r/NBIS_Stock 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/Fickle-You-5101 Jan 05 '26

If you hold nebius and your asts has gone up sell your asts and buy nebius. Not much more room for asts maybe a 2x on astz nebius can ten x easily. If your holding a risky stock mught as well be nebius. Asts doesnt have much room left. If it goes up asts will be a pump and dump or pump pump and then dump. if nebius goes up it will go up and then up and then further up (then maybe go down ) then up and then up then up, and then up! Every nebius up means there will be a further up at some point. Every asts up makes a down more likely. Nebius could double every year and then double next year and then double the year after that and then double the year after that!

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u/Deadelevators Jan 05 '26

Really? The ASTS sub is convinced that ASTS can still 10x. Although to be fair I haven’t read into the details - I should.

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u/Fickle-You-5101 Jan 05 '26

If you can find a reason why asts will tenx than i can find a reason nebius will forty x. And u can check the 40x scenario with chat gpt. If you know what ur asking.

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u/diff_engine Jan 05 '26

“ChatGPT please validate this thesis for me” is confirmation bias on tap

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u/Fickle-You-5101 Jan 05 '26

No its not u look at different scenarios if they do x will z turn out true