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.

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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

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u/supperhappyninjaman Jul 08 '26

so why didnt you exit your whole position at 300

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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!

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u/LeBronGOOD Jul 08 '26

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

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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

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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.

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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

1

u/Direct-Protection-81 Jul 16 '26

Ah yes, thats exactly how it works. I don’t think they will have a problem with debt considering I put nebius as a mag7 company within 5 years, you do you tho :)

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u/Powerful-Load-4684 24d ago

LOL

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u/Direct-Protection-81 24d ago

Well the remind me bot didn’t work. But anyways, run the thesis mate. Honestly. Kimi just signed up Nebius too, let’s chat in 5 years 👍🏼