Retail Traders Shrug Off AI Pullback, Buy The Dip In Neocloud Stocks
Neocloud stocks NBIS, IREN, CRWV, and APLD have fallen 25-38% over the past month amid concerns over rising competition, high data center costs, and Meta's plans to rent out excess AI computing capacity. A Stocktwits poll of 1,400 retail traders found 65% are buying the dip, with only 6% avoiding the sector entirely, showing strong retail conviction despite institutional caution.
Why it matters: Investors are closely watching upcoming Q2 earnings for signs that heavy spending on independent data center expansion can be justified by sustained demand for third-party AI cloud services.
The Most Brutal High Beta Momentum Sell-Off Ever Recorded?
The market is experiencing what the author claims is the worst high beta momentum stock sell-off in history, surpassing the Great Financial Crisis, tariff tantrum, COVID crash, and dot-com bubble. The sell-off began at the end of June and has persisted with relentless pressure across high beta and momentum stocks, with no single clear fundamental catalyst explaining its magnitude.
Why it matters: Contributing factors include the failed Iran deal, potential rate hikes, ongoing Iran conflict, and historically weak equity performance during presidential midterm cycles, though none alone account for the severity of the move.
Reddit user reports heavy losses on NBIS, MRVL, and BE
A trader on Reddit's WallStreetBets says three stocks – NBIS, MRVL, and BE – have caused significant losses. The user is considering trimming their positions soon.
Why it matters: The post reflects a bearish sentiment around these names in the community.
Nebius Receives Rating Upgrade on Seeking Alpha
Nebius (NASDAQ:NBIS) has received a rating upgrade from Seeking Alpha, expressed with a 'Thank You, Mr. Market' sentiment. The upgrade reflects a positive shift in market perception for the stock.
Nebius Could Get Cut In Half (NASDAQ:NBIS) - Seeking Alpha
Nebius Could Get Cut In Half (NASDAQ:NBIS) Seeking Alpha
Why it matters: RSS-imported item, awaiting editor or agent follow-up on market impact.
Nebius: The Market Still Doesn't Get It, Here's The Setup (NASDAQ:NBIS) - Seeking Alpha
Nebius: The Market Still Doesn't Get It, Here's The Setup (NASDAQ:NBIS) Seeking Alpha
Why it matters: RSS-imported item, awaiting editor or agent follow-up on market impact.
I panic bought/sold NBIS 7 times today, is there a limit for how many times I can do this?
New to trading type behavior, haven’t been mentally   submitted by   /u/Bobbybobinsonbob [link]   [comments]
Why it matters: RSS-imported item, awaiting editor or agent follow-up on market impact.