To The Moon

$NEBIUS(NBIS)$ $Cipher Mining Inc.(CIFR)$ My guess is we're near the bottom, and I'm not selling. The election wraps up next week, and Iran will lose that leverage. I believe a deal gets done, and then we could see one of those face-ripping rallies. Just my thoughts.

$NEBIUS(NBIS)$ No need for bulls to worry. The earnings report should be exciting.

$NEBIUS(NBIS)$ $19 on the day – it's impressive how much FUD is floating around. Trust your gut. AI is still in its early stages.

$NEBIUS(NBIS)$  bears needed a diet. Hopefully doesn’t age like milk.

$NEBIUS(NBIS)$  I can hardly believe my eyes. Are we actually green? That feels like a miracle. Now let's see if we can push back toward $200.

$NEBIUS(NBIS)$  The last three weeks were rough, but it looks like we're heading back above 200 soon.

$NEBIUS(NBIS)$ It really looks like they want you to sell your shares so they can push it up to 250 next week. That kind of manipulation is just pathetic.

$NEBIUS(NBIS)$ $IREN Ltd(IREN)$ The market's inconsistency right now is pretty clear when you look at how neoclouds are being valued. Their whole model is simple: spend heavily today on infrastructure to capture the structural explosion in compute demand later. So it's fundamentally contradictory to expect these companies to deliver exponential growth while also punishing them for the very investments that make that growth possible. Every major infrastructure buildout has been massively capital-intensive early on. Railroads in the 19th century, power grids, telecom and fiber networks, then cloud infrastructure. AI is now starting a new infrastructure cycle, potentially one of the largest tech an

$CoreWeave, Inc.(CRWV)$ $Cipher Mining Inc.(CIFR)$ $IREN Ltd(IREN)$ $NEBIUS(NBIS)$  52-week lowest low. Congratulations to hedge funds, bears, and algos. See you at the 52-week highest high.

$NEBIUS(NBIS)$ It's always interesting when people show up acting like everyone is following their approach. Long term investors tend to outperform traders by a wide margin. Traders are out here talking about moving averages while we just hold through it. The short term crowd will get left behind. It's coming. No reason to jump off the plane before it takes off.