To The Moon

$NEBIUS(NBIS)$ 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