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Started By
Message
NBIS vs OUST
Posted on 8/13/26 at 8:03 am
Posted on 8/13/26 at 8:03 am
I’m new to trading individual stocks. Started early last year, when I bought 25 shares of NBIS at $40/share based on the information I learned on this board. Unfortunately, I was still too nervous to buy more as it started to increase.
However, I did not miss out on buying OUST. I currently own 675 shares with an AVG cost basis of $40. Thanks to this board again!!
My question now is, do I keep holding my small NBIS position or sell it now and buy more OUST? Which do you guys think it more realistic:
NBIS doubles to $518 or triples to $777
or
OUST doubles to $92 or triples to $138
Ultimately, I would like to get to 1k shares for OUST.
What do you guys realistically think is the ATH for each stock?
However, I did not miss out on buying OUST. I currently own 675 shares with an AVG cost basis of $40. Thanks to this board again!!
My question now is, do I keep holding my small NBIS position or sell it now and buy more OUST? Which do you guys think it more realistic:
NBIS doubles to $518 or triples to $777
or
OUST doubles to $92 or triples to $138
Ultimately, I would like to get to 1k shares for OUST.
What do you guys realistically think is the ATH for each stock?
This post was edited on 8/13/26 at 8:04 am
Posted on 8/13/26 at 8:04 am to bringonusc
quote:
NBIS doubles to $518 or triples to $777
or
OUST doubles to $92 or triples to $138
why not both
Posted on 8/13/26 at 8:09 am to bringonusc
I have both as well and the only answer I can come e up with is “yes.”
Posted on 8/13/26 at 8:14 am to bringonusc
It sounds like you've got about $40k earmarked for this, so why not $20k in each?
Posted on 8/13/26 at 8:18 am to bringonusc
Just split it on these
Posted on 8/13/26 at 8:28 am to bringonusc
quote:
NBIS doubles to $518 or triples to $777
or
OUST doubles to $92 or triples to $138
Don't like the framing of this. Stock price doesn't matter in this scenario. What does this look like in market caps?
Posted on 8/13/26 at 8:28 am to bringonusc
NBIS has a revenue pipeline for huge growth. OUST is... a trade
Posted on 8/13/26 at 8:29 am to NaturalBeam
quote:
It sounds like you've got about $40k earmarked for this, so why not $20k in each?
Fair enough. I guess I’m just trying to understand if the general thought is that one will run more than the other. But it sounds like the board’s opinion is both!!
Posted on 8/13/26 at 8:45 am to NaturalBeam
I like staying in both, and think that moving towards a 50/50 balance is a good strategy. It will stabilize your account a little so you don't have such dramatic ups and downs.
Over the long run, they can offset each other to some extent. Who knows which one will be up more a year from now?
You can try to play the market and sell one after a big run up (like NBIS had yesterday) to buy the other, but that is iffy, and you will have tax implications every time you buy low and sell high.
Another strategy is that once you get a mix you like, just sit on them for at least a year and let them become eligible for long term capital gains assets. Put any additional money into tinkering with your ratio of stocks.
Putting all your money in one stock can be a roller coaster ride. Look at what Nebius has done. Up 200% and then down 50%, in the course of a few months. OUST was in the $60's and went down to the low $30's recently.
Over the long run, they can offset each other to some extent. Who knows which one will be up more a year from now?
You can try to play the market and sell one after a big run up (like NBIS had yesterday) to buy the other, but that is iffy, and you will have tax implications every time you buy low and sell high.
Another strategy is that once you get a mix you like, just sit on them for at least a year and let them become eligible for long term capital gains assets. Put any additional money into tinkering with your ratio of stocks.
Putting all your money in one stock can be a roller coaster ride. Look at what Nebius has done. Up 200% and then down 50%, in the course of a few months. OUST was in the $60's and went down to the low $30's recently.
Posted on 8/13/26 at 11:15 am to bringonusc
According to the law of large numbers, OUST should 3x before NBIS does, but NBIS likely defies that law.
Market caps
OUST 3bn
NBIS 65bn
Conventional wisdom says that growing to 200bn will be much more difficult than growing to 9bn, but that's not necessarily the case here.
OUST annual rate of growth is expected to continue to be between 30-50% annually as stated by management (though they just exceeded the top end).
NBIS just grew at 454% Year over Year.
NBIS is in hypergrowth NOW.
I think OUST has potential to also expand handsomely, but the TAM and use cases for physical AI is next, not now. and NBIS will help fuel that.
If OUST can indeed become the perception and sensing layer for physical AI then I see room for it to expand beyond 30bn market cap, but that's a 5-10 year framing.
NBIS IS currently IN what it was supposed to become (from bare metal gpu renter to full stack cloud ai at enterprise level) and is still growing massively (future hyperscaler?)
Ouster is still perceived as only a niche LiDAR company. While it is a bit more than that already, it is not yet THE sensing and perception layer for physical ai. In fact, I don't think there is one yet. The market just isn't ready.
I own more NBIS at a 1.75 to 1 ratio.
Market caps
OUST 3bn
NBIS 65bn
Conventional wisdom says that growing to 200bn will be much more difficult than growing to 9bn, but that's not necessarily the case here.
OUST annual rate of growth is expected to continue to be between 30-50% annually as stated by management (though they just exceeded the top end).
NBIS just grew at 454% Year over Year.
NBIS is in hypergrowth NOW.
I think OUST has potential to also expand handsomely, but the TAM and use cases for physical AI is next, not now. and NBIS will help fuel that.
If OUST can indeed become the perception and sensing layer for physical AI then I see room for it to expand beyond 30bn market cap, but that's a 5-10 year framing.
NBIS IS currently IN what it was supposed to become (from bare metal gpu renter to full stack cloud ai at enterprise level) and is still growing massively (future hyperscaler?)
Ouster is still perceived as only a niche LiDAR company. While it is a bit more than that already, it is not yet THE sensing and perception layer for physical ai. In fact, I don't think there is one yet. The market just isn't ready.
I own more NBIS at a 1.75 to 1 ratio.
This post was edited on 8/13/26 at 2:17 pm
Posted on 8/13/26 at 11:27 am to bayoubengals88
quote:
NBIS is growth NOW.
NBIS has no demand constraints. They are building out as fast as they possibly can.
OUST doesn't have the luxury of building it and then someone will buy it. They need to wait on the demand and hope the demand chooses them.
Posted on 8/13/26 at 11:31 am to Jax-Tiger
quote:that currently is true but that doesnt necessarily mean that theres no profit constraints. nor does that mean that theres no risk, obviously. clearly you know that but if i'm guessing the OP is leaning heavily on advice here
NBIS has no demand constraints
Posted on 8/13/26 at 12:52 pm to bayoubengals88
As always, thanks for the great and detailed information! This board has quickly become my favorite.
The only follow up question I have is, what price point do you guys think is a good spot to buy more NBIS? I understand no one can predict the future, but based on your knowledge. What do you think?
The only follow up question I have is, what price point do you guys think is a good spot to buy more NBIS? I understand no one can predict the future, but based on your knowledge. What do you think?
Posted on 8/13/26 at 1:05 pm to bringonusc
$220 to remain on the current rip.
$190 if the longer term uptrend is to remain in tact.
Just the way I read the chart.
This post was edited on 8/13/26 at 1:22 pm
Posted on 8/13/26 at 3:26 pm to bayoubengals88
my cost basis on NBIS is 19k and on OUST 15k.
i am up 57k on NBIS and down $580 on OUST
timing is everything
i am up 57k on NBIS and down $580 on OUST
timing is everything
Posted on 8/13/26 at 7:32 pm to bringonusc
Diversify your bonds
Maybe consider an allocation.
Maybe consider an allocation.
Posted on 8/14/26 at 11:01 am to bringonusc
NBIS vs IREN
Both neocloud and vertical AI integration. Yet one shines better than the other.
Who lasts? Can’t have 20 neocloud and AI infrastructure companies.
Both neocloud and vertical AI integration. Yet one shines better than the other.
Who lasts? Can’t have 20 neocloud and AI infrastructure companies.
Posted on 8/14/26 at 11:47 am to DUKE87
quote:You forgot CRWV
NBIS vs IREN
Both neocloud and vertical AI integration. Yet one shines better than the other.
Who lasts? Can’t have 20 neocloud and AI infrastructure companies.
Posted on 8/16/26 at 8:13 am to donRANDOMnumbers
quote:
timing is everything
Time in the market is better than timing the market.
Posted on 8/16/26 at 8:24 am to Paul Allen
Odd statement from a guy who was in NBIS for less than three months.
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