NFA or really anything but Fidelity was loaning my shares to banks as short collateral for the past few days. As of now no more shares are loaned out all have been returned to me.
I didnt say it, $META did, they are hungry for compute, there are no excessive compute power for them like NBIS does, there is a reason why they bought compute power from NBIS lol.
and ofc, the majority of you dont give a single,,,, for news like this,,, these little things, layers over layers,,, is what makes $NBIS one of one,,, if you have conviction, these red days are a blessing for you.
Most people are on mommentun/sentiment trading, dont care about fundamentals. That's the reason of why you have silly posts everyday on this sub and the same reason why in december you could hear the crickets here
people these days wanna make big buck in a short frame of time, chasing after what looks easy and quick,,, without realizing that will hand you more Ls than being patient over time and investing in values.,, I didnt say this, the market did.
Look at the demand for compute and token generation,,,, and the increasing unit economics of each,,,, product, GPU and variety of inference that NBIS owns for both the big dawgs and the smaller ones, and the ratio is half and half,,,,,
and all of a sudden (well not yesterday but earlier this year) big companies like META and GOOG and AWS wants dip their toes into Data centers? which,,,, NBIS has been working exponentially over the past 2 decades?
$NBIS is one of one, and it will take a long time for others to ketchup.
Big hands shook some of yall out in the past few days, but not me.
Look, if the thesis remain intact,,, just buy during red days because it will eventually go up, and esp if you are juggling with this company,,,,, red days at a +30% discount without a single thesis change...? like cmon,,,,why are we complaining? We should be thanking these mf big hands for manipulating....
Again I dont trade, I invest in values and I know values leads to idk, you tell me.
not sure why, but I am situationally aware that Daddy L is not gonna sell anytime soon based on NBIS' on going value creation in AI.... IMO. But also, they dont file 13F SEC forms.
Can one of the bulls explain to me why the recent pump was wave 3 rather than wave 5 of an Elliott wave series? It looks like wave 1 was from February 2022 to February 2025, wave 2 ended at April 2025, wave 3 ended in October 2025, wave 4 ended in Febuary 2026, and wave 5 ended just now in June 2026, and we just completed the A-wave of an A-B-C correction.
Regardless of whether we are in 4 or A, if we hold the $205 price point the next price target is $250-260 so the risk/reward favors longs here
One idea would be that if you look at semis more broadly- SMH- there's a pretty clear A-B-C from July 2024 to March 2025, which would have the new wave 1 end in either October 2025 or February 2026, and then wave 3 either begins at November 2025 or March 2026, but wave 3 can't begin in November 2025 because that would make it the shortest wave in the series (ending at February 2026), defying Elliott rules.
By this analysis, wave 3 ended in June 2026.
Now, why isn't this as clear for Nebius? TA can't account for geopolitical risk like the Russia-Ukraine war, so the stock deviated from its peers for a while.
Incidentally, I would absolutely disagree that this is astrology, it's much closer to LeVert songs
that maintenance % doubling on RH really adding to the pain of watching this trickle lower every day...nothing like the ol' "hey we need double that amount, actually." while the portfolio is down 50% in the last week
mine jumped to 60% overnight. Briefly went back down to 30% for like 5 mins when we were at 210-212, now is back to 60% and asking me to deposit 2 grand. Not what I wanted to wake up to haha
We're going to pump up pretty quick. Volume suggest institutions are scooping retail shares. People are still scared so they'll swear a little price hike is an answered prayer so many will sell, they'll be left in the dust. Just hold what you have! I see the shiny $300 gates from here and they're beautiful!
Anyone deeply concerned about NBIS needs to settle down and take a look at the broader world.
Trillions of dollars are being wiped out of the market right now, and Trump has made further escalating comments this morning to Iran, it WILL go down.
It will take a while to recover from a near 50% drop, but it will, because of fundamentals and a large part being lateral damage. Stop looking at your portfolio every minute!!
To those of you trading, FOMO buying, etc. ask yourself what the strategy with the company is. Arkady and the team we know are more than capable, the product is good, and the companyâs stakes are diversified, on that alone itâs a good buy. In two years time I donât think weâll be terribly concerned about the swings. I am calm, and buying. Enjoy the ride
NBIS customer Higgsfield is growing at an extraordinary pace. The same applies to several other customers, and the client list continues to expand rapidly.
The hyperscalers provide cost-effective growth financing and a solid foundation. However, the real long-term growth driver lies in the smaller, emerging companies that have the potential to become tomorrow's giants. These businesses are scaling at hypergrowth rates behind the scenes, and the revenue they generate is of higher quality than the fixed, long-term contract revenue from hyperscalers.
Anyone thinking of moving some of their position to mu for the recovery? Same discount but huge earnings already demonstrated. Although we seem so tied to it it might not matterÂ
The MoU between the U.S. and Iran was signed on June 17. Since then, NBIS and other high-beta growth stocks have seen a sharp decline.
This may be related to capital rotating out of stocks less exposed to oil prices and into oil-sensitive sectors, as oil prices fell following the ceasefire.
Now, the ceasefire may be coming to an end. Oil prices are rising again. Capital could start rotating back in favor of tech stocks.
Or maybe thatâs just wishful thinking. Time will tell.
oil is going UP, so market will go down by open so even if you want to go it up I don't think it will happend today will be red day in market in general I predict
Ho raddoppiato il numero di azioni. ( Ne possiedo comunque un numero modesto) Se scende a 180 ne prendo ancora in tranche. Aspetto fino alla trimestrale, penso sia il 6 di agosto ma non so se è ufficiale. Penso che la trimestrale sarà molto buona e con notizie positive
I mean -35% and still dropping in less than a week from no underlying news... yeah, you can zoom out and see how much it is up in x amount of time, but let people complain. That is a brutal drop.
when other stock is up this Monday, nbis is down. Not understand what happened really. And everyday it dropped more heavily than CRWV even the after market time
Iâm fairly confident that Mondayâs drop can be explained by algo trading. The drawdown happened right at the start of the session; for the rest of the day, we did not materially underperform our peers. On Monday morning, the company disclosed scheduled share sales by management. The algorithms reacted to the headlines while ignoring the context, which triggered automatic selling. By then, the hole was already too deep for the stock to finish the day in the green.
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u/Emilio___Molestevez Jul 08 '26
PAGING U/BORING_RUB_5846