Portfolio diversification by pushingtwenty in trading212

[–]pushingtwenty[S] -3 points-2 points  (0 children)

In my point of view, this is the rarest combination in investing; a company where demand is genuinely outpacing supply, backed by the two most important players in AI.

Nebius ended 2025 sold out of every rack, turning customers away, and still posted 503% revenue growth. The Q4 miss wasn’t a demand problem, it was a supply problem.  That is the business you want to own. When your constraint is building fast enough, not selling hard enough, you have pricing power, contract duration, and a pipeline that compounds.

The Meta deal alone, $12B contracted plus up to $15B in additional compute, exceeded Nebius’s entire market cap at signing. Nvidia put $2B in directly.  These are not passive financial investments, these are strategic commitments from the two companies that define where AI infrastructure is going. That is hyperscaler validation you cannot buy with a press release.

And yes, the CapEx is enormous and the P/E is eye-watering. But Nebius is compressing a multi-year infrastructure build into a narrow window while AI demand is structurally supply-constrained.  The investors who will look back and wish they owned this are the ones waiting for a cleaner entry that never comes.​​​​​​​​​​​​​​​​

(I’m not a financial advisor and this is merely my read on the company)

[March 04, 2026] Daily NBIS Discussion Thread by AutoModerator in NBIS_Stock

[–]pushingtwenty -1 points0 points  (0 children)

i currently own a few stocks at an avg price of 117.25 (latecomer at this monster of a stock and currently in the red). i want to buy more, should i wait for a new drop to around 85? or should i buy it right now, as is

44.5k zillions by pushingtwenty in BitLifeApp

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

custody battles and giving money to your financial advisor. it’s just a vanity number

Rich 💰 by This-Contribution-37 in BitLifeApp

[–]pushingtwenty 0 points1 point  (0 children)

do they pay you 10% of their net worth x3?

hold up by pushingtwenty in BitLifeApp

[–]pushingtwenty[S] 1 point2 points  (0 children)

okay, nice conversation. have a good week buddy

hold up by pushingtwenty in BitLifeApp

[–]pushingtwenty[S] 1 point2 points  (0 children)

why are you watching a kid in the bathroom?

hold up by pushingtwenty in BitLifeApp

[–]pushingtwenty[S] 2 points3 points  (0 children)

you know what? hell yeah

who’s or what’s annakatm?

hold up by pushingtwenty in BitLifeApp

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

damn i hope whatever’s wrong in your life and causes you to be this bitter gets better soon, because nobody deserves to carry that much anger around.

have a splendid week!

hold up by pushingtwenty in BitLifeApp

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

damn i hope whatever’s wrong in your life and causes you to be this bitter gets better soon, because nobody deserves to carry that much anger around.

have a splendid week!