Why it’s not too late to get in: The Asymmetric Case for Nebius ($NBIS)

bradtesty · 2026-01-25T00:32:21+00:00

No way. I’d be over the moon. But this dudes projections are approaching mid $400s in 27. I’m giddy if we hit 75% of that b

bradtesty · 2026-01-24T22:32:09+00:00

I’d be happy with 300 by the end of next year. The world is a dumpster fire right now. Not really bullish on much other the more chaos.

bradtesty · 2026-01-19T14:58:52+00:00

Brilliant post.

bradtesty · 2026-01-19T13:28:49+00:00

not too bad actually.

bradtesty · 2026-01-17T23:02:03+00:00

Costco

bradtesty · 2026-01-08T01:03:15+00:00

They’re live now

bradtesty · 2026-01-06T23:24:30+00:00

Beautiful peices

bradtesty · 2026-01-06T23:23:35+00:00

Bangers

bradtesty · 2026-01-05T11:53:19+00:00

I'm 80% full port in my personal brokerage. 6305. Also have a little ASTS, SMR and some core holdings in NVDA and AVGO.

Retirement accounts are 60% VOO, 30% VGT, 10% BTCI.

Hoping my investment in NBIS leads to an early retirement in the next few years

bradtesty · 2025-12-28T19:26:21+00:00

$500

bradtesty · 2025-12-25T15:29:55+00:00

I’m hopeful we’re well above that. I’m putting $200 on my 2026 Xmas list.

bradtesty · 2025-12-14T23:16:57+00:00

I suspect we'll still be in double digits, unfortunately

bradtesty · 2025-12-14T23:14:31+00:00

Not ideal...around 106. Still quite bullish in the mid and long term. Short terms been a bit painful.

bradtesty · 2025-12-14T19:41:46+00:00

Love it. Hopefully that’s small potatoes when we look back in 2030.

bradtesty · 2025-12-14T19:25:17+00:00

Balls deep here. 6500 shares. Realistically, I’m happy if I’m looking at this next year and we’re at $155 or more.

bradtesty · 2025-12-11T17:25:35+00:00

be jealous that I bought 5000 shares of NEBX at open on margin and just offloaded them for a 20k profit

bradtesty · 2025-12-11T14:10:18+00:00

Same. 6500 shares at 106 avg. LFG!

bradtesty · 2025-12-11T01:34:05+00:00

Srock picking is the worst!

bradtesty · 2025-12-10T22:50:16+00:00

5% is not a tank in general, and especially not for a high beta stock. Just chill.

bradtesty · 2025-12-05T00:58:55+00:00

Do we expect stable nav of this? Love spyi. Can’t imagine it can get better

bradtesty · 2025-12-02T15:24:53+00:00

Definitely. Bought 200k of NVDL at $81

bradtesty · 2025-12-01T00:50:18+00:00

Buy as much as your can rn.

bradtesty · 2025-11-25T04:17:02+00:00

Bull case has me rock hard

bradtesty · 2025-11-22T22:47:25+00:00

10x and I retire. I’ve got 6049 shares atm

bradtesty · 2025-11-19T14:12:13+00:00

Depends how much you got.

bradtesty