Nebius Group NV (Derivatives) (NBIS)

I am obviously extremely bullish on $NBIS long term, and did all my buying around the $100 level (cost basis is $109).

While I believe this may be a good buying opportunity (especially if you don’t have a position), for me the R/R in loading up here still doesn’t really make sense *for me*.

$186 is when I start buying again. Not saying it’ll happen, and I don’t mind if it doesn’t because I already have my position built out. But if it does then it’ll be a great R/R level to double down on.

This is the beauty of getting in early and having a low cost basis, you don’t need to fomo on every dip.

Genuinely think this is so overblown.

Neoclouds are a bid here imo.
$NBIS
$IREN
$CRWV

All look good at these lows.

$NBIS hasn't been touched since withdrawing at $289.
Because I somehow felt it wasn't at the market's core.
It's not a fundamental reason; when looking at the overall market, it feels offset from the core.

I don't think this is the end, but for now I wasn't caught.