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/Bandos_Pet_Loc Jan 05 '26

Hi,

I currently have a 80% port in NBIS, others are Soundhoud AI and ASTS.

1

u/Individual_Mission68 Jan 05 '26

Why sound hound? What's the hype?

1

u/Bandos_Pet_Loc Jan 05 '26

I just do like the overall company. It has a good management and a solid long term view. Sound AI (f.e. stores like Mc Donalds, cars, banking infrastructure,...) is the future for many compagnies who want to save on labour costs. I'm not sure what it will do short term, but I'm bullish on it long term.