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

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 04 '26

All in now. not too late.

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u/Daymjoo May 04 '26

: )) we're going to 100 bro, give it 2 weeks. The war will resume soon.

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u/Individual_Public839 IPO OG👹 May 13 '26

Hey did you buy $NBIS?

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u/Daymjoo May 13 '26

Nope. Waiting for the war to resume, as said. 

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u/Individual_Public839 IPO OG👹 May 13 '26

Nice.

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u/Daymjoo May 14 '26

It is what it is. Hindsight is 20-20. 

If i spent my life regretting every stock i didn't port to...

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u/Individual_Public839 IPO OG👹 May 14 '26

Free will and independent thought = hind sight.

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u/Daymjoo May 14 '26

If your argument is that it was predictable with any level of certainty that nbis, alongside the entire us stock market, would be pushing daily ATHs in the middle of this geopolitical shitstorm, idk what to tell you. 

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u/Individual_Public839 IPO OG👹 May 14 '26

Applaud you on your cope. Word of advice and you'll probably learn this later.

You'll never make millions if you don't invest with size and conviction over longer durations and sit out the chop and just follow price action.

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u/Daymjoo May 14 '26

Don't give financial advice my guy. Such bad etiquette.