$CoreWeave, Inc.(CRWV)$ It seems to drop whenever news or articles come out, but when upgrades happen, it doesn't bounce back. Feels like pure manipulation.
$NEBIUS(NBIS)$ With all the noise lately, I've gone all in on this company and sold my other positions at a loss. I feel like you have to back the winners, so I'm staying long and riding the wave.
$NEBIUS(NBIS)$ Nscale is a competitor of NBIS. Today's news is actually a positive. Where might Microsoft go for more data center space? Go where you already have solid working contracts. Won't be surprised if we get news down the road suggesting Microsoft is adding to their base with NBIS. Staying upbeat on this. If it drops more, I'd add. The chances of this staying down are very low. Can't wait to jump back into NBIL this week. What a great trading vehicle.
$NEBIUS(NBIS)$ $IREN Ltd(IREN)$ This sell-off looks like it was driven by Citadel and other large short sellers that naked shorted a lot of AI names into bankruptcy, targeting hedge funds that are heavily leveraged on AI. And it seems to be working. Naked shorting really shouldn't be allowed.
$NEBIUS(NBIS)$ I'm a big Nebius bull, and after adding more last week, NBIS is by far my largest position. But I'm getting tired of the same data center narrative being repeated every time these stocks move. Different day, same story. I'm still very bullish on Nebius, but this is starting to get on my nerves.
$CoreWeave, Inc.(CRWV)$ VIX is still at 19. This feels like a non-event for now. The setup looks like it could keep drifting higher into the holiday season. The next pullback will probably be the ugly one, whether it's justified or not. It seems more like a cry-wolf situation than anything else.