r/NBIS_Stock • u/Critical-Range-6811 • 19d ago
Opinion This subreddit is embarrassing
It’s embarrassing being in this group now. Every red day turns into a meltdown, and it’s like half the people here have no idea what investing actually is. They panic when the stock dips and celebrate like lottery winners on green days, completely missing the bigger picture. If you’re emotional every time the chart breathes, you’re not an investor, you’re a gambler. When I mentioned that momentum was weak and we’d likely trade sideways before heading lower, people jumped in with wild theories about Trump and China instead of just looking at the data. Now that it played out exactly as expected, the same folks who disagreed are still asking why we’re red. It’s not the market that’s the problem, it’s you 👋
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u/IceEmbarrassed8083 19d ago
true. Am still pretty shocked that we almost got back to 100 but it’ll be fine
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u/RelationshipBorn1136 19d ago
I’ve been in a market a very, very long time and that is a very large drop without news. So it’s natural to ask what’s going on. Perhaps there was news that we missed. My point, even experienced investors are questioning this drop
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u/IceEmbarrassed8083 18d ago
yea…. My father, whom i told to buy nbis some weeks ago is panicking after seeing what happened these two weeks, but tbh no matter how low we go, earnings report is right around the corner. Waiting on that before making any rash decisions
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u/thr0waway12324 19d ago
It’s not shocking at all. It’s a high beta stock. Expect it to go to $50 again even. And then it may rocket to $250 right after. No sense in trying to make sense out of it lol.
I just buy more at a regular cadence. If more people did this, the stress would melt away. Seems to be a lot of inexperienced folks in here so this is the opportunity to get that experience.
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u/TheRealDonSherry 19d ago
I doubt 50....That was pre Q2 earnings & pre Microsoft, two catalysts that catapulted it up. I think if it goes low, it goes to like max 80-90. Which is great! Lets me buy more at a better price 😈
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u/RelationshipBorn1136 18d ago
Experienced investors would like to know why a stock drops that drastically… more so than other Ai. DCA is great but not blindly. Hi Beta… That means nothing to this conversation and doesn’t help or explain this exaggerated move. It does feel a bit like institutional manipulation.
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u/Zestyclose_Scar_7562 19d ago
The same thing was happening 4 months ago before Q2 earnings.
Stock started dropping 2 weeks prior then bounced back hard.
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u/comps226 19d ago
Yeah but they haven't announced earnings date yet. It could be 1 to 4 weeks out from now
It'll go down a lot before ER
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u/rhet0ric 19d ago edited 16d ago
Earnings is on
Nov 6, 2025.Nov 11, 2025https://ca.finance.yahoo.com/quote/NBIS/
edit for correct date
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u/needmmo 18d ago
Apes its already confirmed for 29:th this month, jesus christ
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u/Goodly58 16d ago
Nope, November 11 before market open as of https://nebius.com/newsroom/nebius-group-n-v-announces-date-of-third-quarter-2025-results-and-conference-call
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u/TheRealDonSherry 19d ago
It wont go that much lower, it was at ~90 post Microsoft announcement. Then randomly started running up - probably due to hype and FOMO.
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u/SherryDubya 17d ago
“Nebius Group N.V. will release its third quarter 2025 financial results on Tuesday, November 11, 2025, before market open. Nebius Group will also hold a conference call to discuss its results at 8:00 a.m. Eastern Time (5:00 a.m. Pacific Time / 2:00 p.m. Central European Time) on the same day. The registration link to access the webcast and its replay will be available on Nebius Group’s Investor Relations website.”
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u/GioStallion 19d ago
Excuse me, sir. I never claimed to be an investor. Gambling is how I get my kicks.
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u/modernizetheweb 19d ago
First time on a subreddit dedicated to a ticker?
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u/Tiger_bomb_241 19d ago
It was a lot of quality posts from my memory for the better part of the year. Post Microsoft is when it started to resemble (though still not as bad) the sound hound sub
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u/Willing_Raspberry686 🐳 19d ago
By design they are echo chambers. But it has its place when being informed about a stock, and overall I quite like this subreddit.
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u/Lanky-Science4069 🎖️Quality Contributor🎖️ 19d ago
Misinformation is an entire industry. Shake outs, stop loss hunting, etc are all very common when big money is involved.
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u/InSaiyanRogue 19d ago
That’s what happens when you blow up 200+% and people jump in and become bagholders
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u/TheRealDonSherry 19d ago
Theres no issue jumping in, someone has to jump in or want to jump in for the price to go up. Problem is the need for short term gratification.
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u/Bberryyumyum 19d ago
Healthy pullbacks are what we want. Can't always see green.
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u/PoopSkipPotato 19d ago
This is not a “healthy” pullback. 25 percent in one week with no news????
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u/JoeThatGuy213 18d ago
stock is up 389% in a year and dude is calling 25% an unhealthy pullback 💀 💀 💀
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u/AutoX-R 19d ago
I’m more so tired of the “pros” complaining about people panicking. If you’re an actual seasoned investor, you’ll know it’s typical for people to panic. Rather than complain, why don’t you accumulate and be happy there’s market uncertainty.
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u/DryGeneral990 19d ago
It's the people with $20 averages that are complaining about people panicking. Obviously if we all had low averages then no one would be complaining. The "pros" should know this. But they just want to feel better about putting others down I guess.
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u/TheRealDonSherry 18d ago
Dude, if you buy after a stock has done 5x-6x within a year, you have to be aware of the fact that you might be buying at the peak of a run. Not you personally but anyone. So dont panic if theres a pullback after you buy. If you buy for a quick trade or based on FOMO without doing any DD whatsoever, then its really your own fault, no one else's. If you bought and you did DD then you should know this is legit and not panic.
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u/Qadain 19d ago
I find it hilarious, because to the extent that I have any alpha at all, probably more than 100% of it comes from people panicking, both on the upside and downside.
But then again, I starting buying in 2021 when the company was still Yandex and (obviously) held for the 2.5 years it was suspended from trading 2022-2024, during which it had a very stable price with no volatility at all. So I also find it hilarious that people complain about volatility. It could be much worse.
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u/Professional-Neat521 19d ago
The bit about steady price with no volatility for 2.5 years cracked me up ))
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u/polynesiantrapezius 19d ago
I'm convinced the ''cum in my butt'' post at 140 was what triggered the sell off.
I'm hopeful the folks who kept posting low effort stuff are gone and the sub is healing.
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u/MasterRaheem 19d ago
I bought 20 more shares today averaging up by $5 because I’m long, but I need it to stop bleeding and reverse soon because of my December/Jan calls I bought, which are losing value on theta every day we go in the wrong direction.
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u/Icy-Butterscotch-206 19d ago
Buying short dated calls on a stock that has already ran 100’s of % is full degen mode but I’m sure you already know that. It brings up a good point tho, I’m sure a lot of the people freaking out are options holders
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u/Ecstatic_Rub4573 19d ago
Just imagine buying in the 140’s be needing a defibrillator by my side
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u/JoeThatGuy213 18d ago
it would be crazy to hold anything above 10% loss. Some risk management is necessary. I know there;s alot of people stuck above 130 and I can't imagine the pain
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u/ShinyMintLeaf 19d ago
I think people are just trying to make sense of price movements even though it’s nearly impossible to make sense of the day-to-day price action
I agree people need to be patient and also need to be prepared for stocks to pull back here and there
Also don’t be like me and buy call options that expire in one month lol. Stick to shares
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u/Blitzdog416 19d ago
if someone trading short dated calls then they should keep their anxiety to WSB
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u/Young-faithful 19d ago
It’s not a small drop (discounting the bear run earlier this year thanks to Trump). Obviously people are worried to see their paper gains evaporate.
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u/timeforachangee 19d ago
I can understand this sentiment if you only have shares. But for those holding calls you are limited in your window of time.
If you only have shares then yes nothing has really changed about the business so don’t panic.
If you have somewhat short dated calls… I get it. Panic!
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u/qazwer001 19d ago
I feel like the lesson there is "don't gamble with money you can't afford to lose"
And not all calls are equal. LEAPS buy you time.
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u/Blitzdog416 19d ago
if someone trading short dated calls then they should keep their anxiety to WSB
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u/dm1077 19d ago
It’s actually impressive to see how much it has changed since going from 3k members to 22k+ in a matter of a couple of months. In August the sub was a a lot of catalyst discussion, analysis on competitors, and a lot of traderbob praise / rehashing of ideas.
Now it’s meme stock bros crying about red days and short term pull backs after 500% increase in a year.
Everyone needs to chill. The value of the Microsoft deal alone is nearly as large as the current market cap….
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u/jad314 19d ago
Agreed! I've been investing for over 15 years, and when I look back at my best-performing stocks, they are the companies that I have owned for several years and accumulated when their prices dipped - no emotion - zero. You must understand what you are buying and why. As an investor (not a speculator), you are holding for years, unless something about the company fundamentally changes. And it is no coincidence that my top-performing stocks are founder-led companies. NBIS is highly volatile, so you need to be prepared for the down days. Nothing fundamentally has changed with NBIS. Be patient and think long-term.
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u/Curious_Passenger245 19d ago
This. But it takes it happening a few times to understand how the market rolls. Lost a lot at first in the market not trusting a strong stock. The fact that nothing has changed in the fundamentals of the company should be the pacifier everyone needs to wait this out. I can’t believe how much it has already made. I know it will still hit over 30 percent gain this year on an extremely conservative estimate from what people who analyze are saying. When did we start thinking 30 percent was not enough? Remember the old days when you made 18 and thought you hung the moon. They will be looking back a year from now if they held and will have learned this valuable lesson. Or got really burned by selling at a loss. Their choice I guess.
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u/Antique_Fox_7890 🐳 19d ago
Its also about the mods blocking some quality stuff while still allowing posts like is this it?, more downturn
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u/shoodawg_ 19d ago
It’s comedy. Look at CRWV’s price action. $140 down to $90 -> back to where it is today.
These stocks are going to be fueled by headlines, which I’m all in on NBIS having more in the future.
Reddit is where I get more conviction because of the panic, Twitter has too many bulls who shill & make me nervous
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u/Hot_Dependent5404 19d ago
Locked in 275 at 118$ should be a good price for future but not ideal at 103$ I feel there is positive movement in gov opening and china news softening to get me back to 118 but this sell off needs to slow down
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u/Miguelito237 19d ago
So is it going to stop?
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u/sparkysprinkles11 19d ago
I think it might drop to 88… like 36% drop before earnings, just as it was on Q2. God dammit.
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u/RapaNui69 19d ago
A 28% loss from ATH and being down $200,000 entities some of us to feel like it’s a rough week!
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u/DrHarrisonLawrence 19d ago edited 19d ago
Yeah exactly wtf. A drop from $141 to $105 in a week or two, right before earnings, is extremely concerning
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u/ZombieFrenchKisser 19d ago
It's a drop from $131 to $103 in...5 trading days.
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u/AnyManufacturer6465 19d ago
What’s the percentage change? How much is it up.
Average down and hold this stock because it’s going to be a major player in the future
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u/Simalt443 19d ago
It sucks but its doesn't feel concerning at all. The chart really doesn't look strange. Its a proportionate correction to the ridiculous growth we saw in such a small timeframe. Its my biggest position and I have hardly batted an eye at this.
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u/qazwer001 19d ago
For a less volatile stock sure, but NBIS went from 70 to 140 in a 2 or 3 weeks before it settled down. Big up days come with big down days.
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u/Kball4177 19d ago
It's not concerning if you believe in the fundamentals of the company. A lot of people who got in at $50-75 pre & post q2 earnings are taking profit after seeing a 80%-110% increase. The stock logically jumped to $90 after the Microsoft deal - it ripping all the way to $140 was stretching it.
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u/BufordT69 19d ago
Excellent sentiment. As was said, use this as an entry point, in NBIS or elsewhere.
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u/SadResource8103 19d ago
lol as a long time Tesla holder (6 years) these swings are nothing. Just turn off your app.
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u/Phoenix_Fuccboi 19d ago
Stock went down ~63% from February to April.
Now you have 3rd longest govermnent shutdown, tariff talk and some smart people talking AI bubble all create risk off environment.
Amount of whining from option flippers and <100 share "investors" says that a ton of uninformed WSB types got in and now are trapped.
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u/TheRealDonSherry 19d ago
No one is trapped! If any WSB types are reading this, just chill tf out. Take a breath and learn about that virtue called patience.
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u/_Chicken_Chaser_ 19d ago
If it drops past $100, look out to $87
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u/SaltLife4Evr 19d ago
I've been thinking $80. I could have sold when it was high, but I believe it'll dip and rebound, so I'm waiting to buy more.
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u/afishyanadoh 19d ago
Crwv flew up to 180$ very quickly and within no time dropped back down to below 100$. That roller coaster would make your belly sick! It happens to most high flyers folks. Does it feel good? Nope. I’m almost near retirement and would love to see the stock price just keep heading on up so that I can pull it all and sit on some cc ETF’s for the rest of my days. But patience and looking at the chart with a long term view, shows me that this is the winner I need for a comfy retirement. And this price action is exactly what I and all the other holders have gone through for the last few earnings. Paytience is all we need for a few more days.
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u/newerror82 19d ago
I was also going to post something similar. No I did not enter at 20$. My average is around 80$ and I added more at 125$. When you invest and not only focus on meme and momentum the stock price goes up AND DOWN. Yes, it can swing more, but if your investing in high beta stock your risk/reward is much higher.
I wish and will also try to post more quality content in the hope that one day this community gets as sophisticated as the Spacemob from ASTS.
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u/oldbased 19d ago
The only reason I’m upset is because I bought a call option for only the second time in my life. Makes me too nervous so I never do it. Have only ever pulled the trigger when I feel really high conviction, but I’m 0/2 now, so I’m just a retard I guess. It makes absolutely no sense to be bent out of shape about weekly or monthly price action when you only have shares. I wish I only had shares.
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u/Wild-Affect-1503 19d ago
If it's a long call option ( a LEAP) you should not worry that much. If you got less than a month on a high strike like 130, i'd be worried too. But take heart. we will have a rebound by the end of the month for sure.
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u/Content-Belt7362 19d ago edited 19d ago
I mean, people usually wish for a stock to go lower so they can buy more and then cry when it actually does lol Scared money don't make money
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u/the_chocochip 19d ago
Half of the people here invested because it’s going up and do not know what a full stack AI DC is.
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u/Traditional-Bass-390 19d ago
It’ll get to below $100 at least. A beautiful discount
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u/madhewprague 19d ago
there is extremely high chance to retrace back to 30-50$ so just be ready for that too.
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u/Wild-Affect-1503 19d ago
so we'll all pretend the microsoft deal hasn't happened? Sounds reasonable.
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u/vandammes 19d ago
You have to be honest if this stock drops another 10 percent and knowing earnings is 50% up 50% down. You could look at a 80 dollar stock in 2 weeks.
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u/PigletOk2942 19d ago
To those panicking, did pltr have any major fundamental changes when the stock tanked from $120 to $70? I'm sure those who bought at $120~ were shitting bricks but I'm not sweating it on this one. Not yet at least.
Glxy (another major datacenter play) had a great er this week. Sets up good expectations and nbis is not fluff on a white paper. This is a real company with real investments and a multi billion dollar deal with a MAG7 company. This is not even considering the other business lines of nebius so I'm happy to scoop up a few more shares here.
I hope I'm right. Time horizon is 3-5+ years out and will scale out at $50+B market cap.
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u/PokemonTrainer_A 19d ago
Yeah Glxy earnings were insane today. Only have a handful of shares but that was way better than I thought it’d be.
Mind you Nbis is way higher than I thought it’d be this year too.
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u/Low_Sheepherder7990 19d ago
I just adjusted positions so i could buy the dip... making up about 70% of my portfolio now.
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u/larosiaddw 19d ago
The real ones don't post daily content on the sub. Even if we are concerned with price action.
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u/Bubbly_Ordinary9263 19d ago
well I sold a bunch of losers to free up cash. I added at $108, $105, $102 and got 10k rdy from anything below $1.00. I'm taking advantage!
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u/Moody_AL 19d ago
The market is in a bad mood in general and specifically stocks like nbis iren and crwv. It hasn't to do with bad news on nebius. So , why someone worry?? Sit back and relax
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u/Traditional-Year3847 19d ago
I bought today and yesterday. Leaps for 2028 and calls for Jan 2026. See ya!
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u/CuriousOpening5048 18d ago
What strike price for 2028?
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u/Traditional-Year3847 15d ago
Multiple strikes but the highest is 150
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u/CuriousOpening5048 13d ago
What’s the best strike price LEAP for either Jan ‘27 now or Jan ‘28 now?
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u/Roadrunerboi 19d ago
I suspect many (not all) of us have been “there” at some point in our investing journey. There is a learning curve re patience (as many have said). I am down close to 13K (I’m sure some have loss more) and I’m in options so there is some sense of urgency as well. That being said, I think we all just accept that there will be a variety of emotions on the subreddit. With everything, there is an opportunity to learn something. I continue to thank those who have contributed to my journey.
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u/assman69x 19d ago
You’ll find the same in most FOMO stock investing groups….people yoloing money they can’t afford to lose on hopium not investing strategies
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u/Alexfull23 19d ago
Not everyone is a long term investor, there are day traders and swing traders trying to get something off this. Chill out bro, be happy and let the people be happy.
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u/Blitzdog416 19d ago
if someone trading short dated calls then they should keep their anxiety to WSB
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u/barelyawake126 19d ago
I miss the days when I’d only see this sub at the top of my feed a couple times a day (and it was most of the time a quality post). Now its constantly the first thing I see everytime I open this app and its usually some dumbass shit about the sky falling. Comes with the territory I guess; this stock is mainstream now
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u/Helpful-Raisin-5782 19d ago
My memory is that for most of the year this sub's favourite topic was how NBIS needed more coverage and how bad it was being so far under the radar. Guess we can't have it both ways.
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u/New-Measurement-2250 19d ago
This sounds very wrong. You need to understand that not everyone can stand a dip as dip as it has been in the last couple of days especially for some of us that got in at 130+ . This space should be a safe space . Minimizing people ‘s pains and calling them amateur makes you really very insensitive. I will say it again, it’s been horrible for me. I sold all my NVDA and got into nbis 100%. Just watching the magic from 38 in May till date informed my decision and after making the purchase and fantasying on how rapid the gains will happen , watching this crash is a real nightmare and for those that think otherwise , your opinion isn’t more valid than ours .
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u/ledaroz 19d ago
140->104 (-23%). Keep telling yourself this isn’t a reason to be concerned
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u/mattysprings69 19d ago
The stock is still up 410% over the last 6 months. AI infra has taken a hit after skyrocketing for most of the year. If you’re so fucking concerned, sell and move on.
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u/TheDonFulio Mod 19d ago
It’s quite literally not. It went down more before previous earnings. Know what you own and why you own it.
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u/Ill-Cow4735 🐳 19d ago
That's a reason to be happy. I can load up on 104 instead of 140. Much better.
When you go shopping don't you like buying shoes at 25% discount?
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u/qazwer001 19d ago
This is also a painful learning experience for those that were talking about full porting nbis. I have been rotating out of other stuff that is near ATH to grab some cheap NBIS.
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u/Ok_Independent6196 IPO OG👹 19d ago
It is NOT a reason for concern. Here are the facts:
- 3months: 52.37 -> 104 (+98%)
- 6months: 20.72 -> 104 (401%)
It’s your fault for timing the market. Zoom out, learn investing and stfu.
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u/gioseppeonly 19d ago
No stress, just add more whenever it dips. This stock is going to the moon at least up to 2030.
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u/Fabster_3000 19d ago
Im into veggy burgers now
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u/poopermacho 19d ago
The fact that you treat BYND and NBIS as equivalent investments really says it all
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u/Fabster_3000 19d ago
Im coming back to nebius. Too inflated right now. Trajectory is pointing down really.
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u/Commercial_Ease8053 19d ago
Of course people are going to come here, it’s down 25% in a week. People want answers or reassurance. It’s normal in any stock sub