Pre-market note from @degentradingLSD yields three longs: SKHY (memory supercycle reiteration, KOSPI +6.2% confirmation), KIOXIA (Bain overhang being absorbed, prior exit led to 5x), and NBIS (neocloud panic dip on NY DC ban is noise, inference demand + 2yr payback cycles the real story).
original$285A is also about 6% higher. Again, this stock has been remarkable in absorbing all the sell flow from Bain's exit.
Everyone wanted to buy $NBIS at 290, yet at 190 everyone is scared. Markets never change.
$0660 is up 8% today (as of now, the spread between $SKHY and $0660 is at about ~35%).