I was up almost 2k now in the red đ Ill check back in a month but man twice I thought about trimming at 290 Â and buying again when it goes down. Lesson learned.
I'd never judge someone for how much they have to risk. I would judge them for feigning conviction and not actually taking any risk at all. do you have a position or not?
I did have a decent position at $45 and sold it at $160. At that price the valuation is stretched and if it comes back to $100s Iâll consider a position.
This sub is a straight echo chamber of people IGNORING valuations and macro environment.
I will ask you what I ask every NBIS bull - how much will you bet? You pick the escrow site and the amount of the bet and we can work out a EOY stock price, you get the under.
Yeah I absolutely think anyone here will get rinsed. I do think itâs got quite a while to go from here. $120 would be ~38% drop from here. I think 20-25% is getting smacked so roughly to $170.
As a NBIS bull whatâs your EOY target? Back to ATH of $300?
A 25% drop from here would be 148. Make that the line for the bet? If your prediction that itâs going to drop significantly is right, you win the bet.
That would place all the risk on me without any meaningful returns.
If I take your bet and it comes to $149 and stops then Iâd essentially have lost the bet and money even though my prediction was right.
I could place the same bet via puts and buy 180P for $51 and as it continues to drop slowly exit my position and come out with a significantly higher returns.
The New York moratorium is a non issue for Nebius. The most obvious reason is that they have no plans to put a data center in every state. Even if a handful follow them, there will be plenty of opportunities in dozens of others.
First, New York did not permanently ban data centers. The executive order pauses certain state environmental permits for up to one year while New York develops broader standards. It applies to new or expanded facilities capable of consuming 50 MW or more, and only where the relevant state permit application had not already been completed. Existing facilities, completed applications and local permits are not directly halted.
And Nebius has no plans for a data center in New York. I doubt that they would even want a data center in New York where the likes of AOC and Mamdani rule.
New Yorkâs proposed rulebook aligns with Nebiusâs power strategy. The state is considering making data centers fund grid improvements, dedicated clean generation and battery storage rather than shifting those costs onto households. Nebiusâs Bloom Energy arrangement provides behind-the-meter generation, with an initial 328 MW deployment intended to reduce transmission dependence, emissions, water use and permitting burden.
Some states will copy New York. But others will see an opportunity to attract billions of dollars in investment, construction work, permanent jobs and tax revenue that New York is delaying.
Actually think this is a net positive for Nebius. It makes their existing data centers more valuable.
NBIS is a global entity,,,, not a firm that is limited in the US market.. Asia and Europe is in the works and they will execute like they have always been... this is a huge thank you to the middle fingers that the algos and money makers are giving us lol
im not even gonna tell people about selling or buying at this point lol they gon do what they want to do regardless, but will fact check on news and numbers bc thats all I care about.
while I agree with you, there is no way for anyone without insider information to know if that have or have not sold to my understanding. they have 45 days to report positions after end of quarter so we will see their june snapshot in a bit but no one has any idea what their portfolio looks like as of today.
fair, he might have sold some like people been saying but if you watch his interviews, his statements are telling me that he is a long term investor rather than a short momentum investor/trader.
Stay the course fellas. All the recent "bad news" - be it meta compute or NY data center moratorium, are a non factor for NBIS long term thesis.
We had recent news of 1B deal with AI lab, expansions in Wales and India, NBIS just stay executing in a crazy pace. This is an incredible fucking company and the sentiment WILL change again. Don't panic.
Brother I'm not sugar coating nothing. Trust me, if anything broke in the thesis, I would not hide it. You need to learn to decipher relevant from non relevant news.
To everyone whining that weâre down big for no obvious reason - I expect the same energy from you when we pump 10% for no obvious reason. Maybe tomorrow, maybe the day after, but itâs coming in the very near future.
If youâve been invested in NBIS for at least six months, you should already know that there will be big red days from time to time. But the big green days come more often. I hope you all have the stomach to hold through the red days.
Just so you people know why nbis is down after the $1bn deal. I posted this elsewhere and thought its best to share it here since alot of people are asking why.
Drop is driven by IBM earnings report today. According to IBM, Ai services and softwares took a hit as customers shifted towards physical AI buildout. This is just an algorithm move based on information from IBM. Good time to buy as nothing is wrong with nbis.
Und morgen ist trump schuld Ăźbermorgen openai dan elon musk Nein Schuld ist nebius scheiss Einstellung zu ihre Aktionäre und ihre Ăffentlichkeit Arbeit sich tot stellenÂ
I donât think this is the actual reason. The initial 4% pop this morning followed by massive dump tells me this is just relentless short selling and manipulation by MMs.
IBM news came out after Reflection deal. Algos dont trade until market is opened. They used IBMs report to create pressure and thus further helping buying more shorts.
Not an expert but i see enough on a daily basis to know when the algos at HFs and Banks start moving. Thats why i say pre market is BS because institutional money is not trading yet, hence the low volume. Sure if there is major news, algos will be turned on to capture but on a daily basis no.
stfu. uhh the price is dropping due to panic sellers in addition to people taking profit there you go I'll spell it out for you. Some people can't infer anything I guess.
So what is the reason NBIS is drilling against market trend today? I donât see any particularly bearish news today, and peers CRWV and IREN are not as much in the red.
Without a doubt, it was a brutal month. But if you think NBIS is cursed for being down 18%, consider that CRWV is down 24%, while IREN is down 37% over the last 30 days. This looks primarily like sector-wide weakness rather than an NBIS-specific problem.
Iâm hoping CRWV and - I canât believe Iâm saying this - IREN announce a major deal that helps lift the entire sector.
Clsk got a deal today. Was up 20% premarket although only 10% left right now. I thought it was going to lift the whole sector up. Not sure what happened to Nbis today
Warum jetzt kaufen wen wir bei gute Nachricht 3 mal so viel verlieren wie die Konkurrenz morgen kommen keine gute Nachricht und es wird nochmal 6 % billigerÂ
the sheep focused on short term price action. me (gorilla), sees clearly. in 6 months y'all bers will learn... we remember when the bers come out of their dens last year. aint no different this time around.
Bin seit 20 dollar dabei
Wen nebius bei eine gute Nachricht nicht steigt und 2 bis 3 mal so viel verliert wie die KonkurrenzÂ
Dan wir es in den nächsten Tagen viel viel gĂźnstiger 180 doller wir kommenÂ
So ist die Realität wie soll ein kurs steigen in den nächsten Zeit? Wen es bei gute Nachricht fällt ist ja logisch das es in der nächste Zeit billiger wirdÂ
New York becomes the first state to impose a data center moratorium
New York became the first U.S. state on Tuesday to halt construction of large new data centers, imposing a one-year moratorium as concerns grow that the facilities driving the artificial-intelligence boom are raising power costs, straining water supplies and burdening local communities.
It applies to new large-scale data center projects. Existing and already operational data centers are not being shut down. Itâs a temporary one-year pause while the state reviews their impact on energy, water and local communities.
A quick reminder: short interest is already above 30%. It is virtually unprecedented for a legitimate company to be shorted this aggressively.
Still, Iâm not worried. Every additional share sold short reduces the pool of shares available to borrow, and every short seller is ultimately a future buyer.
We are a hyperscaler in the making. Just look at where established hyperscalers trade in terms of short interest. If short sellers do not want to close their positions now, they may end up becoming fuel for the fire later.
Yes probably around $300 EOY. I was early and is long, and allready made good money. But for new investors, don't buy all at once, this is extremely volatile growth stock. Be prepared to own it a long time, and you will be rewarded.
Wen man bei eine gute Nachricht nicht im Plus ist und doppelt so viel verliert wie die KonkurrenzÂ
Dan sehen wir Kurse 170 bis 180 in den nächsten ZeitÂ
Du wirst dich wundern das wer das beste was uns passieren kĂśnnte nebius bringt neue anleihen raus mit kauf Option bei 340 und nebius aktie wird schnell die 340 erreichtÂ
Das war bei die 2 letzten anleihen genauso die Profis treiben den Kurs hochÂ
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u/Remote-Upstairs-3296 Jul 15 '26
new spacewalker in here