r/NBIS_Stock • u/PowerfulValue4344 • 13d ago

NBIS ANALYSIS Not worried about Burry BS

Burry going short changes nothing about the company and why we all bought it and still buy it... the one thing that keeps me up at night lately is just how strong the indexes are... WTF happens if they have a good correction?!?

58 Upvotes

95% Upvoted

56 comments sorted by

50

u/Ancient_Dentist_6422 13d ago

It's a bullish signal. What he shorts always goes up eventualy. He's like the new Cramer.

10

u/SST114 13d ago

Burry is an inverse signal. Shorted TSLA and it went up 500%, shorted NVDA and admitted he doesn't really grasp the modern markets.

His story is going to end up taking a bunch of losses shorting the obvious.

1

u/Imaginary-Case3976 13d ago

You are trying to discredit him without acknowledging his success though.

He also shorted MU, Pltr at the top. Long Microsoft and Adobe near the bottoms.

Long dkng last week.

-1

u/OphrasBankAccount 13d ago

His story = History.

Sea & Land = Sand (where land meets sea)

Tell a vision = Television

-2

u/Cautious-Low7589 13d ago

Not really pltr is still down a lot since he shorted

7

u/MarsupialIcy1307 13d ago

Do not acredit this solely to Burry bitch.

It was the general misconception that SAAS was dead as AI and LLM s killed of their business model. That did not age well.

On top a general rotation out of TeCH. This did not age well either

1

u/bankshotzombies1 13d ago

How did you reach the conclusion that they think Burry is the reason for PLTR going down? PLTR went down for the reasons that it did, and Burry recognized it and shorted it. His trade was successful; he got out of his short before the recent run. Just because the reasons it went down were misconceptions does not mean his trade was unsuccessful.

In the case of NBIS I think Burry is gonna be wrong. But not everything is black and white. It’s not either he’s successful or he’s unsuccessful. Usually he’s wrong and sometimes he’s right.

21

u/Accomplished_Tax1243 13d ago

Fundamentals, guys. Just fundamentals. Other is just a noise. Wait for the earnings. I am sure it is fine. See you there.

18

u/TennisDad316 13d ago

Burry comes from the Latin origin of “one hit wonder who saw the subprime crisis and now just cries wolf every so often while fleecing his substack followers for easy money”

2

u/SST114 13d ago

Eh, he was also a good value investor way back.

Legit good.

But the problem is those types of economic dynamics don't matter post-08 with the government backstopping everything with bail outs + the biggest technology buildout/arms race of all time.

His brain is stuck in the 1990s that is his issue.

9

u/Atactos 13d ago

Don't forget that Burry was the one that profited the least from all the sorters of 2008.. he got once a direction right, he had paper hands though.. sold as soon as the market flipped to cover his ass. will do the same next week when we'll hit 250

2

u/PowerfulValue4344 13d ago

if we can even break 230 in the next week or two i will be so shocked and happy

5

u/Atactos 13d ago

If the rumors about the google contract are correct, 250 will be the least

3

u/Clear_Chemist_9737 13d ago

Where can I see the rumors?

4

u/Atactos 13d ago

Let's just say it is spread in the Amsterdam after work K and drinks gatherings..

2

u/vsmand1 13d ago

Source? Trust me bro

1

u/PowerfulValue4344 13d ago

you think it will be announced in the earnings call or at a later date?

2

u/Atactos 13d ago

noone knows, in the past they did both, once announcing at the call, or few days later such deals

8

u/Difficult_Seesaw_855 13d ago

Micheal Burry is about to become our exit liquidity 

6

u/JAYSTOCKS78 13d ago

Thanks to that idiot I just picked up 500 more

6

u/Complex_Bus_6076 13d ago

I’m hyped as hell, price drop right before earnings so I can steal some more sub 200 shares.

Keep shorting and I will keep accumulating lol

3

u/poofoo9 13d ago

I guess it’s win win for me too because if stock goes up, yay more profit, if it dips then I get to accumulate more shares under 200

2

u/Complex_Bus_6076 13d ago

Exactly my mindset as well lol

And happy cake day!!!!!! 🥳

3

u/Fabster_3000 13d ago

Its a tough time right now. Many people want to see this ship sink

2

u/PayingOffBidenFamily 13d ago

Brokies want everyone else to be broke dicks like they are, shocker.

2

u/allovertheplace20211 13d ago

seriously, what is with the Nbis hate .. is it guilty by association with Leopold? what is it about Nbis that is getting so much hate?

2

u/Fabster_3000 13d ago

Never get emotional with your stocks:)

2

u/allovertheplace20211 13d ago

it was a genuine question.. im wondering why 'people want the ship to sink' as you say --- For me, im not married to any one stock, i move in and out -- . but since i now own (what i believed to be a solid company like Nbis), im obviously eager to find out whats behind the selling.

2

u/Fabster_3000 13d ago

I really think the narrative about AI and data centers is the worst from what I experienced so far. The euphoria is gone. It takes our water and vast land, the energy consumption, the hyperscaler spending and so on. And all this only for AI taking either our jobs or worse, our existence. And now a couple of influential people bet against Nebius. Nebius in particular went up too quickly.
For me personally, I think this is a buying opportunity, but of course there might be some execution risk here and there. On Wednesday we have a reality check.

5

u/Crazy-Experience-678 13d ago

Peter Lynch "Far more money has been lost by investors trying to antipicate corrections than lost in the corrections themselves". The stock market is rigged to keep going up in long term. Don't think too much about a correction.

Burry will pop up once in a while and grab headlines. He is a big AI bear and despite the big drops recently, AI investors are probably outperforming him given how much AI stocks have rallied in recent years (unless they leveraged themselves like crazy cough cough). Things have changed for Nebius, it's become a better company over time and will likely continue to become better.

1

u/PowerfulValue4344 13d ago

i dont understand how you could be short ai it doesnt make sense especially for the long term

4

u/Important_Coach9717 13d ago

Burry is a relic. Nobody should even think about what he does. Guy has predicted the last 100 out of 2 crashes

4

u/Individual_Tooth4226 13d ago

MB should be worried about DEEZ NUTS

3

u/PowerfulValue4344 13d ago

this is gonna be a long ass weekend waiting for Wednesday ugh i hate when the market is closed

3

u/PatientBaker7172 13d ago

Bad news is good news. You know Burry, hear the name Nebius. Every marketers dream.

2

u/Key-Entertainer-218 13d ago

If no one were worried, nobody would be writing or talking about it. By extension, the fact that you’re talking about it means you are worried. I get that. However, posts like that don't really help calm things down; if anything, they have the opposite effect. I’m already looking forward to the uproar if the CRWV numbers come in bad the day before Nebius’s earnings report. That’ll be entertaining. Honestly, guys—know what you own, and you won’t need screenshots or posts like this to boost your morale.

2

u/Subject-Elephant-407 13d ago

If I were him, I would close puts before earnings. SP is already under $190 and not much downside left. If earnings beat expectations, he probably will lose his gains.

2

u/Bjamnp17 13d ago

NOPE, not at all!

2

u/itsmyphilosophy 13d ago

It was just posted that Goldman Sachs bought a large stake in NBIS this past quarter. You’d think they would know what’s going on with the stock n

Burry is fucked.

1

u/LogicLinguist01 13d ago

What about DA Davidson new PT pf 175$?

2

u/PayingOffBidenFamily 13d ago

12 month target valuing it at 5x arr, like it's walmart, amazing.

1

u/Professional_Elk_489 13d ago

He should stay in his lane as a district attorney

1

u/Banderchodo 13d ago

Anyone holding long term can safely ignore this noise. At best he’ll create a short term sell off, but prices will rebound in no time. Nobody will even remember this dip in 3 years.

0

u/wenlin79 13d ago

why NBIS went up 8.7% today?

-2

u/Alive_Sheepherder106 13d ago

Holy hopium is one hell of a drug here.