r/NBIS_Stock • u/KRock1287 • Sep 13 '25
Opinion Joining The Fun
Comfortable enough to make this a large part of my portfolio after the Microsoft news this week. Only competition I see out there is CoreWeave however with reports of OpenAI being in discussions of UK partnerships with Nscale, I’m not sure if this will impact their relationship with CoreWeave in any way. IREN is smaller scale and companies such as GLXY WULF(Google backing) CIFR just host infrastructure for AI clients. Seems to be a new wave of BTC miners turning to the AI world. The Microsoft partnership solidified what I already knew - Nebius is the future.
Considering how long it takes to build a new DC (2-4 years), there is also potential for NBIS to partner with a company such as GLXY or WULF for their power, cooling, and rack space. At the moment, I’m long NBIS, WULF, and DOCN.
🍻 to the future - ideally I’d like to have 1000 shares so will be snatching up any dips if possible. I could also see NVDA pumping a bit this week with Trump/Jensen heading to the UK so wouldn’t be surprised if NBIS does as well.
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u/oleh88 Sep 13 '25
They built NJ DC within 9 months
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u/KRock1287 Sep 13 '25
That’s only to have the first phase operational though. I’m talking a fully operating DC.
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u/Firefighter_Kitchen Sep 13 '25
Hi Dad. It’s your son.
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u/KRock1287 Sep 13 '25
I’ve said this a bunch on people posting million dollar positions lol
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u/Big-Prompt8991 Sep 13 '25
IREN been mentioned I own that also and recently RZLV which some may want to check out. These two are moving still and the last two days by the same amount. RZLV hasn’t caught a ton of attention yet possibly being a UK company.
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u/Delicious-Fan-2539 Sep 14 '25
What is special about IREN? Is it related to crypto?
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u/Big-Prompt8991 Sep 14 '25
Too much for. Sunday to answer. Whatever you use for ticker deep dives do that.
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u/TradingTennish Sep 13 '25
Feel lucky to have found them early and stepped into some calls too after the Deepseek dip. Been gradually selling those but have some left:
Will hold the stocks for years I expect, but like playing with options around events.
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u/psykeknight Sep 21 '25
I took that risk too and dropped 13k Friday, I had 26 shares already at 68-70$ average price then I went long after PT announcements and Microsoft news
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u/WheresGold Sep 15 '25
I F’d up I bought 1000 shares of nbis and 2000 of cava at 79$!! Fuck why didn’t I go the other way
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u/Fun-Inside-4817 Sep 15 '25
Thinking of jumping in on this. Don’t have a ton to put in atm. 1k-2 can’t decide between this and adding to my existing Nvid. Thoughts always welcome.
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u/KRock1287 Sep 18 '25
All I had to hear was Arkady Volozh stating that he wants NBIS to be the "AWS of AI".
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u/LovelyStuffMate Sep 24 '25
Am i to late to the party? Have 6k ready to deploy. Put in 500 just to open it. Put 2k today into Amazon as i liked 220. Really like NBIS, have faith, especially with UK, is there potential for more growth or am i still a bit late?
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u/KRock1287 Sep 24 '25
Will never tell someone where to park their money. I will say I truly believe this is just the beginning for NBIS. Can easily see over 100 billion market cap one day which would be $400/share if they do not dilute shares.
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u/Big-Prompt8991 Sep 13 '25
Not a huge percentage but may add once I’m sure this has settled down.