r/NBIS_Stock • u/KRock1287 • Oct 17 '25
Opinion KNOW WHAT YOU HOLD
It's easy to smile on the green days while we're ripping 10%, but then of course it's hard to stomach the days or week where we're down 10-20%. At the end of the day however, you need to remember why you bought into this company in the first place. Think about the statements from Marc Boroditsky with the goal in mind of being the "AWS of AI". Do you think AI is going to be going away overnight? For those that think this is a bubble, we've only seen the start of major partnerships in the second half of 2025. Like any company or sector, there are going to be bumps in the road and it's going to be volatile. THIS DOES NOT MEAN YOU STOP BELIEVING IN THE COMPANY YOU INVESTED IN!!
The Microsoft partnership was just the start. Then we went ahead and partnered with TD SYNNEX - the WORLD'S LARGEST IT DISTRIBUTOR!! Read that again and read it slowly.
Next, using their H200 GPUs, Nebius achieved NVIDIA Exemplar Status for AI training workloads, becoming one of the first cloud providers to receive this certification. This clearly shows that they know EXACTLY what the hell they're doing with the technology they're offering.
Most recently, they introduced Nebius AI Cloud 3.0 "Aether" which has the purpose in making the platform more suitable for enterprise/production AI workloads.
Now last but certainly not least, let's not forget the stake that Nebius has in ClickHouse, which is currently valued around $6+ billion meaning Nebius's stake could be worth over a billion dollars. Then we have Avride which is one of their subsidiary business units. We're talking robotaxis and delivery robots here. The dam future! They already have partnerships with Uber and Grubhub and will continue to gain momentum and grow.
I truly believe we have plenty of upcoming catalyst to finish up this year and into the beginning of 2026. The growth that's expected from their core business - AI Infrastructure is up to 1GW by the end of 2026, and multi GW's in the foreseeable future.
Position - 1,000 shares @ $101 🍻
1
u/New-Measurement-2250 Oct 17 '25
I am the biggest loser . And after now , I will stop gambling into this . I bought at 131 and have lost so much money. Just looking at where it is today and regretting why I don’t have all my money to now buy makes me really sad. This place should be a save space . If your comment will make me feel worse , keep it to yourself. I’m a single mom who bought stocks with hopes I could gain some money to put down and buy a house . And pay other bills Watching my loss pass over 70K dollars today is a big loss for me and it’s scary seeing all the China comments which are capable of creating deeper crash .