AI compute stocks getting wrecked across the board. Here's where the real buy zones are:
$IREN - Earnings dump sent it -7% AH. Most fragile of the three. Already broke through 50/100/200 day MAs. Don't catch this falling knife yet. First support zone $30-$33.5. If $30 fails, acceleration down to fill the $25.6 gap, potentially $21.
$CRWV - Free falling through 100/200 day MAs. Watch $85.7 support like a hawk. Break that and we're headed straight to $65-$70 zone.
$NBIS - Cleanest balance sheet of the bunch, holding up best. Getting dragged down by GPU/memory price surge but still above 100 day MA. Don't fade it yet. Real accumulation zone is 200 day MA around $135-$152. Can even use this as a short hedge against higher beta compute plays.
GPU supply squeeze is real. Position accordingly.
$IREN - Earnings dump sent it -7% AH. Most fragile of the three. Already broke through 50/100/200 day MAs. Don't catch this falling knife yet. First support zone $30-$33.5. If $30 fails, acceleration down to fill the $25.6 gap, potentially $21.
$CRWV - Free falling through 100/200 day MAs. Watch $85.7 support like a hawk. Break that and we're headed straight to $65-$70 zone.
$NBIS - Cleanest balance sheet of the bunch, holding up best. Getting dragged down by GPU/memory price surge but still above 100 day MA. Don't fade it yet. Real accumulation zone is 200 day MA around $135-$152. Can even use this as a short hedge against higher beta compute plays.
GPU supply squeeze is real. Position accordingly.