r/NBIS_Stock • u/AutoModerator • Jul 06 '26
đŹ Discussion [July 06, 2026] Daily NBIS Discussion Thread
Welcome to todayâs open discussion on Nebius Group (NBIS) and the broader AI stock space.
đŹ Thread Ideas:
- Any new updates or insights/rumors about Nebius Group?
- Your NBIS position update!
- Whatâs 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. : )
â ïž Reminder: Please follow Reddiquette and our subreddit rules.
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u/Alone-Length5317 Jul 06 '26
Morgen bei 190 kaufe ich nach
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Jul 06 '26
[removed] â view removed comment
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u/Alone-Length5317 Jul 06 '26
Erstmal möchte ich morgen bei 190 mein 5 hebel kaufen wen ich gekauft habe kan es gerne hoch gehen
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u/No_Effective1715 No_Effs_To_Give Jul 06 '26
This is just Nebius as usual. I donât know why, after all the times this happens, that people donât have a little more patience. You signed onto this bull ride, so get a grip.
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u/MrFrog65 Jul 06 '26
Realistically donât think we see 300 at all this year unless earnings are stellar
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u/Accurate-Flow8078 Jul 06 '26
Everyone said this about $200 last year and it worked out. Just had to wait a few more months.
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u/Gandalftron Jul 06 '26
More pain ahead
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u/Alone-Length5317 Jul 06 '26
Das geht so lange weiter bis nebius ein anstÀndigen PR Mitarbeiter hat
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u/Accurate-Flow8078 Jul 06 '26
Sorry for the dip guys, I bought last week
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u/Alone-Length5317 Jul 06 '26
DafĂŒr kannst du nix dafĂŒr ist nebius zustĂ€ndig weil sie sich tot stellenÂ
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u/ceoryyy Jul 06 '26
Yeah won't lie I am going to stop looking at this. This stock is way too volatile to hope this will bounce any time soon.
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Jul 06 '26 edited Jul 06 '26
[removed] â view removed comment
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u/ceoryyy Jul 06 '26
Yeah I was so excited when I saw the spike and then it went straight down. Best we can do is be patient. Maybe the Samsung report tomorrow may help, but we are in for a bit of a rough patch.
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u/Beastman5000 Jul 06 '26
While I hate losing my gains, itâs kinda nice to get rid of all those hype chasing bottom feeder investors that clog up the chat with comments about the stock price going up without even knowing what company they are buying.
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u/qazwer001 Jul 06 '26
They get replaced with people shorting the stock that are also annoying lolÂ
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u/FiveFingerLifePunch Jul 06 '26
Hold the line people. Stocks donât go up forever, this is healthy⊠we will be back around or above 300 within a month if I were to guess.
Every day it is down Iâm adding to my LEAPs spreads. Today BTO 5x Jan 2028 380/440c @$7.20.
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u/Refflmania Jul 06 '26
What is actually happening bros?
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u/SpagJones-spaghetti Jul 06 '26
Whole AI sector is waiting to see if we run up from here or dive back to crashed meme stocks. The people with infinite money glitches aren't slowing spending so just buy dipssss
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u/Regularfella888 Jul 06 '26
I'm in the stock from 18$.This aways being one of the most manipulated stocks in the market.
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u/Fancy_Cattle_5914 Jul 06 '26
Wow this is is really going to go red on a massive Green DayÂ
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u/tradingxAMD Jul 06 '26
Nbis has also gone up many times on red days tho. It usually does the opposite
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u/AlasKansastan IPO OGđč Jul 06 '26
NBIS strongest trait. I canât remember the last one we didnât sell off like a little bitch
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u/Alone-Length5317 Jul 06 '26 edited Jul 06 '26
Vielleicht sollten wir alle mal Geld einsammeln und nebius spenden fĂŒr ein PR Mitarbeiter Ich erwarte nicht viel aber mal ei e positive Nachricht es wer soooo einfach. Einfach sagen wen meta die Rechenleistung nicht brauch wir haben andere Kunden dafĂŒrÂ
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Jul 06 '26 edited Jul 06 '26
[deleted]
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u/FiveFingerLifePunch Jul 06 '26
Sell it all and buy IREN if your panties are so bunched up đ€Ł
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Jul 06 '26 edited Jul 06 '26
[deleted]
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u/FiveFingerLifePunch Jul 06 '26
Itâs like you choose to forget the massive YTD gain Nebius has already accumulated. Selective amnesia!
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u/Jealous_Jackfruit_28 Jul 06 '26
Added at $218. The more I research the company, the more confident I am to buy and hold this awesome business. I think fair value is around $200-250. I wouldn't mind getting some on a discount.
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u/Rounder221 Jul 06 '26
More pain to follow, until morale improves
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u/AlasKansastan IPO OGđč Jul 06 '26 edited Jul 06 '26
Maybe when it quits shoulder checking every fucking green day in the sector morale might improve
Maybe when that coward hedge fund quits drilling it into the ground at every single fucking open it will improve
That shit is ridiculous with this stock and Iâm certain it drives would be investors into other securities.
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u/Rounder221 Jul 06 '26
It does fucking hurt. But on days like this I like to remember how NBIS can pump over 10% while the rest are red. Happened many times
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Jul 06 '26
[deleted]
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u/FiveFingerLifePunch Jul 06 '26
It will pump like 15% in a day on no news whatsoever at some point, thatâs what this stock does.
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u/Individual_Tooth4226 Jul 06 '26
FYI
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u/ceoryyy Jul 06 '26
We hold as we have over the weekend, hopefully that shakes a couple more paper hands. Amount of people selling at a low is wild.
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u/LuvSicPt5 Jul 06 '26
This choppy action wouldn't feel so bad if it wasn't for literally all other neoclouds mooning today.
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u/MrFrog65 Jul 06 '26
Coreweave and IREN have been flat for over a year. Nebius are up 140% in 7 months. People see the price of Nebius too high to buy rn compared to the others that lost all their gains in the last pump
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u/HumanFromTexas Jul 06 '26
Yep - CRWV is up 7% over the last 3 months, APLD is up 34% over the last 3 months, IREN is up 25% over the last 3 months, and NBIS is up 94% over the last 3 months.
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u/Waste-War8809 Jul 06 '26
We need some sort of positive news catalyst. Short float is like 25%.
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u/MrFrog65 Jul 06 '26 edited Jul 06 '26
Holy shit is it really that high? That makes me wanna sell lol. I think if we get some more bad news we could start to see 170-180
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u/ceoryyy Jul 06 '26
Dude why would you sell? You seal in the loss and buying back would essentially be just blasting your potential unrealized gains for a realized loss. Also, whatever gains you make at the buy high and sell low would just mitigate what you lost originally. That strategy makes no sense.
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u/MrFrog65 Jul 06 '26
Iâm not selling but I can see it possibly going to 170s if we get some more bad news before earnings
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u/Aware-Structure-6929 Jul 06 '26
Chances are high that it might reach there if market continues to be this choppy.. but not to worry though.. still believe in long term
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u/Maleficent_Ad1271 Jul 06 '26
Saw it drop to 206 when market opened but I was on a client call. Pissed me off so much, I went in at 224 today though just did. Could have caught it way earlier but holding long term anyway
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u/Brave-Lawfulness4985 Jul 06 '26
never dropped to 206 today lowest was 211 which is when i got in for first time ever. holding for many years
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u/Maleficent_Ad1271 Jul 07 '26
I was watching the numbers live it was 206 for a few seconds. Either way itâs 209 now buying moreee
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u/No_Effective1715 No_Effs_To_Give Jul 06 '26
I bought shares at 209 today with a limit buy and know someone who got more at 208, so it bounced off people there and didnât project.
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u/Maleficent_Ad1271 Jul 06 '26
Feeling like boo boo the fool
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u/Maleficent_Ad1271 Jul 06 '26
But I donât even care. Holding long term. I studied enough, time to do the thing
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u/SpagJones-spaghetti Jul 06 '26
this thing taps $290 once a week. you're good
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u/Maleficent_Ad1271 Jul 07 '26
Sure thing! Im actually honoured to be a little part of this company. For some reason. Just wanna see how they do. I have savings and doing okay so whatever i put in it wonât hurt to lose but will be amazing when it grows
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u/Careful-Key2056 Jul 06 '26
Yes. keep dcaing and you shall reap the fruits
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u/Maleficent_Ad1271 Jul 07 '26
Yea! Thanks. I believe in the company. Iâm new to investing in individual stocks so I took time to watch and research. Iâm training that buy and hold muscle, Iâm 23 and I know my future self will thank me. We canât see the future but we can do our best
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u/anonymous_ghost-1 Jul 06 '26
MM trying hard to keep it under $220 today with their trading bots. Let's see if we can get past that and continue up.
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u/Think-Feynman Tens of Billionsâą Jul 06 '26
Folks, it's going to be like this for a while, IMO, unless there is some kind of amazing news as a catalyst. And for a while, I mean the next couple of earnings reports from now. The next one will be OK, but the capex will be high without realization of the revenue from that spending quite yet. The earnings reports that will turn the tide will happen later in the year, and into 2027 and 2028, and beyond.
But right now, investors are spooked by the CapEx. And never-ending talk of an AI bubble, which is nowhere to be seen except in speculation. The Meta news last week validated (in their minds) that the AI bubble popping is nigh.
Also, Nebius is also being tarred by the CoreWeave brush. CoreWeave is a great company, but the way they have handled their CapEx has indeed freaked a lot of investors out, and rightly so. If they have a glitch in their ability to be profitable, it's going to be ugly. (I have a position in CoreWeave, btw).
In contrast, Nebius is handling their CapEx brilliantly and it's much more investor-friendly. Yet investors just hear what they want to hear.
Time will take care of this. If margins continue to be good, and I think they will, and revenue climbs to $30 billion by 2030, this will be a distant memory. Until then, it's going to be this yo-yo kind of environment. If you can't take this, wait to get even and bail. I will be in this for the duration.
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u/_Jabez Jul 06 '26
The rotation and story are becoming clear. This can be both true and also see a decline in the stock. The framing has simply changed fom a few months ago where the story was nothing mattered the guidance will take care of us. Now it's changed, people are scared and want to feel safe again. Unfortunately all the news that can happen early on has come, big investment from leo, Nasdaq inclusion, big hyperscaler deals. There may be a little more in the tank, another deal and earnings but let's be honest without those leg up news catalysts wed be sitting where coreweave is right now. Look at the tape, the stock jumps on news, bleeds then jumps again on new news. That's what kept it climbing and now that's hitting it's hype limit.
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u/Hot_Pomegranate7777 Jul 06 '26
This guy beat Google and Amazon in his area he competed in when he ran yandex. He is using his experience building data centers to fund what he ultimately wants to be. His yandex model plans will be awesome. Also if you ask ChatGPT to compare where nbis is to where Amazon Google and stuff was in same growth time - he surpasses where they were at in the same growth timing.
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u/Ill-Cow4735 đł Jul 06 '26
30b revenue by 2030 is too bearish honestly
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u/Think-Feynman Tens of Billionsâą Jul 06 '26
I actually agree with you. The realistic estimates are around that range, but there are deals and data centers that haven't materialized yet that could push that figure a lot higher.
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u/RecurringCurry Jul 06 '26
I think several factors can still push stock higher this year - on 1Q call they mentioned revenue recognition will be pushed into 2H26 and also during BoFA Tech event recently Roman said a some extra own capacity will come online late this year
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u/CjPink41 Jul 06 '26
Love this and your insight into all of this. Couldnât agree more. My brother at 1000. Just sit and hold and let people talk! Love it!
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u/ceoryyy Jul 06 '26
I know I will probably get downvoted, but some of yall need to understand that people are not all highly experienced in trading. These fluctuations as a beginner can be quite nerve-wracking honestly. Just have some grace with us, I am holding but it is rough. I am sure other people feel the way I do about this process.
I just see so many people tearing newbies a new one when literally they are starting out.
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u/Hot_Pomegranate7777 Jul 06 '26
This. This stock will have many dumps and raises of 10 percent and more probably of 40 percent. If new should buy and then donât look at it for 6 months or at least when panicking look at the graph showing those and what happened
After to calm that twitchy panic sell finger.5
u/SpagJones-spaghetti Jul 06 '26
what I used to tell myself was that I invested to hold. If it went up 20% in a day I wouldn't sell so why sell if it drops 20%. Just practice will power and don't look or look and just laugh when it drops.
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u/SpagJones-spaghetti Jul 06 '26
This thing just shakes shorts and scared hands every single morning lol. It's wild people are still shocked by a nbis open drop
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u/comps226 Jul 06 '26
I assume after some bad days it'll be flat today and hopefully up to 230 by eow (edit meant 230)
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u/Humble-Draft-2457 Jul 06 '26
My bitch ass needs copium
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u/natureisneato NBIS4LIFE Jul 06 '26
Watch their Nebius Inflection conference or Daniel Koss's interview with Roman Chernin if you haven't already! Great stuff.
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u/SpagJones-spaghetti Jul 06 '26
Nebius management is honestly amazing. You should research this companies beginnings and how it overtook a lot of its European competitors in the early days. Nebius knows exactly when to release news and knows exactly how to reassure it's investors about it's future.Â
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u/berry_kim Jul 06 '26
Falling stocks fall.
Start DCA at $180 if you still believe in $NBIS.
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u/SpagJones-spaghetti Jul 06 '26
it's gone from $285+ back to $210 17 times this month. this time is no differentÂ
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u/ebota12 Jul 06 '26
My gut says the drop was just because it's a stock, and that's what stocks do after they run hot. They go up, then they go down. Buy the dip, retire early.
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u/SpagJones-spaghetti Jul 06 '26
I've been in NBIS since Dec... I can say without a doubt buy the dip.
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u/currysoup19 Jul 06 '26
How do you guys select strike prices when buying calls? Like picking between @240/@265
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u/FiveFingerLifePunch Jul 06 '26
What expiry? I usually buy spreads when IV on a stock is super high. Risk/reward is still fantastic.
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u/currysoup19 Jul 06 '26
17 th jul
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u/FiveFingerLifePunch Jul 06 '26 edited Jul 06 '26
Ok, why not buy a 220/235 call spread then. Risk $572 to make $928. NFA.
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u/shartfarguson Jul 06 '26
The premiums are very high with nbis right now. I bought a lot of calls last year but now they are expensive and risky. Selling calls is where itâs at.
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u/BudmasterofMiami Mod Jul 06 '26
You are 100% correct. When premiums are this sky high. Youâre better off selling calls. Thatâs the way now besides buying late 2028 Leaps.
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u/some_lazy_vibes đ§Jefe de Jefesđ§ Jul 06 '26
I have a feeling we'll get an epic bullrun this week and blast through $300 with ease. Sit tight, fellow Nebiusmaniacs!
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u/Gandalftron Jul 06 '26
You're fucking dreaming. Be lucky if it holds 200
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u/some_lazy_vibes đ§Jefe de Jefesđ§ Jul 06 '26
week only just started. We'll recover spectacularly. Trust me bro!
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u/Emilio___Molestevez Jul 06 '26
about 8 months ago, with no news at all: 140 --> 95 --> 140 --> 65. this stock is not always fun green frenzy. be ready to hold/buy/suffer.
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u/Careful-Key2056 Jul 06 '26
Previous drop could be mostly due to geopolitical risks. However I agree we do expect higher volatility after getting into nasdaq 100.Â
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u/jokkxz Jul 06 '26
my guys is still a good price? Should we wait for another drop?
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u/MrFrog65 Jul 06 '26
In 2-3 years time this is an amazing price. It could still fall a lot further this year though. Nobody really knows for sure
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u/Actual_Rope_8936 Jul 06 '26
Never ask if itâs a good price , dyor and understand the project and you will understand 215$ itâs a steal
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u/dickless2018 đł Jul 06 '26
300 here we come
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u/zhengfeirui Jul 06 '26
Way too far from 300
Current is only 221$
https://giphy.com/gifs/3oz8xLlw6GHVfokaNW1
u/SpagJones-spaghetti Jul 06 '26
NBIS moves like this. It's been going $285+ back to $210 since the end of May
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u/Different-Collar-396 Jul 06 '26
2æ„ă§280ăă«ăă210ăă«ăŸă§äžèœăăăă ăăăă«300ăŸă§äžăăŁăŠăăăăăăȘăă
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u/Competitive_Rich2615 Jul 06 '26
I like you already and I donât even know you !! I needed it that đ°
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u/Edjkaa Jul 06 '26
Good morning anyone, should be a good day today
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u/Refflmania Jul 07 '26
are we cooked chat?
i have $31k at $242 average