IsaacTanKc
10-07 14:30

Power is definitely showing signs of embarking on its next leg up. As long as the AI story stay intact, we should definitely scale in whenever it rotates with Compute opportunistically.

Insider Selling at a 197x Valuation — Should the Market Take Notice?
Nebius fell 5.09% to $237.15 Wednesday on reports its COO cut their stake, with the stock near 197x earnings. Bulls say one executive's sale doesn't change the business, especially a session after it jumped on an inference contract win; bears say at 197x any insider selling gets amplified, and the seller has the closest view of operations — not something to wave off as routine planning. What would make this sale a genuine red flag?
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