@commonsenseplay@kevinxu The stock was at $68 on 7th of May as well, and didn't really get crushed on earnings most recently. Just macro and other news. So yeah if people are going all in it's their own decision after all. Not saying it's not stupid because it is but still their own choice.
@faustocoppi60@laflammerouge16 MVDP in very "meh" form so far. Even the leadouts are not as good as they used to be. For the sake of the show it would be good to see him attacking.
@MaschBasch Nice picks as always.
Did Pidcock complain about saddle soreness though saying he will wait until rest day to reassess his race.
How bad is MVDP form as well not very convincing so far. Same for Grรฉgoire - great before the Tour but now hard to say.
@JMT94590@HulkCapital This is high beta stock and company that has a lot to prove. They don't have years of proven record and top notch execution yet. It will move 5-10% daily easily , same like Nebius, Sofi or any other high growth company.
$NU | BofA Securities ๐๐จ๐ฐ๐ง๐ ๐ซ๐๐๐๐ฌ ๐๐ฎ ๐๐จ๐ฅ๐๐ข๐ง๐ ๐ฌ to ๐๐ง๐๐๐ซ๐ฉ๐๐ซ๐๐จ๐ซ๐ฆ, ๐๐ฎ๐ญ๐ฌ ๐๐ ๐ญ๐จ $๐๐
Analyst flags uncertainty from the unexpected CFO transition amid a challenging credit environment in Brazil and ongoing expansion efforts.
@CryptoBankz_65 I believe in Nebius , but you don't need major market crash for Nebius to retrace back to 170 levels. 10% market correction will probably bring Nebius down by 20-25%
@jacobiinvest Last 10 positions very little relevance.Either you have some conviction or you don't.More than half in Nebius,as much as I love them, is a quite a gamble.Get rid of 5 names you have the least conviction and increase the others
Take some profits on Nebius and increase your cash
@MaschBasch The only question is will Milan and Groenevegen survive, but yeah I have a feeling they will. The first climb is quite shallow as well. It would require a really high tempo from NSN and Decathlon or Movistar to drop them.
@MaschBasch I like all of the picks, and probably one of them is going to win. My dark horse - Corbin Strong - he was better than expected on stage 8 and last two climbs are definitely in his range.