---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000788032.md"
description: "🚀 Buying the Dip with ConvictionI 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 HypeMy 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 TermMy 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."
datetime: "2026-07-10T15:35:27.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000788032.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000788032.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000788032.md)
author: "[Shyon](https://longbridge.com/en/profiles/2074437424523595776.md)"
generator: "portal-rs"
---

# 🚀 Buying the Dip with ConvictionI recently added t…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**