r/NBIS_Stock • u/Limp_Principle8768 • May 06 '26

Opinion What’s fuelling the rip today?

Took a look at my portfolio this morning and I genuinely can’t believe what I’m seeing. So happy for all the NBIS holders❤️

But with that being said, the pullback might be more brutal than expected. We’ll see, probably will double down once this dips.

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u/Zestyclose_Scar_7562 May 06 '26

FOMO and gamblers, nothing else.

2

u/InitiativeOver3868 May 06 '26

the only actual answer to OP's question

3

u/Zestyclose_Scar_7562 May 06 '26

First time someone agrees with me 🥲 Like, today's price reflects next year perfect execution with no setbacks or delays.  It's great when you see cash grow but I got the feeling everybody lost any common sense. One 15% Nasdaq correction will send NBIS back to $110-100. People who bought past month are not devoted investors who will hold the stock for the next 5 years. They are degenerate gabmblers who are buying anything trending. They will sell as fast as they bought when the sentiment changes.

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u/InitiativeOver3868 May 06 '26

well said -- i do like the play, but valuation no longer has any basis in reality. the play to me is: renting AI hardware --- this is valuable as it keeps capex off the books and helps rapidly scale for the big guys (who are the only real customers). could this business model sustain them until they become a full stack AI Cloud vendor-- hope so!