Q: What did you learn from the NBIS quarterly report? Any key points regarding their fundamentals? Would you add to a position this morning?

Q: I took an initial position in Nebius in mid January with the thought of test-driving it for a few months before adding more. I’ve seen a tremendous rebound in Nebius since Deepseek shook the tech and energy supplier stocks. In fact, the rebound has been so strong I find I’m starting to struggle with FOMO impulses. Patience is one thing but seeing the stock perform for the very reasons I bought in is making me question a lengthier timeline to get to my intended full position.
My question is twofold: 1) Why is this stock performing so well given recent volatility in tech stocks?
2) If this was your money, would Nebius’ recent performance encourage you to accelerate your timeline to get to a full position?
I realize the simple answer is if one wants to get to a full position, then go for it. My thinking, however, is 5i members might find it instructive to hear how an experienced stock analyst would process this decision. Thanks so much for your advice!

Q: Hello Team,

I am looking at adding a half position of one of the above companies in my TFSA. Can you please rank them in order with the most potential return over the next 3 years. Thanks