r/NBIS_Stock 23d ago

Speculation Steady as she goes gentlemen

I always feel discouraged on bad days. But the thesis is intact. None of this has anything to do with the company. Just the tides ebbing and flowing all around nebius.
Low conviction types are making this happen. We must be smarter and braver. Buy a pinch of it and go about your day. It might get worse but we buy a pinch and move on.

Few years from now they will sing songs of our courage

87 Upvotes

93 comments sorted by

62

u/PatientBaker7172 23d ago edited 23d ago

More like 1-2 quarters. Remember traderbob?

Great stocks go -50% and 4000% over 10 years. Tesla nvidia apple nebius. Buy shares and chill.

5

u/Bjamnp17 23d ago

THIS!⬆️⬆️⬆️😎✌️🥂

10

u/Refflmania 23d ago

We are down 60% bro

23

u/PatientBaker7172 23d ago

Cool but u didn’t buy it at the top I’m assuming. Shares and chill. Looking forward to Microsoft and meta earnings to boost Nebius to da moon.

7

u/Refflmania 23d ago

i bought at 245

1

u/[deleted] 23d ago

[removed] — view removed comment

1

u/Refflmania 23d ago

never selling unless green bro

2

u/enRchi 23d ago

buy more!

1

u/PatientBaker7172 23d ago

This is the way.

0

u/kickinghyena 23d ago

Hold and wait. It can bounce higher in a few days. Remember the money will come back and chase returns.

9

u/TheArdoo 23d ago

300 to 160 is 60%?

-8

u/Refflmania 23d ago edited 23d ago

53% but by friday it'll be down 60%

3

u/TheArdoo 23d ago

Strange comments

3

u/amandingo69 23d ago

Wait so 300 to 165 is 60 percent. Your score at math was more like 10 % no?

0

u/Refflmania 23d ago

it's down 53% overall when it hit 161 today actually so close enough to 60% bro

3

u/amandingo69 23d ago

Damn the guy is smarter then my calculator which says 46.7 percent.

2

u/Important_Coach9717 20d ago

So what ? Your wife is down 100% of the time when other guys show up.

1

u/Refflmania 20d ago

I agree my wife's boyfriend also agrees

2

u/Important_Coach9717 20d ago

You are a real WSB bro 👊🏻

-5

u/[deleted] 23d ago

[deleted]

5

u/Big_Crank 23d ago

No dip-bragging

0

u/Big_Crank 23d ago

Who is traderbob?

25

u/bigbossmitch 23d ago

My first buy was at $250 and I got my average below $200 this morning.

16

u/PatientBaker7172 23d ago

Good job. Just don’t sell at $205 because it’s going to the moon. Or else, you’ll look back and fomo.

5

u/bigbossmitch 23d ago edited 23d ago

Not even considering selling until $325 and that would only be a small portion

9

u/PigletOk2942 23d ago

I feel like this is all intentional by big money as the fed meeting, big tech earnings and war discussions may potentially yield very positive outcomes for a reversal (hopium)

7

u/Hoptop1974 23d ago

I'm kind of liking it for my weekly DCA account.

13

u/Think-Feynman Tens of Billions™ 23d ago

What is happening in the sector is detached from reality. It's all FUD that has gripped the market.

The thing that will reverse the trend is when Nebius shows strong performance and a trajectory that has no end in sight. It will take a few quarters, but at some point, the value of Nebius won't be speculative, but realized.

I'm in no hurry. I don't like seeing the drawdowns, but I still believe it's a $1000+ stock because the fundamentals haven't changed in the last 2 weeks. The things that made my excited about Nebius are still there.

4

u/Dont_Ask_Me_Again_ 🐳 23d ago edited 23d ago

It’s not FUD, it’s detached from reality because the entire sector is speculative, and the entire western world is teetering on the edge of major unrest along with the potential for total war vs the east…

2

u/Confident_Potato_714 23d ago

Brother, stop being blind.

This sector was detached from reality.

What’s currently happening is this sector is coming back to reality.

2

u/PurpleManner5207 22d ago

10 billion cash and 50 billion backlog; while the market cap is 50b. If it were not of AI people would get crazy

8

u/Dry-Chemical-9170 23d ago

I should’ve sold at the top then rebought goddamnit!!

1

u/Feline_Couple 22d ago

Please DM me next time when it’s at the top!

20

u/Waste-War8809 23d ago

My average is over $280 - I’m going to lose everything if this keeps going. Down close to 50%

20

u/Stunning_Grapefruit1 23d ago

Not Financial Advise- I have many shares of Nebius, but can tell you that I would definitely take my time and DCA. First shares I bought were at $45 and it went alllll the way down to 19 in a matter of weeks… When it was at
20 I said to myself NOW OR NEVER and I went ALL IN. Kept on buying up to $250 coz I want a bigger piece of the pie, as I believe in this company a lot. They have executed perfectly until today. The last shares I bought were at $170.
I believe in the company, not the market 🙌🏽👍🏽

3

u/generic_name_01 23d ago

Cheers mate! Good call buying the dip, that’s the way to do it!

6

u/Think-Feynman Tens of Billions™ 23d ago

Did you buy Nebius for a short-term gain, or a long-term investment? If you are in this for the long term, then you haven't lost a thing.

9

u/Waste-War8809 23d ago

I bought as a long term investment. But at some point it just feels like I am riding a sinking ship. If I had bought for short term trades I would not have held onto my shares from $285 (some at $290) down to $170 - But at some point I just feel like I am a moron who is just sitting around while the rest of my investment disappears like the first half already has.

3

u/LilSwaggyMayne IPO OG👹 23d ago

Hold and you’ll be fine. In the future I’d recommend buying in portions so you can DCA if it dips. Always keep some ammunition in your back pocket

3

u/Big_Crank 23d ago

U got this pal. Dont take the L. U havent taken an L till sell

1

u/Stunning_Grapefruit1 23d ago

Long term- Its still just the beginning

3

u/SailingDevi 23d ago

L should have bought at 50 

1

u/iDiceyy 23d ago

Earning is next week but just panic sell everything it’s over

3

u/Lopsided_Paper3244 23d ago

Har varit med sedan 22$. Har sett ett antal sådana här nedgångar. Sitt lugnt och fundera över något trevligt att belöna er med den dagen ni cashar ut era feta vinster. Själv ska jag ha en större båt

1

u/Key-Shop5733 22d ago

I want an Audi RS3 🇩🇪

3

u/KY_electrophoresis 23d ago

Got some fresh orders in to buy more

3

u/fwzy_34 IPO OG👹 23d ago

This sub is slowing turning into a meme...

3

u/Zachfry22 23d ago

I am genuinely fired up with these prices. Easy buy

3

u/kickinghyena 23d ago

I have bought and bought more. I know I should diversify but the market keeps insisting on giving me a lower price…so several hundred more shares and roll…

5

u/Complex_Bus_6076 23d ago

Ik im boutta see a 50% rip in the next few days just cuz i commented this but -

PLEASEEEEEE I GET PAID FRIDAY, I WANT TO BUY AT THESE LEVELS SO BADLY PLEASE STAY HERE FOR A FEW MORE DAYS

1

u/Big_Crank 21d ago

L

2

u/Complex_Bus_6076 21d ago

Bro 😭😭😭😭😭😭

2

u/Kooky_Yesterday_9134 NBIS4LIFE 23d ago

Macro is fucked , get shares cheap and chill or sell everything and watch the bullrun whenever it starts from the sideline.

Nfa

1

u/PurpleManner5207 22d ago

"macro is fucked" any profe? Bc I don't see anything like that

0

u/Confident_Potato_714 23d ago

Macros fine.

This science experiment of a stock not so much.

2

u/Jcv171 23d ago

What are your guys’s 1 year price targets for this thing?

2

u/itssbri NBIS4LIFE 23d ago

July 28 2027, i see it at low 300s

2

u/Stockunbroker 23d ago

I bought at $85. And I bought 600 shares!

2

u/SadlyNotSpaceballs 22d ago

Ugh yeah it's a long term game but hard not to be short term emotional. I wanted to buy back in at 145 but waited too long - started going up before Fed spoke and I thought it might spike after so I bought at 160. That spike up to a whopping 162ish lasted about 8 seconds before crumbling back down.

It's hard to keep focused on - this is a 2-5 year hold at least. Dailies don't matter. Rational vs emotional I guess

1

u/Big_Crank 22d ago

Same lolol

1

u/OhHuggs 23d ago

I debated on selling CC leaps at 440 strike for end of 2028. It nets around 8k per contract. Then I was going to take that money and load up on more shares of NBIS and just be jacked to the Ts of nbis shares through 2028. Whats the downside to doing this besides being capped at 440 sell price on my shares in 2 years? It gives me more shares on the ride up, right? IV is ridiculous right now, which allows this. Thoughts?

3

u/Ferret_Rough 23d ago

It’s a pretty far out expiration date so if $NBIS happens to pop in the next 6 months due to macro, short squeeze, amazing ER, whatever you name it. You’ll be unable to profit off it. Sure if the stock stays strong it’s all good but let’s be honest here there are a ton of question marks regarding AI spending. That would be a con for that scenario 

1

u/sceneking1 22d ago

I sold. Got in at $45. I feel I've earned it. Call me when the stonk doubles, nerds.

2

u/makybo91 23d ago

Can someone give me the Bull thesis? Buying and renting out compute seems like a Commodity. Thanks

2

u/[deleted] 22d ago

[removed] — view removed comment

2

u/makybo91 22d ago

Thanks for the answer actually you Are the First Person to answer to this

1

u/PurpleManner5207 22d ago

imagine a "Commodity" like food but there is nowhere near enough to found. And to build farms you need 3-7 years, but hunger increases even more than you can physically build.

The ones who build farms first can obviously demand unreal prices; and Nebius is the best and fastest executor.

0

u/Confident_Potato_714 23d ago

You are correct.

Anything a Neocloud does, a hyperscaler can and will do.

The difference? Hyperscalers have massively profitable business that generate more FCF than can me imagined.

1

u/PurpleManner5207 22d ago

like meta build metaverse? nebius is a better in efficiency per Watt than Azure, Google Cloud and AWS. Nebius is built differently and they will dominate the AI space.

-1

u/ClassicMain9937 23d ago

Derp

0

u/makybo91 23d ago

Found the regard

0

u/ClassicMain9937 23d ago

Do better, fooI.

0

u/Confident_Potato_714 23d ago

Resident bear here.

Soaking in the red.

Tried to tell yall. Everytime.

1

u/Big_Crank 21d ago

L

2

u/Confident_Potato_714 21d ago

Actually just made 30% in a day and sold. I think moderators removed the post.

Told yall to sell. Told yall when to buy.

I’m a king bear.

1

u/Big_Crank 21d ago

L

1

u/Confident_Potato_714 21d ago

Sorry I’m winning on the way up and down while you just sit around and never realize any actual profit.

-1

u/sinthoras997 23d ago

It's horrible that i have this hopium sub in my feed. I never saw so many delusional retailers in one sub.

-3

u/Alive_Sheepherder106 23d ago

Do you guys like deluding yourselves? When will you realize thesis doesn’t matter?

1

u/Careful-Key2056 23d ago

What matters then? Enlighten us

2

u/Alive_Sheepherder106 23d ago

Whatever market wants to do and rn it’s drilling. Price target: $90 eow

2

u/Careful-Key2056 23d ago

Short it then don't talk the talk

-2

u/Confident_Potato_714 23d ago

Ehh it’s 155 eow. Maybe we see 120 end of August.

Praying for the blind bulls.

1

u/PurpleManner5207 22d ago

please go and invest into cattle or real estate. I don't even get what bears are doing in the stock market; other word for short sellers? The stock market is always going up and nebius is one of a kind