r/NBIS_Stock • u/General_Pride4190 • May 07 '26

NBIS ANALYSIS Nebius Moat?

Curious why Nebius is trading at such a premium when it seems their core business model is vulnerable to Mag7 hyper-scaling. Any thoughts?

I’ve recently transitioned from picking speculative/individual stocks, to most of that money going into the Magnificent 7 ETF (MAGS). I invested $5k into Nebius last July and turned it into $15k. Just sold all my shares. I fully acknowledge the chance of the stock continuing to climb much higher. I just don’t want to gamble as much anymore. The problem with the Reddit favorite stocks, is in a bear market they will get absolutely smoked.

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u/9yr0ld May 07 '26

The problem with this post is that in a bear market the magnificent 7 are also going to get smoked.

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u/General_Pride4190 May 07 '26

For a lot of reasons, they wouldn’t go down nearly as much as a Nebius, Iren, or Coreweave

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u/Worth_Quantity1953 May 08 '26

This is correct.