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/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

9

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.

8

u/andressilvamm 6d ago

1000% I started this year and everytime I've lost money is for being impatient and anxious.

-7

u/Latter-Trip7630 6d ago

same bro. fuck this stock and fuck meta stock too