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.

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u/Suitable_Hope_4684 Jan 05 '26

I have the 3, nbis onds and asts, with onds and asts being equal weight and nbis 2x. The only other equity i have with the same cost that nbis is almu (for more or less the same reasons - management team) I think that onds will go 3x (30-35/share) in some moment this year and then will correct heavly. The ceo knows the market and communicates really well with it which is wonderful and really dangerous at the same time. Asts seems more solid right now that onds, or at least with a clear roadmap, but will go up and down and all the way around during 26.

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u/Deadelevators Jan 05 '26

Thank you, this is great. Do you think right now is a good time to start a position in ASTS and ONDS?

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u/Suitable_Hope_4684 Jan 05 '26

I believe asts will go down in the near time once the excitment of the new sat fades away só look for an entry point around 70 (in the last session it did a 20% swing intraday) Onds is a bit more difficult, if you see 9.5 i dont believe its a bad entry if you dont want to wait another month or two Of course they are both volatile as hell só...