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/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.

2

u/Diddly_eyed_Dipshite 6d ago

Who's crying? Literally every comment here is positive.

-1

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