$NEBIUS(NBIS)$ Sometimes a dip brings in buyers and triggers more upward movement, especially when the selling looks like an overreaction to fake news.

$Invesco QQQ(QQQ)$ Another classic YouTube Silicon Valley AI tech bro thumbnail moment. The fake AI panic narrative from Q3 2026 is getting called out for what it is.

$NEBIUS(NBIS)$ $CoreWeave, Inc.(CRWV)$ $IREN Ltd(IREN)$ FT ran an AI headline, then dialed it back: $50B net, $70B gross. Same numbers as before. Bears got it wrong again. Thanks for the dip.

$Advanced Micro Devices(AMD)$ Institutions are shaking out retail before the short squeeze to 700+ ahead of blowout earnings next month.

$Cipher Mining Inc.(CIFR)$ $TeraWulf Inc.(WULF)$ $NEBIUS(NBIS)$  $APPLIED DIGITAL CORP(APLD)$ $NEBIUS(NBIS)$  By end of year, these levels will probably look pretty attractive in hindsight.

$NEBIUS(NBIS)$  Still looks like a great buy to me, and it still ranks pretty high on my model.

$Advanced Micro Devices(AMD)$  VIX is fading and yields are falling. A bounce doesn't seem too far away. Could come tomorrow or Monday, but I wouldn't be surprised to see a decent bounce into the close either.

$Zone Frontier Inc(ZONE)$ Zone Frontier is putting together an AI data center portfolio backed by major contracts and fairly ambitious expansion plans. A few of the key numbers: an $800M initial 10-year Cerebras contract value, $3B+ potential total value including renewal options, $100M equity capital raised in August 2026, 55 MW Minnesota power capacity including 40 MW of critical IT load, an initial 200 MW Texas project expandable beyond 500 MW, 4,077 acres secured in Texas for future development, and 1 GW+ infrastructure capacity ambition by 2030. Minnesota revenue is expected in H1 2027, while Texas development and potential additional tenant agreements could drive future growth. With a market capitalization recently around $66M, ZONE loo

$Cipher Mining Inc.(CIFR)$ $APPLIED DIGITAL CORP(APLD)$ $NEBIUS(NBIS)$ $IREN Ltd(IREN)$ Jane Street and other algo players seem to be leaning hard into squeezing the bears and feeding fear into weaker retail hands right now. We know the story.

$APPLIED DIGITAL CORP(APLD)$ Applied Digital just delivered a monster quarter: revenue surged 322% YoY to $341.9M, adjusted EBITDA hit $64.4M vs. roughly $39.8M expected, and adjusted EPS came in at -$0.01 vs. around -$0.30 expected. Shares jumped 4%+ after earnings. AI compute demand keeps looking very real. Strong results from Applied Digital could be another positive signal that the massive AI infrastructure buildout is translating into actual revenue and improving economics. That puts the spotlight back on the broader neocloud group: $NEBIUS(NBIS)$ , $IREN Ltd(IREN)$ , $CoreWeave, Inc.(CRWV)$ , an

$NEBIUS(NBIS)$  Michael Burry sold LULU for tax loss purposes, taking a near -60% loss on that one. For MU, he shorted at $1,051.87 on July 2, 2026, then announced on Sept 28 that he switched his shorts to July/2027 $500 puts, so he did this before Sept 28. Those July/2027 $500 puts never traded until he bought them on Sept 21 and Sept 22 at around $15.50, and today they traded at $8.41, so he is down about -46% so far. At the same time, he covered his $1,051.87 shorts at roughly $1,071 average, for a small -2% loss. Michael "The Loser" Burry is on a losing roll as usual. LOL

$APPLIED DIGITAL CORP(APLD)$ $NEBIUS(NBIS)$ $Cipher Mining Inc.(CIFR)$ $TeraWulf Inc.(WULF)$ $Keel Infrastructure Corp(KEEL)$ From a Tom Lee interview: Lee thinks AI infrastructure stocks have stalled recently as the midterms approach, partly because the market views Democrats as hostile to data centers. But he expects that to shift after the elections. Data centers bring large investment, jobs, and economic benefits to local communities. Once the midterms are over, Lee expects Democrats to become much more supportive of them. His call: AI infrastructure

$NEBIUS(NBIS)$  $APPLIED DIGITAL CORP(APLD)$ Earnings look massive. Financing and execution are solid. Debt is accessible and isn't eating away margins, even with rates high. Let's go bulls!

$APPLIED DIGITAL CORP(APLD)$ Almost goes EPS positive. $IREN Ltd(IREN)$  $NEBIUS(NBIS)$  take notice.

$IREN Ltd(IREN)$ $NEBIUS(NBIS)$  looks smart. Can someone explain why NBIS keeps going up and up while IREN keeps going down and more down?

$NEBIUS(NBIS)$  Almost all of the recent gains have been wiped out now. I know this stock can be highly volatile, but is there a reason for the steep drop today? I know the COO sold a lot of shares, but surely that was pre-planned well in advance.

$NEBIUS(NBIS)$ The bears are coming out now acting like they have all the answers. It's mostly noise. You don't need to be a genius to see where this is heading longer term.

$SpaceX(SPCX)$ $Forgent Power Solutions, Inc.(FPS)$ $Accelevation Holdings Corp.(ACCV)$ $NEBIUS(NBIS)$ Bullish on the entire data center related stock space.

$Advanced Micro Devices(AMD)$  AMD is securing supply chains four and five years out, which makes AMD severely undervalued.

$NEBIUS(NBIS)$ Someone bought a lot of calls at the 350 strike for March. That's a pretty big move.