To The Moon

$IREN Ltd(IREN)$ $Cipher Mining Inc.(CIFR)$ $NEBIUS(NBIS)$ $TeraWulf Inc.(WULF)$ Renaming data centers to get support from certain groups.

$Advanced Micro Devices(AMD)$  Wish we had bought more back in 2025 at $90.

$NEBIUS(NBIS)$  Looks like a lot of people noticed that trendline around $235 and decided to take some profit. Hard to blame them for that. Now I'm curious to see whether we can get a push back up toward $250+.

The broader AI space is starting to perk up, and $NEBIUS(NBIS)$  is moving along with it. I picked up some shares earlier today.

$CoreWeave, Inc.(CRWV)$ Sentiment toward AI seems to be turning positive as industries recognize it's here to stay and that governments will start putting required guardrails in place. That should support a decent move back up in CRWV and NBIS, along with a few others. It's also having a positive effect on the broader market, with things showing solid green.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $iShares Semiconductor ETF(SOXX)$ $NEBIUS(NBIS)$  $Bloom Energy Corp(BE)$ Only one of these scenarios will play out. Either it's a bull trap using oil as the trigger, or the consolidation phase is done and price moves higher from here.

$IREN Ltd(IREN)$ $Cipher Mining Inc.(CIFR)$ $NEBIUS(NBIS)$  $TeraWulf Inc.(WULF)$ $Keel Infrastructure Corp(KEEL)$ Since the prediction markets and polls have Dems well ahead at roughly 60/40, I think a Dem sweep has already been priced in, so selling into the midterms looks like a big mistake. A Dem sweep is bullish. Trump would veto anything Congress tries to get done, so we end up with gridlock where the government can't do much, and Wall Street really likes that. AI won't slow down either. Countries don't trust each oth

$NEBIUS(NBIS)$ On a real tear. Once $228 breaks out, $250 is the next level to watch.

$NEBIUS(NBIS)$ One summary puts Nebius at more than $40 billion in customer commitments, including agreements with Microsoft and Meta Platforms. Another note points out that customer prepayments and short-term contracts are helping shorten AI-infrastructure payback periods, which supports the view that contract demand remains active.

$NEBIUS(NBIS)$  Nebius has seen a significant increase in stock value amid strong revenue growth and price hikes for its AI cloud services. Hedge fund manager Michael Burry's short position raises questions about the company's valuation amid its rapid expansion plans. Personally, I'd rather side with Jensen Huang on this one.