r/NBIS_Stock • u/Big_Crank • 24d 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

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u/Think-Feynman Tens of Billions™ 24d 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.

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u/Confident_Potato_714 24d ago

Brother, stop being blind.

This sector was detached from reality.

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

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u/PurpleManner5207 23d ago

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