To The Moon

$Advanced Micro Devices(AMD)$ The VP of IR said Helios has moved beyond proof-of-concept risk. The quote was something like there are no smoking guns anymore, they've gotten past that stage. They've shipped sampled racks and people are running code on them, with very positive feedback. They've proven they can build the racks. Now the main question is the large amount of blocking and tackling needed to build racks at the scale they're talking about.

$NEBIUS(NBIS)$  The selloff this afternoon looks like an overreaction. $300 by end of month seems easily within reach.

$NEBIUS(NBIS)$  What if they announce a big deal soon? We can hope.

$NEBIUS(NBIS)$ USAEquityResearch is down 9.87% at 223.90. The overall trend still looks bullish. RSI at 57.6, so it is sitting in neutral territory, while MACD is bullish and above the signal line with volume running above average. Resistance is at 277.68, support at 148.22, with the 20-MA at 211.95 and the 50-MA at 222.95.

$CoreWeave, Inc.(CRWV)$ The support retest is completing right on schedule, and the earnings gap has been filled. If it can reclaim $98 over the next week or so, $121 looks like the next target.

$Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ $iShares Russell 2000 ETF(IWM)$ $IREN Ltd(IREN)$ $NEBIUS(NBIS)$  Trump Pump is starting. Buybacks have doubled to $4 billion per operation, and that runs from Sept 9th through Nov 4th. Through Nov 4th, right around midterms.

$NEBIUS(NBIS)$ Phase 3 wasn't rejected — the ordinance simply wasn't voted on and will be taken up at a later date. The bigger picture is what matters here. Phase I and II are already within the township's Data Center Overlay, and Phase 3 appears to sit directly alongside the existing development. Still waiting for the formal vote, but this looks much more like a timing issue than a fundamental setback.

$NEBIUS(NBIS)$  Both bulls and bears can make money on $SPDR S&P 500 ETF Trust(SPY)$  as long as you don't get emotionally attached to it.

The $NEBIUS(NBIS)$  upside move still looks far from done. The stock hasn't hit $300 this year, though it came very close a couple months ago. I'm thinking we could easily see $340 before the end of the year.

$NEBIUS(NBIS)$ Anything lower would be a gift to buy. Not sure we'll actually get that chance, though. Vineland kept the thesis intact.