$NEBIUS(NBIS)$ Looking into this Rothschild Redburn company. Back in December 2024 they were warning about AI hype. Looks like they were a bit off on that one. Nebius averaged $29.82 during that month, and it has gone up about 8x in less than two years.

$NEBIUS(NBIS)$ Motley Fool has an article out saying Nebius could be worth $235B by 2028, around 3.6x from here.

$NEBIUS(NBIS)$ Here comes the handle part of the cup and handle formation.

$NEBIUS(NBIS)$ With Anthropic out of the race, I think Nebius will end up buying Decart. Decart would fit Nebius unusually well, since its DOS stack can improve GPU utilization and lower inference costs across Nebius infrastructure. The synergy works on both sides: better economics per GPU, plus higher-value proprietary demand for that compute. Nebius also has very close ties to the Israeli startup scene, given that top management is Israeli. Mark this post.

$NEBIUS(NBIS)$ It is interesting how every plumber and janitor is now a macro economist, when 99% are just parroting what the media convinces them of and don't even understand what they are saying. The only halt being put on AI is by wealthy people who need to slow it down to load up on more shares. Stop believing every news story you read and don't comprehend.

$NEBIUS(NBIS)$ No matter how good the news is, NBIS always seems to manage one drop after another. If the NBIS neo cloud business performs even half as well and consistently as its stock tanks minutes before the close each day, we ought to do very well.

$NEBIUS(NBIS)$ Looking good. Less than 2 months away from their next earnings report. $900 million quarterly revenue expected plus great margins. I'm currently up more than 5x. Conviction plus concentration. Unbalanced, oh well. Also long on $Rocket Lab USA, Inc.(RKLB)$ , $Infleqtion(INFQ)$ , TEM.

It's not just about the gains, it's about the discipline and the consistency. I'll be keeping an eye on $SPDR S&P 500 ETF Trust(SPY)$  and SPX again for some 0dte setups, with volatility still trending upward. I'm also watching $Strategy(MSTR)$ , $Micron Technology(MU)$ , and $NEBIUS(NBIS)$  for potential new swing positions, since all three are targeting major LZI zones after the big moves. I expect those levels to get taken out soon. For anyone trading options, timing is the key part here.

$NEBIUS(NBIS)$  I think we could see two PR releases come out, and that should put this back in the $270+ range, with $320 possible by next week. It looks like the $200s are nearly behind us.

$NEBIUS(NBIS)$  Not expecting much from the next session. Today just felt like options-driven manipulation. That candle is honestly ridiculous.

What's up with $NEBIUS(NBIS)$ ? After a 7% dip over the past week, it bounced back 4% today on AI cloud price hike news. Institutions are loading up on calls, not puts. Options flow shows just 10% in puts recently. Big money is eyeing upside with a $2.5m sweep in $200 calls and a $1.0m block in $240 calls for October. Looks like they're hedging short-term downside but betting on a move up next month. Those strikes are worth watching if you're trading this.

$NEBIUS(NBIS)$ Nebius is raising GPU rental rates by 17% to 25%, looking to boost revenue amid strong demand for AI computing capacity.

$NEBIUS(NBIS)$ Faded a 10% green day to retest the 50 DMA. Holding it so far. Also sitting right along trendline support at the bottom of this symmetrical triangle. Watching for a technical bounce.

$NEBIUS(NBIS)$  GPU growth up 20%, I like that. Announce another contract and it could really take off.

$NEBIUS(NBIS)$ Demand looks intense while they are pushing hard to expand supply. I think there's a real chance this reaches $300 within the next month.

$NEBIUS(NBIS)$ NBIS is raising GPU pricing starting October 1st. That looks really good.

$IREN Ltd(IREN)$ $Cipher Mining Inc.(CIFR)$ $TeraWulf Inc.(WULF)$ $Keel Infrastructure Corp(KEEL)$ $NEBIUS(NBIS)$ The Fed hiked, the market sold off hard, and these still held up fine. Not seeing much sign of that "slowing down" narrative playing out. Tom might have a point here.

$NEBIUS(NBIS)$ Bears were talking nonsense about AMD back at $2. That kind of noise is just part of the game. Ignore it and stick with your own conviction.

$NEBIUS(NBIS)$ $APPLIED DIGITAL CORP(APLD)$ $Keel Infrastructure Corp(KEEL)$ $Cipher Mining Inc.(CIFR)$ We are very close to the bottom. A big rally is likely coming toward the end of the year. I am positioning myself accordingly.

$NEBIUS(NBIS)$ The morning scare felt manufactured, and I used it to add 500 more shares. I'm up to 7,100 shares now. NBIS has been good to me over the long run.