$NEBIUS(NBIS)$ It's always interesting when people show up acting like everyone is following their approach. Long term investors tend to outperform traders by a wide margin. Traders are out here talking about moving averages while we just hold through it. The short term crowd will get left behind. It's coming. No reason to jump off the plane before it takes off.
$NEBIUS(NBIS)$ Market sentiment has soured toward datacenters, but this is still the best company among the major neoclouds. The company itself hasn't changed at 165 compared to when it was priced in the 230s recently.
$NEBIUS(NBIS)$ All the $200+ holders are gone now. At this point, people should be happy if it closes above $170 on Friday. Looks solid just below that level.
$NEBIUS(NBIS)$ Why this, why that? There will be a day when this explodes to the upside, I just have no idea when. People new to this stock probably don't realize how much manipulation it has been through at various levels. The $100 debacle that dragged on for a while, anyone remember that? Anyway, patience is what it'll take, and if the message changes, well, adjust with it. I know that's easier said than done. Stock market.
$CoreWeave, Inc.(CRWV)$ $NEBIUS(NBIS)$ These are moving in tandem. Nothing much to see here other than some aggressive hedge funds and big banks slogging it out with each other. Once the wrestling match ends, these are going straight up. Meanwhile, retail has zero say in it.
$NEBIUS(NBIS)$ Nebius is back at the same price it was in April, before the big run to all-time highs over the summer. Fundamentals and the growth story have only improved since then. Coreweave has half the cash and 10x the debt. Under a $50B market cap this looks like an easy double to $400.
$NEBIUS(NBIS)$ Bears are acting like this is the end of AI, but in reality we're in a war and more than half of inflation is coming from energy. AI is the reason we're staying afloat.
$NEBIUS(NBIS)$ I like the long-term prospects of Nebius, but I'm not sure what I'll do with my shares. I'm in at around $172, and if it gets to the $185 range, I might just sell. This thing swings so wildly that short-term profits are very tempting. Though if I sell and it goes to $250 or higher, I'll be crying into my cereal.