NBIS

It's not a bad idea to maybe trim your position a little bit. Not exit the position, but trim it a little bit

…when you look at the Neoclouds, there's a lot of names out there. Our favorite unfortunately has run quite a bit. That is Nebius, NBIS.

I think that nebulous of the three is the best position in terms of value at this point, but we're going to see a lot of ups and downs in the near future.

if it were to fall to the low $100 range, I would absolutely add more.

trimmed a quarter of the position around 240 250ish um towards the end of June

I definitely have exposure. I buy all three.

if you have conviction in names like Micron, like Bloom Energy, Nebas, or or Palunteer, buying the dip proved once again to be the best thing you could do as an as an retail investor, right?

I'm going to double down on um on my core positions, which are Navios, Corus Weave, Marvell.

Yeah, I think my favorite one is called Nevius. Um it's at around $211. They have a rough market cap of $52 billion. And like I said, this is one of my favorite stock in this entire sector.

Correct. I've been buying heavily. I think I think right now um market's giving you a great opportunity to buy these um stocks.

Moving to our second featured opportunity, Nebius Group, ticker NBIS,

Moving smoothly to our second conviction pick, let's look at ticker NBIS, Nebia Group NV.... Nebius stands out as a prime beneficiary of the AI buildout.

This sharp valuation contraction provides a compelling entry point for long-term investors.

Third stock that has become extremely cheap after Alphabet's earning announcement is Navis.

For AI infrastructure and power, I really like Nibius Group.

Consider investing in AI infrastructure names like Applied Digital, and Nebius Group

A couple of AI stocks that I'm high on... And that would be like APLD, Irene, and Nebus.

That's why I'm still buying Iron Nebius and Cororeweave, especially as their prices continue to fall.

I'm looking at this as a late low, and we need to see it number one, move through the 78.6 drawn from that lower high to this low. That's at 212 14. If it can do that, then on the upside, you have a zone from 222 up to 240.

if we do drop lower if we can revisit 150 that would be a very big gift and this time I will not miss it.

Did I buy more? No. I was planning on buying today.

I wouldn't even mind buying more.

if you asked it a couple of days ago, I would have said yes, 100% when it was way under $200. Shot back up in a matter of a couple of days, back at $220. Honestly, for the long run, even 220 is quite attractive

I did add I did add just 10 extra shares here of Nebus at $181.

Yes, I am a buyer of Nebus.

I think there is yes a buy the dip opportunity and me personally I'm looking of course at Nebuse around $190 per share or so

take the cash and buy Nebulus or SoFi or whatever.

these names are trading at good prices already today. So wouldn't mind that.

I even bought an extra 10 shares of Nebuse. It's not a lot. Nebus is already quite big. Just a 1.92% increase here at $195 for Nebus. It was down 35% from the highs. So I said to myself, you know what, I'll take a couple of shares under $200.

Freedom Capital upgraded Nebius to a buy following the disclosure, raising its price target to $200 from $159.

A year ago, I was buying Nebius. I was making videos about Nebius at 27 to4ish dollars. I was saying, "Look, I'm going all in this stock. I put 30 grand in the stock at $27.

if nebius comes down to a hundred bucks that's a great buying opportunity in my opinion

This stock is not done going down. There'll be another time to buy it, but that time is not now.

Nebula's down 45% sitting on the 21weekly EMA. Again, I'm not saying that that this is the bottom, but these are levels that I definitely want to be a buyer at for my long-term portfolio.

I still like Nebius. I think they are in the best position.

I'm building a position in all of them.

For stock number two, we have Nebus Group, ticker symbol NBIS.

I'm excited about what the future holds over a multi-year period of me holding this company.

The third and final stock on the list is Nebias Group, ticker symbol NBIS.

That is why Nebius earns the first spot on my list of favorite stocks to buy in the market right now.

The second company on this list is one that many investors are only beginning to discover. Nebus Group, ticker symbol NBIS.

This is a bounce you want to buy. So, this is one of my favorite stocks in the market at this current moment.

Nebius has a great setup.

Stock number three, Nevious. I don't have much AI exposure, and this company keeps popping up in your comments.

Peter Morris with Nebus, Iron, and Micron