Idk, their bnpl growth seems solid plus the google partnership. Iβve been slowing accumulating jan 2026 calls. I feel like theyβre close to a breakout back to 80
NBIS
Excellent post by Aleabit about why NBIS is a rare high-conviction long term pick for them, making up 30%+ of the portfolio.
Price target = $200 in 4 months.
Calls info on there too.
Must check it out !
https://x.com/aleabitoreddit/status/1969151544320016527?s=46&t=nbULBm8Pqjge7L1cLsfpIQ