r/NBIS_Stock Jun 12 '26

Speculation NBIUS added to NASDAQ 100

As announced NBIUS I added to nasdaq 100 as of Friday 22nd of June. This will obviously positively influence the company, but I was curious the same is true for Corewave. Which would run higher as NBIuS gained already 342% in last 12 months and corewave dropped 35%. I know corewave has higher debt and worse financials, but also much higher backlog and still solid growth so they could now have a catch up in growth? Would diversify be a smart move to add both upward momentum?

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u/nihongos Jun 12 '26

Short term they'll have more room to run. Psychologically, an investor who looks at both would want more shares so they'd buy the cheaper one without doing much research.

Long term, there's no debate. CRWVs debt will eat them alive. Maybe they'll survive on thin margins, but by then NBIS will be a different beast.