Sentiment and price action are telling two completely different stories right now. The market is still focused on short-term noise, but the underlying thesis remains centered around massive AI infrastructure demand. With reported multi-billion dollar commitments tied to $Meta Platforms, Inc.(META)$ , $Microsoft(MSFT)$ , and $NVIDIA(NVDA)$ , plus improving profitability and significant liquidity, the long-term setup still looks compelling.

The recent ~30% pullback seems driven more by speculation around future capacity dynamics than a confirmed change in fundamentals. This is often where markets create opportunity: when sentiment weakens but the business trajectory stays intact.

I'm watching to see if $NEBIUS(NBIS)$  can turn this fear-driven selloff into a long-term accumulation zone.