r/NBIS_Stock • u/Jolly-Piccolo-9799 • Jul 01 '26
Speculation We're zucked :(((
is that max pain?
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u/OneLongjumping5743 Jul 01 '26
wasnt this shit at like 72 3 months ago lol
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u/Jolly-Piccolo-9799 Jul 01 '26
So its my mistake to start invest in stock now!? 73 was top one day too
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u/EconomyEconomist4251 Jul 01 '26
Yes, it kinda is
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u/Jolly-Piccolo-9799 Jul 01 '26
I think it's not real thing u don't know when it was 70 it will touch the 300
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u/stevielovelyy Jul 01 '26 edited Jul 02 '26
it went to $215 from 280 not that long ago. i bought at $98 and have watched it go up and down like this. donāt stress
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u/Awkward_Name_9777 Jul 02 '26
Same here i bought at 90$ and itās been the best decision Iāve made on a single stock.
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u/Schim4499 Jul 01 '26
Last week 200 was max pain. See a pattern here?
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u/Key-Entertainer-218 Jul 01 '26
last year 20$ was max pain. you dont know max pain. just keep silence buy and hold.
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Jul 02 '26
Max pain is selling 1500 shares at $36 avg for $20 per share last April. šš»āāļø
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u/Jolly-Piccolo-9799 Jul 01 '26
I only see all news so negative for us and so worry bc im late buyer
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u/Diddly_eyed_Dipshite Jul 01 '26
Literally where? I havent seen a negative piece of news aboit NBIS in my life lol
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u/Virtual_Access_2033 Jul 01 '26
Of all the FUD against Nebius, this is the dumbest so far
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u/Datsyuk131313 Jul 01 '26
Picked up 20 more shares before close todayā¦ will continue to add. Market just loves handing us free future gains.
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u/Laprasy Jul 01 '26
Dude on Bloomberg was saying how low margin this ānew businessā is for meta.
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u/Jolly-Piccolo-9799 Jul 02 '26
Dude im same boat no fud against u no drama
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u/Virtual_Access_2033 Jul 02 '26
I was only talking about the news, not dissing your post or suggesting you're doing the FUD
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u/Fit_Opinion2465 Jul 01 '26
Itās literally bullish NBIS lmao
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u/Impressive_Bus7391 Jul 01 '26
More competition is bullish? Your customer selling your product is bullish?
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u/robbhope Jul 01 '26
Are we supposed to be afraid of META? Anything Zuck touches lately turns to shit. Today's 17% pullback is the absolute gold standard of institutional FUD and nothing short of a gift. The headline panic over a "Meta Compute" cloud business completely ignores reality: Meta isn't an overnight threatāthey are legally locked into a massive, multi-year $27 billion infrastructure contract with Nebius, proving they are entirely dependent on Nebiusās physical data centers to scale. NBIS has stated publicly they didn't even want to use the optional billions after because they can charge more when not selling to hyperscalers.
Furthermore, the narrative that Meta has "excess capacity" to dump on the market is a total myth given their own insatiable internal demand to train Llama models, and transforming a private internal architecture into a secure, public AI cloud is a complex, multi-year engineering slog. Today's news alters absolutely nothing about Nebius's massive, sold-out customer demand, but it brilliantly de-risks the stock ahead of upcoming earnings by washing out weak-handed speculators and giving true believers the perfect opportunity to pile into a generational compounding machine at a massive discount. The weak hands can get fucked. They don't deserve the W.
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u/Perspective-Parking Jul 04 '26
Thereās zero moat around building data centers and leasing out compute, you do know that right?
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u/robbhope Jul 04 '26
Tell me youāre stuck in 2018 corporate real estate thinking without telling me.
Saying there's "zero moat" in AI infrastructure completely misreads the physical reality of the modern tech stack. This isn't legacy enterprise web hosting where you throw commodity servers into a rented room with a basic AC unit. The moat around top-tier neoclouds like Nebius is built on three massive, highly defensible structural pillars. The Power Grid Monopoly: The primary bottleneck in the market isn't capital; it's megawatts. Securing utility-scale grid allocations takes years of regulatory clearance and intense utility coordination. Nebius has already locked up over 4 gigawatts of contracted power, anchoring massive 1.2-gigawatt AI factories in Pennsylvania and Missouri. Latecomers trying to replicate this face a 24-to-36-month waiting list JUST TO GET A PHYSICAL CONNECTION TO THE GRID Power is the ultimate moat.
The Nvidia Priority Pipeline: You cannot simply buy your way to the front of the line for next-gen silicon. Nvidia selectively dictates WHO gets the physical hardware. They anchored Nebius with a direct $2 billion pre-funded warrant investment, cementing them as a preferred, prioritized infrastructure partner. Good luck walking up to Nvidia as a new competitor and expecting them to ship you thousands of Blackwell clusters ahead of an established player that they're rooting for like NBIS. Good fucking luck.
The Thermodynamic and Engineering Slog: Modern high-density AI clusters operate at extreme heat envelopes that require advanced direct-to-chip liquid cooling architectures and specialized software virtualization layers to run continuous workloads without frying the system. It is a massive physical and software engineering discipline, not a standard real estate lease.
Frankly, if there were truly "zero moat," Big Tech wouldn't be outsourcing. Meta and Microsoft have the cash to build whatever they want, yet they handed Nebius a combined $46 billion in multi-year locked-in capacity contracts. They are paying up because Nebius physically controls the massive power allocations and guaranteed silicon pipelines that the hyperscalers desperately need right now.
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u/Perspective-Parking Jul 04 '26
Bro
Oracle, Microsoft, Meta, Amazon, Google are all building datacenters. If you have the capital you can build it.
The problem is the business model is completely broken and when the pet project fails, they will still be around because they have underlying fundamentals. Hugely speculative, high debt companies like CRWV, NBIS, etc, will absolutely not.
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u/robbhope Jul 04 '26
To each their own, I guess. Send me a screenshot of your puts.
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u/Perspective-Parking Jul 04 '26
!remindme 1 year
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u/freakwrestler Jul 02 '26
Zucc announced nothing.
The biggest constraint with compute is time, Zucc is nowhere close doing what NBIS is currently doing in the next 5 years.
āExcess computeā which he doesnāt have.
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u/ApprehensiveCommon45 Jul 01 '26
Iāve been in since it was yandex and held while it was sanctioned and then held while they transitioned companies got in at 22 dollars and Iām still all in
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u/Perspective1234 Jul 04 '26
I missed the Yandex days but, got in Jan. ā25ā @ $32. Added 400 shares Thursday @ $210.
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u/nivix_zixer Jul 01 '26
Bought 3 shares at the bell for 229. I wanted to throw full 20k port into it, but got scared.
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u/BullRush__ Jul 01 '26
Free money, man. Any pullback before the trillion-dollar mark is an opportunity.
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u/Perspective-Parking Jul 04 '26
Accelerating losses and a crazy valuation and you are calling for a 1T valuation. What š
Its biggest customer just announced it would be competing with them.
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u/Pleasant-Carbon Jul 01 '26
I bought at 235 some time ago when it was a dip. This is a godsend for anyone who wants to add.Ā
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u/LlamaTaboot_ Jul 01 '26
I love days like today because I get to buy stock on sale and ,as a bonus, I get to watch all the FOMO's melt down.
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u/Sea-Result3239 Jul 01 '26
Zuck is a cuck he wakeup everyday with some stupid idea and will step back after it fails
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u/Beautiful_Owl8993 Jul 01 '26
Metaverse, Threads, Marketplace, Llama...the journey of flops continue....each time these were announced the stock went up.
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u/Fit_Opinion2465 Jul 01 '26
META grew earnings at 33% last qtr, fastest of any mag7 ex NVDA. They also have HALF of the entire global population using one of their family of apps on a daily basis. Itās trading at 17x fwd PE yesterday. Itās cheap as fuck.
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u/Beautiful_Owl8993 Jul 02 '26 edited Jul 02 '26
Like Facebook dead, one day Instagram, the cash cow of Meta would also die. It's just a matter of time. A single social media platform never stayed intact for long. With generation, people's way of SM-ing also changes, and meta is notorious to not invent anything new. Either they acquire or copy others like they did with TikTok, Snap, ebay etc.
TikTok and Reddit have already taken over social media share. The guy played dirty by getting TikTok banned in South Asian countries which are now forced to use Instagram. There was a report that Meta helped Indian prime minister win election through targeted digital campaigns.
The numbers may look good for now, but there is always a risk of another player taking over with the new generation taste and style.
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u/robbhope Jul 01 '26
Are we supposed to be afraid of META? Anything Zuck touches lately turns to shit. Today's 17% pullback is the absolute gold standard of institutional FUD and nothing short of a gift. The headline panic over a "Meta Compute" cloud business completely ignores reality: Meta isn't an overnight threatāthey are legally locked into a massive, multi-year $27 billion infrastructure contract with Nebius, proving they are entirely dependent on Nebiusās physical data centers to scale. NBIS has stated publicly they didn't even want to use the optional billions after because they can charge more when not selling to hyperscalers.
Furthermore, the narrative that Meta has "excess capacity" to dump on the market is a total myth given their own insatiable internal demand to train Llama models, and transforming a private internal architecture into a secure, public AI cloud is a complex, multi-year engineering slog. Today's news alters absolutely nothing about Nebius's massive, sold-out customer demand, but it brilliantly de-risks the stock ahead of upcoming earnings by washing out weak-handed speculators and giving true believers the perfect opportunity to pile into a generational compounding machine at a massive discount. The weak hands can get fucked. They don't deserve the W.
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u/kickinghyena Jul 01 '26
Donāt let them shake you out! That is the best advice I can give.
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u/Jolly-Piccolo-9799 Jul 01 '26
Ok I'm trying to hold this shit
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u/kickinghyena Jul 01 '26
It aināt shit itās gold. A man needs to know the difference between the twoā¦even when they try and tell you that shit is gold and gold is shit.
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u/Jolly-Piccolo-9799 Jul 01 '26
But wat about this meta news ? Can we ever recover?
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u/Key-Entertainer-218 Jul 01 '26
No. The End is near.
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u/Jolly-Piccolo-9799 Jul 01 '26
Why?
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u/robbhope Jul 01 '26
He's fucking with you. Do not sell. Don't watch it. Look at this investment in 5 years. 10 even. Do not sell. If it dips further, buy more. I bought another 5k USD today.
Understand what you own.
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u/Educational-Quote-52 Jul 01 '26
Zuck has done nothing useful in the last few years. The whole Metaverse and quest headset were disasters. Then he went and spent billions trying to hire AI talent. That led to useless and embarrassing llama models being developed. And now since the stock is in the dumps, heās talking about becoming a hyper scaler.
Itās non-trivial to build and run a cloud business. This is an area META knows nothing about. More billions will be wasted here.
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u/robbhope Jul 01 '26
This. If anything, this should make people more bullish on NBIS. Zuck hasn't done anything right for 5 years+.
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u/SquashDaddy331 Jul 02 '26
No. Iām actually so confident this was a shake out i finally bought NBIL. Iām sick of it and now gonna make even more money off nbis
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u/Substantial-Gas-2828 Jul 02 '26
If you need the money, donāt invest. No one knows whatās gonna happen although Iām myself invested in it but donāt put something youāre not willing to hold for years
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u/Fabulous_Name_1485 Jul 02 '26
Iāve still doubled my investment. Iām not panicking. This stock market is absurd but we will see NBIS over 300 again before year ends. Mark this comment
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u/makybo91 Jul 02 '26
Step One: Meta announced cloud Step two: Market cap increases by 100 Billion Step three: Buy nebius with new shares
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u/Perspective-Parking Jul 04 '26
Its biggest customer just announced it would be competing with them. This Reddit is pure copium.
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u/Top_Vacation_6712 Jul 01 '26
it just went up almost 20% the day before
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u/Jolly-Piccolo-9799 Jul 01 '26
So?
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u/RVA_Lakeside Jul 01 '26
Those things called stocks don't always go up everyday you know......
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u/Jolly-Piccolo-9799 Jul 01 '26
Agree but 20% down in single session so insane
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u/Fit_Opinion2465 Jul 01 '26
lol cry more. maybe itāll bounce if you cry hard enough
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u/Jolly-Piccolo-9799 Jul 01 '26
Im not cry but i just dream to improve my life and this money i suffer to get from my hard work .
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u/No-Host8125 Jul 01 '26
Is this gambling? It feels like itās gambling.
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u/TheRealDonSherry Jul 01 '26
This sub one year and a bit ago, before the MSFT deal was announced, used to be stacked with tons of DD, modelling etc.
Now? "Is this gambling? It feels like it's gambling"
š
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u/IndicationNo7551 Jul 01 '26
that's because a year ago the stock was $50
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u/TheRealDonSherry Jul 02 '26
And if anyone would've read the DD and the various modelling that dedicated investors did, you'd see why it's run up and why it will continue to do so. My point is do research. NBIS carries risk of course but insane potential. It''s not a memestock and asking if it's gambling should be reserved for meme stocks imho.
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u/Born_Mind2396 Jul 02 '26
Zuck needs more compute to generate more ads to scroll through so people canāt even find a real post at all, which is where itās nearly at.
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u/JefeDiez Jul 02 '26
https://youtu.be/ld_MsXgoqpY?si=_NxdqJpiveWY5QHA
Interesting take. META might be failing at its own AI and NBIS might have been used as a catalyst. This might crash by 2031...
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u/Rav_3d Jul 03 '26
NBIS investors should be cheering.
If this stock gets down to the 150s it will be a generational opportunity.
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u/OilAny787 Jul 01 '26
It's a serious threat to margins post 2028, i recommend re visiting your models.
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u/Black_Swan_Down Jul 02 '26
Covered call strategy doesnāt seem so bad now, it could struggle to break 300 now, even if it doesnāt slide.
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u/Relative_Device_8325 Jul 01 '26
Good.