To The Moon

$NEBIUS(NBIS)$ It's still behaving like a clear leadership name in this tape. The price structure remains intact with a clean sequence of higher highs and higher lows, and it continues to find support around the 9/21 EMA zone—exactly where strong trends typically reset before continuation. From a fundamental narrative standpoint, the market is pricing in a significant AI infrastructure scaling story, with revenue expectations moving from ~$878M LTM toward multi-year projections above $20B+ by 2028, driven by sustained demand in compute and cloud capacity buildout. Technically and fundamentally aligned setups like this tend to stay persistent as long as dips keep getting absorbed. Right now it's less about predicting the top and more about whe

$NEBIUS(NBIS)$  Pushing to $270 after hours after forming a solid intraday double bottom at the $250 level. Watching to see if this upside technical momentum carries into the next session.

This stock is starting to look like one of the more mispriced names in the AI infrastructure space. Based on forward assumptions tied to around 8GW deployment, you're looking at a roughly $79B revenue path by 2030, yet the stock is still implied at about 0.7x 2030 sales. For context, $NEBIUS(NBIS)$  is closer to 1.3x, and even $Oracle(ORCL)$ —with similar leverage dynamics and heavy AI exposure—is trading closer to 2x 2030 sales. Yes, leverage cuts both ways here. Interest expense as a percentage of revenue is expected to compress significantly if demand holds, but that's the core variable; it's true for most neo-cloud names anyway. What stands out is the valuation spread versus peers given simi

$NEBIUS(NBIS)$ We had a quick 15% correction this morning from yesterday's high of 299. The recent pattern has been a 15 to 20% correction off new highs, followed by a strong surge and breakthrough to another new all-time high. I could see this moving up 15% from 299, which would bring us into the 340s level near term.

$NEBIUS(NBIS)$ Index funds are still stocking up, it's not over yet, there are still some in the queue, just sit back and relax.

$NEBIUS(NBIS)$ The chart looks strong, consolidating near the highs around $285–290. Key support is at $280, then the $270–275 zone. It needs a break above $290–300 for continuation. Above $300, the upside opens toward $315–320. Bias is constructive but extended, with a preference for dips or a clean breakout.

$NEBIUS(NBIS)$  Clearing the 2.618 Fib extension near $259 is a significant structural win, turning a major upside resistance into solid technical support. With Nasdaq-100 inclusion next week driving passive inflows, rising institutional ownership, and accelerating AI infrastructure demand, the path of least resistance remains higher. I'm looking for a move above $300 very soon.

$NEBIUS(NBIS)$ Their earnings exceeded revenues in two of the last four quarters, while they posted losses in the other two. This is likely due to capital raising, Nvidia's investment, and contract prepayments. The next earnings report should be strong, but keep in mind they did receive a significant amount of prepaid money.

$NEBIUS(NBIS)$  It was around $48 a year ago. Now it's over $287. This multi-leg re-rating has been driven by momentum, flows, and a sustained breakout structure. At this stage, the price action is more trend-driven than valuation-driven, with dips still being bought as long as higher lows hold. The key question is continuation versus consolidation.

$Rumble Inc.(RUM)$ Still long and strong on this name, way too cheap to ignore after the Northern Data deal. Expect analyst price targets next week. Keep in mind $NEBIUS(NBIS)$  has a market cap of $70B, and Rumble's market cap is tiny compared to the other two pure-play AI infrastructure giants.