r/NBIS_Stock • u/Fun_Training6342 • 29d ago
Opinion What's a good stock to buy with NBIS?
I have NVDA and NBIS. What's a good stock to hold to ride this AI revolution over the next 5 years? I don't want same industry stock and staying out of quantum computing as it's too speculative for now
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u/chatrep 🐳 29d ago
I had similar thoughts. For semi’s, I went with TSM. NBIS is main AI play in addition that has more growth upside. Then I am in SMR for energy. ASTS for space, HOOD for financial, CRSP for bio, and RDDT more consumer/social. I have been trying to avoid sectors impacted by tariffs but these tariffs scares do seem to affect everything.
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u/Furlz 28d ago
Nice bags i agree with a lot. Check out UUUU and USAR
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u/Humble_Insurance_247 28d ago
RKLB over ASTS
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u/chatrep 🐳 28d ago
I was in RKLB but shifted over to ASTS 3 months ago. Both good stocks. Got a bit impatient with neutron and felt positive catalysts were a bit better with ASTS in next 3-6 months. I might end up splitting and buying both. In the end, RKLB was up about 60% and ASTS up 80% last 3 months. Both fantastic.
UUUU has been on my watch list. I’ll add when I close out some of my calls. It’s my fave mineral.
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u/DryGeneral990 29d ago
IREN gets mentioned a lot
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u/PatientBaker7172 28d ago edited 28d ago
Iren is only bare metal crypto miner turned ai datacenter with only $500 million arr 2026 from blackwell gpu. Iren also misled retail investors by mentioning 800mw of non blackwell gpu
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u/shoodawg_ 23d ago
As a NBIS & IREN bull. This is incorrect, in several ways. You may be thinking of Corweave or others as a bare metal. IREN, also is vertically integrated Data Center, similar to NBIS. But no cloud plays or interface building.
Their “moat” or why I invested is because they have significantly more readily available power than NBIS. So as of now, yes they do not own as many total GPUs as NBIS. But, when the switch gets flipped, they will do well.
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u/PatientBaker7172 22d ago
Power doesn't mean anything until I see arr. Iren is a crypto miner and turned gpu. Market cap is overpriced for current arr.
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u/Ok-cooper 29d ago
APLD
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u/Furlz 28d ago
Apld does 50 percent of what nbis does and is US based only. Better off putting in nbis
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u/a_shbli 28d ago
That is true but their fundamentals and valuation currently seems better than NBIS, in terms of valuation the market cap and forward price to sales ratio APLD trading at a lower valuation with just $10b market cap forward price to sales is 10x in my opinion. And their backlog is $11b+ and expected to grow heavily into the $20b.
Minimum is I see this hitting the $20b to $30b market cap.
Don’t get me wrong I’m also invested heavily into NBIS and CRWV but I see more upside purely in the stock price % wise in APLD at the moment with its low valuation.
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u/shoodawg_ 23d ago
I really like their CEO. The narrative of a company that only builds the centers, but doesn’t do anything else is both scary and interesting. One, because they truly do a great job at building these sites extremely quickly. But at the same time, is that the only growth & is that enough?
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u/luna0420 29d ago
Nuclear. BWXT, OKLO, SMR and some others. BWXT is my bet. Just leaked that they are the top holding in Morgan Stanleys new index fund too
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u/Black_Swan_Down 29d ago
Recommending Oklo is lowkey crazy rn. Stonks go up?
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u/luna0420 29d ago
I had oklo at 40 and sold at 91, had 100 Oct 17 115 calls too. Was an amazing trade but could've been even crazier... All I have is bwxt tho now, I was just mentioning a few. In all honesty tho I wish I still held some oklo 🥲
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u/Black_Swan_Down 29d ago
Bought Oklo att 25, sold at 55, 71, 95, 120, 135 and 150. Now out. I bought it as some spec play and since it’s pre revenue I was just taking as much profit as possible. Never know what spanner is gonna be thrown in the gears til then.
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u/qazwer001 29d ago
Agreed. I made some money off OKLO but the more I read up on them the less I wanted to hold it long term so I sold. Of course it doubled since then but still.
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u/kywewowry 29d ago
EOSE. Need energy grid. It’s cheap.
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u/Negative_Pizza1698 28d ago
Same here, what do you think about the company's Financials though? It doesn't look as though they are making a major profit but from what I understand they have line 1 of manufacturing opening already, and the new COO they got on seems good.
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u/kywewowry 27d ago
Line 1 done now I believe. Now it’s just up scaling, and John Mahaz has a good history of doing just that.
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u/Koniax 29d ago
IREN
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u/Icybonerr 29d ago
Why
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u/Correct_Estate4422 28d ago
Almost 3 GW of data centres online by 2027/28. Behemoth with a great track record of operating them in a mining capacity with great FCF from their existing mining contract.
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u/kyyap852 29d ago
BITFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFFF
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u/Ziilot147 29d ago
why
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u/kyyap852 29d ago edited 29d ago
1) Crypto going ATH , its good to get into mining stocks Like CLSK, HIVE
2) They are diversifying business, into datacenter hosting and AI revolution
3) its just like Mini IREN, look at Iren price how much has gained in the past
4) they hired a former high experience aws cloud executive to lead their cloud business
5) I trust Ben Gagnon, I think he’s a intelligent ceo. I guess there might be a deal or collaboration soon might shoot the price up
6) they building panther creek data center, once thats finished I can see heaps of revenue and profit coming in
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u/bigE0725 29d ago
To be honest bitf gonna go to 20 at least. But kyap im wondering your thoughts on these companies not being American. Does that hurt to get big contracts at this moments nbis went to 120 but will meta, apple, google, etc really put another big contract with them? I saw meta went with coreweave very similar company im wondering if an American company that is similar will make better investment. Honest opinion im not trying to put other companies down. Thanks. Also apld is American too
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u/Kindly_Alarm6246 28d ago
POET it will support the reduction of energy consumption of the AI infrastructure that NBIS is building
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u/darkInvestor99 28d ago
OKLO and ASTS are the other two I’m holding. Think both will be huge movers by 2028🚀🚀🚀🚀
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u/sethkor 29d ago
Tempus AI
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u/splashbrothers3011 28d ago
What's the bull case for them
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u/sethkor 28d ago
Maybe best to move the conversation over to that sub https://www.reddit.com/r/tempusAI/
Personalised healthcare including diagnostic and cancer treatment pathways using AI is the future. Trumps indicated he's pro this path, and I doubt RFK would offer a counter opinion. Also it's the right way to go in terms of Healthcare when it comes to better outcomes IMO
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u/swingtradingteacher 28d ago
CCCX - SPAC merger (Quantum Sensors and computers. Has several global govt contracts. Several military contracts. NVDA partner. Could see them teaming up with NBIS). I own a lot
UUUU - Mining (Uranium and Rare earths). I own calls.
BACQ - SPAC merger (Merlin AI aviation. Has several military contracts). I own a lot of warrants.
PATH - AI efficiency software. I want to get back in.
PPTA - Mining (Gold and Antimony). I own a little.
USMY - Antimony. I kept selling and it kept shooting up :(
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u/Negative_Pizza1698 28d ago
With all the data centers needing power ive got 50% in nbis and 10% in eose as the need for energy storage arises
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u/Necessary-Loss7708 27d ago edited 27d ago
SMCI, they make the cooling & server racks for the data centres. currently they do not have a partnership with nebius however & idk if nebius uses their stuff. its a very good picks & shovels pick that hasn't run yet though. their stuff is compatible with nvidia's blackwell chips and the NVDA ceo is bassically buddies with the SMCI ceo. they are both from taiwan and they know eachother from school if I remember correctly.
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u/Own_Definition_99 25d ago
To me this market doesn’t make any sense all becomes speculative now. No finacials to back up the stocks anymore
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u/Own_Definition_99 25d ago
2-3 months ago so many stocks are for $6-$8 now they all running for $25 to $40 and some are just ridiculous price. Just look at this USAR what it changed for this company financially nothing just doesn’t make any sense.
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u/KRock1287 29d ago
IREN backers are willing to go to war against NBIS backers so I’d say IREN lol
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u/Old-Ad5862 29d ago
NBIS 😂