According to @stocktalkweekly, the NBIS sell-off is mainly hurting late entrants who chased after a $17B Microsoft deal, while an early entry at a $23.92 cost basis still shows approximately +258% gains even after today’s drawdown (source: @stocktalkweekly on X, Nov 14, 2025). The author emphasizes that a low cost basis provides flexibility to hold through volatility, highlighting the trading importance of disciplined entry timing and risk management during news-driven spikes (source: @stocktalkweekly on X, Nov 14, 2025). For traders, this suggests momentum chasers face tighter risk budgets than early holders, reinforcing the need for predefined stops and position sizing when trading NBIS around major corporate deal headlines (source: @stocktalkweekly on X, Nov 14, 2025).