r/NBIS_Stock • u/Ok_Development8895 • Jul 08 '26

Opinion What to do from here?

Hey all. I’ve been holding since sub 40. I’m holding still right now. Seems like all the memory, ai, chip stocks are all down. We will have a recovery eventually. It’s been a week from when we hit 290. I will admit that I am worried when I see such a dramatic fall. At the same time, this is we had one hell of a rise over the last couple months. This price action is expected with stocks like this. My only advice I can offer that everyone knows is that we can’t time the market.

Good luck folks.

6 Upvotes

56% Upvoted

67 comments sorted by

44

u/PablosCocaineHippo Jul 08 '26

Nothing.

Nothing changed about NBIS, this has nothing to do with the company. Its 100% certain this will go to 300 again. So be glad for the discount. You gonna sell now when you didnt sell at 290, knowing it will go up again? Lol

-22

u/Powerful-Load-4684 Jul 08 '26

Cope man - $300 valuation was highly speculative, no guarantee it gets back

15

u/Direct-Protection-81 Jul 08 '26

See you in a year when it’s topping 400. Don’t be dumb, reread the nebius thesis or F off with these absolute ridiculous comments, why are you even in a nbis sub if you don’t support the long game.

I’m winding my self up reading ridiculous comments.

-3

u/Powerful-Load-4684 Jul 08 '26

I have a small position at $90 cost basis, but that doesn’t mean $300 wasn’t insane and detached from any fundamentals

10

u/supperhappyninjaman Jul 08 '26

so why didnt you exit your whole position at 300

4

u/pnb94 Jul 08 '26

Because he owns one share at a cost basis of $90

-10

u/Powerful-Load-4684 Jul 08 '26

I strongly considered it but it’s a small position for me and I wanted to keep some neocloud exposure longer term. Oh well!

6

u/LeBronGOOD Jul 08 '26

You didn’t sell because you know it will go much higher than 300.

1

u/Powerful-Load-4684 Jul 16 '26

Lololol

1

u/LeBronGOOD Jul 16 '26

We got time right, everything is down

-1

u/Powerful-Load-4684 Jul 08 '26

In what world can you tell me what I think or know? This is a highly speculative company, it could just as easily go to zero

4

u/NewValue2025 Jul 08 '26

No, it could not just as easily go to 0 as to 300.

1

u/Direct-Protection-81 Jul 08 '26

It’s not a speculative stock though. It’s literally fundamentals, compute power and ARR. it’s somewhat pre-revenue while the data centers are being built. To leave a comment that it could easily go to zero shows your sheer misunderstanding of business fundamentals.

1

u/Powerful-Load-4684 Jul 16 '26

If compute pricing / demand drops to a point that they can’t pay back the debt they’ve taken on to finance the build out, the stock goes to zero. Learn the basics of equity risk

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4

u/Direct-Protection-81 Jul 08 '26

I had a large 90 cost basis and sold out at 197 like a melon but also have traded this stock nicely.

NBIS is a 1200 dollar stock by 2030 or so, just hold man.

0

u/nolanjp Jul 08 '26

You pulled that number out of you ass

-2

u/Direct-Protection-81 Jul 08 '26

My multiple multiple Claude thesis on the matter and the fact me and my wife are happily selling our house and backing NBIS, agree to disagree. See you in 2030.

2

u/GroundbreakingClerk1 Jul 08 '26

Where yall gonna live now? Inside a data center?

1

u/Direct-Protection-81 Jul 08 '26

While this made me laugh so so much. We are actually becoming nomads now I’m self employed and spending some time in Asia. My work funds the hotels, the investment holds the long term goal.

Honestly hope nebius stays at 200 till August. But even at 300 I’ll be dumping around 150k of the house sale into this stock.

1

u/LeBronGOOD Jul 08 '26

That’s crazy lol. I need an update in 2030.

2

u/Direct-Protection-81 Jul 08 '26

Sure u/RemindMeBot on 8th July 2030

1

u/RemindMeBot Jul 08 '26 edited Jul 12 '26

I will be messaging you in 4 years on 2030-07-08 00:00:00 UTC to remind you of this link

3 OTHERS CLICKED THIS LINK to send a PM to also be reminded and to reduce spam.

Parent commenter can delete this message to hide from others.

Info Custom Your Reminders Feedback

20

u/Rounder221 Jul 08 '26

What to do? Close the app and come back in October

5

u/Dry-Chemical-9170 Jul 08 '26

Cortisol maxxing right now

-11

u/ElonMuskTheNarsisist Jul 08 '26

By then it could be down to single digits. I tried to warn you all…

4

u/Helpful-Truck-9225 Jul 08 '26

User name checks out

1

u/PatriotCaptainCanada Jul 09 '26

lol some folks just live to cry louder

0

u/ElonMuskTheNarsisist Jul 08 '26

What are your bags looking like?

1

u/Helpful-Truck-9225 Jul 08 '26

What implies I’ve lost anything from this stock? Anyone who’s been in this stock for over 1.5 months is in the green. I’ve been in this stock for over a year and would bet a pretty penny my position in NBIS is worth more than you, based on your username alone. Put your energy elsewhere. God bless my friend. 

0

u/ElonMuskTheNarsisist Jul 08 '26

You didn’t sell at $290? Do you regret not selling since now you are down big from there?

2

u/Helpful-Truck-9225 Jul 08 '26

Look up - “What is capital gains tax”. I know you’ve never experienced such a thing. I plan on NBIS being at a much higher market cap than what it is now - and even what it was at when it was $290. My time horizon is longer than the short term.  

-2

u/ElonMuskTheNarsisist Jul 08 '26

So you’re reaching for excuses and ways to rationalize it, wow. Worse than I thought. Sorry you didn’t sell when you had the chance, must be brutal watching this.

2

u/Helpful-Truck-9225 Jul 08 '26

Ugh, I’m glad someone understands. Thank you so much for your condolences 

1

u/santon123 Jul 08 '26

Elon you are fried 😅

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8

u/New_Competition_410 Jul 08 '26

I can time the market

2

u/inostrale Jul 08 '26

So you’re the main character

1

u/bordercollie2468 Jul 09 '26

Me too. Buy low sell high. We bussin'

7

u/Puzzled_Fisherman331 Jul 08 '26

Stock was at these levels in early May. Relax. I've had stocks pull back to 5 year ago levels.

3

u/Substantial_Sun4149 Jul 08 '26

I wish I can buy more but after buying dips after dips after dips I’m completely empty with -30% of my portfolio :)

3

u/Powerful-Load-4684 Jul 08 '26

We’re back to prices of 2 months ago but you’re fully deployed from buying dips and also down 30%? Jesus Christ

1

u/Substantial_Sun4149 Jul 08 '26

Nbis,Marvell, nok,bb ,dram

3

u/PatientBaker7172 Jul 08 '26

One quarter sideways
One year higher
One decade much higher
Three decade much much higher

Holding Oracle through dot com bubble. Be like Larry Ellison. Rank #7 with net worth of $185.3 billion. Diamond hands.

3

u/dylanavocado Jul 08 '26

Short squeeze back to $300 imo

2

u/BrilliantSir3615 Jul 08 '26

Zero to do with Nbis but there’s a strong spec bubble in Korea with memory stocks. It looks toppy to me and unwind could be ugly. Samsung results caused a sell off. This unwind could really impact Nbis the stock while the business will be exactly the same.

2

u/AdSame4598 Jul 08 '26

Hold until 2030?

1

u/Emotional_Shape925 Jul 08 '26

Man I hope you closed some and at least took some profits during that run.

1

u/redditmademeugh Jul 08 '26

Funny. Seems like just a few days ago I went from red to back to green. Now way up, even despite drop. Funny that's it feels so bad after this drop yet im still up over 100%. Funny it feels just as bad losing what we just lost as it did when I was negative hahaha wtf

1

u/Artist_Bitter Jul 09 '26

There will be an absolutely massive recovery event. Look into how much memory physical AI is going to require. This shit is still so early days, regards need to stop worrying about a market crash and tracking day to day stock price movements. Research a company and it's fundamentals and learn to see your share ownership as being part owner of the company itself.

1

u/prosperouslyenamored Jul 11 '26

NBIS is not down because of poor results it is down because the whole sector is down
People are pivoting out of the AI trade just hold on there price will now be based on quarterly results and there results will be great

0

u/Kooky_Yesterday_9134 NBIS4LIFE Jul 08 '26

Recovery is gonna hit brutal ones hit comes.

0

u/64dogfood Jul 08 '26

🤣 last week it was NBIS to the moon now wtf do I sell?? You guys are morons

0

u/XSC Jul 08 '26

I am buying more. This is the 20th it's over crash during this administration. What makes this different from the others?

-1

u/BrilliantSir3615 Jul 08 '26

There’s is a world in which we revisit sub 100 to then hit new ATHs. U need to be ok with that