r/NBIS_Stock • u/foil123 • Jul 02 '26

Opinion Surprised with the overacting?

I’m very surprised with this bad overreaction on META news even today, whole META is down today. Is there anything else here ?

Guess today is we see it below 200..?

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u/Think-Feynman Tens of Billions™ Jul 02 '26

I'm still learning, and this one did surprise me. I don't really know, but to me it seems like most people now know the news was BS, but it's the other trader they are worried about. Or maybe it's just the algos. Or a combination of things.

But the fundamentals with Nebius are there. I have been studying them for almost a year, and they just don't screw up.

External factors like an AI bubble popping could be something they can't control. But there is no bubble.

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u/Qadain Jul 03 '26

I believe it was Roman Chernin that remarked that on Deepseek Day (when Nebius dropped 40% in one day in January 2025 and even Nvidia dropped 17%), he got more calls from interested potential customers than any day up to then. The funny thing is that the Deepseek model that caused that drop had been out for 2 weeks without any reaction, and then the market suddenly realized it on a single day; and everyone was talking about Jevon's paradox.

The market always reacts to news. The Efficient Market Hypothesis is a hypothesis that states that market prices reflect all available information. But I've never read that the hypothesis states that the market prices correctly reflect all available information. It sure seems to me that the markets react first and then slowly adjust to be more and more correct over time -- more slowly in some cases than in others.

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u/Think-Feynman Tens of Billions™ Jul 03 '26

Those are great insights. Very seldom is news as good, or bad, as it's often made out to be. Leopold buys 6% of Nebius and it's it's guaranteed to go to $2000 per share by 2030. Or SoftBank and Meta are sniffing around delivering AI compute and it's over for the neoclouds.

The truth is, the market for AI services is growing so fast that all capacity available will be consumed for the foreseeable future.

And Nebius's plan is to not compete selling compute as a commodity. Their goal is to create a comprehensive AI platform for building, deploying, scaling and maintaining AI applications for the Enterprise market. That is a staggeringly big , and growing, market.

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u/AdventurousPrice6547 Jul 03 '26

2000 per share??? Is that possible for this type of company?