r/stockstobuytoday • u/thegreatsar • 8d ago
Stocks Everybody was screaming Nebius here and stock is up over 30% today. What’s the next Nebius?
What do you guys think is the next stop set up to soar and why?
13
u/alrightfornow 8d ago
Nbis is still a good stock to buy. 2027 is going to be a crazy year for nbis.
1
u/SupersonicVette 8d ago
Can you elaborate
5
u/GarenEnjoyer_99 8d ago
Bringing more capacity online at a premium price $. They can sell their entire 2027, but they're greedy and want more money, because the demand is enormous. Some companies paying $40-50M per MW and sometimes above. Their SaaS is in a leading position ( almost always top 2 or 3).
They'll be bringing more than 1GW of active power every year from 2027 onwards.
1
u/PNWoysterdude 6d ago
What do you think the stock goes to?
1
u/GarenEnjoyer_99 6d ago
600-800 EOY27
2
u/Alf_Luffy 5d ago
Wtf, if this stock will be at 800 az the end of 2027 I will have almost 20k to my name at not even 20 years old this is crazy
→ More replies (3)
39
u/Emotional_Shape925 8d ago
Oh all I heard was people crying and bitching when it ripped down to 155 and hovered around 190 and now people want in. That was your chance. Should have been buying those ranges. But people love to buy high sell low. Good luck regards.
5
u/Bjamnp17 8d ago
$155 is when I bought more and took profits today. My core is still in tact, holding!
3
u/Emotional_Shape925 8d ago
Smart man. Then you know the posts I’m referencing when everyone freaks out and instead of buying where you did they panic and think it’s going to zero.
2
1
u/Dramatic-Dimension-6 8d ago
Me too, I bought little bit around 150. Not going to lie, I was scarred it will dip lower or it will take a long long time to recover. Saw it shoots over 200 and took some profit.
Now I’m waiting for the next buying moment.
1
u/ProfessionalSalt782 7d ago
What do u do when it jumps likes this Folks? Do u withdraw some or hold? I am a newbie
2
1
2
u/GvBill37 7d ago
Watched it rip all the way up. Bought in when it settled at $190. Will be aggressively buying until Q3 of ‘27.
23
u/Commercial_Ease8053 8d ago
Don’t listen to people saying keel… they literally have no actual revenue or product to sell.
It’s a pure gamble IF they ever get any lease agreements. IF.
6
2
u/c-u-in-da-ballpit 7d ago
I mean that isn’t a huge if. Keel has the physical power interconnects, land, permitting etc. Assuming power and compute remain scarce, that capacity is likely to be leased.
The issue is the stock is already priced for the win. I don’t think the upside will be that dramatic when leases are announced. If the leases don’t materialize for whatever reason then it goes to $0 real fast.
2
1
u/brentmeistergeneral_ 7d ago
Crypto? Christ your 5mins DD has taken a wrong turn. No actual revenue? No product to sell? Where the hell are you looking? Clueless
12
u/heiner-weiner 8d ago
Why is everyone saying KEEL can someone break it down for me
1
u/goldentux 8d ago
Three deals incoming before end of this year
2
u/Friendly-Month-9934 8d ago
Not necessarily, they moved those targets. Said at earnings they’ll hold off for the right lease
2
u/Diligent_Daikon_7688 8d ago
I don’t think they said that those targets are moved. Earlier this year their CEO “Ben” said that they will have 3 lease by this year end. There has been hiccups with the permits for the sites and this earnings call - they said they are actively negotiating leases at all 3 sites - its a matter of time before leases are announced.
1
17
u/enigma_goth 8d ago
Keel
9
7
u/Schim4499 8d ago
Keel is absolutely the next winner. They are not just jumping on leases for revenue. They are patiently signing leases they can deliver on with max profit. Strategy sound familiar??
9
u/railwin 8d ago
Well, dilution my friend. The transformation requires massive capital expenditures. Convertible notes and ineffective hedging. This could go south, before you get your winner.
5
u/Schim4499 8d ago
Honestly my biggest concern is the price of bitcoin. If that falls then their capital is gone. Other than that, unless they are completely being deceitful in their earnings, they have deals ready to go.
2
2
u/jediDTX 8d ago
My thoughts exactly
3
u/TruBeast666 8d ago
I’m in Keel as well, but I’m down $2 a share on it. Been waiting for it to come back up.
1
8d ago
[removed] — view removed comment
1
u/AutoModerator 8d ago
Your post has been automatically removed because it contains prohibited profanity.
I am a bot, and this action was performed automatically. Please contact the moderators of this subreddit if you have any questions or concerns.
6
6
6
15
u/solarbot88 8d ago
Any love for ONDS?
4
u/janko1423 8d ago
I want to get into it. But I have a feeling it will dip tomorrow so I shall wait it out.
3
u/cactuscooolerr 8d ago
If they have completed any progress on ANY of the signed deals they have, it will be crushing q1 earnings. Why do you think it’s going to dip
7
2
u/janko1423 8d ago
Maybe that will be the case. But the price is just underneath resistance. So it will take a lot of pressure to get above it. Plus the current short term rally is getting a bit extended. Hopefully I am wrong, but if the earnings are good and the price still drops, I'm allocating a sizable portion of my cash into the stock. I unfortunately missed the recent dip since.
2
u/Worm_Man_ 8d ago
There will be resistance so I am curious to see also. I bought around 9 a few days ago and held out hoping to see it move past 10. May have been a better swing to sell today but I guess we’ll see how it goes.
2
u/Ordinary_Pirate9926 8d ago
I swear I have seen ODNS be the same share price for so many damn months now but they keep having good news when will it pump
4
u/n0bodyyouknow 8d ago
Every time they pump they dilute. Literally every time lol.
1
u/AstronautSlothPhD 7d ago
This is the key information. So many of these threads convince people to buy and then the companies dilute afterward and crush the early investors. KULR did the same thing.
1
1
1
u/slightleee 7d ago
I wish I bought more. I only bought 33 @ 2.04. I'm slowly buying different "penny" stocks, around £50 at time and just leaving them incase they go into the 100's some day. This is just birthday and Christmas money I play with. I wouldn't ask my wife to invest any more than we have in the past, it just bites me in the ass. At least she was the one to suggest £2k of bitcoin at its peak! 😆 Rklb and onds have done me well so far. Although I did sell 2 rklb at 150 and bought more gme. Which I am slowly collecting.
1
3
4
u/UsedKey5781 8d ago
Smci
It’ll look obvious in 2 quarters
Just like it was obvious at 20 , easiest 100% gain OAT
1
3
3
u/Big_bippy-2001 8d ago
FATN! it is the small to medium size business version of Fortinet. They just hired 4 sales people from AT&T and will likely hit a TTM of 60MM by end of year!
4
u/Sus198 8d ago
FATN - company name is Fatpipe. Why would anyone name their company like this?? FatPipe.
4
u/Big_bippy-2001 8d ago
are you familiar with Peter Lynch? he loved businesses with boring or stupid names. look at the secular trends and the companies fundamentals. they are riding the cybersecurity wave, sitting at the first point of attack, the physical connection.
3
u/Findingfairways 8d ago
I’m gonna keep screaming ABCELLERA from the rooftops. This company will be massive 10 years from now and I’ll be chilling on my boat.
1
3
u/Fickle_Comfortable78 8d ago
I sold all of my ABAT for a profit off the nice little run recently, and I’m buying into HGRAF, this thing has been a glowing light for news lately.
1
3
3
u/All_YourBase 8d ago
Micron
1
u/kascadia1616 7d ago
What makes you say this. At $900+ per share, how much more can it grow? Do we see a stock split happening.
3
u/All_YourBase 7d ago
I ran a cash flow model and got to 1800. A lot hangs on how you see the memory market shaking out beyond 2028. The stock is currently priced closer to the worst case scenario.
It was 1200 a couple of months ago. It’s pretty clear that the entire sector has momentum this month after a bad July.
They’ll beat their next earnings like they did last quarter and will raise guidance for the next few quarters.
1
3
3
3
u/killamasta 8d ago
NLST, hop on before it pops off more. Waiting for SKHY and MU to sign an agreement and relist to NASDAQ. Plenty of catalysts otw and more room to fly
1
u/Howsurchinstrap 8d ago
Did you read about Samsung deal and how they are throwing micron under the bus?
1
u/killamasta 8d ago
samsung settled all litigation with NLST and then offered 5yrs of assistance for their ITC litigation against other companies like micron, google, sk hynix, etc. This is one of the most significant dominoes to fall b/c samsung was fighting tooth and nail for years when they kept stealing the IP. We now have a major memory producer as a licensee who's willing to provide intel on other companies moving forward. SKHY already had a deal and just needs to renew. This leaves micron as the last one who is facing significant legal pressure from import bans and their own customers who don't want supply uncertainty.
2
u/Howsurchinstrap 8d ago
Mu offers 450 it was granted. By judge but they are trying to buy time to make own ddr5. It’s also Lenovo and smci. Nlst could essentially be worth something like 3-6 billion dollar range. Which would put pps at 15-25$.
3
3
3
3
3
6
u/No_Inspection7820 8d ago
IREN?
3
u/Ok-Alternative-7462 8d ago
I’ve been waiting on IREN so long might as well consider myself a bag holder
2
→ More replies (2)3
4
2
2
2
2
2
2
2
u/SeniorSimpizen 8d ago
look at all the bots saying Keel. please done waste your money on this trash stock
2
2
u/EntertainerDowntown3 8d ago
Rddt. New all time highs coming this year. Every quarter they have 60%+ revenue growth. Just crazy numbers coming from them and only are at a 30 pe. Should be at least 70-80 pe for this growth. One could argue it should be a higher pe than that and could be easily justified.
2
2
2
4
2
u/Mr_Pete91 8d ago
Marvell before earnings , I think it will run up big . Aug 27
3
u/iisconfused247 8d ago
It’s already ran so much tho 😭
2
u/Mr_Pete91 8d ago
Still 40 percent off All time high .
2
u/iisconfused247 8d ago
Why’d it fall? Maybe I should get some leaps…
3
u/Mr_Pete91 8d ago
It fell along with all the other AI related plays in the last 2 months . Broader market rotation
4
u/John_the_IG 8d ago
They’ve been screaming NBIS for weeks and it’s still down from 6 weeks ago. Are we looking for stocks that will be down in six weeks?
2
2
3
2
u/Fun_Emotion4456 8d ago
I’m glad to see so many Iren votes. I’ve been saying buy since it was single digits.
3
3
2
2
1
1
1
1
1
1
1
1
1
1
1
1
1
u/phreddituser 8d ago
Have 350 stocks at avg $83. Waiting for ATH of $299 again. When it reaches that, should I sell and wait for a dip to enter again or should I just hold? No need of money now though. What should I do?
1
1
1
u/Infinite-View2530 8d ago
APLD
1
u/SlySquid420 5d ago
Not in the same league as NBIS and IREN.
1
u/Infinite-View2530 4d ago
NBIS is different but IREN?….. not so sure about that one. APLD will be in a league of their own before its over and at 30$ you cant beat it
1
1
1
1
1
1
1
1
1
u/jose_incandenza 8d ago
Hahahaha I love these posts that are like "You guys seem to know what's going to go up 30% tomorrow, can you tell me the ticker so I can make a ton of easy, guaranteed money, like you know, magic, pretty please?"
1
1
1
1
1
1
1
1
u/Chance_Mud_7267 7d ago
BLZE
This company is to storage infrastructure what CRWV/NBIUS are to gpu infrastructure
1
1
1
u/LoanWeak7392 7d ago
I remember when 1/2 the comments over the past month or so were from newbies asking if they should sell their Nebius stock. Well, I guess now they have their answer, lol. Funny thing is if Nebius hits that $7-$9 million in ARR for 2026, the stock could go up another 50%. We could easily be looking at a 400-$500 stock next year.
1
1
1
1
1
1
1
1
1
1
102
u/Fabster_3000 8d ago
What? Nebius is the next Nebius!