To The Moon

$NEBIUS(NBIS)$ Watching the hearing, it feels like Gordon Gekko at the Teldar Paper proxy meeting. Probably because I am Gordon Gekko.

$NEBIUS(NBIS)$ I trimmed a small position at the close because I was somewhat concerned about how the market might react to the meeting, but that meeting turned out to be a non-event. This is still going to move forward. I plan to buy back soon.

$IREN Ltd(IREN)$ Peers like $CoreWeave, Inc.(CRWV)$  and $NEBIUS(NBIS)$  have both reported strong earnings, and it looks like more of that is on the way this month.

$CoreWeave, Inc.(CRWV)$  Lavaca Capital just reported buying 400,000 shares of CoreWeave, bringing their total position to 3,323,566 shares. CoreWeave is now Lavaca Capital's largest single holding, making up about 41.9% of their total stock portfolio.

$SUPER MICRO COMPUTER INC(SMCI)$ Most bears on StockTwits have one mission: smear the stock and manufacture fear. Meanwhile, SMCI just posted $11.1B quarterly revenue, $1.70 adjusted EPS, 17.6% non-GAAP gross margin, and guided FY27 revenue to $65B–$72B. And while bears screamed dilution, SMCI rallied 40%+ from the levels they were trashing. Ignore the agenda. Follow the numbers. $CoreWeave, Inc.(CRWV)$  $NEBIUS(NBIS)$  $Dell Technologies Inc.(DELL)$  $SpaceX(SPCX)$ 

$NEBIUS(NBIS)$  If you haven't had a coronary attack since owning this stock, you probably have a strong heart — and hopefully a good one. Looking at the current regular chart, I see a pretty hot stock. Breaking out of that triple top doldrums that had been dragging on since July was a nice move. RSI is pretty jacked, and MACD looks solid too. Would it be reasonable to assume a pullback? I think so. Will it actually happen? Not so sure. Forward momentum has been suppressed for quite a while, so with the latest earnings report and the CRWV results, this thing could quickly outgrow its shoes. We were headed there before — before forward momentum got hijacked by Wall Street sentiment. I think this week ends up bein

$NEBIUS(NBIS)$  The compute rental math looks different after this earnings report. Long-term contracts have moved from $10-15 per MW to $20-25, and short-term rates are now at $40-50 per MW. The stock price hasn't fully priced in that shift yet.

$NEBIUS(NBIS)$ Looking at the regular chart, there's a breakout from a previous triple top that honestly struck me as rather bearish. Going back to the last earnings report in May, the green line acted as resistance for the better part of a fiscal quarter. The latest quarterly report showed corporate objectives being met and exceeded, and this is the third quarterly report in a row that came in above expectations. Arkady runs a tight ship, and this isn't just another AI company jumping into the mix — they're a preeminent company that happens to be in the AI sector. Very impressed with the execution over the trailing three months and hoping to see some contracts unfold going forward. 230 looks like baseline support, with 276 being the gateway

Michael Burry has taken a hit across the board, and it looks like heavy margin call pressure is adding to the pain. $NEBIUS(NBIS)$  $Micron Technology(MU)$  $SanDisk Corp.(SNDK)$  $SPDR S&P 500 ETF Trust(SPY)$  $Trump Media & Technology(DJT)$ 

Dell shares have rallied 285% YTD through Wednesday, leaving other major AI infrastructure plays in the dust. Micron is up 219% and AMD is up 126% over the same stretch. The stock has nearly quadrupled this year and kept pushing higher Thursday, with solid momentum across PC and server markets, plus a strong earnings report from Lenovo adding fuel. Mizuho trading-desk analyst Jordan Klein pointed out just how extreme Dell's outperformance has been, noting the stock has gained more than almost every large-cap tech name. The move reflects a lot of enthusiasm around Dell's exposure to the AI infrastructure buildout, especially demand for servers and data-center equipment. Other AI-related names also moved higher — Super Micro Computer among them — while CoreWeave and Lumentum slipped. Lenovo'