3 trades posted from a pre-market note: SKHY long (HBM structural shortage at 4-6x 2027 EPS, $0660 up 8% today, 35% ADS spread), KIOXIA long (Bain exit absorbed, 5x precedent post-last-sale), and NBIS long (neocloud dip on irrelevant NY DC ban, CRWD-style 2.5x re-rate thesis, explicit price callout at 190 vs 290 entry desire)
original$0660 is up 8% today (as of now, the spread between $SKHY and $0660 is at about ~35%).
$285A is also about 6% higher. Again, this stock has been remarkable in absorbing all the sell flow from Bain's exit.
it is illogical for neos to sell off on this.