Here's what's really happening... The market doesn't care if $CoreWeave, Inc.(CRWV)$  is chasing bigger ARR targets or if $IREN Ltd(IREN)$  has more contracted gigawatts. All that matters right now is NBIS. Every dip, every pullback gets bought up. The crowd sees it as the long-term winner, the one with the biggest upside. Fundamentals, hype, short-term noise—none of it matters. If you're watching the tape, you see conviction in action, plain and simple.

$Advanced Micro Devices(AMD)$ The biggest fear for a bear, if I were in that position, would be a premarket news drop about a new Helios system purchase agreement or a partnership announcement with someone like Anthropic. Technically, the chart is in a good spot to break through this upper channel resistance level; you can see the persistent push on the daily chart. It's actually good to see this healthy push and pull to gain ground. We'll see who comes out on top in the end. I'm long.

$NEBIUS(NBIS)$  Give me $250 pre-market and $270 EOD.

$Rumble Inc.(RUM)$ Northern Data reportedly holds one of the largest GPU estates globally. On a post-acquisition basis, the combined Rumble + Northern Data entity starts to look significantly undervalued versus AI/cloud peers like $NEBIUS(NBIS)$  and CRWV. Short interest is elevated at around 27% with over 10 days to cover, making positioning extremely tight. The market may be underpricing the shift from a media platform to AI infrastructure exposure. If sentiment flips, the setup is positioned for an aggressive re-rating driven by both fundamentals and shorts.

$NEBIUS(NBIS)$  This company is really impressive. Every concern I had is being addressed, even better than I imagined. My initial concern was the high cost of GPUs for AI data centers. However, the older GPUs are still performing and will continue to generate revenue for many years, so that concern is gone. Furthermore, Nebius has access and is a preferred provider, getting first dibs on the newer hardware. Concern gone. My next worry was water usage, but with closed-loop cooling, that's gone. The new GPUs also require less cooling, so that concern is gone too. Then there was the issue of electrical supply straining the grid and potentially raising prices for the surrounding area. They're using hydrogen fuel ce

$NEBIUS(NBIS)$ This stock went up $28, over 14% in a single day, and there are still people here bashing it. They’ve got massive losses and zero credibility.

$NEBIUS(NBIS)$ Just watched Peter Diamandis on Squawk on the Street recently talking about SpaceX. It was really insightful, highly recommend it. We are not in a bubble at all. We're not even through the first inning yet.

$NEBIUS(NBIS)$ Nbis keeps making all the right moves, which is why I'm a long-term holder. Plus, I do like money.

$NEBIUS(NBIS)$ From the earnings report and some community discussions, Nvidia is set to book a mind-boggling $500 billion in Blackwell and Rubin pipeline revenue through 2026. Some are pointing out that alternative hyperscalers like Nebius, with their allocated GPU racks, are sitting on very valuable real estate. Retail investors highlight that Nebius looks vastly superior to debt-saddled infrastructure plays like CoreWeave. The key point is that Nebius is completely self-funded and is building a full software ecosystem through the Eigen AI and AI21 Maestro partnership, rather than just being a “dumb GPU landlord.” Sounds good for the Dr E Christmas Fund...

$NEBIUS(NBIS)$ Nebius and Bloom Energy have announced a partnership for Bloom Energy to supply its fuel cell technology to power Nebius's data centers. This should help ease the concerns some investors have about the timing of the data centers going live, since getting conventional energy sources off the grid can take time and cause delays. To me, this could be significant for Nebius.

$NEBIUS(NBIS)$ Hi shorts. NVDA crushed earnings. That's all.

$NEBIUS(NBIS)$  It's a tough pill to swallow, but we did see a significant run-up in a short period. If you're here to invest, NBIS is by far one of the leading companies at the forefront of AI. External forces might be affecting us, but AI demand hasn't changed. Nothing is 100%, but NBIS is doing everything right and I feel secure. If you weathered the pain in the third and fourth quarters last year, you know this is just a blip. We will recover. For those new here: don't fret. Patience, folks.

$NEBIUS(NBIS)$ This news about the AI21 acquisition is quite positive. According to reports from Calcalist and Globes, Nebius is directly taking over a significant portion of AI21's elite engineering core. It's more of an acquihire-style arrangement rather than purchasing a struggling corporate entity. These top-tier developers are moving directly into Nebius's expanded offices at the Acro Tower in Tel Aviv. Regarding the pivot and partnership with "Maestro", Nebius didn't buy the software. They signed a commercial partnership worth tens of millions of dollars to become the core infrastructure backbone powering Maestro. This gives Nebius the exact software agent capability they wanted for their "Token Factory" without taking on any corporate

$NEBIUS(NBIS)$  For $Tesla Motors(TSLA)$ , I think if it can cleanly break above the $200 strike price level where a lot of options are concentrated, we could see $230 next. The $190 level has been tested three times and should now act as solid support.

$NEBIUS(NBIS)$  Dare I say it... last chance below $200? Ha. Nebby is acting like a $200 stock headed for $250.

$NEBIUS(NBIS)$  Nice recovery, I should say. For NBIS, nothing has really changed, so bearish views aren't something to worry about. It's going to be a goldmine.

$NEBIUS(NBIS)$ If I had cash left, I'd consider buying back in. A new bottom looks to be in place. Buckle up.

$NEBIUS(NBIS)$ The positive side of sell-offs is that they open up opportunities.

$NEBIUS(NBIS)$ I'm guessing the ones buying up the majority of the shares being sold are institutions and funds. They could push NBI into the $230-$240 range by the end of the week, latest by the end of the month. Smart retail investors are adding here too.

$NEBIUS(NBIS)$ Kiss of death? Goldman Sachs recently updated its price target to $234. Shorts tried to leverage a Coreweave downgrade to short NVDA, lol, on the same day a WSJ article was published and GS upgraded? Good luck with that. You just attracted thousands of new investors to the stock.