Let’s say you guys have a stock and it runs up 50% in a month from 20$ to 40$, but your fair value model shows its worth 35$-40$, do you sell it all since it might cool off or do you trim some to lock
In profits or do you fully hold? Let me know what you would do? Just curious 🧐
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Be honest do you guys really think ai is that productive or not? I use it everyday for research asking questions and more, I think most companies will use agents and that’s why I’m in ai stocks but this is just my opinion.
If during midterms and a potential rate hike if we could see stocks like Nebius and even Nvidia drop and have a sell off that could not saying it will be but could be a potential buy the damn dip
If companies need agents running constantly then Nebius token factory could be essential for businesses and then you have their subsidiaries that are just a bonus, I’m getting very bullish on Nebius as of recent. 🫡
@Kajiastic Absolutely, I don’t think the regular person understands how big we can be with BI like it’s very crazy even just marketing I don’t see how without privacy laws we don’t have real growth cause people are always looking at new articles or newsletter looking for new things
@babyfolio For me I’d say probably a few years because then you had an opportunity cost which was very big but if you have a few high conviction plays then that’s less of an opportunity cost, few years for me would probably be frustrating but if the thesis is still on then maybe I’d hold
$NBIS Nebius projected 7-9B in revenue for next year 2027 and still growing like crazy after that, if your bullish AI I think this name can still have meaningful upside from here and management is very reliable in my opinion.
Imagine if every company had agents running and humans running those agents and compute got so cheap that every company could afford it? Imagine where this AI innovation could bring us if this happens
Bear case for Ai is that it has no real use cases but anyone can code anything like me for example who could never code before can make a website no problem like Ai is pretty useful imo
@longinvest32 Yea thanks I couldn’t deal with IREN I would be down like almost half if I held it and management with Mike on there is just way too fishy imo when you have nebius beating earnings and executing and saying who there deals are actually with way better team at nebius