🚀 Buying the Dip with Conviction

I recently added to my Nebius $Nebius(NBIS.US) position after its 20% pullback from the recent high. To me, this looks like a healthy correction rather than the start of a long-term downtrend. High-growth AI stocks rarely move in a straight line, so I prefer accumulating during periods of weakness instead of chasing momentum.

💼 Strong Fundamentals, Not Just AI Hype

My confidence comes from Nebius’ growing business momentum. The company recently signed a five-year AI infrastructure deal with Meta worth up to $27 billion, following its multi-year partnership with Microsoft valued at up to $19.4 billion. NVIDIA has also invested $2 billion while expanding its strategic collaboration with Nebius. These partnerships strengthen Nebius’ long-term growth outlook and validate its role in the AI infrastructure ecosystem.

🌍 Staying Focused on the Long Term

My investment thesis hasn’t changed. AI infrastructure demand continues to grow as enterprises accelerate AI adoption, and I believe Nebius is well positioned to benefit. While short-term volatility is inevitable, I see this pullback as an opportunity rather than a reason to panic. As long as the fundamentals remain intact, I’m happy to stay patient and let time work in my favor.