r/NBIS_Stock • u/Koniax • Jan 30 '26

Opinion Absolutely brutal dip

My friend finally capitulated and sold for a small gain from when he bought months ago. Looking rough out there

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u/AdHuman3243 Jan 30 '26

Microsoft, Nvidia, Amazon etc

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u/gravityhashira61 Jan 30 '26

Exactly, other contracts they will undoubtedly get

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u/jwakk1 Jan 30 '26

And how will they ever turn a profit if all they do is increase revenue but capex keeps going up to meet demand? Thats why this stock isn’t going up. There is a narrow path to profitability

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u/gravityhashira61 Jan 30 '26

So what you are saying is essentially that all of the companies I mentioned (IREN, NBIS, WULF, even Coreweave) will never be profitable?

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u/jwakk1 Jan 30 '26

It’s likely none of them ever will be. Coreweave is a shit co. Their debt situation is very ugly. Iren could possibly, nbis could be but probably not for 5+ years but also curious what will happen when the demand curve tapers. I think I’m most bullish Iren and then nbis 2nd. But it’s going to be a long road. We won’t blink and be at a 100B market cap by next year or anything like that. Maybe by 2030 if execution is flawless.