$NEBIUS(NBIS)$ Nebius Group (NBIS) moved sharply after announcing a price increase for its GPU rental services, with shares jumping 10%. The company's strong revenue growth and substantial customer contracts point to potential for continued expansion, even with concerns around capital expenditures and profitability.

$NEBIUS(NBIS)$ The company has a contracted backlog close to $40 billion, which puts it in a pretty solid spot as a key player in the AI cloud services market.

$CoreWeave, Inc.(CRWV)$ Strong demand for CoreWeave. Longs will be rewarded. Price hikes should help margins in the next earnings report. Strong buy rating, bullish.

$NEBIUS(NBIS)$  The Alex Carp interview on Squawk on the Street was really interesting. Nebius looks well positioned here.

$NEBIUS(NBIS)$ Grok puts analyst estimates for ARR by YE2027 in the $14-18B range. That feels odd. With the potential for 2GW of compute power by YE2027, isn't that a gross underestimate? I asked Grok what 1GW running one third each on Hoppers, Blackwells, and Rubins is expected to bring in annual revenue. 1GW comes out to $28B. Something has to give here. Just wait until they report YE2027 guidance north of $30B on the next earnings call. And that would still be considerable sandbagging. Congrats to longs, all we have to do is wait.

Always mentions $CoreWeave, Inc.(CRWV)$  but never brings us up. $CoreWeave, Inc.(CRWV)$  will get left behind and $NEBIUS(NBIS)$  will take over the space.

A Fed rate hike actually looks constructive for AI. Costs may go up, but chip supply can't easily expand when demand is this hungry. I think $Advanced Micro Devices(AMD)$  is about to take off.

$Advanced Micro Devices(AMD)$ AMD says customer orders are holding steady, with strong AI demand for its chips continuing to support ongoing order levels through solid AI workload deployments.

$NEBIUS(NBIS)$ There were three articles on Nebius in Seeking Alpha recently. Two were Buy ratings. One argued the Palantir partnership is a game changer and upgraded Nebius back to Buy, saying the partnership should accelerate commercial AI infrastructure growth. The other reaffirmed a Buy rating, pointing to sustained hypergrowth, robust demand, and improving profitability. The third article was a Sell rating, citing balance sheet risks and dilution intensifying despite recent price declines.

$NEBIUS(NBIS)$ The market was expecting a large order. But it should have known NBIS intentionally gave up the large order for a better profit margin. That is much smarter than getting tied down by a large order.

$NEBIUS(NBIS)$  Volume today looks pretty weak. Buyers are staying on the sidelines while weaker hands keep handing over shares. Those sellers are likely to regret it later.

$BOOST RUN INC(BRUN)$ Patience is needed here. $NEBIUS(NBIS)$  and CRWV have also been weak over the last month. This is really just the macro environment at work. Unless you're actively trading this, holding makes sense. Neoclouds will rebound. November should be good to us.

$New Era Helium Inc(NUAI)$ Holding up well in a market this red. A lot of names like $APPLIED DIGITAL CORP(APLD)$ , $TeraWulf Inc.(WULF)$ , $IREN Ltd(IREN)$ , $NEBIUS(NBIS)$  have signed multiple contracts with large tenants. We have been patient, and now it is our time. Looking at a range from $8 to $12, with upside extending above $50. NUAI

$NEBIUS(NBIS)$ There won't be any tax hike. Trump spent forever trying to get rid of Jerome Powell, only to bring in someone who would raise rates? That doesn't add up.

$CoreWeave, Inc.(CRWV)$ Down on light volume, and I actually like that setup. I think the 10-year falls next on Warch's .25 point drop. We're headed for some big up days and new ATHs IMHO.

$Western Digital(WDC)$ Not too worried here. There's a lot of server capacity from $Dell Technologies Inc.(DELL)$  and AI inference chips from $Advanced Micro Devices(AMD)$  that should be sold over the next few years. Data storage will not really be needed, since it will just be stored on the chips and servers. It feels like someone is getting liquidated, which would explain the continuous drop from 480 last week. Patience will pay off.

$CoreWeave, Inc.(CRWV)$ Most CEOs keep repeating the same thing: AI compute demand is rising every week, and the idea that AI will slow down is a total hoax. Once this cloud overhang clears, and it will, the stock should recover nicely into the 90s and 100s. The shorts probably still won't have covered by then, since most aren't smart enough to do so. Not worried at all. AI is here to stay, and the US will make sure China doesn't win the AI race while AI development moves forward domestically with the required guardrails.

The AI boom needs compute. $Vertical Data Inc.(VDTA)$  is positioned directly in that bottleneck, with a $192.1M commitment for a dedicated 1,024-GPU NVIDIA B300 Blackwell Ultra cluster. This isn't another company simply saying "AI" — they're building the infrastructure AI runs on. $NEBIUS(NBIS)$  $IREN Ltd(IREN)$  $APPLIED DIGITAL CORP(APLD)$  $Vertiv Holdings LLC(VRT)$ 

$CoreWeave, Inc.(CRWV)$ Bernstein really expects us to believe latency matters more than capacity?

$NVIDIA(NVDA)$ $CoreWeave, Inc.(CRWV)$ $NEBIUS(NBIS)$ $IREN Ltd(IREN)$ There's no way to put this genie back in the bottle. It's here to stay. No need to freak out, because AI can actually be trained to police itself. That's the flip side of the current argument that AI will go bonkers. You program inherent thresholds to trigger an epiphany moment when AI agents realize they've bumped into guard rails.