1. The neocloud market surged 54% in 2024 and is projected to grow at a 45%+ CAGR through 2030, fueled by AI adoption and sovereign mandates; 2. Nebius launched its AI Cloud 3.0 'Aether,' transitioning from GPU leasing to a full-stack cloud platform with enterprise-grade security; 3. Institutional investors show strong confidence with $11.7M and $8.5M call options at $90 and $50 strikes, alongside $100M dark-pool inflows near $103.90, signaling accumulation post-pullback.