Neocloud Stocks Down 25-38% in a Month, but 65% of Retail Traders Buying the Dip

NBIS-7.74%
CRWV-4.05%
APLD-1.28%
IREN-1.03%
According to a Stocktwits Poll with 1,400 votes, neocloud stocks including Nebius Group (NBIS), CoreWeave (CRWV), Applied Digital (APLD), and IREN (IREN) have fallen between 25% and 38% over the past month amid investor concerns about rising competition and high debt levels. However, 65% of retail traders surveyed said they were buying shares during the pullback, contrasting with broader market caution. About 15% maintained existing holdings while 14% waited for further declines. Only 6% avoided the sector entirely. The stocks have gained between 2% and 131% year-to-date.
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