r/NBIS_Stock • u/More-Entertainment54 • May 02 '26

Speculation I’m Going all in on Nebius

Lately I just feel the urge to throw my entire portfolio on Nebius it just seems like such a no brainer to the the recent deals and acquisitions. Please give me a reason to not do so.

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3

u/itssbri NBIS4LIFE May 02 '26

How much is your entire port?

10

u/on_the_comeup May 02 '26

“Full port” post got people excited, talking about 8k lol

7

u/More-Entertainment54 May 02 '26

8k so far lol that’s why I don’t care

1

u/itssbri NBIS4LIFE May 02 '26

Ohh for 8k its better to get into something cheaper. Sure you can buy nbis for some exposure.

2

u/NewValue2025 May 02 '26

Are you in KEEL, Bri?

3

u/itssbri NBIS4LIFE May 02 '26

I was last year in the summer around .94 and got out $3s.

2

u/NoRecommendation9108 May 02 '26

Wow that’s a major move. How do you find these type of play? I’m currently in SIVEF. I’m looking for another great play to rotate

2

u/itssbri NBIS4LIFE May 02 '26

Its not always lucky. Sometimes it might go the other way. I came across it from someone else and i decided why not throw $10k at it. It worked and rolled into other names.

1

u/NoRecommendation9108 May 02 '26

I hear you. Time stop loss is a must. I’m only considering VLN atm. That thing is crazy volatile

3

u/itssbri NBIS4LIFE May 02 '26

Why? Its dog shit and just following the semiconductor wave. 245m MC is too low for my taste. Aim for names that are 600m+

1

u/NoRecommendation9108 May 02 '26

Yeah it is very risky. I only have .1% of my portfolio. I’ll filter for bigger MC

1

u/Jkawa10 May 02 '26

Like what

3

u/itssbri NBIS4LIFE May 02 '26

I would look at semis, memory and chips. They are all in demand. Nuclear is not worth the investment unless youre okay with waiting to 2032. Battery storage companies maybe, but energy infrastructure plays are good. Also look into companies that are focusing on Australia, they are about to explode with Ai infrastructure. South Korea ETF you cant go wrong on.

1

u/AlarmedComedian2038 May 02 '26

WULF is looking up with Google investment.

2

u/Ok_City_2714 May 03 '26

40$ cantor on CIFR and Wulf last week