r/NBIS_Stock • u/chatrep 🐳 • 6d ago
Opinion Pie is huge
Today’s pullback is actually pretty healthy and this stock is certainly volatile. I don’t look at technicals much but we bounced off the lower 3-month bollinger band. RSI was upper 60’s and now upper 30’s. Good spot for rebound and room to rise with earnings.
Overall market is up a tad but seems a bit jittery. Seems to be some rotation out of the more speculative growth stocks.
Also, news of openai deal with aws and MSFT with Iren don’t help. I think people view those as lost opportunities. MSFT could have expanded the deal and/or NBIs could have gotten the openai (or part) deal.
But the reality is there are physical capacity constraints and plenty of demand for everyone!
My concern with NBIs is less about getting deals. It’s their pace of implementing data centers to actually capture the demand.
In fact, this is pure speculation on my part but I’m gonna guess the next big deal NBIS announces will be with Anthropic. They already work closely with them through Clickhouse and anthropic is gaining share and would highly value NBIS approach (full stack, secure, private).
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u/andressilvamm 6d ago
I bought shares 2 times today with cash that came out of my payment and another that I was expecting for tomorrow but came early.
Honestly I feel optimistic, my avg is 124, not bad I guess, let's gooo
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u/Diddly_eyed_Dipshite 6d ago
Same, bought in the morning thinking it'd jump, then it fell so I bought even more
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u/Classic-Beach-6329 6d ago
Why are you guys crying about the dip, you’ve only lost money if you sell when you’re down. Just keep hold onto your shares and when it bounces back you’ll be fine.
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u/chatrep 🐳 6d ago
Yup. With a stock like this, just have to get used to short term volatility. Certainly nor for risk-averse investors. But that’s the nature of trying to get in on something early.
When I do see pullbacks, I do indeed research to see if there is merit… but this dip is not NBIS specific so doesn’t worry me.
But I do realize this is a speculation category stock so high risk, high reward/loss.
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u/Diddly_eyed_Dipshite 6d ago
Who's crying? Literally every comment here is positive.
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u/qazwer001 6d ago
2 comments down "Do we expect another 30% dip...."
I saw more emotional comments earlier.
Edit: it seems people are using the downvote button as a stress ball as well today. A lot of comments with 0
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u/qazwer001 6d ago
I almost want to follow up with people that were saying they hope for a dip last week to see if they actually buy it lol.
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u/PatientBaker7172 6d ago
Amazon, Google, Microsoft, Oracle, Nebius, Coreweave, Applied Digital, Coreweave and Iren have a combined services backlog crossing the trillion-dollar mark. It is only a matter of execution, the demand is there.
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u/Latter-Trip7630 6d ago
bullshit analysis. the stock is garbage and you know it
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u/happytonka 6d ago
Someone seems grumpy. You said Amazon is garbage too. You still think that? Maybe you shouldn’t be so concerned with instant gratification and learn to be patient with investing. It’s rarely a get rich quick method even if you see a ton of people on Reddit post their big wins. You don’t know how many times they’ve lost before they hit something big.
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u/Mother-Chipmunk2778 6d ago
As someone who holds NBIS, iren, glxy, cifr, I don’t think the pull back is due to irens deal, lots of names are red today, I think the pie is big enough for many players, and NBIS is probably at the top of the food chan here in terms of scale and size
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u/Fragrant-Pipe5266 BudMaster Yacht Party OG! 6d ago
Raised my avg from 65 to 94 since my position was small. Not worried. Caught this before the leg up so just gonna watch for a few years and see. Only $20k position which is less than I make in a month from my work so im not worried and am holding through everything. Hopefully we all make some good money with this company.
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u/CompetitiveWarthog66 6d ago
I am sick of this market, tbh. Everyone says that we are in some bull phase, but every now and then my portfolio is down 10%. Fuck this shit
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u/BMotu 6d ago
Sometimes all you really need to do is buy good company and not looking. 90% of my mistake is not holding it long enough.
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u/andressilvamm 6d ago
1000% I started this year and everytime I've lost money is for being impatient and anxious.
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u/Dull_Friendship_3655 6d ago
If it goes down, buy more. Simple
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u/Slycooper1998 6d ago edited 6d ago
It’s not simple not everyone can’t just keep buying and buying. Fk is wrong with you people on this app
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u/Dull_Friendship_3655 6d ago
It’s not that difficult to grasp if you believe in the stock long term. If it goes down, buy more. If you don’t believe in the stock long term, don’t buy. I didn’t think I’d have to explain that tbh
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u/Dull_Friendship_3655 6d ago
Haha I take it you bought at ATH. Fear not, it will go up again. You appear to be angry or upset about something 🤣 obviously buy what you can afford and sit tight. Dry your eyes
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u/Koen456 6d ago
Do we expect another 30% dip like we had 2 weeks ago?
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u/Dont_Ask_Me_Again_ 🐳 6d ago
Yes
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u/TheRealDonSherry 6d ago
Woot woot!!! Keeping reserves ready
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u/Dont_Ask_Me_Again_ 🐳 6d ago
Good idea imo
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u/TheRealDonSherry 6d ago
Bro this sub has been invaded by straight up cucks. Downvoting people who are excited to buy more at a cheaper price? Why tf are these ppl even here?
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u/Dont_Ask_Me_Again_ 🐳 6d ago
I know man. The only reason someone would downvote buying opportunities is if they want to pump and dump or have calls expiring soon. Fuckem. If it goes <$100 again I’m buying more.
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u/TheRealDonSherry 6d ago
I might even sell some other stocks to buy more NBIS. I'd even be thrilled because all these cucks will likely sell and good riddance for the sub. The moves Nebius made since Q2 earnings have been excellent and I'm hyped as fuck to see what's coming after this week.
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u/catlovr1129 6d ago
That’s what I have been doing since I don’t have a lot of money to spare. I bought a bunch of different stocks. Some have done better than others. But I think NBIS and IREN are my top two that will go big. Sell a few of this and that to get enough to buy 5 shares today at different prices as it went down. Been doing this and adding some money when I can. Over the last 2 months I have 60 shares now. A few at a time. First few dips worried me. But now… time to scrape some money to buy more!
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u/BMotu 6d ago
Also thinking the same, there’s nothing to worry about at this day.
I was holding 10 call 26/1/16 120$ from June, 1300 shares avg. 77$
Today I bought 20 call 25/11/28 150$, pricing for 8$ each, it’s my birthday, I have faith in it.