$NBIS ripped 14% today, but from a tape perspective, this still looks more like a technical repair than a confirmed trend reversal. A few signals matter here.
First, the stock reclaimed $212, which has become the most important bull-bear line in the near term. If buyers can defend that level over the next few sessions, the repair trade remains intact. Losing it again would put the bounce back on shaky ground.
Second, MACD has printed another bullish crossover near the lows, while downside momentum is clearly fading. The structure looks somewhat similar to the setup before the previous leg higher, but we are still in the early innings of the repair. The chart has not fully flipped back into trend mode yet.
The real test sits at $224–$230.
That area is the main supply zone, combining the 50-day moving average with a heavy pocket of prior volume. A clean, volume-backed breakout—and more importantly, a hold above it—would likely push the market from trading a relief bounce to pricing in the next trend leg.
Today’s move gave long-term AI infrastructure bulls some much-needed confidence. My broader view has not changed: AI infrastructure remains one of the strongest secular themes for 2026 and probably well beyond it.
The job now is not to chase every green candle. It is to find the companies across the supply chain that are only beginning to enter their own expansion cycle.
For the next leg of AI infrastructure, which name deserves the closest watch: $NBIS , $CRWV , or someone else?
Kimi K3 is officially live!
I love the launch, and the tape just made the day even wilder.
Nebius Token Factory is an official Day 0 partner. $NBIS ran from $200.57 to $180.93, then climbed back near $188 and turned green.
Now I want paid usage, revenue and margins. 🤍
#KimiK3
Friday crushed $NBIS 15%. It’s up only about 0.8 % after an early pop. One green candle still isn’t a recovery.
My $167 average gives me room. With earnings close, I’m focused on revenue, ARR, capacity and funding.
I’m holding. Any add waits for Nebius to show me the numbers. 🤍