Ej retweeted
Yeah bulls will win. But while bears dance it's better to not get in the way.
We have no arguments right now to fend them off
Everyone was clamoring for $NVDA NVIDIA at $243.
Now, at roughly $160 and with a CEO transition in the headlines, the prevailing narrative has flipped and many are convinced the ship has already sunk. The core thesis, however, has not. AI remains the defining technology platform of this decade, and NVIDIA continues to hold a clear leadership position across both AI infrastructure and high performance chips. When fear is this widespread and the long term story is largely unchanged, the setup is often more attractive than it feels in the moment.
This has echoes of the DeepSeek driven “liberation day” selloff. The investors who used that period of panic to accumulate positions are the ones who will likely look back and smile. Those who waited for perfect clarity or for the crowd to become comfortable again will probably be left with regret.
The same pattern is playing out with Nebius ($NBIS). The name was widely desired near $280; at $110, many now assume the thesis has fundamentally broken. In reality, a sharp drawdown and a shift in sentiment do not automatically invalidate the underlying opportunity. For long-term investors, one of the highest probability edges available is the willingness to step in when others are fearful
At the end of the day, successful long term investing is less about what the crowd thinks and more about what you believe after doing the work. Sentiment can change quickly. Fundamentals and time tend to be more reliable.
$NVDA $NBIS bulls always win in the long run.
Ej retweeted
$NVDA: Let's say Jensen Huang slept with 10 different women...let's say 20. Does it change anything?
I thought the big deal was that he slept with a spy. Now consensual sex is an issue too? The coordinated effort to smear and attack an icon is an obvious ploy to take him out as head of $NVDA ... But by whom? I want an investigation into THAT!
Ej retweeted
enjoy your weekend,
$NBIS reports thursday, and may I remind you, last earnings report rallied the stock +34%
44.4% rally next week sounds about right
