u/hkmadbear

Rough day, but $215–220 looks like pretty strong support and we're back near the bottom of the rising channel.

Looks like Michael Burry is sticking with his bearish view on NBIS.

Even after the recent rally, he says he's “shorting more.”

His conviction clearly hasn't changed. 😅

Don't expect this to move the stock, but seem it's good to see Nebius consistently becoming a Day 0 partner for major AI models. Hopefully could support a higher valuation over the long run.

Personally, I believe SPCX has one of the strongest execution teams in the world, which is one of the reasons I'm invested.

Cathie Wood has had some huge winners over the years, but ARKK's recent performance hasn't exactly inspired confidence.

Hopefully this isn't another "Cathie buys, stock drops" moment. 😅

It even broke below the June support level.

Seems like most of the selling has been driven by the broader AI/chip correction and weak sentiment rather than one specific Intel event.

What's your plan?

Is this a good opportunity, or is the market telling us something we're missing?

My initial view is that the recent sell-off has more to do with weakness in Korean equities and broader market sentiment than any major change in the company's fundamentals, but I'm interested to hear different opinions.

What's your plan?

I can’t have both in this exact spot. In terms of "fun" and visual impact, which one do you think is better?