Hold or sell: NBIS, AMD, ASML, RKLB

=== SUMMARY === - The author asks whether to hold or sell four AI-infrastructure stocks (NBIS, AMD, ASML, RKLB) after a strong rally, noting stretched valuations and mixed analyst views. - Each stock's case is briefly summarized: NBIS has retail bullishness but sell territory above $400 and GPU risk; ASML has buy-the-dip support due to EUV monopoly; AMD faces overvaluation and insider selling; RKLB has profit-taking calls but potential catalyst from Neutron launch. - The author holds only a small position in each and leans toward not trimming, but is seeking community guidance on whether to hold or exit. [Quality assessment: This is a mix of speculation and summary of public sentiment, not original deep-dive research. Moderately useful for understanding current market noise on these names.] === SENTIMENT === MIXED === TRADE IDEAS === No actionable trade ideas in this post. The author does not state a clear directional view, position size, or entry/exit plan; instead, they ask for advice while holding small positions. No explicit trade thesis is provided.