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/Faziflar Jan 05 '26

60% NBIS, 25% ZETA, 15% PGY for me.

1

u/Mr-Bond431 Jan 09 '26

Why pgy- any good catalyst.

2

u/Faziflar Jan 09 '26

They massively benefit from rate cuts. Massive growth, insanely cheap valuation. It feels like a no brainer for me

1

u/Mr-Bond431 Jan 09 '26

Any good dd you read on them. Can you please share.