How do you guys honestly feel watching NBIS stock keep climbing while ours barely moves?
Not trying to start drama — genuinely curious how long-term holders are processing the difference in momentum.
They keep announcing massive AI demand, huge backlog, partnerships, NVIDIA backing, etc. Revenue growth looks insane, but the stock keeps getting crushed every time momentum starts building.
Is this just:
- valuation concerns?
- dilution/capex fears?
- debt?
- lockup/sell pressure?
- data center power constraints?
- or are people worried the AI demand narrative is peaking already?
Trying to understand what the market is pricing in here because fundamentals/news flow seem disconnected from price action.
Please, share your thoughts.