Characterized as a neocloud play where the bullish thesis is currently winning.

Stock down in sympathy with broader data center sell-off; analyst reduced position by 60% to fund NVIDIA purchase.

The stock's price fall from 130 to 93 is attributed to market 'manipulation' and short-term dynamics, highlighting significant risk.

Stock experienced a 10% gain to close over $100, with a speaker mentioning a potential partnership with Meta.

The stock is in a 'buy zone' after hitting an exact 50% retracement from its all-time lows to highs, a significant technical level.

Pulled back 9% to around $100, which is seen as a favorable entry point due to a strong fundamental story of high demand. $98 is a key technical support level to watch.