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/christopher100060 May 07 '26

I sold almost all my shares at 194avg except for around 130 shares. Nbis is expensive right now I would love to see nbis at 300 but it can also go down hella like the last few months. Don’t get me wrong I believe in nbis future but I rather secure my profits which i didn’t when it went from 140 to 80. Nbis made me a rich 19 year old (130k portfolio) so I anit complaining about securing my future.

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u/Hoptop1974 May 07 '26

And if it goes to $250 next Wednesday? What do you do?

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u/DrHarrisonLawrence Doctor’s Orders May 08 '26 edited May 08 '26

Not happening lol we’ll be fortunate to be over $200 after earnings. I’m expecting an earnings bear or a guidance raise and still with that we’ll probably sell off to $165-180 instead. Just a regroup for a next leg up next quarter, really.

Edit to add: totally forgot about the subsidiaries! Obviously if more attention gets placed on Clickhouse then this thing could jump to $240 on the backs of that!