The author outlines a re-entry plan for Nebius (NBIS) with buy targets at $150, $120, and $100 after recently selling a position at $230. While acknowledging Nebius's new AI cloud infrastructure partnership model, the author maintains a preference for Micron (MU), expecting it to outperform NBIS. Additionally, Meta (META) is highlighted as being in a strong position due to its ability to self-fund growth.