$NEBIUS(NBIS)$ This should turn green soon. The election outcome was already priced in weeks ago. The drop looks like manipulation on obvious news, with low trading volume after market close. 200k trades can't and won't keep this down 5% when there were 20M shares traded earlier.
$NEBIUS(NBIS)$ It does look like the tide has shifted. There was a point made that when the entire tech sector is green and those gains hold, it can be a sign of bottoming. Let's see if it actually holds up.
$NEBIUS(NBIS)$ There's a study covering 72 years and 19 midterm elections. No matter which side wins, the market has gone up after the election every single time. If that pattern holds again, and the earnings release on 11/12 comes with a solid forecast, we could see a strong move higher pretty soon.
$NEBIUS(NBIS)$ Imagine all the people who sold at the lows and then ended up buying back higher. That is exactly why selling is not the move here, just keep buying.
$NEBIUS(NBIS)$ No, there won't be a rug pull today, but rather a red carpet that starts to get rolled out. Anthropic's S-1 was updated to show they are "increasing" compute spend for Q4, as even their own demand for AI compute is very high. Bill Ackman also said compute and AI infrastructure needs are growing exponentially. All of this bodes very well for NeoClouds, and especially NBIS.
$Advanced Micro Devices(AMD)$ Some traders seem eager to pile into shorts off the INTC report, but that pattern has kept pushing AMD to new highs before. The real data is still hours away. I'm not in a rush to chase that trade.