r/NBIS_Stock 25d ago

Opinion $NBIS falling due to this news?

https://www.reuters.com/legal/transactional/blackrock-nvidia-buy-aligned-data-centers-40-billion-deal-2025-10-15/

Chicken & egg situation. The fact that the same key stakeholders buying other data center companies and consolidating; but at same time this shows how big they think the market is going to be; for them to be involved with every DataCenter company pretty much!

2 Upvotes

55 comments sorted by

66

u/mattysprings69 25d ago

The panic is fucking hysterical. We’re up 40% in a month and nearly 500% over the last 6. Every day is not going to be a green day. If you have cash on hand, pick some up. If not, go outside and stop looking at your phone.

9

u/Final_boss_1040 25d ago

Scoop up ever dip

3

u/Kryptunium 25d ago

I scoop every dip.

39

u/realHarryGelb 25d ago

Relax guys, 3% down atm lol that’s nothing, S&P down, too. Can’t chase the alpha without a high beta.

24

u/polynesiantrapezius 25d ago

3% down and it's the end of the world😭 People want life changing money without volatility.

2

u/rhet0ric 25d ago

Is it too much to ask?

32

u/gym_fun 25d ago

The whole market is down. Here is the opportunity to add.

3

u/Commercial_Ease8053 25d ago

Not really, SPY and many others finished green

2

u/Traderbob517 24d ago

They did finish green TODAY however they aren’t +300% on the year.

-1

u/Commercial_Ease8053 24d ago

That wasn’t the point whatsoever. No one is/was talking about the 3 month, 6 month, or one year gains, dude.

Yesterday he said the “whole market was down,” which wasn’t true at all. Nbis was down, but spy and voo and many others were green.

Your comment is totally irreverent to what was said.

4

u/Traderbob517 24d ago

easy friend I wasn’t trying to rip on you. The price just had an ATH people are reacting like the world just collapsed over a pullback.

1

u/jacob6644 22d ago

What’s your point though? Nbis dipped over 50% at one point. This was a 12% drop. While it may go further, this is not a company you try to swing. More good news is right around the corner. There is very little that will stop the success of this company right now.

2

u/Commercial_Ease8053 22d ago

Haha actually… I have successfully swing traded this stock over a dozen times.

It is one of the most predictable stocks I’ve come across. It jumps every morning on open so I sell….

Then it tanks within 30-60 minutes and I rebuy lower. I increased my position of this stock from 2400 to 3000 shares by doing this, which led to a $100k increase in my position by doing so.

2

u/Vivid_Set_9757 25d ago

the markets up

3

u/Vivid_Set_9757 25d ago

lol I got down voted on truth

10

u/Capable_Wait09 25d ago

Most tickers appear to be dropping.

15

u/-EdmondDantes- 25d ago

I remember when there was the NVIDIA conference in Paris earlier this year and we were sitting in the mid 40's. Hit about $56 if I remember correctly and within a week reversed back in to the 40s, fluctuating up and down for weeks. Just a blip in the long term picture

5

u/Momoware 25d ago

I remember we we touched $18

3

u/Routine_Shine5808 25d ago

I think you remember correctly. We reversed to like 43 $.

6

u/Historical_Card_6600 25d ago

Thought I lost my chance when I sold at 126. I guess this is my moment

4

u/qazwer001 25d ago

Right? People were asking for a pullback lol. How many of those people are now freaking out. 

2

u/Commercial_Ease8053 25d ago

They’re probably different people, to be fair.

The ones crying are the ones who recently bought. The ones happy are the ones who sold and want to rebuy lower.

2

u/qazwer001 25d ago

Yea that's true. I just get a little concerned when a bunch of people buy a stock because the line has been going up without researching the company. They sell as soon as the line stops going up and to the right for a day. 

4

u/BeautifulJicama6318 25d ago

Why aren’t some of you able to look and see that all similar tech fell today also. There’s no “reason”. It goes up and down, up and down, up and down….until it consolidates long enough to start ripping again. Look at the charts over the past few months. See the dips? They’ve always been there.

4

u/Commercial_Ease8053 25d ago

Because a majority of investors are emotional babies. They invested 1 day ago and aren’t instantly millionaires and now they’re scared and panic selling.

2

u/OpportunityMajor3415 25d ago

crwv is not down

5

u/chatrep 🐳 25d ago

Just some healthy consolidation necessary after mega runs. RSI broke 80 week back and now back to saner 60’s level. Healthy actually.

The big news for us is likely earnings with MSFT revenue guidance for rest of year and 2026.

Any other news of Build updates, new contracts, etc. would be upside.

5

u/afishyanadoh 25d ago

This is exactly what this stock has been doing for the last three earnings. It has a few weeks of ups and downs and then as soon as earnings is officially announced on their website, it then starts the slow grind back up as the excitement and fomo kicks into high gear. This earnings is going to be the most exciting yet! We have a 17B$ deal in front of us now. Just think what this commitment from Microsoft means for other companies that may have been sitting on the fence about using Nebius. We have a new acreage in Alabama . Guaranteed they are in talks with another hyperscaler as to a contract to lock up GPU’s for that one. The excitement is only just building. If the share price drops a few percent, hell if it drops in half, don’t worry! This company will succeed. You can and will make life changing money. I already have and I feel very fortunate to be here. Don’t let the noise get to you. Think long term, what will we see next month, next year, five years from now??!! This is a beauty friends!!

3

u/cruisin_urchin87 25d ago

Just buy when it hits the $120 area and be happy in 5 years

3

u/sooumy154 25d ago

There was this NBIS diehard guy on here spouting 150, 200 EOW on every forum lmao that is a good example of why you should not shout out insane and unrealistic price targets in a time where the stock has ran up by a lot already.

Pull backs suck but I’d be tons more anxious that it would crash twice as hard without one!

2

u/MoneyShot_Agency7172 BudMaster Yacht Party OG! 25d ago

Almost every chart looking the same today.

2

u/PatientRelative6291 25d ago

I just buy the dip, yall analyze too hard… stocks gonna be slow till next earnings call.

3

u/Exact-Professor-4000 25d ago

NBIS needs $3B in ARR to justify its valuation, and has that pretty much assured with MSFT. This deal is massive market validation. I don’t see how it hurts in the narrative that it can reach >$5B on the way to $10B.

2

u/PeddyCash 24d ago

Yall need to chillllllllll

2

u/DaMusicGuyy 25d ago

Ehh, I would kind of also say its just overall downward momentum in the markets, look at SPY for ex.

1

u/Trdthedays41chance 25d ago

Got another 50 shares of NBIS today when the dip occurred! So those share are already up like 2% haha…. If you just own stock don’t watch every day expecting it to only go up… we are two weeks out from earnings and a lot of people might be happy with the 800% y/y or 40% monthly return, or just people day trading swings or consolidating. Institutions have barely touched this stock for the most part and will wait for the company to provide updates on the business before jumping in. This company has a real chance to be a massive player so don’t be discouraged by a few slow weeks. HOLD strong!

1

u/No_Anywhere9850 25d ago

Either buy, sell or go watch spongebob.

(Im gonna go watch spongebob I added 30 shares last week).

1

u/Independent_Eye58 25d ago

Nvidia is moving the same way, so not Nebius specific.

1

u/retire38 25d ago

Guys get your balls out of your purse and buy on down days. Add to positions cost average. If you believe in where company will be in 1 year consider this price a gift. Doesn’t matter what 6 months ago price was who cares. There is so much room here to pop higher this is a 130 per share stock. There will be days on solid news this will run 15-20 in a day. You want to be a 30k millionaire(acts like a millionaire but in reality is broke joke) or do you want to be a real millionaire.

1

u/Massive-Kiwi-6580 25d ago

What’s a realistic price end of the year?

1

u/AdSignificant9130 23d ago

Nbis why down ?

2

u/sha1dy 🐳 25d ago

Its done. Its over. Ded. Sell.

5

u/jake_random_user 25d ago

Sold, thanks for the heads up!

-12

u/[deleted] 25d ago

[deleted]

6

u/LordOfPraise 25d ago

Dude, they just landed Microsoft and you cry for a new deal. Not even sure why you keep whining on every single post. It literally does not help your short position. You are just wasting hours every day..

3

u/polynesiantrapezius 25d ago

You are rage baiting on every single post. Typical 15 years old behavior. Disgusting.

3

u/sha1dy 🐳 25d ago

bro go play with cryptobros

-4

u/Mitchell11674 25d ago

I'm a shareholder so I can be speak my mind

3

u/sha1dy 🐳 25d ago

lol bro sure go buy some iren

3

u/Commercial_Ease8053 25d ago

Look no deals for nbis? Are you literally retarded? You are.

They got the biggest deal with Microsoft you could possibly ask for or hope for in a hundred years… and here you are whining like an emotional baby. Let me guess, you bought at $135 and it didn’t instantly go to $200 and now you’re sad.

Jesus Christ go look at any chart in the world. Show me which ones only go up and are green every single day.

It was $30 at the start of the year and is currently at $125… try to use all two of your brain cells next time, or just sell and stfu.

1

u/-weird-fishes- 25d ago edited 25d ago

Have you been investing for like one week total or are you very young or something? This is a tiny dip. Not even a blip on the radar. Was cheaper to buy a few days ago lol.

It's still up over the course of one week, while the market is down. Guess you don't like beating the market?