I’m genuinely confused. Why is the price at 190? Surely it should be at 230 like it was after earnings? What’s happened since earnings for it to drop?
I’ve bought more now as Nvidia beat should send it up. If it doesn’t go up then clearly manipulation again.
Please let me know if you know it’s something else.
Clickhouse is a completely different setup. They’re reportedly growing ARR over 250% YoY and just raised at a $15B valuation. Pure software companies can sit at 80%+ gross margins because once the product is built, adding more customers doesn’t cost much compared to scaling infrastructure.
I think the AI trade changes over time too. Right now everyone only cares about compute and training models. But eventually the real problem becomes handling all the data AI creates. Real time analytics, embeddings, observability, inference data etc. That side probably becomes massive.
Every AI app is gonna need fast data infrastructure underneath it which is where ClickHouse fits. Feels like one of those businesses that quietly becomes critical infrastructure without most people noticing at first.
Bit like Cisco vs Microsoft back in the day. Hardware wins the first phase because everyone needs the infrastructure built out. Software usually ends up taking most of the long term value after that.
Obvs NBIS is booming right now because everyone’s scrambling for GPU compute. Demand is ridiculous. But infra businesses always need insane amounts of money poured back in just to keep growing. More customers means more GPUs, more racks, more cooling, more power, more data centres etc. Great while demand is crazy, but eventually competition catches up and margins get squeezed. Happens every cycle.
Even the big cloud players like AWS only do around 30% operating margins and that’s considered elite for infrastructure. Hardware-heavy companies nearly always trade lower because the market knows they need endless reinvestment to keep up.
Not firing shots at my beloved NBIS but more just stating how good clickhouse will become. The 28% stake is a bonus for us investors for sure
Does anyone who uses trading 212 ever use the 3x leveraged NBIS tracker? Only just noticed it and curious to see if others use it.
It’s not like margin or CFD. It has no overnight fees just pure 3x leveraged. The exact ticker is called 3NBI.
28yo here. Been investing for 5 years, but over the last year I’ve taken it much more seriously, mainly swing trading alongside some longer-term holds. What’s frustrating is that around 70% of the stocks I’ve added to my watchlist have gone on to do 100%+ moves. I haven’t been in all of them obviously, but the ones I have traded have done well. My biggest issue has probably been not fully riding my winners.
So far I’ve turned £3k into £10.5k, which I know is solid progress, but seeing people online hit £100k+ portfolios still messes with my head a bit. My ultimate goal is to build a £100k portfolio within the next 5 years. It sounds ambitious, but I genuinely think it’s achievable if I stay disciplined and keep improving.
I’m planning to start adding around £500/month from my salary too. I know that alone won’t massively move the needle at first, but consistency matters.
The thing I’m debating is taking out a £20k loan to invest. I know that sounds reckless to some people, especially considering we’re in a strong AI-driven bull market right now, which is the sector I spend most of my time researching. Part of me feels like meaningful capital is the only way to really accelerate towards that £100k goal.
For context, I’m in the UK and can get a loan around 5% interest with manageable terms. I haven’t agreed to anything yet, just weighing it up carefully.
Has anyone here actually used leverage/a loan successfully to build their portfolio? Or is this the kind of thing that only sounds smart in a bull market?
28yo here. Been investing for 5 years, but over the last year I’ve taken it much more seriously, mainly swing trading alongside some longer-term holds. What’s frustrating is that around 70% of the stocks I’ve added to my watchlist have gone on to do 100%+ moves. I haven’t been in all of them obviously, but the ones I have traded have done well. My biggest issue has probably been not fully riding my winners.
So far I’ve turned £3k into £10.5k, which I know is solid progress, but seeing people online hit £100k+ portfolios still messes with my head a bit. My ultimate goal is to build a £100k portfolio within the next 5 years. It sounds ambitious, but I genuinely think it’s achievable if I stay disciplined and keep improving.
I’m planning to start adding around £500/month from my salary too. I know that alone won’t massively move the needle at first, but consistency matters.
The thing I’m debating is taking out a £20k loan to invest. I know that sounds reckless to some people, especially considering we’re in a strong AI-driven bull market right now, which is the sector I spend most of my time researching. Part of me feels like meaningful capital is the only way to really accelerate towards that £100k goal.
For context, I’m in the UK and can get a loan around 5% interest with manageable terms. I haven’t agreed to anything yet, just weighing it up carefully.
Has anyone here actually used leverage/a loan successfully to build their portfolio? Or is this the kind of thing that only sounds smart in a bull market?