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NEBIUS and CoreWeave raise prices: Is the surge in AI computing demand here to stay?
Lucas美股机会
joined discussion · Aug 25 20:04
$Bloom Energy (BE.US)$ The first one is BE in the power sector. Yesterday, BE plunged sharply after the open, with a maximum decline of nearly 8%,However, after 10:30 AM, the stock price began to rise rapidly, ultimately closing near $205,which also indicates strong support below the $180–$190 range，If you entered a position in BE around $205 last week,and the current price is still at your cost basis,there is no need to exit solely due to one day's market volatility.For investors currently holding no positions in tech stocks,if you feelthat the stock price elasticity of optical modules and memory storage is too high, with excessive short-term uncertainty,you can also treat BE as a relatively independent play in the power sector and continue to monitor it., ifAfter the market opened today,BE may experience a slight pullback, allowing forentry in tranches at suitable levels.The first upside target remains $230.
2. $NEBIUS (NBIS.US)$ Another stock that saw solid buying support yesterday is NBIS.
This stock can be described asthe most resilient name in the market since early August., in terms ofIn less than a week,the share price oncesurged by over 50%.However, the issue is also quite obvious: it rises fast and falls just as quickly.Since pulling back from its short-term high of $280,the maximum correction for NBIShas approached nearly 30%.Yesterday, after adjusting to around $200, the stock price saw a certain degree of upward momentum, which alsoindicates that near the $200 level,institutional investors beganto gradually accumulate positions,so regarding NBIS, Iwould not define it as a reversal at this stage.，If you remain bullish on the data center sector, fromfrom a short-term speculative perspective,$200 presents a solid opportunityto trade an oversold bounce,with the initial upside target still looking toward $230–$240.
$Bloom Energy (BE.US)$ The first pick is BE in the power sector. After the open yesterday, BE experienced a sharp sell-off, with the maximum decline approaching 8%.However, after 10:30 AM, the stock price began to rally rapidly,ultimately closing near $205,which indicates strong support below the $180–$190 range.，If you entered a position in BE around $205 last week,your current price is still at your cost basis,so there is no need to exit simply due to one day's market volatility.For investors currently holding no positions in tech stocks,if you feel thatthe price elasticity of optical module and memory storage stocks is too high, and short-term uncertainty is elevated,BE can also be treated as a relatively independent play in the power sector and kept on the watchlist., ifAfter the market opened today,BE may see a slight pullback again, allowing investors toenter positions in tranches at suitable levels,with the first upside target still set at $230. 2. $NEBIUS (NBIS.US)$ Another stock that saw solid buying support yesterday was NBIS. This stock can be described asthe most resilient name in the market since early August,, in terms ofin less than a week,its share price onceSurged more than 50%,but the risks are also evident: what rises quickly can fall just as fast.From its short-term high of $280 to the current level,the maximum drawdown for NBIShas approached 30%.Yesterday, after adjusting to near $200, the stock price saw a certain degree of upward rally, which alsoindicates that around the $200 mark,institutional investors began...
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Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
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