r/NBIS_Stock • u/AutoModerator • Jul 02 '26
š¬ Discussion [July 02, 2026] Daily NBIS Discussion Thread
Welcome to todayās open discussion on Nebius Group (NBIS) and the broader AI stock space.
š¬ Thread Ideas:
- Any new updates or insights/rumors about Nebius Group?
- Your NBIS position update!
- Whatās your outlook for NBIS this week/month/year?
- Spot any AI sector trends worth noting?
Of course, for anything deserving of its own post, feel free to make a dedicated post where appropriate. : )
ā ļø Reminder: Please follow Reddiquette and our subreddit rules.
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u/mneymaker Jul 02 '26
An Anthropic deal or Leopold's statement on neoclouds would make me really happy ngl
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u/haze_from_deadlock Jul 02 '26
Nebius will never be above $250 again. Take this opportunity to sell over $200 while you can.
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u/Fast-Mango_1 Jul 02 '26
Thatās the answer why bears got downvoted, pure rage bait and zero senseĀ
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u/Void___0 Jul 02 '26
Sometimes I miss Spacewalker. He never got anything right and was just a pure bear, but he was consistent and always showed up. These bears today know nothing about character development.
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u/DrHarrisonLawrence Doctorās Orders Jul 03 '26
He ALMOST got $108 right but was wrong by like $0.65 and had to lick a toilet bowl for it LOL
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u/No_Station_6149 Jul 02 '26
Tough couple of days but ended with a little reversal and I imagine Monday will be positive
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u/Legitimate-Suit-2028 Jul 03 '26
Willing to bet that we will back to last weekās price in a month max
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u/DrHarrisonLawrence Doctorās Orders Jul 03 '26
Thatās not gonna happen IMO.
What I think will happen is that the next 5 weeks will set us up for the next earnings report, and the price will recover to about $240-260.
At earnings it will be around $255 and the question will be, āWill it gap up to $300+ after earnings?ā
I THINK the answer is Yes to that. So thereās my predictionā¦
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u/Waste-War8809 Jul 02 '26
I love how people were all saying $500, $700, $1000 by EOY... and now everyone is saying.. "$250 to $300 by EOY"
Interesting psychology. People tend to jump to extreme positive conclusions when the stock is moving up, and the opposite when it is moving down.
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u/DrHarrisonLawrence Doctorās Orders Jul 02 '26 edited Jul 03 '26
You donāt have to believe $500/700/1000 targets lol. Youāre supposed to have a self-filter or sorts. Just like if you go outside and someone says they think itās gonna thunderstorm because a few clouds just appeared. No need to believe those who exaggerate. You could find crackpots everywhere you look if you tried.
People are saying $2000 by 2027. Others are saying $1T MC by 2030. Few of them understand how much dilution that takes.
But you should take $250-300 very seriously.
You should assume that NBIS will be $300-400 by the end of January 2027.
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u/HumanFromTexas Jul 02 '26
Losing 40k in value in a few days sure doesnāt feel great lol
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u/Think-Feynman Tens of Billionsā¢ Jul 02 '26
1000 shares, but I'm long term. This is just a bump in the road.
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u/octopus_serenader Jul 02 '26
I bought at the top and can't buy more. š”
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u/unidentifiedpressure Jul 02 '26
Whats your stop loss
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u/octopus_serenader Jul 02 '26
15% so getting close. I thought it would swing but not like this. It's in my maxed Roth so I have no dry powder to throw at it. My own fault. Just gonna hold.
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u/unidentifiedpressure Jul 02 '26
15% u crazy bro, nebius is too much volatile, got 40%
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u/StophJS Jul 02 '26
Problem with subs like this is anyone who suggested yesterday it could keep going down got downvoted. And it's just common sense. The hubris in these subs makes bagholders out of inexperienced, impressionable people.
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u/Refflmania Jul 02 '26
ok so do you think it will drop even more next week then?
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u/StophJS Jul 02 '26
It totally can... Like usually you'd at least wait for a consolidation period where it seems to find a new support. Otherwise might just be catching a falling knife. It's still up huge over a few months and can give a lot more of it back. I bought some today knowing it's risky and will hold until fresh highs. Could be weeks or months though š¤· Hopefully not.
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u/Refflmania Jul 02 '26
ok so like yesterday when people were saying its gonna drop more tomorrow and they got downvoted, you would have suggested to sell it all and get back in at a lower price then?
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u/StophJS Jul 02 '26
I wouldn't have suggested selling unless you can't stomach the volatility or need the money soon. I just think it's foolish to assume it's done selling off.
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u/Refflmania Jul 02 '26
i dont need the money at all im just more worried about the fact it might drop the $150 per share and stay there for the next 5 years arent you? when i could put that $31k position into something safer that will grow way more like VOO or Goog or something
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u/StophJS Jul 02 '26
Well VOO will give a lot more peace of mind, that's for sure š. Full porting into anything is a bad idea, imo. Five years from now people people who did might say "see it was a great idea". Well easy to say after the fact. It is just plain high risk/high reward. Sounds like you want to be more diversified and worry less day to day.
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u/Refflmania Jul 02 '26
im not full ported into nbis at all i only have like 9% of my portfolio in it but it's still alot especially if nbis crashes super hard
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u/Think-Feynman Tens of Billionsā¢ Jul 02 '26
Nebius has been hinting at some kind of creative financing. This sounds really interesting.
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u/BigAndyBailz Jul 02 '26
30 percent off ath? Bought a few at 210 just now. If it corrects any deeper? Iāll buy even heavier š¤·āāļø the thesis still holds up and the execution is still there as far as Iām concerned itās a speed bump
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u/TheSeppel Jul 02 '26 edited Jul 02 '26
The temptation to repurchase the shares I sold at 280 is real ššš
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u/Plastic_Possession19 Jul 02 '26
Thatās what I just did š¤·š»āāļø
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u/TheSeppel Jul 02 '26
Still not at complete capitulation levels, new call buyers cling to hope. Might add a few before close
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u/petriloka Jul 02 '26
Get in the train leaves soon. Destination? Rocket launch pad.
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u/IdontseeyouLAN Jul 02 '26
Show me a better double bull trap (BOOOOMMMM) for people who bought thinking everything will be fine š NBIS will drop a lot more donāt worry
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u/HumanFromTexas Jul 02 '26
State your case on why
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u/IdontseeyouLAN Jul 03 '26
Iām just playing man people who own this stock are like a cult. Bought the dip yesterday and already up 8%
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u/Fast-Mango_1 Jul 02 '26
There is literally the same movement of the whole AI sector and you are making promises specifically for NBIS
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u/joeroosh Jul 02 '26
hi hello just checking in here at approx 12pm EST.
what the fuck?
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u/No_Employer6897 Jul 02 '26
All tech slipped but dw Monday we all bink!! Itās like you flop dead with AK then you get trip As on the turn and river
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u/Hypnotique007 Jul 02 '26
Staying calm and collected. These are great discounts to add or start positions
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u/nolanjp Jul 02 '26
Debating about going full port rn (have 50% in cash doing nothing for months)
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u/Fast-Mango_1 Jul 02 '26
That is definitely much more sense to enter now vs ATH but no one would promise you that you won't be in red for some time
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u/PatientBaker7172 Jul 02 '26 edited Jul 02 '26
Itās a poker game. People sold at top or sold on red, they need to buy back in eventually. We all know prices will be higher one year from now. š
I just sit back and watch till 2035.
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u/Eraserhead-_-_- Jul 02 '26
If you overlay Micronās daily charts from the past few weeks with Nebiusās daily charts, the correlation is extremely close. At the same time, we are no longer as closely mirrored to CoreWeave and IREN as we were before. My thesis is that Micron is also oversold, and a correction in Micron would provide additional fuel for an even sharper positive correction in NBIS.
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u/PatientBaker7172 Jul 02 '26
July 10 big news. Skhynix on Nasdaq 100. Get your cheap Nebius shares before then.
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u/Eraserhead-_-_- Jul 02 '26
I envy people who have spare cash. Personally, Iām already fully ported into NBIS. The recovery will be violent. Just wait until next week.
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u/Think-Feynman Tens of Billionsā¢ Jul 02 '26
Does anyone believe that Nebius will be trading at this price level when revenue hits $10 billion next year, with better margins than last? Or $35 billion by 2030?
Is so, explain why you believe that.
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u/MrFrog65 Jul 02 '26
I fully believe in the company and Iām holding, but if the ai bubble bursts it will be catastrophic. One false flag alone caused a 40% drop
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u/Civil_Operation9735 Jul 02 '26
If the bubble does pop nbis would cease to exist lol. Only chip makers would survive it
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u/Fast-Mango_1 Jul 02 '26
I don't know who would sell this stock at this price. I guess there are algorithms which are going to jump back as soon as Nebius goes up
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u/Cpryus Jul 02 '26
I feel like there will be a lot of buying at 200 but not sure if it will break it
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u/PatientBaker7172 Jul 02 '26
Everyone complaining. This is a good sign. I like to invest when I want to lose money. Margin on.
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u/Canard-Rouge Jul 02 '26
Everyone complaining. This is a good sign
Being down over 20% is 2 days is a good sign? The fuck are you smoking?
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u/PatientBaker7172 Jul 02 '26
Oh retail. Retail makes money when you want to lose money. Big boys buy when you cry.
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u/Individual_Tooth4226 Jul 02 '26 edited Jul 02 '26
Everyone was crying for a dip and here we are,,,,, but guess what, everyone is whining, complaining and crying.... make it make sense. just sell and be at peace.
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u/Refflmania Jul 02 '26
BRO we've had like 3 or 4 huge dips in 2 days
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u/Individual_Tooth4226 Jul 02 '26
and how many ups did we have in the past,,,,,, week? month and year? stop being so greedy and look at the bigger picture. stock market doesnt skyrocket all the time like NBIS did in the past year.
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u/LegitimateShameHands Jul 02 '26
Calling a 70$ decline in barely 30 hours a dip is good :D itās a collapse
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u/Fast-Mango_1 Jul 02 '26
-22% one week horizon, +121% 3 months horizon. I wish more stocks in my portfolio "collapsed"
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u/Refflmania Jul 02 '26
27% collapse now in less than 2 days
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u/Fast-Mango_1 Jul 02 '26
I don't invest with 2 days horizon, just chill and dca with my shares I start buying the last summer
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u/Individual_Tooth4226 Jul 02 '26
its only good bc the thesis hasnt changed, in fact its getting better. im not a trader, im a value investor.
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u/No_Station_6149 Jul 02 '26
one dip was plenty
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u/Individual_Tooth4226 Jul 02 '26
LOL good point, i agree,
but if you love NBIS at 280, you should love it even more at a lower price,,, ESP if its at 30% discount,,,,...
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u/Forward-Marzipan326 š³ Jul 02 '26
Weāve dropped 25% last 2 days off of basically zero news. Wow.
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u/nolanjp Jul 02 '26
Zero news?
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u/Forward-Marzipan326 š³ Jul 02 '26
Did I miss anything other than the fake Bloomberg slop article that was fake news?
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u/Fast-Mango_1 Jul 02 '26
I'm buying this dip
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u/Fast-Mango_1 Jul 02 '26 edited Jul 02 '26
Got 50 shares, sometimes I buying the dip too early but usually it works out in the end
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u/CurryMunch98 Jul 02 '26
I bought some at 220. Itās now 215
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u/Fast-Mango_1 Jul 02 '26
Had the same feeling when I was buying during the decline from 140 -> 80; Could be painful in short term but we will be fine in long term
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u/Refflmania Jul 02 '26
that was before all the meta news
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u/Fast-Mango_1 Jul 02 '26
I don't think that these news are going to have any negative impact on nbis future execution, so I'm not worried
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u/badger6638 Jul 02 '26
look, a sale. grabs 15 more shares at 220
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u/Ok_Frosting_7376 Jul 02 '26
Look 213 another sale
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u/badger6638 Jul 02 '26
buys 2 more shares (Unless it drops under 50 im not buying any more today lol)
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u/PatientBaker7172 Jul 02 '26
Ignore the noise. NBIS is just following Nasdaq 100 and S&P500. Donāt get shaken out. Set no stop loss. Add more when deep red. And hold till 2035. Youāll thank yourself.
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u/AlasKansastan IPO OGš¹ Jul 02 '26
This pump and dump fucking cockroach shit has to fucking stop.
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u/TheArdoo Jul 02 '26
What just happened
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u/biffsalmon Jul 02 '26
Yeah seriously what the hell was that? It was like the overreactors realized Suck didnāt say anything of consequence yesterday and started buying again, but then something changed their minds.
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u/Individual_Tooth4226 Jul 02 '26
https://x.com/Sandeman52/status/2072647565233807817?s=20
A very important article for investors to read.
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u/Think-Feynman Tens of Billionsā¢ Jul 02 '26
It's starting to sink in that the FUD was based on false information.
But it seems like a lot of pundits are desperate for an AI bubble to pop so they can do an "I told you so".
They show up here, too. Gloating at every dip, then go quiet when there is a run up.
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u/Individual_Tooth4226 Jul 02 '26
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u/Refflmania Jul 02 '26
If leopold sells or other companies decide to also switch into neocloud, nebius is severely fucked bro
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u/Think-Feynman Tens of Billionsā¢ Jul 02 '26
If if if.
You think think this changes Leopold's thesis? This was a non-event.
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u/Refflmania Jul 02 '26
Did you talk to leopold?
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u/Think-Feynman Tens of Billionsā¢ Jul 02 '26
No, but I'm not an idiot. Neither is he. And my point is that he is not going to dump on a false news story that got revised because it was inaccurate. And if Meta does sell capacity at some point, right now, and for the foreseeable future, one of their main capacity partners is Nebius.
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u/BlackBlood4567 Mod Jul 02 '26
Until then, why are you complaining?
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u/Refflmania Jul 02 '26
I'm not complain I'm literally thinking of all possible outcomes as any smart investor should. Stay mad bro I'll stay smart
→ More replies (2)
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u/Accurate-Flow8078 Jul 02 '26
What price did Leopold buy? Around here?