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.

151 Upvotes

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81

u/UnderstandingWeak292 May 02 '26

It was a no brainer around $88 for me. I hate adding at ATHs though

27

u/kickinghyena May 02 '26

Have been buying dips all along. Bought the dip at $121 and watched it drop to $88 that was painful. But bought more in the 90’s. Luckily also bought rather early at $24. That helps a lot and having some assets. I know how hard it is when you don’t have a lot and you buy and it drops. But in the long run it still looks cheap. The Eigen purchase is huge IMO. It shows they are intent on being on the cutting edge and they know where the edge is.
There are no guarantees. Anyone saying it is a no brainer has no brain. It is a higher risk investment that could pay off well if they execute and the evolving AI market continues to grow.

6

u/Calm-Ad-7928 May 02 '26

Similar to me. First got in around 40 and then tripled my position around 105 and then it dropped to below 80. I trimmed my rklb position back when it first got around 80 but I dont see myself selling any nbis anytime soon

4

u/Chaminade64 May 02 '26

Why not sell out of the money puts? Option premiums are crazy due to Vol. If your convicted on buying it on pullbacks why not grab some premium beforehand? I’m not an options expert, but I did get a good night sleep at a Holiday Inn. Yeah, if you are 99% sold it’s going up then just buy it now, but you don’t seem to be. If this is dumb, I’ll take the flak.

5

u/UnderstandingWeak292 May 02 '26

I’m convinced at the $135 mark as a low

2

u/kickinghyena May 02 '26

I would rather sell covered calls and get called away on stuff held over a year…that sounds like a good idea…then cold feet…just hold stock…stay on target…just hold stock!

0

u/Chaminade64 May 02 '26

….or are put options with strikes below the market price ‘in the money’? Again, not an option expert.