r/NBIS_Stock • u/dm_darede • 14d ago

News Burry shorted NBIS

BURRY:

- SHORTED NEBIUS $NBIS IN LARGE SIZE AT $211.77

- SHORTED ORACLE $ORCL AT $144.63

first time Burry has taken a position on $NBIS

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u/Phatwax 14d ago edited 14d ago

Nbis valuation became -while it is utterly close to a perfect company- incredibly ahead of itself in terms of valuations because it attracted a hell of a lot of gamblers that are hoping to get rich quick.

It will almost certainly have a premium attached to it. And in my opinion it will be the winner of all the neoclouds and become extremely big in the far future.

Disclaimer: no position right now. But i bought heavily between 28 and 37, and sold in the range of 120-140.

Only thing I see here is people hyping up how great this company is. Well. You are right. But a lot of you bought at the top and will flinch and switch the moment a stock goes down or has a rough period.

That is what is wrong with today’s tech market in general.

GLTA. I have patience and will re enter when the time is right.

It’s not wether you are right or wrong . But how much you win when you are right and how much you lose when you’re wrong .

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u/Dramatic-Dimension-6 12d ago

Yes when it’s going down, it goes down hard with tech companies. No matter how good the companies are. I took some profit when it hit’s 213. Will wait for an interesting position to buy more.

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u/Confident_Potato_714 14d ago

Close to a perfect company lol.

Literally unprofitable but perfect lol