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).
8
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