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Data center stocks like NBIS, IREN, CIFR
A ton of them fell hugely between mid October to mid December: NBIS -45%, CRWV -45%, IREN -51%, OKLO -58%, SMR -73%, ORCL -43%, AMD -25%, META -21%, NVDA -17% to around a 20 forward P/E with 60+% year over year earnings growth.
It is the next RKLB/ASTS/NBIS, which means I should probably buy it. But I’m too stupid to do that
Add Oracle to that list at current prices. To beat the S&P, have to be more concentrated in fewer names and not overly diversified. Lean heavier into names you think have more upside and start smaller with more volatile names and add slowly on larger dips. If it just goes up, awesome. NBIS, PGY, RBRK as top picks for me this year, positioned as so.
I’m currently down on NBIS. Why invest in this
I am long NBIS, bullish on this company so hard that I wanna get a tattoo somewhere but I am scared it will hurt
I am all in on NBIS. The CEO has an insane track record and he is a white man who is Jewish and lives in Israel (not getting political, just saying that’s a triple buff). if AI is cooked everything is cooked anyways
I'm in NBIS and RKLB as many people have said but I don't see any OKLO which I think is gonna be huge I just don't know if it will be huge up or down :)
NBIS and ASTS are gonna have monster years
Impressive list. Let me verify against current prices and add context on your "next" picks: **Your Claimed Winners (Verified):** | Ticker | Your Entry | Current | Return | Verdict | |:-------|:-----------|:--------|:-------|:--------| | RKLB | $5 | $75.99 | **+1,420%** | Verified MONSTER | | ASTS | $10 | $83.47 | **+735%** | Verified MONSTER | | PLTR | $20 | $167.86 | **+739%** | Verified MONSTER | | PL | $6 | $20.41 | **+240%** | Verified | | LUNR | $4 | $17.88 | **+347%** | Verified | | BBAI | $3 | $5.84 | **+95%** | Verified | | NBIS | $55 | $89.95 | **+64%** | Verified | | ACHR | $4 | $8.13 | **+103%** | Verified | That's legitimate alpha. But here's the **challenge** on your forward picks: **POET Reality Check:** - Market Cap: **$640 million** (still small) - Q3 Revenue: **$0.3 million** - Q3 Loss: -$9.4 million - Op Margin: **-3,200%** This is genuine "early stage" risk. No revenue inflection yet. **HUMA Reality Check:** - Current Price: $0.975 (+1.5% from 52W low) - **80% below 52-week high** - Q3 Revenue: $0.75M, Loss: -$17.5M - Market Cap: $150M HUMA isn't "down 85% and ready to recover", it's down 85% and still burning cash with minimal revenue. The fundamentals haven't improved; the price just fell to match reality. **NBIS "Like ASTS at 25" Claim:** At $23B market cap, NBIS is actually priced similarly to ASTS ($23B). Both are already "discovered." The comparison doesn't hold. Your winner criteria works. Your forward picks need the same rigor you applied to the winners.
NBIS could get another 20B contract and yet still find a way to dump. Losing faith in this stock everyday smh
Very sustainable End of week: APLD 65 NBIS 145 SPY 710 ASTS 122 BTC 145k
I did a full port from NVDA to NBIS and couldn't be happier.
Considering selling NBIS. -812.5% levered free cash flow.
NBIS will not stop its fade until its red. Never satisfied, always hungry for further dumping.
Which stock outperforms more, IREN or NBIS? Rub your crystal balls or whatever you gotta do
NBIS is underperforming its entire sector bro... idk what to do with this trash... Friday: CIFR +9% IREN +13% NBIS +7% APLD +14% Today: CIFR +10% IREN +10% NBIS +2% APLD +6%
anyone buying NBIS stock at these levels?
NBIS u POS, I would of been better off buying CRWV JFC
NBIS pump and dumpsome things never chnage lmao. i was about o go back in thank god i didnt
NBIS u POS, I would of been better off buying CRWV JFC
Just go red NBIS son of a bitch
Most likely a nothing burger like the previous events for NBIS
NBIS can't even keep it up even with the market liquidity injections lol
NBIS brother, you going to 125 or not??
Man NBIS is a shit stock
Feel like I missed the train on UUUU, NBIS, ASTS, MU, OKLO. Fuck my LIFE
NBIS pumping so much that I'm almost close to breaking even 🤡
Nahh NBIS is cooking the craziest rebound of the year
NBIS long term investors coming out from the bushes before getting ass blasted back to the 80's (I too am a long term investor)
Time in the market beats timing the market. Don't forget to sell your entire trash portfolio and put it all into NBIS before it doubles this year
Leadership at NBIS (Arkady & co), SoFi (Noto & co), Reddit (Huffman & Co) QXO (Jacobs & co)
Idk it's stuck flat for 3 months seems like bounce can happen at any point no? Like nvda is at a midpoint between 210 and 170 And amd is also bouncing But also shit like Coreweave and NBIS is down alot so idk
I'm with you on RKLB, NBIS and ONDS but the likes of POET... Idk about that one man.. Oh and Open Door. That meme died some time ago no?
IREN APLD and NBIS gogogogogogogogogogogo
I have full ported Nbis and will hold for at least one year !banbet NBIS 150 365d
ASTS, RKLB, LUNR & NBIS RILY could pop in a week or 2 with there filings
Doubling down on NBIS right now
NBIS stock price seems to be following all the cryptomining turned AI datacenters.
Correct me if I’m wrong, my opinion is that macro conditions and/or relevant industry companies can affect it drastically. For example the recent beating Oracle took dragged NBIS down as well
Same, but why IREN and NBIS?
Crypto up. Maduro down. Calls on NBIS and CIFR and IREN. Tommorow we blast off.
I've done a ton of research, and it seems like money printer go brrrrrr. So full port calls on RDDT, ASTS, RKLB, NBIS, ONDS, KRKNF, AMZN, POET, LUNR, MU. These will print. Disclaimer: all of my research may have been in wallstreetbets
I keep seeing NBIS, but the way everyone talks about it it seems that many people are sure that it's going to rise a lot, is it really high risk then?
APLD, ARKX, NBIS, IREN, MU, QBTS, BBAI, POET, ASTS, RKLB if you think AI and space sector will keep advancing through 2026.
Put all of this leftover on NBIS or Meta Call and wait for 3 months before telling her
Should I buy NBIS or SOFI? Trying to hold long term and might just grab both but which would you start a position in now???
NBIS for eu based tech, rest in QQQ
All these picks posts give me NBIS fomo. Sigh…(hits Buy shares)
$NBIS is almost guaranteed to 10x from here. AI is the next industrial revolution and just getting started. But be prepared for 10% swings in either direction almost daily.
Hers are: NVDA, VRT, ASML, UAL, AMZN Mine are: AVGO, NBIS, RKLB, APLD, GOOGL
NBIS, management is guiding that annual run rate revenue will rise from $551m (Q3 '25) to $7-9b by end of Q4 '26, well over a 10x in revenue in just over a year. So much could change in the stock price if that guidance is altered over the next quarter or so, let alone if they actually pull it off.
NBIS. And… a close second, INTC.
I had placed 2k two days before on Monday I think but set expiring on the 9th. I remember thinking to put expiry on 2nd but thought we have one day less so decided a week later. Still ended up with 150% gain . But man had it been on 2nd. Same with NBIS.
KRKNF - robotics RKLB - space IONQ - quantum computing NBIS - AI infrastructure
100% of my Yandex shares became NBIS, not a part.
SpaceX buys out Coreweave and puts data centers in space. They’ll all it Starweave. Then Google will buy NBIS and RKLB and they’ll do the same but call it Constellation. Thus begins Star Wars Episode I.
Tbh it’s probably gonna run up into earnings. The next AI earnings (at least for NBIS) would see first revenue of MSFT contracts I assume
Individual tickers in my roth at <5% of account: SBET, LVMUY, MSTR, NBIS, REIT (yes, this is the ticker), IONQ... Looking to add: INTC
I would rather go all in on SMCI and maybe leaps NBIS but 50k isn't enough imho. Good luck!
I’m down myself on NBIS too but not too worried.
I have 2 NBIS leaps in my Roth, should have sold in October and bought an etf. Holding a bag til it recovers now
I bought $PGY at $8 a share last year. Ridiculously undervalued compared to other fintech peers. It's sitting at $22.5 as of 1/2, which is half of it's peak of $45 in 2025. Annual revenue of about $1.2B, market cap of $1.8B. Hope this helps! I also like $NBIS, $NU, $APLD, $OSCR
Saying Netflix and Uber were dotcom bubble winners is kind of hilarious given that the bubble popped in 2000 and Netflix pivoted to streaming in 2007 and Uber was founded in 2009. I do agree with your overall point though. At the end of the day the disruptors are the winners, not the disruptor suppliers. I personally wouldn’t stay in stocks like MU/NBIS/etc into 2027 but so far I’m enjoying the insane gains I’ve made off them. I’ll be reallocating toward the end of the year or as news changes to disruptors and non-ai plays. Right now though it feels like this bubble has a way to go. Most of these suppliers are completely backlogged through this year and are charging insane amounts, just look at MUs forward PE. The train can’t go forever but I think it would be wrong to not ignore them at this stage
Yes. I had Yandex shares and one day they become NBIS. It's hilarious how they played the market. Good for us.
Yeah INTC has had a good week. Same with LUNR. ASTS and NBIS rebounded very strongly today as well. I think I’d remove RIVN and the fintechs from the list, because they don’t really have an exclusive niche like the others. I didn’t know about selling shares against a call option. I’m guessing you mean shorting the stock to offset losses based on the delta of the call? I did try out PMCCs which has a similar effect. I did this vs HOOD and CRWV this week.
my entire port is half calls on NBIS and ASTS
ASTS RKLB NBIS Bull run starts tomorrow
Can this POS stock NBIS just go back to 100 so I can breakeven? I don't even want profits anymore
My only bag holding stock right now is NBIS with a basis of $99 so not too bad.
Maybe us tards do have something special in us. NBIS and POET ripping to start the year.
Thanks to NBIS and ASML I am still positive
NBIS with the classic stegosaurus formation
So NBIS/CRVW/MU are pumping 7-8% coz infra stocks will get money, but hyperscalers who will pay these companies are down 2-3%? Clown market
I got in at $176 for $100 shares last year. It’s been the one thing that’s kept my portfolio up. Wish I would have gotten 200 shares but I got 100 that same day if NVDA only to take a profit a month later and reinvest in APLD & NBIS
NBIS, IREN, CIFR - literally rocketing. Get in while you still can.
There is absolutely no reason for NBIS to be pumping like this
That’s not a bad pick. The problem is that if you don’t understand what this company does and don’t have a high conviction you would panic sell on a huge drop that eventually will happen because NBIS is high beta stock.
Lots of morons under your comment with zero clue but a lot of opinions. Tend to agree with you. If they just deliver on MSFT and META deals they would be trading at just 2x ARR with current stock price. And imo, AVride alone is worth what NBIS MC currently is. Very undervalued stock. Will explode.