$NBIS has incredible R/R at these levels. I have no idea how much lower we can go, but I believe the upside is massively asymmetric to the downside. You're buying a much stronger business than you were before July, with significant improvements and considerably less risk. I expect them to give massive ARR guidance for 2027, and believe it or not, I think they'll beat it. So whatever number they guide, I'm already expecting the actual result to be higher. That's how bullish I am here.
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