To The Moon

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.