To The Moon

$NEBIUS(NBIS)$ All new capacity will be sold at $40-50 million per MW instead of the earlier $12-15 million per MW. That's roughly 3X the old spot price. The stock hasn't adjusted to the new spot price yet. For now it may be a show-me kind of situation. I'm confident they'll sell at higher spot prices in 2027, and I think this could hit $500 by April 2027. Analysts might still be waiting to raise their price targets, but as usual they could be late to the party.

$NEBIUS(NBIS)$ If a Ukraine conflict settlement gets agreed on, Tuesday could have big upside potential. Back above $250 this week.

$NEBIUS(NBIS)$  Since mid-June, NBIS has been forming a pretty clean cup and handle pattern, which basically reflects a tug of war between buyers and sellers. In my view, that setup suggests the stock could be ready to move higher fairly soon, and shorts would likely feel the pressure on the way up.

$NEBIUS(NBIS)$  Seems like someone already knows an announcement is coming. The buying pressure has been slow and steady. They don't want to tip anyone else off.

$IREN Ltd(IREN)$ $Cipher Mining Inc.(CIFR)$ $TeraWulf Inc.(WULF)$ $NEBIUS(NBIS)$ $Keel Infrastructure Corp(KEEL)$ Data centers are the most important sector in the AI space and always will be.

$APPLIED DIGITAL CORP(APLD)$ It's time, Wes. PF1 RFS PF2 and DF1 leases. DF3 site announcement. CHRN and MSFT lease execution. $IREN Ltd(IREN)$  $Cipher Mining Inc.(CIFR)$  $NEBIUS(NBIS)$ 

$NEBIUS(NBIS)$ A deep OTM call order just hit the tape for NBIS. Over $657K in the 12/18 $360 calls, confirmed buying.

$NEBIUS(NBIS)$ Enough of this nonsense. DELL just proved the demand, and Broadcom is up next.

$NEBIUS(NBIS)$  Accumulating. Will keep adding as it falls for an eventual rebound. GLTA.

$NEBIUS(NBIS)$  The datacenter backlash right now feels like it is being driven by Democrats for the midterm elections. Once the midterms are over, I do not think anyone will really care how many datacenters get built or where they go up.