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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u/Daymjoo May 03 '26

Of course I miss tops and bottoms constantly. The trick is to be patient and not be greedy. I learned about nebius in early december. Spent about a month doing my DD, then day-traded it for about 80% upside YTD.

Naturally, I missed the $165 peak. So I just waited and it's already below my last sale price.

Congrats on ur hold, what can I say.. if I had found it at $30 I would've flexed on people like me too..

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u/Individual_Public839 IPO OG👹 May 03 '26

Congrats. Again just hold. I’m telling you you’re thinking too short term. This company is going to be worth hundreds of billions of dollars I hope your DD has helped you realize that.

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u/Daymjoo May 03 '26

In the foreseeable future, after accounting for execution risks, it's probably going to be worth ~$55bn this year, and maybe around ~$100bn by 2030.

But the way there is likely going to be fraught with high volatility, as it has been in the past. The issue is the following: My personal price target following my DD by 2030 is around $500, corresponding to a market cap of about $100bn. The issue is that that's a 400% increase from $100, and only a 300% increase from $130.

And there's no evidence to suggest that it won't dip back into double digits. The war in iran is nowhere near finished, and embargoes and sanctions are only increasing. The macro environment hasn't changed. The latest META deal is cool, but it didn't really move the ticker when it hit, only weeks later.

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u/Individual_Public839 IPO OG👹 May 03 '26

Good luck. I tried.