Recently, NVIDIA's two major holdings, CoreWeave and NEBIUS, both experienced significant share price declines following the release of their earnings reports, hitting two-month lows. Market confidence in these two NeoCloud companies is beginning to wane! Earnings reports show that CoreWeave’s Q3 revenue reached $1.365 billion, surpassing Wall Street expectations, but the company lowered its full-year revenue guidance; NEBIUS reported a 355% year-on-year revenue increase, yet its quarterly loss exceeded expectations. How do you view the future performance trends of these two companies? Is the current sharp pullback in stock prices a good buying opportunity?