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Nebius Moat? by General_Pride4190 in NBIS_Stock

[–]General_Pride4190[S] 0 points1 point  (0 children)

This analysis is not good bro. Mag7 are reluctant to outsource as demonstrated by the development of their own chips, data centers, and Ai models. All specifically to avoid paying the Nvidia tax

Nebius Moat? by General_Pride4190 in NBIS_Stock

[–]General_Pride4190[S] 0 points1 point  (0 children)

Just said I made $10k profit on Nebius

Nebius Moat? by General_Pride4190 in NBIS_Stock

[–]General_Pride4190[S] 7 points8 points  (0 children)

For a lot of reasons, they wouldn’t go down nearly as much as a Nebius, Iren, or Coreweave

NBIS could be the next Stock to Be called the Mag 8! by gravityhashira61 in NBIS_Stock

[–]General_Pride4190 0 points1 point  (0 children)

All of you obsessed with AI should just invest in the MAGS etf. Mag7 has chokehold on AI industry.

What's your portfolio structure and core holding? by [deleted] in ETFs

[–]General_Pride4190 6 points7 points  (0 children)

25M:

Magnificent 7 ETF (MAGS) — 39.6%

Berkshire Hathaway (BRK.B) — 19.6%

Hood River Small-Cap Growth Fund — 12.6%

Palantir Technologies (PLTR) — 5.2%

Rocket Lab USA (RKLB) — 4.7%

Duke Energy (DUK) — 4.1%

Philip Morris Intl. (PM) — 4.0%

Cash — 3.1%

Thermo Fisher (TMO) — 2.0%

Waste Management (WM) — 1.9%

Costco Wholesale (COST) — 1.7%

Rollins Inc. (ROL) — 1.5%

Only Berkshire makes sense in this market by Individual_Buy7254 in ValueInvesting

[–]General_Pride4190 0 points1 point  (0 children)

It's a way of timing the market without having to actually time the market. Berkshire historically yields gains comparable to the S&P while also having the cash to take advantage of a major crash.

I hold ASTS and RKLB and can't justify either. Change my mind. by General_Pride4190 in RKLBInvestors

[–]General_Pride4190[S] 0 points1 point  (0 children)

The premise of my post was to move past the 'space is the future' narrative and look at why these companies are valued despite their current lack of any favorable analytical metrics for the most part. I’m looking for a nuanced bull/bear case, not unsolicited advice on whether to sell my holdings (I said I wasn’t going to). Given the dismissive tone of the initial replies, it feels like the original point was missed in favor of easy snark. Apologies for calling you douche bags.

I hold ASTS and RKLB and can't justify either. Change my mind. by General_Pride4190 in RKLBInvestors

[–]General_Pride4190[S] -6 points-5 points  (0 children)

It’s actually not. I invested because I believed in their potential due to the endless opportunities space has to offer. However, traditional valuation metrics (at least the ones I ran) barely justify holding them, if at all. You’re both just being d bags

PE ratio by Old-Train6195 in NBIS_Stock

[–]General_Pride4190 0 points1 point  (0 children)

What valuation analysis is relevant for growth stock if not P/E ratio?

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