To The Moon

$NEBIUS(NBIS)$ $Micron Technology(MU)$ $Invesco QQQ(QQQ)$ Jane Street and Citadel flushing out 2x leverage holders on FUD and fear. Did you think they would let you ride the next rally up without getting washed first? -50% on Nebius 2x long in a week. Turn off CNBC. The 10 year rate peaked and is dumping, and everyone switched back to a different doomer narrative around the KOSPI and AI bonds immediately. So many getting wrecked.

$CoreWeave, Inc.(CRWV)$ The heavy volume recently could point to capitulation. I was expecting a decent rebound in the final 30-60 minutes of the session, but it never came. So I'm thinking about starting to accumulate near 60.50, or using LEAP calls instead. $NEBIUS(NBIS)$  $IREN Ltd(IREN)$  $APPLIED DIGITAL CORP(APLD)$  $TeraWulf Inc.(WULF)$ 

$NEBIUS(NBIS)$ Why does this feel similar to when Citadel tanked AI stocks just to get Leupold's shares?

$Oracle(ORCL)$ $IREN Ltd(IREN)$ $Credo Technology Group Holding Ltd(CRDO)$ $NEBIUS(NBIS)$ This is a good reminder of why buying on margin can go wrong. I really hope nobody here is actually selling at these levels.

$NEBIUS(NBIS)$  The stock price here was $250 just a week or so ago, and almost $280 two months ago. It looks completely oversold to me at the moment.

$NEBIUS(NBIS)$ I bought this stock at $22 and even at $60 it dropped 40% while everyone in the chat sold. A year later we touched $280, and now at $200 everyone is panicking again. This still looks like a blessing to me. I think this management can take it another 2-3x over the next 2 years.

$NEBIUS(NBIS)$ I'm averaging up here. Might be a bit early, but there is some support in this area. The upcoming earnings report should be strong.

$NEBIUS(NBIS)$  Crude and yields are down. ASML and banks report tomorrow. That should give a tell-tale sign of the semi monopoly and how the economy is doing from a consumer standpoint. CPI and PPI won't be a surprise. TSMC is about to raise guidance. Last earnings season was upsetting despite blowout earnings. Q4 will be a movie.

$NEBIUS(NBIS)$  Hopefully we find a bottom around here, somewhere near $204.

$NEBIUS(NBIS)$ Nebius has a multi-billion-dollar backlog and real commercial traction, backed by tier-1 hyperscalers, enterprise tech giants, and open-source frontier model developers. The company isn't relying on OpenAI's balance sheet to reach its revenue targets or run-rate projections. When news outlets and trading bots run low on company-specific headlines, they latch onto macro indicators like oil prices, Treasury yields, and inflation data, turning ordinary day-to-day moves into dramatic mini-crises.