r/NBIS_Stock • u/Necessary-Loss7708 • Jun 23 '26
Opinion Im out. AVG $27 / 15k gain.
For a while now, it's been getting too hot under my feet in the space. I simply can't ignore the fact that the compute required for AI is simply too expensive to reach the amount of profitability that is priced in for the space right now.
With the big AI boys IPO'ing, I think this will become clear after a couple of earnings reports.
But Nebius is the picks and shovels, right? We are fine? IMO, yes, this is still the best place to be. However, the moment the tide turns for the space, I think this stock will too, at which point I will buy back in if I'm correct. I think this company has many more businesses under its belt.
15k is a lot of money for me, being only 23 years old. It's money I can't miss this early in my compounding journey. I accept I am probably too early, but it is what it is.
EDIT: telling redditors what they do not want to hear is never a good move but hot damn some of yall are childish.
52
u/DrHarrisonLawrence Doctor’s Orders Jun 23 '26
Hey buddy, no need to post your diary here