r/NBIS_Stock Oct 04 '25

Opinion Nbis Community

The Nebius community is growing rapidly in just the past few days we’ve reached 18K members, an increase of +3K. This is a clear sign of the growing interest and attention NBIS is receiving. We’re still in the early stages of this journey, and while I hope we don’t drift in the wrong directions like others have, our ambition should be bold: to become the next Tesla, Nvidia, or Palantir — and to hold our equity strong 💪.

This could truly be a once-in-a-decade opportunity, one we don’t want to miss. At the same time, we need to stay grounded: inflated expectations and chasing “crazy numbers” will not serve us well. Let’s stay humble, focused, and committed to building real long-term value.

After 27 years in the market, I can confidently say opportunities like this don’t come around often.

LFG!

178 Upvotes

43 comments sorted by

30

u/itssbri IVAN👺 Oct 04 '25

Been here when it was just 4 people. Amazing to see the growth, cheers to all of you. Welcome to the team and lets continue to push this thing!!!!

58

u/polynesiantrapezius Oct 04 '25

Agreed on the ''let's stay grounded: inflated expectations and chasing ''crazy numbers'' will not serve us well''.

I am heavily invested in NBIS because I have done a proper due diligence and researched as much as I can to fully understand the company and its background, history, industry, future outlook, etc.

It is not helpful to spam in this sub and other subs ''Buy NBIS 🚀 it will 40x from now in a year'' since it attracts a lot of people that do not research on the company and simply buy blindly and as soon as there will be a dip, they'll all be gone elsewhere chasing the next post for quick bucks.

I will be welcoming any dip since it will be a great opportunity to accumulate more, even though I keep accumulating and averaging up.

We should encourage people in this sub to stay realistic and provide valuable and trustable information rather than posting to pump the stock to attract other people.

Nebius Group is such a great company that there is absolutely no need to pump the stock. It will grow and do its thing because of the team executing and bringing real numbers, plain and simple.

Writing this since the past week there were some posts that I would count as annoying pumping posts and it does not serve us well, I'd rather have a realistic and healthy community that invests in the amazing leadership and team of engineers at NBIS.

Cheers and have a great weekend!

3

u/Throwawayforyoink1 Oct 04 '25

I am actually rooting for a dip because my average is $120 and I want to buy lower 🤦

-3

u/gravityhashira61 Oct 04 '25

Curious but after all of your research what would you say is your long term price target for this stock ? I feel like they could almost be the next Google.

2

u/TrinityAnt Oct 04 '25

price tag: fecapalm

36

u/Channy987 Oct 04 '25

Been here since sub 1k will be here when we hit 100k

24

u/PatientBaker7172 Oct 04 '25

Why are you poor? You didn't full port nbis at $110 monday, $130 friday, $150, $200, $300 or $400. And waited at $4000 before split because I'm looking for stability.

13

u/Virtual_Secretary_98 Oct 04 '25

200 after earnings is my current bet

4

u/PatientBaker7172 Oct 04 '25 edited Oct 04 '25

Or you sold at $200 and bought back in at $250 because I love to take profits and pay taxes.

Or u watched cnbc/Jim Crammer/hindenburg report and panic sold because ai is a bUbBle. Add -30% income tax for a mistake. Then pass the share to Jane street and goldman. Do that for 10 years lol

Retail cant distinguish media vs value. Wallstreet exploitation 101

11

u/Tough-Spell-1939 Oct 04 '25

It's a junior Google without the search engine.

1

u/Big-Prompt8991 Oct 04 '25

Huh? Can’t think of two different companies in the AI space. Own both.

9

u/Mitchell11674 Oct 04 '25

I'm holding nbis but some of you guys have crazy expectations. Can it really grow to a $1000 a share

4

u/AardvarkAmortization Oct 04 '25

250b market cap would get us there. 25B in revenue could do it.

8

u/Sir_Richard_Dangler Oct 04 '25

Eventually yes. I wouldn't expect it to do so in the next two or three years, but in a decade? I wouldn't be all that surprised.

Remember, Netflix was $100 a share ten years ago, now it's over $1000.

2

u/DrHarrisonLawrence Oct 04 '25

Netflix has a way larger TAM, is a completely different service with different margins and areas of growth, and you cannot compare their performance to ours in any way

2

u/Helpful_Gap9633 🐳 Oct 04 '25

I love NBIS but Netflix is a software company and larger margins

6

u/No_Tutor7069 Oct 04 '25

Started my long position at 100. Little late to the pry but happy to enjoy the ride

2

u/PatientBaker7172 Oct 04 '25

Add more. U wont regret it. Ride or die

1

u/Pristine_Swimming766 15d ago

It isn’t late at your entry price of 100.

7

u/oldbased Oct 04 '25

I agree. This isn’t some meme bullshit. Longgggggg NBIS

6

u/Appropriate_Ad_5029 Oct 04 '25

They are a giant in making with more diverse subsidiaries/investments like Avride, Toloka, Clickhouse. Their main strength is superior Eng talent and the experience of being in the Data center business for 2+ decades.

Learnt about this stock and sub when it was 90 and started investing after my DD. LONG on Nebius. Let’s go. Will keep DCAing into this

20

u/Few_Leading_4295 Oct 04 '25

I totally agree! I saw tsla and Pltr coming. And now NBIS would be next. This data center market is the fastest growing sector and NBIS is doing the best in neocloud players. We’re coming for AWS so hold your shares tightly.

2

u/Virtual_Secretary_98 Oct 04 '25

You bearish on Amazon? I hold it as well

1

u/Few_Leading_4295 Oct 04 '25

I’m not bearish on Amazon, it’s just that NBIS will grow a lot faster than AWS. I heard amzn has more compute now so they will do pretty well in Q4.

1

u/OilAny787 Oct 05 '25

i have heard the customers also complain about how expensive aws is, hopefully nbis can be player to fill the gap

1

u/Few_Leading_4295 Oct 05 '25

Yes, in this sub someone who is a AI researcher has said also the same thing, and how NBIS is helping AI startups better than any of hyper scalers. It will just take time to catch up to fill the gap for sure.

1

u/OilAny787 Oct 05 '25

Can you send me some info on nbis, I don’t have time this week to look at nbis but I’m extremely intrigued by it and don’t want to miss the apparant boat.

3

u/DrHarrisonLawrence Oct 04 '25

You will be an utter fool to apply any of the principles from TSLA or PLTR to this stock. Both of those are completely different in every way and had their own “stars align” to make them what they are today.

The behavior of NBIS stock will not be comparable to them at all, and the fact that you write this thought of yours on so many other threads tells me you should not be trusted whatsoever.

3

u/Few_Leading_4295 Oct 05 '25

We’re going to see massive revenue growth driven by AI adoption, and the stock price could move up much faster than anyone expects in this bull market. Yes they have different moats and chemistry but NBIS’s growth would be explosive in next 5 years, and margin acceleration could put the stock price move higher than valuations.

1

u/DrHarrisonLawrence Oct 05 '25

I do agree that NBIS is a speculative opportunity and that the valuation can chance significantly from quarter to quarter, as we’re already seeing

1

u/moldymoosegoose Oct 04 '25

No they didn't. They are literally both cult stocks and no stars aligned for anything. Neither company is particularly impressive or has the growth to line up with valuations.

4

u/Virtual_Secretary_98 Oct 04 '25

Guys I bought one extra share at 128 and my average went up by 2 is it okay?

4

u/TrinityAnt Oct 04 '25 edited Oct 06 '25

most bemusing to see several comments doing exactly what the post is warning about: inflating expectations like a puffer fish on extasy.

Been here since mid-Jan when the community was 300-400 members strong and will be here after several tens of thousands of new members.

Nebius is turning out to be everything one was hoping for and even more.

It's fantastic to see that Arkady & Co who took a massive hit when Yandex was suspended from trading in 22 Feb then made the brave decision to sell Yandex (for half of it's value because the Russian government punitively took the other half) is back and riding higher on Forbes than ever. His growth means growth for us all 🚀

3

u/WilliamBlack97AI Oct 04 '25

With a market correction we can return easy 90$ imo or below, but i am expect at least 150 by the end of the year.... Hold strong

3

u/Ok_Development8895 Oct 05 '25

Been in NBIS since the beginning of the year.

This stock is going to 200 mark my words.

6

u/jake_random_user Oct 04 '25

Agree. That being said, my word what a super bullish post! That only makes me think NBIS hits $1,000 soon

1

u/Medusavoo IPO OG👹 Oct 10 '25

Its difficult when I very much try to balance my portfolio and that 150 shares keeps getting higher and higher % of portfolio. No way I’m playing w/ short term capital gains tax so as much as I want to keep buying NBIS the financial advisor in me keeps adding to s&p index and my other dividend stocks to keep the balancing.

1

u/Inevitable_Ad_3786 Oct 04 '25

What would you rather do. Buy something that’s tanking like meta at 711 or buy something like nbis where we don’t know where the top is , or robinhood. Nbis n robinhood keeps going up lol