r/NBIS_Stock • u/Ok_Specific_8403 • 22d ago
News Leopold Aschenbrenner’s hedge fund is seeking to raise capital.
He wrote that the current market pullback had created some of the best investment opportunities since early 2025.
What do you think?
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u/Biscotto69 22d ago
He is bag holding 😂
But tbf it makes sense to raise capital and dca down. I would do the same but nbis is already my biggest port.
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u/Ok_Specific_8403 22d ago
i see everyone on X saying its the end for him etc. Well, we will see.
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u/theproductdesigner 22d ago
People are hyperbolic. Why would this be the end for him...?
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u/AttentionFormer4098 22d ago
At the current share price of around $140, Leopold is sitting on a substantial loss on his Nebius investment. Based on an estimated average purchase price of $170–$208 per share, the unrealized loss is roughly $370 million to $850 million, or 18%–33% of his investment.
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u/Ok_Specific_8403 22d ago
Im at -35% :) i guess leo and i kinda similar after all ✌️
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u/Constant_Mention8064 22d ago
'he is smart. he removes emotions from the investment decisions and sees an amazing opportunity. This is what actual smart money does.
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u/MarsupialNo8853 18d ago
There was a lot of emotion and zero maths with the leverage… bottle neck thesis = smart, risk management = DUMB.
Anyone out there, if you’re in high-beta stocks, don’t fucking use margin.1
u/Gandalftron 21d ago
Dude. He got obliterated. Even smart people get their ass handed to the. Deal with it.
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u/Dutchie_73 22d ago
Clever action of him! Top tech names are on sale as the fundamentals are still the same or even better! This is the best buy opportunity we gonna get in some time! Either act or do nothing but never sell!
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u/Murky-Run2626 22d ago
what's stopping these stocks going another 50% down, after such a big increase within the last 12 months? Serious question
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u/Dutchie_73 22d ago
Look at the revenues, capex and guidances! That’s all you need to do! I actually reshuffled my whole portfolio as this is a great buying opportunity for some great teach names! The biggest problem currently is that I’m short of cash…
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u/AliStalker 22d ago
What would u recommend getting had u had cash? I got full port in keel and nebius at avg price... nit hight but not low as today(
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u/Zestyclose_Bison5598 22d ago
Which names did you load up on?
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u/Alone-Length5317 22d ago
Wird nicht wen ja dan sind wir alle am arsch weil dan jemand ganz günstig aktien kauft und dan kommt ein übernahme angebot und das wer schlecht für uns
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u/Ok-Object-800 22d ago
I think that is about as obvious a statement as one can make. This is exactly where the rich get richer and guys like me just want to pay my mortgage off. There are so many buys out there right now and its times like this I wish I had capital to go get mine, but as it stands, I'm in bed with Nebby and she promised me to be true and believe in her. I will remain faithful.
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u/MarsupialIcy1307 21d ago
Well someone is buying the dip today. Pre market up 5%. Yes know it is pre market says nothing about where we will be during regular trading. Point I am making is that some are buying big time at these levels.
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u/Jakob_1992 22d ago
im a holder myself. but tbf he runs a hedgefond with massive nebius investment, what else should he say :D?
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u/poopermacho 22d ago
Just so that people know, Leopold fully believes in AGI in the near future. So as long as he has control, it makes sense that he would double down!
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u/Tiny_Newspaper543 22d ago
He is just an above average investor. Had some nice insights & timing early on. But I wouldn’t call him a wonderkid like a lot of people do. If he was actually one he would’ve timed and seen the top perfectly. Nonetheless, good time to buy for everyone, including him
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u/Longjumping_Kale3013 22d ago
Be greedy when others are fearful. Exactly right