NBIS's -4.7% pre-market drop is macro profit-taking with no fundamental catalyst — strong AI cloud fundamentals (Q1 revenue +684% YoY), Nasdaq-100 inclusion, and intact thesis make this a high-qual…
No fundamental catalyst for drop — pure macro noiseQ1 2026: Revenue +684% YoY, EBITDA positiveLong_equity preferred over long_call given high IV