Two data-center dips, one simple plan: I buy the support lines.
- The SetupTwo AI data-center names sold off — Nebius (NBIS) down 8.4% to ~$195, CoreWeave (CRWV) down 3.4% to ~$83. I'm not fading the trend; I'm buying the dip into support.
- The StrategySimple: I buy at support lines and stagger my entries, so I add lower if it keeps falling. The circled areas on my charts are the crucial support zones I'm watching.
- The BackdropThe AI-compute demand story (the Jensen Huang / Nvidia thesis) is still the tailwind — these are the picks-and-shovels neoclouds, so I want to own them cheaper, not sell them.
A "support line" is a price where a stock has stopped falling before and buyers stepped in. My plan is boring on purpose: instead of guessing the exact bottom, I set buy orders at those support levels and split my buys into two tranches. If it bounces at the first level, great — I'm in. If it keeps dropping, I buy again lower at the next support. The circled zones on my charts are where I think buyers show up again.
Nebius has been in a strong uptrend, riding above a rising moving-average ribbon. Today's ~8% drop pulls it back toward the first zone. My two circled supports: ~$183 (the shelf just under here) and ~$150 (deeper, where the longer-term trend line comes in).
| Tranche | Price | Why |
|---|---|---|
| First buy | $183 | Support zone 1 (circled) — the shelf just below current price |
| Second buy | $150 | Support zone 2 (circled) — deeper support on the rising trend |
CoreWeave is range-bound: overhead levels at ~$101, $122 and $150, and a hard floor at $66.55 that's been tested and held several times (the circled bottoms). Price is near the lower part of the range now, so I start buying here and keep dry powder for the floor.
| Tranche | Price | Why |
|---|---|---|
| First buy | ~$83.53 (now) | Current price — lower part of the range |
| Second buy | $66.55 | Crucial support (circled) — the orange floor, repeatedly tested and held |
- Buy support, in tranches. NBIS: $183 then $150. CRWV: now (~$83.53) then $66.55. The circled areas on both charts are the crucial support zones.