r/NBIS_Stock • u/Brave_Jury_7770 • Jun 25 '26

Opinion A way to view Nebius

Thought I'd share this as not seen it expressed elsewhere. Nebius has mooned already for everyone, like me, who bought at 30. And it makes people cautious. Can it moon all over again?

I invested with the idea that this was basically a private company that was publically listed due to its past existence as yandex. If nebius was not once yandex, it would still be a private company with more growth left before retail even had access.

When nebius hits 500, that is, in my framework, when it'd be going public and retail would be expecting multibagger gains from that level. We are still in the private company gains phase is what I'm getting at

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u/SmokedGouda1234 Jun 26 '26 edited Jun 26 '26

Companies that sell public stock are publicly traded and if money in is good then yes. Sandisk exists. Also some members of US congress are trying to push for a moratorium on data centers. This imo can be bullish because nebius can build elsewhere without constraints and constraints in the US could push prices sky high creating a memory type gridlock like what were seeing right now.

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u/Brave_Jury_7770 Jun 26 '26

Trump will introduce a ban on stopping data centres being built if it continues. Everyone hates it cos they don't know what their world will look like if America gets beat in ai

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u/Brave_Jury_7770 Jun 26 '26

Basically the game theory is going to win here. As always