The market doesn't seem to car

The market doesn't seem to care much about ARR comparisons or contracted gigawatts right now.

$NEBIUS(NBIS)$ is the story getting the backing. Every dip gets bought because it's seen as the long-term winner with the biggest upside.

Meanwhile, $CoreWeave, Inc.(CRWV)$ and $IREN Ltd(IREN)$ are solid, but they're not the crowd's priority at the moment.

Question for the thread: do you chase the dips on $NEBIUS(NBIS)$ , or wait for a cleaner pullback?

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