$NEBIUS(NBIS)$ Added a bunch more. Under $200 still feels like a steal. Good old Nebby might just erase some of the recent dumb moves I made with other stocks. Probably should have stuck with Nebby the whole time.

$NEBIUS(NBIS)$ I'm hoping I can get another chance to load up around $75 or $80. I sold way too early around $170. I also didn't buy nearly enough. Hopefully I'll handle it better this time.

$NEBIUS(NBIS)$ What's everyone's average cost? I'll start with mine at 159.

$NEBIUS(NBIS)$ This looks like it's being driven by the Korean market crash, hedge funds arbitraging the bonds, the short interest ratio sitting above 30%, and a few other factors.

$SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$ $Micron Technology(MU)$ $NEBIUS(NBIS)$ It's been a rough ride. I kept adding and averaging down, but it just keeps dropping. Now I'm out of disposable cash to buy more, so there's not much left to do except sit tight and wait for the selling to ease up.

$NEBIUS(NBIS)$ Ups and downs are just part of the course, and the 170 to 190 range feels like noise. What matters more are the solid contracts, backing from major partners, forward guidance, and a track record of execution, while giving it enough time to grow. If it's causing too much stress, gradually trimming a position over time, like shaving off 10 or 15% after a 15% or larger move up over the next 6-8 months, could lock in some profits and help rebalance a portfolio. Staying comfortable with a long-term hold gives wealth more room to compound.

$NEBIUS(NBIS)$ BE's numbers seem to be landing well with the market. Applied Digital also posted solid results. Sharon AI is expected to report in the morning. Looking at the recent earnings from other data center names, I haven't seen anything that actually supports the FUD narrative.

$NEBIUS(NBIS)$ This one has definitely tested investors' patience. I called Wave 4 complete too early, and I have no problem admitting it. Right now, price is sitting near the 0.618 Fib retracement, and as long as the Wave 1 high holds, I still view this as a deep correction rather than a broken trend. Over the next 7 days, I'll be watching for stabilization and stronger volume before getting more aggressive. My long-term target remains $400. I share every update as my view evolves, so if you enjoy honest market analysis instead of hype, check out my profile.

Quick update on $NEBIUS(NBIS)$  — the stock just put in a lower low after making a higher high earlier. I said publicly that Wave 4 was done, and that call turned out to be wrong. I'll own that one. What matters now is this pullback has reached the 0.618 Fibonacci retracement, which is a pretty standard level for a deeper Wave 4 correction, especially coming off a shallow Wave 2. The bigger structure is still holding — the Wave 1 high hasn't been broken, and the broader trend is being tested rather than invalidated. Risk/reward is starting to look more interesting at these levels. I'm not brushing off the volatility, but one deeper pullback doesn't really change the long-term thesis for me. $NEBIUS(NBIS)

$Boeing(BA)$ Nancy Pelosi bought BA. Boeing happens to hold $345.4B in federal contracts, and the Senate is working on HR.7273, the NASA Reauthorization Act of 2026, which is now heading toward the House. Some runners that caught attention are MU, META, and NBIS.

$NEBIUS(NBIS)$ $IREN Ltd(IREN)$ $Cipher Mining Inc.(CIFR)$ $TeraWulf Inc.(WULF)$ $Keel Infrastructure Corp(KEEL)$ Trump will not let the markets crash, especially this close to midterms.

$NEBIUS(NBIS)$  better get $Oracle(ORCL)$  your baby better be born rich

$SoFi Technologies Inc.(SOFI)$ I've seen this play out many times before, back when people kept calling $Advanced Micro Devices(AMD)$  "Advanced Money Destroyer." At these levels, it looks like a pretty straightforward buy to me. I'm looking at a target of $25+.

$NEBIUS(NBIS)$ 194I think $200 is a given and $220 by Friday. Not a recommendation or advice, but big money to make in calls this week.

$NEBIUS(NBIS)$ Nebius doesn't need to strike custom deals with South Korean semiconductor fabs to get top-tier memory. When Nvidia delivers its next-gen Vera Rubin systems to Nebius, those systems arrive pre-integrated with SK hynix's technologically superior HBM4 chips. SK hynix's packaging tech offers better heat management and higher reliability, which means Nebius can push its data centers at peak capacity with lower failure rates. That translates directly to offering clients 5x greater inference performance and a 10x drop in cost-per-token compared to legacy architectures.

Neocloud selloff has been rough, no question. But look at the relationship between backlog and market cap across some of these names right now. $CoreWeave, Inc.(CRWV)$ : roughly $99.4B backlog against a $39B market cap. That's about 2.5x. $NEBIUS(NBIS)$ : roughly $46B contracted, $47B market cap. So right around 1x. $IREN Ltd(IREN)$ : roughly $13B contract book, $13B market cap. Also 1x. These are signed contracts, not projections, not TAM estimates. The market is currently pricing these companies at or below the value of business they have already won.

$Advanced Micro Devices(AMD)$  A lot of random bears who never post on this board have suddenly showed up over the past couple of days. Honestly, I'd be curious to know what's behind it.

$NEBIUS(NBIS)$  The market took a hit on more CapEx growth news, which actually feeds right into the Nebius thesis. And we still closed positive. The setup looks pretty comfortable from here.

$NEBIUS(NBIS)$ Arkady and Jensen partying this weekend big time

$Advanced Micro Devices(AMD)$  $Ondas Holdings Inc.(ONDS)$ I'm in too low to sell, even on a red day.