Shares of $NBIS have surged, reaching a new 52-week high of $43, marking a 35% increase since the beginning of the year. This upward trend has attracted significant interest from investors, as evidenced by a notable rise in options activity, including a large purchase of February 7th $46 calls. Analysts attribute the stock's performance to a presentation by a respected fund at a recent dinner, which pitched a long thesis on the company. Meanwhile, $BE is also experiencing bullish activity, with traders noting a surge in implied volatility and a breakout attempt as it approaches recent highs. The stock has been highlighted for its contract with AEP and unusual options activity, indicating a positive outlook among investors.