Nebius above 135 is a fat long. Broke out 2 weeks ago and retested the level before exploding higher. My favorite part about it is that most dweebs will be like “who cares about the chart” when in reality the chart tells you everything one needs to know. $IREN and $CRWV not far behind. This is one of those names where the market wont give you an opportunity to get in. Capacity is locked up for 26 and we know its not priced in given the way these stocks are moving.
When fundamentals happen to line up with the chart thats when its time to size up- the clickhouse stake is little known about. OpenAI becoming a customer immediately helps Nebius EV and it also opens the road for them to become direct customers in the future something only Coreweave enjoys right now.
Short interest on the rise too.. yummy
Posted by proctu
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source on the microsoft payment happening upfront https://x.com/stocksavvyshay/status/2050990768920441086?s=46