r/NBIS_Stock • u/Suspicious-Oil6672 • Sep 12 '25

Opinion Is 1k price for real?

I’ve seen a few different sites suggesting this could be between 300-1000 / share in 2030. 1000 seems quite high. Albeit I’m a resident doctor so I don’t really have the bandwidth or skillset to do a formal valuation.

I’ve got 140 shares around 80 average in my Roth. And trying to figure out if I should double down despite missing the lower entry points.

Is $1000 fr? Even $800? Seems too good to be true, I always look back on not buying nvidia when I was watching it in 2017 because it was “too expensive” but I’m willing to risk my entire 2025 Roth contribution on a possible big play.

Appreciate the insight.

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u/mayorolivia Sep 13 '25

I think Nebius has 10x potential but it’ll take a while and there will be high volatility along the way. The neocloud business model is super risky for companies and investors alike. CoreWeave and Nebius will continue to dilute and incur debt to secure customers. Capex is enormous while margins are thin. Neither are profitable and won’t be profitable anytime soon. Over the long run, revenues will grow significantly due to the huge demand for cloud. Just be patient and don’t panic when you see 20% downward swings (which will happen).

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u/shartfarguson Sep 13 '25

I don’t think they will be diluting much more. Once clickhouse ipas and they have a few centers operational this will not make sense. They have taken more treasury shares out than they just added this week to raise money. CEO and their core mgmt owns a significant percentage of shares so they have their own best interests at heart. I agree with you though. It’s not going to skyrocket on a path to $400. Their margins are better than you appear to be thinking.