$NEBIUS(NBIS)$ NVDA should have blowout earnings, and that could lift other names in the space. Especially if they announce their Rubin Chip debut on NBIS.

Not huge by Neocloud standards, but the Neocloud names are all picking up a bit. $APPLIED DIGITAL CORP(APLD)$  $IREN Ltd(IREN)$  $TeraWulf Inc.(WULF)$  $NEBIUS(NBIS)$  $CoreWeave, Inc.(CRWV)$ 

$NEBIUS(NBIS)$ $APPLIED DIGITAL CORP(APLD)$ $NVIDIA(NVDA)$ $CoreWeave, Inc.(CRWV)$ $IREN Ltd(IREN)$ I particularly like the Facebook groups against data centers lol.

$SUPER MICRO COMPUTER INC(SMCI)$ The valuation disconnect here is getting hard to ignore. Just looking at how the market is pricing these AI infrastructure names: SMCI at roughly 8.2x forward P/E, $Dell Technologies Inc.(DELL)$  around 23.2x, $Hewlett Packard Enterprise(HPE)$  near 13.7x, $CoreWeave, Inc.(CRWV)$  with no meaningful positive P/E, and $NEBIUS(NBIS)$  at about 1,277x trailing with forward P/E not available. SMCI trades at roughly one-third of Dell's forward earnings multiple while sitting directly in the heart of the AI server, rack-scale an

$NEBIUS(NBIS)$  $IREN Ltd(IREN)$ $TeraWulf Inc.(WULF)$ $Cipher Mining Inc.(CIFR)$ $APPLIED DIGITAL CORP(APLD)$ This could be what saves us. She has never been wrong. Basically pointing to AI power plays taking off, and she has never been wrong.

It is MSFT. As I wrote before, $ChronoScale Corp(CHRN)$  recently disclosed in its Form 10-K filing that it entered into an agreement with $Microsoft(MSFT)$  to deploy up to 50 MW of HPC compute. Obviously that will be at an $APPLIED DIGITAL CORP(APLD)$  datacenter. The available ones are DF1, DF2 and PF3, and $APPLIED DIGITAL CORP(APLD)$  has told us that the same 4 big hyperscaler has all three of these sites. No way $ChronoScale Corp(CHRN)$  is deploying that at a competitor datacenter builder's site. However, Wes will never alter his no PR/no press s

$NEBIUS(NBIS)$ Stephen Mandel has added a position in NBIS, which is up nearly 200% in 2026.

$NEBIUS(NBIS)$ Compute rental prices look set to move significantly higher in 2027 on stronger demand. NBIS already showed the trend by favoring short-term rates at $40-50 per MW over $20 per MW long term. Neo cloud stocks could run the same way memory stocks did this year on scarcity.

$APPLIED DIGITAL CORP(APLD)$  will likely never name the hyperscaler publicly because of the fear of community opposition. Naming one of the big high profile hyperscalers tends to draw opposition from outside the local community, turning the datacenter into a statewide or national political issue, similar to what happened with $NEBIUS(NBIS)$  in Vineland. It did pass the planning board there, but it was very controversial and the opposition dragged down the stock price for a bit. It could have failed, which would have been a big blow to the stock. Because of that opposition, $NEBIUS(NBIS)$  had to radically change the project, including the power s

$NEBIUS(NBIS)$ $IREN Ltd(IREN)$ $Cipher Mining Inc.(CIFR)$ $Keel Infrastructure Corp(KEEL)$ $TeraWulf Inc.(WULF)$ This is very bullish. Elon will likely step in to support the Republican Party for the midterms, similar to how he backed Trump during the presidential election. He essentially has the ability to buy the midterms for the GOP, and we already saw that play out with Trump. If the GOP holds the Senate, there's a real chance of a parabolic rally similar to 1999.

$NEBIUS(NBIS)$ Multiple India data centers are coming. Probably $300 tomorrow.

$NEBIUS(NBIS)$  Choppy session today. Max pain sits at 210. Otherwise it will likely get pinned between 212 and 215.

$CoreWeave, Inc.(CRWV)$ Get ready, new all-time highs could be coming soon for $Cipher Mining Inc.(CIFR)$ , $NEBIUS(NBIS)$ , and BTC.X.

$NEBIUS(NBIS)$ GS more than doubled their position during the late July episode. They now hold over 9% of the company's stake.

$NEBIUS(NBIS)$ There should be some temporary relief soon. Expect a green day.

$NEBIUS(NBIS)$ Got my popcorn ready for the close. Short squeeze could continue after that. $500 by end of month.

$NEBIUS(NBIS)$ $CoreWeave, Inc.(CRWV)$ $IREN Ltd(IREN)$ $Cipher Mining Inc.(CIFR)$ $APPLIED DIGITAL CORP(APLD)$ Citadel picked up Situational Awareness assets back in July when they were really cheap, and now those names are starting to run.

$NEBIUS(NBIS)$  Last week the stock climbed $80, and I'm curious whether anyone can break down what portion of that move came from shorts covering their positions. The fact that Friday didn't turn into a selloff feels like a pretty bad sign for shorts heading into this week.

$NEBIUS(NBIS)$ There is a special Vineland Planning Board meeting to continue the public hearing on DataOne/Nebius (NBIS) amended site plan approval for the AI data center expansion. It covers Phase 1 and Phase 2 including Bloom power areas, LNG tank and infrastructure. Hoping for a positive outcome for NBIS.

$Invesco QQQ(QQQ)$ Milton Berg mentioned that the panic at Leopold Ashenbrenner's former AI hedge fund, "Situational Unawareness," was already obvious by late July 2026. But to me, the aftermath also looks like a clear opportunity for AI bulls. The comparison being drawn is 1998 LTCM to 2026 Situational Awareness. The thinking is that AI bulls could have a runway until 2028, based on the 18-month blowoff top in internet infrastructure during the 1998-2000 final stage. $NEBIUS(NBIS)$  $Bloom Energy Corp(BE)$  $SPDR S&P 500 ETF Trust(SPY)$  $NVIDIA(NVDA)$