$SUPER MICRO COMPUTER INC(SMCI)$ AI infrastructure demand isn't slowing down — if anything, it's picking up speed. The latest results from $CoreWeave, Inc.(CRWV)$ , $NEBIUS(NBIS)$ , and $APPLIED DIGITAL CORP(APLD)$  keep pointing to the same thing: hyperscalers and enterprises are pouring billions into AI compute, networking, and data center capacity. SMCI sits right in the middle of that buildout with end-to-end AI rack-scale solutions. As spending expands, the broader ecosystem stands to benefit. The AI infrastructure cycle still looks like it's in its early innings.

$NEBIUS(NBIS)$ Market makers have squeezed the volatility out. Now that they have their shares, they want that earnings rip.

$CoreWeave, Inc.(CRWV)$ CRWV still feels underestimated even after that 35% move in the last 5 days. The valuation gap against NBIS is what keeps catching my attention. CRWV trading around 2x 2027 sales while NBIS sits closer to 5x 2027 sales. The market gives NBIS a premium partly on perceived balance sheet safety, but CRWV's fundamentals are actually solid here. Larger backlog, 8 GW 2030 capacity target compared to 5 GW for NBIS, and hyperscaler customers locked in with take-or-pay contracts. If execution stays on track, revenue could approach roughly $80B by 2030 without even assuming higher GPU pricing. As the business scales, interest expense becomes less of a drag, margins improve, and leverage naturally declines. The key risks are stil

$Advanced Micro Devices(AMD)$  It looks like the market maker is shaking out retail bulls and picking up cheap shares.

$NEBIUS(NBIS)$ Nebius is already a big player, and from where I stand it will only get bigger. That is my take, free of charge.

$SK hynix(SKHY)$ $SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $NEBIUS(NBIS)$  $Marvell Technology(MRVL)$ It looks like the stock is back on track and heading toward all-time highs. Staying aware of the bigger picture still matters though. Humility and patience are the things to keep in mind here. I don't think that was the last storm we'll see during the AI revolution.

$NEBIUS(NBIS)$  $IREN Ltd(IREN)$ Both are looking pretty solid right now, and I think CIFR still has a real shot at bouncing back strong.

$NEBIUS(NBIS)$ One of the first AI names is starting to break out of its downtrend, and that definitely has my attention. After weeks of heavy selling across the AI space, a few charts are finally beginning to improve. That doesn't mean every name is ready to rip higher, but leadership usually starts with a handful of stocks before the rest of the group catches up. For me, the key now is simple: I want to see this breakout hold with strong volume. If buyers keep showing up on dips instead of selling into strength, this could turn into a solid swing setup over the next few sessions. Not chasing. Just watching for confirmation and letting the chart do the talking. Keeping this one on the radar. Any breakout worth watching? Would love to hear yo

Some notable options activity is catching attention here. There are reports of whales stepping into $380 calls on $NEBIUS(NBIS)$ , which is a big upside bet from current levels. Deep out-of-the-money calls like this are never a sure thing, but they do show some traders are positioning for a much larger move if the AI infrastructure narrative keeps building momentum. From where I stand, the important part isn't just the strike price — it's whether the stock keeps forming a healthy trend. Big options bets can generate headlines, but price action, volume, and execution are what ultimately count. $NEBIUS(NBIS)$  has already shown strong volatility, and if bulls keep defending key levels, the upside

$NEBIUS(NBIS)$ Curious to see how things shape up heading into earnings.

My 2030 valuation model for $CoreWeave, Inc.(CRWV)$  is definitely aggressive, but here is how I'm looking at the upside. Worst-case scenario: around a 2x return from current levels. Bull case: potentially 20x. My realistic target range is around $450-$750 if the company can execute. The assumptions: Revenue: $50B-$65B EBITDA: $25B-$35B Even reaching the lower end of that range would still represent a massive return from today's price. $CoreWeave, Inc.(CRWV)$  is currently my second-largest position behind $NEBIUS(NBIS)$  because I believe AI infrastructure will be one of the biggest investment themes of this decade. The reason I like this company

$IREN Ltd(IREN)$ Short term structure still looks bullish to me. Price held last week's swing low and bounced. Now the question is whether that level can hold into August. While this short term structure holds, I expect a break to the highs. If we sweep that low, I expect price to redistribute toward $20.

$APPLIED DIGITAL CORP(APLD)$ Second half of 2028 can't come soon enough. $IREN Ltd(IREN)$  $Cipher Mining Inc.(CIFR)$  $NEBIUS(NBIS)$ 

The AI narrative keeps shifting. First it was a bubble, then it wasn't, then it was again, until companies started showing real profits. Then came the "AI is cyclical" take, worries about unsustainable demand, and calls that these companies are overpriced. Meanwhile, hyperscaler CAPEX is still rising, long-term contracts are expanding, and institutions are accumulating the leaders after major pullbacks. No one knows what next week's headline will say, but fundamentals move slower than narratives. The businesses to watch are $NVIDIA(NVDA)$ , $Micron Technology(MU)$ , $Advanced Micro Devices(AMD)$ , $Marvell Techno

$NEBIUS(NBIS)$ Leo accidentally tipped Ken off to NBIS when he took such a large position. Ken saw it, crushed him, and picked up the best holding on the cheap. By the time Ken noticed NBIS it was near 300 and he didn't want to pay that, but it looks like Kenny is going to make sure it gets back to 300.

$Advanced Micro Devices(AMD)$  The market is finally starting to recognize the full-stack AI shift. AMD isn't just a GPU play anymore. With the integration of Helios rackscale, Venice EPYC CPUs, Pensando networking, and HBM4 packaging, they've put together the entire infrastructure stack. As Agentic AI picks up, CPU-driven orchestration and data movement become just as important as raw compute. The bottleneck keeps moving too — from HBM4 and advanced packaging to optical components and power grid capacity. It never really disappears, it just migrates across layers. AMD's end-to-end execution seems well positioned for that ongoing shift.

People have asked how I'm approaching the next few months, and the answer is pretty straightforward. I'm staying focused on the long-term thesis. My targets are still: $Cipher Mining Inc.(CIFR)$  at $40, IREN at $120, $Rocket Lab USA, Inc.(RKLB)$  at $150, $Ouster Inc.(OUST)$  at $60, $Ondas Holdings Inc.(ONDS)$  at $25, AAOI at $200, $NEBIUS(NBIS)$  at $400. It's not going to be a straight line up. Things like this carry a lot of volatility, uncertainty, and market noise. But the underlying thesis hasn't changed. AI infrastructure keeps getting built, t

$NEBIUS(NBIS)$  It seems like the market is still pretty tied to oil prices. If a Middle East peace deal gets signed, that would likely give things a real push higher.

$NEBIUS(NBIS)$ Added a bunch more. Under $200 still feels like a steal. Good old Nebby might just erase some of the recent dumb moves I made with other stocks. Probably should have stuck with Nebby the whole time.

$NEBIUS(NBIS)$ I'm hoping I can get another chance to load up around $75 or $80. I sold way too early around $170. I also didn't buy nearly enough. Hopefully I'll handle it better this time.