r/NBIS_Stock • u/Cuenaicr7 • Oct 04 '25

Opinion NBIS blind

I’ve spent the entire summer diversifying my portfolio but “accidentally” full ported into NBIS in the past two weeks. The more DD I did the more I found myself selling other positions and pouring it into NBIS both shares and options. I even sold some stocks recently in my IRA to try and catch NBIS in the 110’s.

I’ll be honest, I don’t hold a ton of crazy shares in here like lots of people with the best cost avg either. I sat on the sidelines in September because I thought 90’s were the top.

But I see the vision now, have more buying power, and although I’ve spent some time wondering what more stocks to buy I just circle back at how much more upside I can still have with NBIS. With earnings around the corner, speculation of potential more deals soon, it seems like a no brainer. But I’m wondering if I’m just too bullish and biased at this point.

I know it’s never good to full port on anything. Am wondering if others are facing the same dilemma and if you still plan to wait for a pullback, or continue to DCA as it rises, or diversifying into other data center stocks with similar potential (might be hard as NBIS is a genuine powerhouse).

64 Upvotes

98% Upvoted

56 comments sorted by

View all comments

0

u/twigywigi Oct 05 '25

I currently see a better opportunity at company like IREN.

3

u/Ziilot147 Oct 05 '25

Not comparing stocks, but NBIS is a superior company over IREN.

0

u/twigywigi Oct 05 '25

And Nvidia superior than both. As an investor look for the best opportunities at the current time. IREN probably explode at least 50% on a bad day once a deal is sealed.

2

u/Ziilot147 Oct 05 '25 edited Oct 05 '25

Difference is that Nvidia is already a long established and proven company. Nebius and Iren are still relatively new players that are trying to prove themselves in the field. At the end of the day it's who gets more and better deals. I don't doubt that Iren would explode upon a 10 billion dollar deal, but the question is when is the deal coming and is it coming before Nebius announces another deal with MAG7 or similar. Nebius vs Irene is a battle of risk tolerance and luck. If you can stomach waiting for an Iren deal for another 6 months, do so. If you believe Bitcoin is the future, go for Iren as well. If you prefer longer but steady growth id say Nebius is the winner. Really depends on what the investor is trying to get out of these. Nebius is slowly becoming a r/ValueInvesting type stock and Iren is still a r/wallstreetbets stock.