Bayou_Tiger_225

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I’m still searching for my space exposure, and I may just have to go without it for the moment.

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the window for good exposure was early June when RKLB dropped to $80.

I was out of cash to invest at the time. I have all eyes on NBIS and OUST

Right now I’m sitting on 100 shares @ $231.50.

I have no problem holding this long term, but I’m not going to lie, this isn’t my favorite position to be sitting in :lol:

It’s his massive arm length that makes it more impressive

As always, thank you for sharing.

I took the remaining dry powder I had and went into HONA and QNT before the market opened.

If NBIS rides like I hope it does this week, I’ll rebalance and get back into OUST at the price range I noted above.

I think 49-50 is the new hard floor to watch for.

That will be my entry point when it touches again.

Predictions are all over the place right now.

From a technical standpoint NBIS is sitting right around its 50 day MA with solid support here. Last weeks hard stop at the 50 day MA was a great sign, because the next level of hard support, the 200 day MA, is way down around $115. I believe there is a nice level of support around $175 as well (pretty close to a 100 day MA).

From an investor behavioral standpoint people are very divided. Half see nothing but $300, and the other half see $170 before we see $250. The META news have people divided. US investors seem to discount the the EU’s “Cloud and AI Development Act,” which passed in June 2026, aiming to triple the region’s data center capacity within a few years while slashing dependence on foreign hyperscalers. that’s government mandated contracts where NBIS stands to capitalize as they are well positioned over their EU counterparts.

With earning coming at the end of July, I personally don’t see the stock dipping further than $175-180. Their earnings report will be great as usual, but people will be expecting ungodly numbers so who knows what happens from there.

For the true long term view, I’m very interested to see trend in their CAPEX and depreciation expense.

The leaked Anthropic news might give a nice bounce on the open, but no clue where it goes from there.

I’ll hold my NBIL for the long run, but might trim my NBIS shares I got at 233 if we pop up to where I can break even

I’m liking all the positive news, but I also understand there is a world where we could hit $180 next week.

I’ll be holding regardless through all the news. I have faith in the long run.

If it dips again I’ll have to pull from my HYSA to invest more into it.

I loaded up on Thursday and Friday. So I’m glad to see this news. I’m a believer, but some positive reinforcement never hurts:lol:

Well I’m currently loaded up with NBIS, so we will see how this goes :lol: I dumped 40k of dry powder into NBIS and NBIL between yesterday and today.