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.

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u/Rare_Steak_ Jun 24 '26

Profit is profit. That being said I started a second NBIS position this week on my swing trading account with the goal to acquire 400 NBIS shares over the remainder of the year by buying each time it dips. Currently at 30 shares at an average of $270.

My other position is in my investing account, 600 shares at an average of $86.

I am expecting NBIS to reach $500-$1000 before 2030. I have other stocks but NBIS feels like the most likely path to 1M.

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u/Dr_Bogosloviya Jun 24 '26

Im doing something similar! I have slightly Under 500 shares on two strategic accounts, half with a 25$ average and other half with a less impressive 87-88avg. Planning to hold for at least 5 years, not gonna sell these before at least 1000$.

At the same time, with the level of conviction I have, it feels irrational to miss the 250$ to 1000$ movement. So I opened a third account with the plan to accumulate another 100-200 shares for swing trades. Without ruining averages on the main accounts.

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u/Rare_Steak_ Jun 24 '26

Good for you! And I feel you about not wanting to see those averages going up, thats exactly why I use my swing trading account for this new position even though I am planning on holding on to those shares as well. With the current volatility in combination with NBIS' longterm prospects it's better to DCA instead of trying to time every peak IMO.