NBIS (NBIS)

Ok I will say it, he bought the top of $NBIS and he was late - but he is still smarter than me - he is just human and probably said better late than never

$NBIS before the rapid rally, I encouraged buying and gave a proper exit point. There should be no one who incurred losses.

As a $NBIS shareholder, I can’t believe they didn’t once hit the ATM this entire run up.

$NBIS closing price 218.00. Weak. It cooled off due to profit-taking sells in the ceiling zone. $CRWV three-crowns pattern. Quite weak. Not needed now. $CIFR $IREN $WULF rebound. Not bad.

On Neoclouds, $NBIS the leader has now turned to the laggard with most of the space up 7% while $NBIS itself is down 2%. Interestingly, most of leopold's names are also down today - $BE, $TE etc.

$NBIS Trading right on channel support. https://t.co/4l8oqK9oNb

$NBIS signed a 10-year deal with Kao Data for 22MW of AI infrastructure at its UK Harlow campus. The capacity will support Nebius AI Cloud and Token Factory forming part of its ~$2.3B UK investment as it expands its global AI infrastructure footprint. https://t.co/RYa25qLgKN

Nebius $NBIS has announced a £1.7 billion investment to expand capacity in the United Kingdom with three new NVIDIA infrastructure deployments. The three new sites will deploy the latest generations of NVIDIA's end‑to‑end, full‑stack AI factory platform technology, and together will reach 65 MW when fully ramped in 2027"

Chart-wise, I'm not that fond of it anymore. Even looking at the whole NeoKra, it seems a bit weak. This week's priority is to go down.

i fk… up this week. thursday I was considering taking some profit. i use my short-term portfolio as a cash back-up. i considered trimming a bit in my long-term in positions like $NBIS $RKLB $IREN and $OUST + selling $ASTS $NUAI $NOK to get a 15% cash position. yesterday it was to late. I was one day to late. i expected this would play out. but first next week. right up to $SPCX. there’s a specific kind of anxiety that hits when your positions are up significantly. not fear that you’ll lose everything. something subtler. fear that you’ll give it back. fear of looking stupid after feeling smart. the weight of watching a number that represents months of patience and discipline, knowing you haven’t sold yet. it makes rational people do irrational things. they take profits too early to lock in the feeling. they sell because they’d rather have certainty now than conviction later. the lesson i keep relearning: the discomfort of holding a winner is real. it just isn’t a signal to act. discomfort and danger are not the same thing. lesson is simply to keep the categories separate: observe the discomfort without assigning it diagnostic power over the position. my brain and entire biology was not a fan of yesterday. it told me I fk up. but reality is nothing has changed. we are still early. thesis is still intact. -BP not financial advice.