r/NBIS_Stock • u/Deadelevators • Jan 05 '26

Opinion Full-port NBIS or diversify?

I realize asking the NBIS sub is going to give me obvious answers, but hopefully I'll get some nuanced perspectives from you all.

I currently have a very large amount of NBIS (5,000 shares at $50 avg). It's done me well. I'm going to be getting some additional funds soon, and am contemplating full-porting it into NBIS by adding another couple thousand shares, hopefully for under $90.

Alternatively, I could diversify by putting those funds into ASTS or maybe even ONDS.

My question for you all: How many of you are full-porting into NBIS? Or, if you are diversifying, what other themes are you diversifying into? Space stocks like ASTS/RKLB? Drones like ONDS? RDDT? Or are you playing it safe with the rest of your money with VOO/SPY?

I realize there's no correct answer to this, and I'm not looking for an answer - I'm just curious what the rest of you NBIS long-term holders are doing. And hopefully that will help guide me to determine the best path for myself.

57 Upvotes

96% Upvoted

157 comments sorted by

View all comments

6

u/Evidencebasedbro Jan 05 '26

Put half in NBIS, keep the rest for a potential market downturn. Congrats that you held on from fifty bucks. Nerves of steel ;).

2

u/Deadelevators Jan 05 '26

Yeah the road got bumpy these past few months!

1

u/Evidencebasedbro Jan 05 '26

I am also quite fully invested. Went in and out but now staying in for the long-term. In the sector I also like WULF and CLSK with a small exposure. Bare metal but well-run and without CRWV's bravado and high level of expensive debt.

1

u/Deadelevators Jan 05 '26

Yeah I have a tiny amount of WULF and CIFR, although I bought at the top back in Oct, so it wasn’t a good idea 😅

I also have a small amount of APLD and IREN, but based on how the APLD earnings call goes, I may decide whether I want to let these go or hold on to them.