To The Moon

$NEBIUS(NBIS)$ The chart looks strong, consolidating near the highs around $285–290. Key support is at $280, then the $270–275 zone. It needs a break above $290–300 for continuation. Above $300, the upside opens toward $315–320. Bias is constructive but extended, with a preference for dips or a clean breakout.

$NEBIUS(NBIS)$  Clearing the 2.618 Fib extension near $259 is a significant structural win, turning a major upside resistance into solid technical support. With Nasdaq-100 inclusion next week driving passive inflows, rising institutional ownership, and accelerating AI infrastructure demand, the path of least resistance remains higher. I'm looking for a move above $300 very soon.

$NEBIUS(NBIS)$ Their earnings exceeded revenues in two of the last four quarters, while they posted losses in the other two. This is likely due to capital raising, Nvidia's investment, and contract prepayments. The next earnings report should be strong, but keep in mind they did receive a significant amount of prepaid money.

$NEBIUS(NBIS)$  It was around $48 a year ago. Now it's over $287. This multi-leg re-rating has been driven by momentum, flows, and a sustained breakout structure. At this stage, the price action is more trend-driven than valuation-driven, with dips still being bought as long as higher lows hold. The key question is continuation versus consolidation.

$Rumble Inc.(RUM)$ Still long and strong on this name, way too cheap to ignore after the Northern Data deal. Expect analyst price targets next week. Keep in mind $NEBIUS(NBIS)$  has a market cap of $70B, and Rumble's market cap is tiny compared to the other two pure-play AI infrastructure giants.

$NEBIUS(NBIS)$  All the new bears here are pathetic. Stick with the OG.

$NEBIUS(NBIS)$ It's had a huge run around $300. I'm watching to see if it consolidates here or keeps extending after this move.

$NEBIUS(NBIS)$ $Palantir Technologies Inc.(PLTR)$ Not trying to sound dramatic, but NBIS moving from around $24 to around $280 is one of those rare trades you don't forget. That's roughly an 11.8x return. After the PLTR run, I exited all my positions and rotated heavily into NBIS, sharing that view with my followers and Substack readers at the time. Why? Because it didn't feel like the cycle was over, just shifting into a different phase of AI infrastructure repricing. What stands out now isn't even the return… it's hearing from long-term holders who actually stayed through all the volatility. That part matters more than the chart.

$Rumble Inc.(RUM)$ Rumble just closed the Northern Data acquisition, securing over 22,000 NVIDIA GPUs. They also have over 200 MW of unmonetized power and hold an 85% ownership in Northern Data, which just raised its 2026 revenue guidance by 30%. This puts Rumble officially in the AI cloud game. This is a significant move for a company with a market cap of just $3B. In the AI cloud/GPU infrastructure space, Rumble now looks to be among the cheapest peers based on market cap and valuation multiples. The main direct or close competitors include: CoreWeave, Applied Digital, and Nebius ($NEBIUS(NBIS)$ ).

3Trillion dollars entering the AI infrastructure sector.