u/Halo-nm

I remember when people were pretty down on things not too long ago. Honestly it feels overdue for the recovery we've had given what's been happening behind the scenes. We are still down since March, but the company has been continually stacking more wins: counter-drone deals, a defense tender from Israel, and solid order flow.

What has me staying long here is that the long-term goals are actually moving forward. They raised their FY2026 revenue target, and you've got institutional money like BlackRock, Oddo BHF, and Cetera all holding or adding stakes. Analysts continue to price in meaningful upside from here too, which tells you there's still conviction.

The near-term chart is still choppy after the beating we took, but the news flow has absolutely been worth keeping an eye on. It kinda feels like dilution is the only major concern for shareholders at this given moment but I could be wrong.

What's your read on whether these defense wins actually translate to revenue growth fast enough to justify the new guidance?

Recent price action has been encouraging, especially after a lot of us watched our positions take a pretty big hit. It's great to finally see some strength returning and the price holding up well for now.

One thing that's helped me stay focused is stepping back and looking at the bigger picture, especially keeping up with the latest news. I also found that setting price alerts instead of checking the chart all day made it much easier to find good opportunities to DCA (you can do both on TradeRadar if you're interested).

Hopefully the momentum sticks around, but only time will tell lol. Curious how everyone else managed the volatility over the past few weeks. Did you keep adding, just hold tight, or take a different approach?

Recent price action feels really good when you consider a bunch of us have had our position hit hard... It's nice to finally see us regaining and holding pretty strong at the moment.

I will say that keeping an eye on the big picture like looking at recent news has helped remember why we are invested in NBIS. Also, setting alerts and not staring at the graph all day for me personally was great for finding additional spots to DCA effectively (can do both these things on TradeRadar if desired).

Hopefully it's smoother sailing from here but we will see! lol. What's been keeping you holding on through the recent downturn? Hopefully none of y'all sold the recent bottom (if it stays as a bottom that is lol).

I'm sure all of us have been struggling lately being down so much from highs. But we are finally starting to see a turnaround. Keeping an eye on the news as it progresses has been SUPER helpful for me to not panic, though. It helps to know what you hold.

And personally, I'm a swing trader as well as a long term investor so setting alerts so I don't have to stare at the screen all day has helped me plan out entries and exits to derisk appropriately without having to stare at the depressing graph all day.

If the broader market holds up, I certainly feel like we are starting to get back on the right track. What are your thoughts?

NBIS jumped today alongside the rest of the market but it in particular really climbed. Goes to show why you don't panic too much on the downturn... It'll happen. Best to keep an eye on the big picture (TradeRadar can help with that if desired).

There's a lot of really good stuff to like on the news front and for the compnay. On the chart, a recent 1D candle tested the 100 SMA, so if you're into TA, that's pretty cool to see that play out.

I'm still interested in the long-term story here, but I'm not chasing this spike. The news backdrop has some real positives, but the execution risk and mixed sentiment make me want to see if this holds before getting too excited. What's your read on whether this is a real breakout or just a relief bounce? A bull trap could be real but the momentum was STRONG today.

The past month has been rough for CRWV but today was good momentum. Meta's potential cloud entry spooked the market, and we've seen some real selling pressure. But it helps to keep an eye on the big picture (can use TradeRadar for this if desired).

If you zoom out, there's still a lot to like here. The company has a $99B contract pipeline with tech giants, just secured $2.6B in GPU financing, and analysts like Cantor Fitzgerald and BNP Paribas are still bullish. Q2 revenue growth expectations are solid, which is hard to ignore.

On the chart, we're retesting a former 2W support level as resistance after breaking below it last week. That's the part that has me watching closely right now. It's a natural spot where sellers might show up, but the fact that we're even testing it again tells me there's still some buyers underneath. The 2W candle is still open, so this could go either way in the near term.

I'm not panicking here because the fundamentals and the pipeline are real. Short-term pullbacks happen, especially in high-growth names. But I'm definitely keeping an eye on whether we can hold above this level or if we roll over again. Do you think we'll see some profit taking or keep chugging along?

Price action may not have been where we want it to be but it's important to keep the big picture in mind before panicking. We all know how undervalued ONDS is. Just look at recent news and it's super obvious how clear that is. Today might have just been an "okay" move up but it's a bit of momentum we want to see.

Are you feeling like we are about to see a nice leg up or is it a quick bull trap? It's a small move in the grand scheme of things but worth paying attention to imo.

CRWV's been getting knocked around lately, and I get why people are nervous. The stock has taken some lumps recently, but stepping back and keeping an eye on the big picture helps (can use TradeRadar if desired).

The news over the past month has been fairly interesting. CoreWeave made it into the Nasdaq-100, expanded in Europe with an AI cloud deal alongside Conapto, and plenty of big institutional names still hold significant stakes even as some have been adding. Yes, there's been some insider selling since the lockup expired, and the Meta $21B deal expansion didn't lead to a clean rally, but that's noise compared to the actual business momentum. The volatility is real, but it doesn't erase the fact that this company is building something people actually want.

I'm not going to pretend the price action feels great right now, but I also don't think the recent moves mean the story is over. Sometimes the best opportunities come after things get messy. I'm keeping an eye on how this settles over the next few weeks.

Are you still holding strong and believe in the business or are you starting to get worried?

ONDS has been under pressure lately, and there's definitely some skepticism in the market right now. Short interest is elevated, which is probably not ideal. Long term conviction is still in play but the outlook on the short - medium term is not the best at the moment.

As of the last day or two, ONDS just hit a death cross on the charts. While it shouldn't be taken as gospel, it is at least worth paying attention to. Typically, that just means that momentum is much in favor of the bears and the it potentially could not have the best short - medium term outlook. I'm still long with many shares but it's not exciting to see.

Price got close to the 21 monthly EMA today. I'm curious if it holds or if we just keep spiraling. It feels like we are starting to build a base but at this point it's anyone's guess. Macro environment is crap and sentiment is down.

Y'all still accumulating and holding strong?

Reddit's fundamentals are honestly encouraging right now. Operating cash flow and free cash flow have both surged significantly YoY, and that kind of growth in actual cash generation is hard to ignore, especially when the company is also pushing forward with AI and digital advertising. Revenue is solid too.

Debt is also really low in comparison. Growing cash flow and low debt is a powerful combination. It means RDDT is generating more cash from its business while keeping financial risk low, giving it room to scale without taking on excessive leverage. Super long on this.

For swing traders, we're approaching 1W resistance. For a long-term holder, this is not a reason to panic, but it's worth watching to see if we can actually clear it or if we get rejected here. If you're thinking about adding, this could be a spot to wait and see how the next week or two plays out.

Thoughts and different opinions welcomed.

NBIS took a hit recently and it stings for people who bought near ATH. But honestly, keeping an eye on the news and financial data helps keep confidence. It could honestly drop more but DCAing in feels pretty decent right now.

The bigger picture still has solid backing. NVIDIA funding, acquisition finalization, new deals, and more. On top of that, they've got a big cash reserve and posted huge growth (see screenshot of history). That is the kind of stuff that makes me think this pullback is more about near-term sentiment than the actual business. NBIS climbed quick, so it's only normal things need to cool off a bit.

I think there is enough here to stick around. Have you been eyeing up NBIS? If you're already in, how confident are you feeling, especially after the deal today?

Yeah, NBIS took a hit recently and it stings for people who bought near ATH. But honestly, keeping an eye on the news has helped me stay confident enough to hold through this (can reference on TradeRadar if desired).

The bigger picture still has solid backing. NVIDIA funding, acquisition finalization, new deals, and more. On top of that, they've got a big cash reserve and posted huge growth (see screenshot of history). That is the kind of stuff that makes me think this pullback is more about near-term sentiment than the actual business. NBIS climbed quick, so it's only normal things need to cool off a bit.

People who are freaking need to remember the big picture. I think there is enough here to stick around. What is keeping you in or making you nervous right now?

I keep seeing CRWV mentioned in growth conversations, but there's one thing that keeps nagging at me: the debt load and how reliant the company is on it right now. The stock has had some solid moments lately, and there's real business momentum with the Gartner recognition and power capacity wins. But I'm genuinely curious how people square that with the balance sheet.

Like, is this something that gets materially better in the next year or two, or are we just accepting it as part of the model? I get that high-growth infrastructure plays often carry debt, but I want to understand if CRWV's debt trajectory is actually improving or if we're just riding it out. That feels like the main thing holding me back from being more aggressive here compared to other similar plays.

What's your read on it? Does the debt concern you, or do you see a clear path to deleveraging that makes it a non-issue?

The whole drone and industrial automation space is down badly right now. ONDS, AVAV, LPTH, you name it, they are all just about bleeding. It is rough to watch even when you believe in the long-term thesis, but this is the reality of where we are.

I'm not panicking because the long term thesis is absolutely still in play but short term has been rough. The median price target sits well above where we are trading now, and most of the coverage is constructive. The company has made some big moves on the M&A front and raised revenue guidance, so the fundamentals are not the problem. The market is just not feeling them right right now I suppose. Drones are going to keep being desired so it's frustrating to see but money swaps sectors every so often so I guess it's not that surprising after recent run ups.

Not sure if y'all have ever considered venturing in drones but I suppose it's not a bad time to consider DCAing in if you're feeling it. Really hoping things turn around soon.

NIO has had a rough stretch, and I get why people are nervous. The stock is down significantly this month, and there's definitely some pressure on the chart. But looking at the bigger picture, there are still a few things keeping me interested. The company just reported strong Q2 deliveries, opened a new UK engineering center, and started manufacturing its own chips. That's real progress, even if the market is not rewarding it right now.

The tricky part is the near-term technicals. We are struggling to have structure after falling through trend. I am still long the longer-term story, but I am watching to see if we can hold here or if we roll over.

What is your read on the near-term setup? I feel like we need to see a little less price manipulation before we truly run.

NIO has had a rough stretch, and I get why people are nervous. The stock is down significantly this month, and there's definitely some pressure on the chart. But looking at the bigger picture, there are still a few things keeping me interested. The company just reported strong Q2 deliveries, opened a new UK engineering center, and started manufacturing its own chips. That's real progress, even if the market is not rewarding it right now.

The tricky part is the near-term technicals. We are struggling to have structure after falling through trend. I am still long the longer-term story, but I am watching to see if we can hold here or if we roll over.

What is your read on the near-term setup? I feel like we need to see a little less price manipulation before we truly run.

Reddit has been up nicely over the past month, and the earnings story around AI expansion and revenue growth has given it real legs. The company is clearly executing, and there's still momentum behind the narrative.

Insider selling has popped up in the news, which is the part that has me a bit cautious near-term. It's all pre-arranged stuff, so it is not a red flag by itself, but it does remind me to respect what's happening on the chart right now. We're at a spot where resistance is showing up on the 1 Week on trend, and I'm watching to see if it holds or if we get a clean break through. If we can hold and keep building, that's constructive. If we roll over, it might just be a healthy pullback before the next leg. I'll accumulate regardless tbh.

I'm still long the bigger picture, but I'm curious whether this becomes a rejection spot or if we punch through and keep going.

The bigger picture here is actually pretty interesting. GameStop is nearing its first profitable year since 2018, the company raised its EBITDA outlook, and there's a buyback plan in the works. That is real stuff. The CEO also walked away from the pay package drama, which at least removes some governance noise.

On the weekly, we are testing multiple moving averages at the same time with the candle still open, which makes the setup feel genuinely mixed to me. I do not love chasing it here, but I also do not think the news backdrop is bad enough to write it off.

The real question is whether the operational improvements and buyback actually move the needle, or if we are just stuck in this range for a while longer. What is keeping you interested or concerned about GME right now?

There's a pretty wild disconnect still here. Analysts are sitting on price targets around $20, and the stock is trading at the 7's still... The news is still solid with defense orders, the Cyberhawk acquisition bringing in revenue, and partnerships with Lockheed Martin. On paper this should feel like a no-brainer.

In the short term, we are still kinda fluctuating an uncertain. On the 1W chart, price is testing the 50 SMA right now, which is a spot worth watching to see if it holds or rolls over. Being between two MA's is definitely uncertain to me. Some insider selling and elevated short interest also suggest some people on the inside are not as convinced as the analyst crowd or are still just suppressing price like it's been.

I am still interested in the long-term story, but I do not love chasing it here from a swing trade perspective until I see some stability. The setup feels mixed to me. I'm still long with most of my shares. Are you holding through this, or waiting for a clearer signal?

EDIT: I agree that the "insider selling" part isn't a super big deal to be scared about because of the WHY he sold... But it's not something that instills immediate confidence, especially when retail is looking to buy in.

IREN has had quite a run, and the analyst crowd is clearly bullish on it. The bigger picture includes some solid catalysts: the Nostrum Group acquisition got them into Europe, plus those massive data center deals with Microsoft and NVIDIA are hard to ignore. BlackRock also increased its stake, which is a decent signal.

That said, the stock has already surged significantly, so I am not surprised we are seeing some pullback and caution creeping in. There is still some skepticism out there on AI spending, even with all the good news. Right now on the 1W chart, price is testing the 50 SMA and the candle is still open, so we do not know yet if this holds or rolls over.

I am still interested in the longer-term story here, but I do not love chasing it at these levels until we see how this moving average test plays out. What is your read on whether the recent pullback is just noise or the start of something more serious?