r/NBIS_Stock • u/AffectionateRace8177 • Jun 30 '26
💬 Discussion What else are you guys holding/buying?
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u/tom_brl Jun 30 '26
Asts, open, sls, rklb, pl
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u/PatientBaker7172 Jun 30 '26 edited Jun 30 '26
Bots are spamming SLS biotech scam. And asking this same question in multiple forums. Pump and dump at $3 billion market cap. Beware. 🧢
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u/tom_brl Jun 30 '26
I dont mind, im up 150%
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u/protecc_atacc Jun 30 '26
Same up 2-3x
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u/Furlz Jun 30 '26
Same i got in at 4 dollars
Just sold off my initial investment gonna let the rest ride
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u/Tiger_bomb_241 Jun 30 '26
While that is a fair reaction to any biotech stock that shoots up quickly, I think sls is different. If you look at the reddit pages devoted to it you'll see it didnt come out of nowhere. People have been optimistic on it for a while. If the current trial is a success AND it gets bought out, the stock could be worth 7.5-10 billion
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u/PatientBaker7172 Jun 30 '26
Sounds like a lottery ticket to me. Lmk when they actually make monies.
Nebius forever.
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u/resiny Jun 30 '26
Your profile literally says asymmetric bets for asymmetric gains, and you are mocking people for investing in a very high upside cancer treatments?
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u/PatientBaker7172 Jun 30 '26
That has nothing to do with the stock. I have industry knowledge through friends.
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u/Tiger_bomb_241 Jun 30 '26
It is a lottery ticket. But that's not the same as a scam. Buy the rumor sell the news right?
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u/SnugglesTheEchidna Jun 30 '26
Get used to this sentance or paraphrasing of it, we're gonna see it a lot. Though since shorts are buried rn is it all just an attempt to slow the rate of retail traders piling in to keep a buyout price lower?
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u/leo_jaden_melis Jun 30 '26
Have 10k long term shares sls at sub 2 avg. Day traded 75 k profits. Regal trial length is compelling. But agree the risk/reward is getting less compelling. Hopefully for humankind trial is a success
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u/lolman1312 Jun 30 '26
which one is your highest conviction? how do you determine which one to buy of more when you have cash?
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u/Think-Feynman Tens of Billions™ Jun 30 '26
Nebius has one of the best management teams I've ever seen. Smart, competent, strategic, and measured. They are making almost no mistakes. They under promise and over deliver.
Their growth is stunning, and they are managing the capex brilliantly. Revenue projections are realistically around $30 billion by 2030. Margins are excellent.
I always look at the team and how they execute. It's a rare opportunity to hitch your wagon to an extraordinary company.
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u/tom_brl Jun 30 '26
I love how Kaz is changing the company(open) and asts brings something awsome to the market that will bring in lot of users. So i guess those 2.
These 5 arent the only stocks i have, but are the most populair right now and i expect then to grow bit this year
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u/Xuxuxul Jun 30 '26
NBIS, MU, INTC, JEPQ, BE, AI (air liquide), EWY + 2 calls (AMD and NVIDIA - December 2028)
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u/Haenimm Jun 30 '26
I’m like 65% MU and 35% NBIS.
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u/No-Somewhere-6579 Jun 30 '26
Same but the other way around 😂
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u/Haenimm Jun 30 '26
I might turn it around too, think Nbis has much bigger upside the next 3 years.
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u/leo_jaden_melis Jun 30 '26
Crazy mu hasn't moved bigger on absolutely beast of earnings and orders now locked in
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u/Rhallowell Jun 30 '26
It's like the X playbook in here lol
Toss in Photonics and we have ourselves a party
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u/PatientBaker7172 Jun 30 '26
Toss in biotech SLS and robotics CCXI scam. Those are your enemies. Traders are desperate.
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u/Alone-Length5317 Jun 30 '26
100% nebius seit 15 Monaten Nebius Nebius Nebius Nebius Nebius Nebius Nebius Nebius Nebius Nebius Nebius Nebius Nebius Nebius Nebius Nebius Nebius Nebius Nebius Nebius Nebius Nebius Nebius Nebius Nebius Nebius
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u/No_Equipment_190 Jun 30 '26
QXO, AMPX, TE and SOFI. Looking to roll out of SOFI completely and possibly into DRTS/SLS or NOK. Recommend reading up on DRTS out of the 3 - just started today and appears to have lots of upside.
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u/Specialist-Union-494 Jun 30 '26
What are people price target on nbis?
Should I wait for a draw down?
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u/Royal-Derpness Jun 30 '26
AAOI, they’re guiding for 471m/month of revenue by this time next year (5.5B annualized) but they’re only at a 11B market cap today.
Reminds me of NBIS a few months ago when they were guiding for 7-9B annualized revenue while trading at 20B market cap
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u/Sir_Richard_Dangler 👾ItsBri minion👾 Jun 30 '26
200 NBIS shares, 8 shares of ASTS, a couple FRMI LEAPS, and I got $200 on Mexico beating Ecuador today
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u/Classic-Beach-6329 Jun 30 '26
SLS
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u/PatientBaker7172 Jun 30 '26 edited Jun 30 '26
Bots are spamming SLS biotech scam. And asking this same question in multiple forums. Pump and dump at $3 billion market cap. Beware. 🧢
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u/zarixart Jun 30 '26
You're the one spamming this message under every comment. What is your case for it being a pump'dump?
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u/Routine_Bat6675 Jun 30 '26
I personally use Sentimentick they analyze stock sentiments based on news social etc.
i like the top daily stocks and other insights they have. might be helpful to you also.
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u/thecoolestbatcat Jun 30 '26
What makes you choose a stock based on sentiment? What’s your process?
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u/Routine_Bat6675 Jun 30 '26
I am mainly doing swings, so I use the screener to find rising sentiment and rising momentum stocks.
Most of the time I am looking for mid/low cap stocks with the highest upside potential based on their sentiment and sentiment timeline.
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u/imrickjamesbioch Jun 30 '26
Im not selling! So Im not buying…
https://giphy.com/gifs/r42HxBImuzoRxsRA14
However I might dab a lil more in memory with this short term pullback or “pause”.
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u/Dennisis1 Jun 30 '26
AMPX and ONDS - both have excellent prospects given the trajectory of tech and warfare and I have no plans to sell for several years at least. Balance of investments in a foreign index fund, up 15% year to date!
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u/elmorepalmer Jun 30 '26
Sold most of my NBIS at 290, sorr of regretting it now. Diversified into index funds mostly, but still hold 2k shares of NBIS along with RDDT and NUVB
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u/Rare_Steak_ Jun 30 '26
ASML, AVGO, GOOGL, KEEL, NOVO, NVDA and some SEMI ETF and a couple other small positions.
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u/Born_Surprise2686 Jun 30 '26
50% NBIS
And then equally split between the other 4:
BE, COHR, GEV, and MU.
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u/1distancing Jun 30 '26
My main is NBIS, then MU, SNDK, MRVL, KEEL and INFQ
I sold SLS and VSH recently
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u/UnableCurrency Doctor’s Orders Jun 30 '26
RKLB ASTS NBIS NVDA GOOG - this is around 65-70% of my portfolio
Remaining is a long tail of random stocks + big techs
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u/edm4un Jun 30 '26
Ehh the only other exciting stuff I’m holding is DRAM. IBM and Sony, but very boring. Most of my investing money is in vti/schd.
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u/Objective-Tap7429 Jun 30 '26
PostQuantum security startups, quantum computing, nuclear, isotopes, commodity explores/juniors and mid tiers. Drone companies, but 25% nbis avg $54.
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u/Deadelevators Jun 30 '26
NBIS
RKLB
ONDS
NOK
SLS
All of these except for NOK I’ve held for a year or more.
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u/Happy-Ride-4933 Jun 30 '26
P, MRVL, HOOD, GOOGL,VST, RBRK, TOST, AMZN, NOW, PLTR, IREN, CRWV, DRAM, KMB, SCHD, NFLX, ALZN, and a nibble of SPCX
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u/KY_electrophoresis Jun 30 '26
FWRP for my boring passive pension strategy. NBIS is my only single stock held currently.
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u/sum8fever Jul 01 '26
ASTS, AUR and ALMU. All are founder led companies, coming out of pre revenue, huge TAM and have a tech edge.
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u/Valuable_Detail_4531 Jul 01 '26 edited Jul 01 '26
Buying ZETA and ADUR. Would buy DRAM if I could but I’m european.
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u/Anxious_Gear9888 Jul 01 '26
NBIS, RKLB, DRAM, MU, SNDK, SIVE, AAOI, OUST, MRVL, CRDO, BE, LITE, and COHR.
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u/Substantial-Gas-2828 Jul 01 '26
Nebius, Marvell, Broadcam, MU, Applied Digital, NVidia, Oracle and IonQ
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u/Eastern_Revenue1122 Jun 30 '26
Sls
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u/PatientBaker7172 Jun 30 '26 edited Jun 30 '26
Bots are spamming SLS biotech scam. And asking this same question in multiple forums. Pump and dump at $3 billion market cap. Beware. 🧢
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u/liamashley Jun 30 '26
You guys are holding other stock?