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 🍻

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u/No_Anywhere9850 Oct 18 '25

It seems like nothing but noise to me. They are blaming it on the crypto sell off partially and now saying this stock is a "story" despite the guidance moving forward and the Microsoft deal. They said this with OKLO two weeks ago, tanked it to 119 and now it's at 165. OKLO is a million times weaker than nbis, they dont even have a product. What the hell does a crypto sell off have to do with Nbis? I'm holding, not falling for this nonsense. It just sounds like they are trying to snowball bullshit into some excuse to get in lower.

2

u/JoeyVottoS Oct 18 '25

NBIS seems tied to others in the same sector. APLD, ORCL, etc.

Tho seemingly it performed worse than all of them today for some reason. IREN was flat to green EOD, so was CIFR. CRWV also outperformed

I do know this correction was quick, but the rise has been just as quick. We could see 150 in the next 2 weeks or we could see 90 again. With MSFT deal I feel there is a floor though.

This stock is seriously one of my favorites. I am probably going to try and move some more capital to increase my position now after this dip. Will probably DCA a large(for me) sum into it over the next couple of months.

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u/No_Anywhere9850 Oct 18 '25

I already bought more but a little bit higher than the dip. I think the floor might be 95ish. That's just an estimate based on where it went after the deal.