Jul. 17 at 9:42 PM
$NBIS down 40% in a month while the company keeps stacking major wins is definitely getting my attention.
During this pullback, the story hasn’t changed. They secured a
$1B Reflection deal, a
$1.7B deal with
$BE, continue expanding AI data center capacity in India, and are progressing on major infrastructure projects.
They also have existing multibillion-dollar partnerships with
$MSFT and
$META that are tied to ongoing buildouts.
Price action has been painful, but sometimes the market sells first and asks questions later. High-growth AI names rarely move in a straight line.
I’m watching how
$NBIS handles this reset. If buyers step in and volume confirms, this could become an interesting risk/reward setup.
Good companies can have bad weeks. That’s where patience matters.
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