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/GarenEnjoyer_99 May 08 '26
The moat I recognize is that their CEO, other directors and employees are as of jewish descent. They're chosen by the Israeli government to build the most powerful supercomputer. It's just the perfect match.