blowout earnings next month.

$Cipher Mining Inc.(CIFR)$ $TeraWulf Inc.(WULF)$ $NEBIUS(NBIS)$  $APPLIED DIGITAL CORP(APLD)$ $NEBIUS(NBIS)$  By end of year, these levels will probably look pretty attractive in hindsight.

$NEBIUS(NBIS)$  Still looks like a great buy to me, and it still ranks pretty high on my model.

$Advanced Micro Devices(AMD)$  VIX is fading and yields are falling. A bounce doesn't seem too far away. Could come tomorrow or Monday, but I wouldn't be surprised to see a decent bounce into the close either.