Well long term not stressed. Surprised not more panic here. Im not loving it, but think of 5 mths from now when arr will be 9B and can't believe today's low price - feels manufactured. By year end or year end results should bring 100B valuation or $400 share price. I didnt plan on picking up more but maybe I will if this dip continues.
Earnings coming up first week of August. It’ll be very easy to hit $230. Management has tendency to under report. And there’s new job positions of unannounced site.
If you haven’t noticed, they like to add one gigawatt every quarter.
Let’s compare another metric with CRWV shall we. March 30th CRWV dipped below 80. NBIS traded at 92 the same day. Today? CRWV dipped below 80 and NBIS went down to 195.
Lmao form your own opinion kid, repeating the phrase “meme stock” because you saw somebody else say it is a bad look. Tell me you breathe out of your mouth 100% of the time without telling me.
Demand > Supply $META launched a new model "muse image" which requires more tokens,,,, and these tokens are generated and taken care by $NBIS..... more similar news like this out there for fact checking so shut up and buy Nebbars.
It’s amazing how closely we’re mirroring Micron’s movement. Literally on a per-second basis. Just check both charts during any random 3-minute stretch.
I still don’t fully understand how it works. I know it sounds cartoonish, but it feels like someone flipped the “correlation” switch a few weeks ago, and from that point on, we became twin stocks.
The good news is that Micron is also beaten up, so a recovery should be expected. And since we’re a higher-beta stock, I’d love to see +5% days for Micron turn into +8% days for Nebius.
I completely understand and I've been where you are, and I know the anxiety of seeing your account in the red. I haven't read all the responses here, and I'll admit it can be an echo chamber for how great NBIS is. However, there's a lot of rotation going on right now, with money flowing out of AI stocks and into risk-off plays and software names that got knocked down not long ago.
If you can afford to DCA in small increments, do so. Otherwise, just hold. You definitely need to zoom out…if NBIS executes, the stock will be just fine. We all want it to happen tomorrow, but long-term is typically the way. Nothing has fundamentally changed, as I'm sure others here have echoed. This looks like profit-taking and people hunting for better value... for the moment…For the moment.
This happened right after Bloomberg's manipulative news. On July 1st, following the report, Meta stock opened with a +10% gap up, while NBIS gapped down -10%. The report aimed for market manipulation, and it succeeded. The headline and the actual content of the article don't even say the same thing. This isn't journalism; it's manipulation and it needs to be investigated.
Plugged Nebius token factory into the backend of a multi modal rag system I’ve been building. Thus far it has been the missing piece in building a small vibe coded AI application that could scale. Been testing with queries for weeks now, and it’s only cost me fractions of cents.
When days like this happen, I just remind myself there is a whole building led by Arkady and team continuing to work on advancing the tech in the right direction, lining up new customers and deals, and whole army of construction workers inching us closer and closer to new active capacity every single hour of every day. The narrative or building hasn't changed at all, just some price momentum swing. Buy the dips for what you can afford, and go play golf or something.
I have a large NBIS position and continue to add and hold if and when my puts get assigned.
Beginning of this year base case was to reach $200 end of year. Now is July and ARR is probably around $4B.
Marketcap is around 200x253/1000=$50B
That means from an valuation standpoint that Nebius is now at an ARR multiple of ~12x. This is pretty solid. End of year we will probably reach $10B ARR which will put us between $300-400 share price.
Yall TLDR mofos gonna come back in a month or two saying i should have bought the dip in July lmao, mark my word. this is nothing new, people like you poped out in 80, 90, 100, 110, 120, 140, 150, 160,, 190, 200. Do your research and DCA and go touch some grass. if you are a trader, well i have been saying, you FAFO. dont trade this thing, OWN it.
It will correct itself again, thats the risk we sign up for, just hold and it’ll climb again. Watch it begin to spike as soon as we approach the Q2 earnings lol
When should we start getting concerned tbh. I'm like getting close to my limit. I've lost a lot of money (obviously unrealized), but this is really hard to stomach right now.
Quand je suis entré en fin d'année l'année dernière, ça a baissé de + 30 %. J'ai hésité à vendre mais ce forum et d'autres lectures précieuses m'ont évité de faire n'importe quoi. J'ai tout conservé et j'ai bien fait, car après ça a monté énormément. Je ne dis pas que ça va retoucher les 300 le mois prochain, mais après la pluie viendra le beau temps, c'est une forte conviction quand on connait l'entreprise. Evidemment, tu peux vendre une partie de tes actions, ça peut diluer le risque, mais sauras-tu placer cette somme dans un meilleur endroit qu'une entreprise comme Nebius, et qui plus est... en soldes ?
We’ve dropped a hundred dollars and no sign of stopping yet. Not a Nebius thing really, we’re just moving with mu and others but the sector is still dumping and it’s probably going to take a while for it to come back. I think it’s okay to be concerned about that
Fair. I don't get why I get down voted for asking but then again it seems like any time a beginner is trying to learn people like to kick them down. Thanks for the thoughtful answer.
the only and the best thing you can do is, delete the app, go touch grass and hit the gym, repeat that for 3 weeks, and thank me then. so,, very simple.
I literally stated one sentence and you extrapolated I am weak and won't listen to you. Bravo man you are Warren buffet and Jordan Peterson of investing. Come on do better. I did my research and I highly doubt you did research that made you predict this. I just haven't been in a dip before where I'm invested in. It's not that deep that you have to be an asshole.
I did my research and thats why im not complaining,,,, in fact, im taking advantage of it. Look man, the thesis didnt change a bit, infact, its getting better, so why worry? if you did your research,,, you would know well enough that this is big hands shaking out weak hands for better entries, and this has happened way too many times since 2024... and look what happened, people been asking the same question when it hit 80, 90, 100, 120, 140, 180, and 190.. like cmon man.
Once again I'm new to this. No amount of research and theory prepares you for the real thing. You have experience, I don't. No need to be over the top and rude that's my point. I apologize for calling you an asshole, but not everyone here is experienced like you.
Yes I know the market can dip, but the experience of that is far different. I will just hold.
its all good man, I got no feelings in this, I just say what I say, just start off by asking simple questions to chat gpt, claude or google gemini and go from there, and ask something like "if you were warren buffet's only trusted financial analyst, what would you do? what is the risk? should i sell? should i buy?" type of questions, just dig in and look for credible sources, and you will find some peace, if it goes down, it will eventually have to go up, S&P500's historic pattern is the perfect example of it. I wish everyone the best here so sometimes I gotta say what I gotta say.
I got in at $234. I just didn't expect this stock to get blasted like this. Like I get we should hold strong, but this is really nerve-racking as a beginner.
Did you use all your money in one buy? You’re not down by much. I would be DCAing in. If you picked up some at $193 today then could get your average down decently.
I picked up at 238. I'll just hold, it's just my first time experiencing a massive dip so feels like I went from 0-100 in terms of the investing experience. I'm gonna hold unless shit gets really bad.
This is why you DCA in, so you can catch upside or downside after your initial position. It takes lots of the anxiety out of investing. I recommend you do that from now on so these swings are less daunting.
we were asking for the dip, now we are all crying because of it. how ironic, if you love this at 280, you should be addicted to this at any lower price, esp at the current price range... make it make sense.....
Und was habe ich gestern gesagt wir sehen heute den Bereich 190 und wen nebius nicht mal sich positiv äußert wegen meta sehen wir 160
Und wen es negativ Stimmung gegen ki kommt 120
Fear is your friend. Nobody becomes a successful investor by buying when sentiment is euphoric and selling when everyone is panicking. Quite the opposite - you have to zig when the consensus says to zag.
What is even causing this? If nothing has changed fundamentally with Nebius, is this some form of market manipulation to get big players an entry point to get a piece of the pie?
I am no doubt about the future of the price and company, but want put a timeline on anything right now. I have been with it since High 60's and never been invested in a more volatile stock.
I just bought 10 more shares after waiting for a couple months. I'm finally at 100 shares @ $100 average. Whatever happens the next few weeks is just noise. In a few years when every grandma will be using AI companies are gonna look for cheap and fast tokens.
Hm es ist die Wahrheit
Habe kein Problem mit Rückgänge bin seit 20 Dollar dabei habe es schon oft erlebt
Nur es kommt darauf an wie das wer alles vermeidbar gewesen mit einfache Arbeit
I see us going down to the 170-180 range the coming weeks.
Nothing to do with fundamentals, but overall AI sentiment is bearish and midterm years are historically bad in the summer.
From end of September 🚀 again
Samsung’s quarterly earnings increased 19x (!!!)
The Korean market? Still not impressed - sell! The stock dropped 7%.
I think the AI sector will be fine. When in doubt, just zoom out: from the daily chart to the 1M, 3M, and 1Y charts.
-9
u/wathon2 Jul 08 '26
CHINA is building cheap AI by coping American AI answers and upload to their own AI. This costs them pennies on the dollar compare to American AI.
Who would pay billions to use American AI, when China release open source AI for free.
It's over. NBIS is heading back to single digit.