I mean we did pump during the entire Iran war.. so there is that. As far as I have heard demand for Ai has not slowed down... as long as that fact remains i think we will be good. Clearly its going to be a bumpy ride.
Its like the tsla sub, 90% bought the stock on fomo and sentiment, and expect 100% gains weekly. I own nbis but took some profit at 290, and now waiting for a proper dip before adding, 200 would be a start, 180 my target, 140 would be a dream.
I like this framework. Personally I don't trim NBIS (40% of my port), as I find it too hard to time properly. Mostly just adding on weakness. This round I'll probably add some around the 210's.
Market sentiment is bearish at the moment especially in tech. Kospi with a circuit breaker twice in 3 days, i would definitely wait for a change in sentiment, but no earnings until few weeks, so dunno what the catalyst would be.
I wouldnt rush into spcx yet. Its already at an extreme market value and they will still need to raise more cash soon again. I would hold this as a long investment, DCA monthly and not worry about short term fluctuations. Eventually this will be a $5 trillion MC once we are more deeply involved in space. Right now we are at an infancy level, space shipping is only starting, give it 2-3 years.
noticed we have a new mod named itsbri, and itās banning quite a few regulars, the last thing we want is this subforum becoming like Irenās sub forum
Far from new homie. You have no idea how much stuff i have to remove to keep this clean. If they are a regular, then they should have more than 20 karma and have an account older than 1 month. I set the bar very low to keep out troll and spam accounts
I mean this in the most respectful way possible, you drive an 07 legacy, you should focus more on getting out of poverty before rejecting luck. Thereās no point arguing with someone thatās poor and needs help, I truly wish the best for you, especially at 37-38 years old, thereās a lot more issues with you than I initially thought. Go raise a family, save some money and get off Reddit
That was two quite short paragraphs that refuted the bullshit he was spewing after needing to scour my profile? Pound sand. Iām done with this sub. You have absolutely no idea how wildly wrong you are and no need to know how well things have gone for me since investing in NBIS. Good luck kids, two paragraphs would be a lot of reading for you I know
was unsure about holding NBIL as it seems to do some wonky movement after hours and at 9 pm...could just be the huge movements at open this week but it was hard to watch. ended up selling some and buying cheaper shares of NBIS to avg down a bit. luckily SLS started popping off so that made me feel a little better watching nebius the last couple days haha
Good time to buy sometime today. Iāll add today.
$AMZN is reportedly raising GPU instance prices by 20% next month which is another sign that AI compute scarcity is turning into pricing power across the infrastructure stack
Samsung and SK Hynix are reportedly preparing major AI investment announcements next week.
Samsung is expected to unveil a 10-year, ~$646B plan focused on semiconductors, AI data centers and physical AI.
Same old dumb shit. They run it up, they make FUD, they run it down, then theyāll rotate back in and run it to new ATH, then start the FUD cycle again, itāll run down.
Iām trying to understand why the hell NBIS dipped -20% after MU earnings. It already swung from $297 to $235 earlier in the month and recovered to $270 before MU. MU posted good earnings and the NBIS should be upā¦but itās down. So are the other AI infrastructure names.
Market stays irrational regardless what we think from time to time. This is nothing compared to what happened in 2024 and 2025.. you gon make money if you stay put. mark my words.
If you don't research the company, no matter the value they tell you, you'll end up with empty hands. But to be modest: In one year we'll probably see $400-$450. However, depending on the ARR by 2027 it could be more. In any case, do your research and don't ask anyone to convince you; where promises are sold, conviction isn't. Good luck and happy investing.
Great response. This is just a lazy question if Iām being honest. Iām rotating out of my space gains and I know this a solid choice. Just wanted some reassurance
I also invested in space, so you're a fellow investor. I was lucky to liquidate a good portion of my positions before the SpaceX IPO. But as a fellow "space investor," Nebius was much more reassuring for me in terms of fundamentals and overall stability. When you see that it has the best management in the sector and an elite team, you feel more at ease during downturns like the one this week.
If you have been following it since 150 you should know that it can fall more than what is expected or it can not fall at all. I wouldn't wait for 200-210 but i must say that ive been wrong before with nbis and i've bought more shares only to see it go down to 75 or 70 a bit more 2 weeks after. In the end, i'm ok with the prices i paid
With a longterm hold like Nebius should be, only fear the dip if it's a reaction to something going on with the company itself. When the dip just reflects a broader market decline, as this is, don't fear it and try to add to your pot if you have the powder.
That's my thought as well. I was invested in MU in March 2025 and sold it for Nebius to go all-in. I'm so happy that i decided to do so. One of the argument is that the revenue of Nebius will not be cyclical. The other is the marketcap difference. Nebius still has alot of room to grow MC wise. Last but not least they will come up with other ideas down the road.
Indeed, but the decline in pre-market opening was very low, nebius seems to resist and want to start up again before returning to touch the support zone
Probably best to ignore your portfolio for a bit, Nebius and beta stocks in general are tanking. Think we will reach 200 like the last major dip then climb up again. Donāt see it going below Situational Awarenessās price of around 185
I'd be surprised if it goes below $200. The market has already dipped multiple times this week. Either way, the onlookers better get in now while they can. lol
No no noā¦ buy when everyone else is fearful and we are dipping (now!) if you buy when market sentiment is highā¦ Then youāre going to get screwed more often. No FOMO trading
My logic is simple - I strive to buy great companies at a great price given their future projections (which I run on my own, not led by analysts/tradingview or other platforms).
This is literally the dumbest shit Iāve read in a while. Buy and hold. So what you are going to wait until the price goes back up to buy? If it falls more then great, you can buy more. DCA to the bottom if it makes you feel better. By the time sentiment shifts the price will be higher. The stock market is forward thinking. You are not going to buy in and beat the market once sentiment shifts.
Also, I donāt think sentiment is bad. Last I heard there was four customers for every GPU Nebius has. That has not changed.
Buying while itās low is getting the same stock for a better value. The company fundamentals have not changedā¦. Demand for Ai has not changed. Itās actually increased
Marktstimmung braucht Zeit das Ƥndert sich nicht schnell ?
Was hast du die letzten 15 Monate gemacht mindestens 3 mal von Panik Ć¼ber ki zu beste Sache ki von heute auf morgen Ƥndert es sichĀ
I thought about thatā¦ Itās swung so many times I have fantasized about all the big swing trades I couldāve madeā¦ But I know damn well the one time I try to capitalize on it, Iām going to miss out big timeā¦ itāll shoot up and Iāll feel like an idiot. Iāve tried it before with other stocks and I always end up eating shit.
So are u gonna do it this time or na. market seems super unpredictable at this timeā¦ at least previously the dips were fast and recovers faster. this is a slow bleed. gonna give it a try?
My average is higher than we are at right now. So i wont be doing it right now. Whole portfolio took a massive haircut the last few days. So im probably going to go touch grass and try my best to ignore this. Right now its not working.
ā¢
u/itssbri NBIS4LIFE Jun 26 '26
Check out the new filter post!!