$NEBIUS(NBIS)$  It's funny to think that if the bears spent their time buying just one share of NBIS instead of posting the same repetitive, baseless content, they'd be incredibly wealthy by now.

$NEBIUS(NBIS)$  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.

$NEBIUS(NBIS)$ 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

$NEBIUS(NBIS)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ Northland has raised their price target on NBIS to $410.

$APPLIED DIGITAL CORP(APLD)$ $CoreWeave, Inc.(CRWV)$ $NEBIUS(NBIS)$  $IREN Ltd(IREN)$ Wall Street seems to be getting bullish on compute again after the weekend. It looks like there could be some strong positive days ahead.

Another reminder just hit the neocloud/AI trade: the biggest bottleneck is still compute supply. Moonshot AI's Kimi K3 launch saw demand spike so fast that new subscriptions had to be paused within days due to GPU capacity limits. This isn't a direct update on any specific customer, but it reinforces the broader thesis. Frontier AI models can emerge anywhere, at any time, and immediately start consuming massive amounts of compute. The AI race has shifted. It's not just about better models anymore; it's about who has the GPUs, data centers, and power to scale. Inference demand keeps growing faster than infrastructure can be built. More AI agents, more coding, more automation—it all just means more GPUs are needed. That's the fundamental setup that benefits compute providers. Watching the en

$NEBIUS(NBIS)$ The previous consolidation period lasted about three months. It looks like it might need a similar amount of time this time around.

The stock flashed a very clear dip buying opportunity earlier. $NEBIUS(NBIS)$  dropped right into that heavy structural support zone around $215 - $217. It looks like sellers got exhausted, letting aggressive bulls accumulate at a lower price ahead of a potential squeeze. The long-term AI infrastructure macro thesis still seems solid.

$APPLIED DIGITAL CORP(APLD)$ $IREN Ltd(IREN)$ $CoreWeave, Inc.(CRWV)$ $NEBIUS(NBIS)$ $TeraWulf Inc.(WULF)$ There's no excess capacity that's going to be sold. The market just doesn't have enough of it. The story from last week was wrong, and a major recovery for data center stocks is on the way once the market realizes that.

$NEBIUS(NBIS)$ Seeing some resistance around the 50-day moving average, near $218.40. A break above that level, followed by a successful retest, could set up a potential move toward $227 and then $245.

$NEBIUS(NBIS)$ It feels a bit unusual to see such solid gains on a day when the Dow is in the red.

$NEBIUS(NBIS)$  I've been noticing a lot of hiring activity from Nebius on LinkedIn across nearly every business unit. The growth there must be pretty significant.

$NEBIUS(NBIS)$  AI labs have created a short-term, large-scale compute market where contract rates are running at three to four times the normal level. If demand holds, that pricing power should also move upstream to the neoclouds. That sets the stage for a sharp re-rating. Bullish on $CoreWeave, Inc.(CRWV)$  and NBIS.

$Rum Group Inc(RUM)$ The stock is still priced like a small name, while the deck points to it being a much bigger AI infrastructure play. Slide 10 indicates the market hasn't yet repriced the Quake AI story. Shorts are fighting a growing stack of catalysts, and that gap can close quickly.

$NEBIUS(NBIS)$ Looking at the company's position 12 months ago versus now, it's essentially a different business. A year ago, they had 7 planned or built sites and zero gigawatt-scale AI factories. Today, they have 21 planned or built sites, with 2 gigawatt-scale AI factories in the pipeline. This kind of step-function expansion isn't just linear growth; it's infrastructure scaling at hyperscale pace. Markets often underestimate how quickly capacity can ramp once demand visibility is confirmed. What's notable isn't just the increase in site count, but the strategic shift into gigawatt-level AI factory planning. That's where the AI compute cycle transitions from individual projects to a full industrial buildout. If execution continues to match

Is anyone else watching the sovereign AI trend? $Cognizant Technology Solutions Corp(CTSH)$  just announced a partnership with Domyn to cover the entire EMEA region, which looks like another sign that sovereign AI demand is picking up speed across Europe and more broadly. It seems like every G20 government is now treating AI infrastructure as a national asset, similar to highways or utilities. That shift is starting to translate into actual, large-scale capital deployment. For context, the major cloud providers continue to benefit here. Sovereign AI appears to be additive demand rather than a replacement for hyperscaler spending. It's more about influencing allocation cycles, not replacing core compute growth, which remains a key factor for c

$NEBIUS(NBIS)$  I remember when we had a similar big drop before, it went from around $140 down to $80 and then rallied all the way up to $299. It'll be interesting to see how high this next bounce goes and what kind of payoff there is for holding through the volatility.

That seems a bit off. Meta isn't going to launch a "Meta Compute" service overnight, and $NEBIUS(NBIS)$  isn't going to lose its existing customer base because of it.

$NEBIUS(NBIS)$ It's still behaving like a clear leadership name in this tape. The price structure remains intact with a clean sequence of higher highs and higher lows, and it continues to find support around the 9/21 EMA zone—exactly where strong trends typically reset before continuation. From a fundamental narrative standpoint, the market is pricing in a significant AI infrastructure scaling story, with revenue expectations moving from ~$878M LTM toward multi-year projections above $20B+ by 2028, driven by sustained demand in compute and cloud capacity buildout. Technically and fundamentally aligned setups like this tend to stay persistent as long as dips keep getting absorbed. Right now it's less about predicting the top and more about whe