$CoreWeave, Inc.(CRWV)$ Earnings and the call were both really strong. If NBIS delivers something similar tomorrow, the whole sector could go wild. Really hoping everything goes well with the NBIS numbers.
Even with the broader market feeling heavy from geopolitical tensions related to the Iran situation, $NEBIUS(NBIS)$ is holding up pretty well. I noticed some big options trades that seem to be leaning bullish.
$NEBIUS(NBIS)$ US financial heavyweights have committed $500B in financing to Jensen for AI data centers. It feels like we might still be in the early innings of the biggest Industrial Revolution in history. Hard to see any logic in shorting this market right now.
$NEBIUS(NBIS)$ NBIS is at the top of my watchlist this week. The Burry short news hit right as it was getting rejected around the 50-day MA, and the stock pulled back quickly toward the 0.5 Fib in the $180s. That area is where it starts to get interesting to me. If support holds and NBIS can reclaim the 200-day MA, I would be watching closely for a possible trend reversal. Earnings are Wednesday, so volatility could pick up fast. I am not interested in chasing the first move — I want to see how price reacts after the numbers. Still early, but definitely one I will be watching.
$NEBIUS(NBIS)$ is at a critical technical moment right now. On one side, there are reports that Michael Burry has taken a bearish position, but the chart seems to be telling a different short-term story. After breaking out from a major support zone, it's now successfully retesting that breakout level, which is often a key step before the next move higher. Without knowing the exact structure or timing of the bearish trade, betting against this setup at this point looks aggressive. If the current support holds, the bullish trend remains intact, and Wave 5 could still target the $410 area. The next few sessions should reveal whether this breakout has real staying power.