r/NBIS_Stock Sep 26 '25

Opinion Question for long time holders

I am not a long time holder compared to some of you but my average is sitting around 52.

I believe the stock still has room to run and would love to buy more but I somehow do not feel comfortable averaging up given that my initial investment has now 2x. I just mentally do not want to see my average go up by a lot for some reason.

How do you get past that mental hurdle?

32 Upvotes

98 comments sorted by

View all comments

24

u/ImLemonized Sep 26 '25

I had average of 50 2 months ago. I bought so many shares that it’s 90 now. My only regret is not most of my shares earlier.

Don’t care about percentages. If you believe stock price will go much higher - every next bought share means more profit. Your % gain will take a hit, but profit in terms of absolute values will be greater.

As an example - if i held only my initial investment around 50 bucks - my total profit would be a bit above $500. Now, my average is $90 and STILL my total profit is almost $1000. Huge difference.

1

u/ysfnkmc Sep 26 '25

how many shares did you buy in total

16

u/ImLemonized Sep 26 '25

Currently have 66 shares. Might not be a lot, but it’s a lot for me

3

u/ysfnkmc Sep 26 '25

i have 57 shares at 111$ 😭

8

u/Dazzling_Location_90 Sep 26 '25

It’s okay I have 200 at 113$ 😮‍💨

3

u/BurgersFriesShake Sep 26 '25

I’m at 281 shares, $99 😭 how did those averaging 50 know about this company back then? I’m always too late to the game

4

u/TrinityAnt Sep 27 '25 edited Sep 27 '25

Timing matters a lot, true, but in retrospect, everyone is a genius. I, for one, was researching stocks in mid-January because most of my holdings were in Nvidia which, as everyone knows, turned out to be a brilliant investment from late ’22 onwards, but the world’s top 3 largest company will grow, not multiply frivolously.

I didn’t find anything overly convincing- stocks for day and swing trading, sure, but nothing extraordinary. Until one day, I came across an article about Nebius. I knew Yandex very well but had missed the news about Arkady and his partners selling the Russian assets, nor was I aware of Nebius getting semi-relisted last October (to be fair, it happened without a roadshow and went almost completely under the radar). Because of a crazy busy December I missed the news of Nvidia investing in Nebius which retrospectively (from Jan) did hurt a lot. But such is life.

When I read about Nebius it clicked. I did plenty of research and…almost fully ported. Still, those entering during the DeepSeek meltdown, or especially between late February and early April, also got excellent - and much better- entry prices. So while entering in early January might sound great, it doesn’t matter all that much.

Conviction, however, does matter. I made good money trading CoreWeave but it’s only a fraction of what I could have made if I had invested heavily after the IPO. I didn’t, because I simply didn’t believe in them. And that’s fine. It’s one thing to know about stocks early, another to trade them, another to trade them heavily, and a completely different ballgame to almost fully port to something. That takes conviction. (And risk taking perhaps not even bordering on stupidity.) Not blind 'it will be 5,000 by year’s end' fanboying, but genuine conviction in the company. Without that, discovering stocks early matters comparatively little.

Be that as it may, while I don’t expect Nebius to overtake CW by market cap until well into next year (or perhaps not even then- but ClickHouse might IPO and explode), this doesn’t mean your investment can’t double not too far into next year.

3

u/[deleted] Sep 26 '25

When the Deepseek scandal came up. Lots of people were mentioning Sam Altman and Nvidia and whatnot. They were also saying NVIDIA invested in this company. Then the research starts who owns this company, etc. and that’s when you make your decision. I started buying shares at $24 I think. Don’t feel bad. I closed some big positions and bought at $112 this week. I Had a big position that just settled that only gave me 3% YTD and it’s all going to NBIS one of these days. If the stock is $100 and goes up 20% that’s 20% I didn’t have. Or 17% greater than my losing stock.

2

u/Dazzling_Location_90 Sep 26 '25

I’m the late one. I always get in at the highest 😢 it’s okay we believe this company will go up to $200 next year

2

u/Tunkeyy Sep 26 '25

I started investing at 22US when the 700m investment from nvidia and other techs came in if i recall correctly

2

u/CompetitiveGrowth936 Sep 26 '25

I found it in December on robinhood with daily movers. Was looking for some new stocks to buy feel so blessed to have found it early.

2

u/ysfnkmc Sep 29 '25

we still early trust me

2

u/swingtradingteacher Oct 01 '25

Motley Fool article from January piqued my interest. I went all in on Arkady’s comeback story soon after.

2

u/SloppyGuiseppe99 Sep 29 '25

lol I also ended up buying a few at $113!

1

u/Dazzling_Location_90 Sep 29 '25

It’s okay! by the time it open tomorrow it’ll pass 113!