Daniel Koss(@daniel_koss):Don't think $NBIS' business fundamentals ever improved so drastically while the stock got absolutely hammered like last few days. Really crazy divergence between sentiment + price action and reality. Can't believe the market is still this bipolar about AI. Every few months we get a crazy rally that melts faces and then we suddenly panic again and crash. I get it, stocks don't go up in a straight line, but this volatility really speaks to the strong disagreement the market has on these names and my personal interpretation is that there is a huge part of the market with no clear view that keeps flipping bullish to bearish to bullish based on headlines and sentiment.

2026.10.16 17:31

Don't think $NBIS' business fundamentals ever improved so drastically while the stock got absolutely hammered like last few days. Really crazy divergence between sentiment + price action and reality. Can't believe the market is still this bipolar about AI. Every few months we get a crazy rally that melts faces and then we suddenly panic again and crash. I get it, stocks don't go up in a straight line, but this volatility really speaks to the strong disagreement the market has on these names and my personal interpretation is that there is a huge part of the market with no clear view that keeps flipping bullish to bearish to bullish based on headlines and sentiment.

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