# $META Catalyst Posts & Social Intelligence Recap — March 16, 2026

> **Asset:** $META  
> **Date:** 2026-03-16 (March 16, 2026)  
> **Canonical URL:** https://cryptitalk.com/tokens/meta/2026-03-16  
> **Token Profile:** https://cryptitalk.com/tokens/meta.md  
> **Market Rankings:** https://cryptitalk.com/rankings.md  

---



## Curated Viral Posts & Community Evidence


### Post #1 by @mvcinvesting
> **Author:** M. V. Cunha ([@mvcinvesting](https://x.com/mvcinvesting))  
> **Metrics:** 1.3K likes · 207 retweets · 101 comments · 179.6K views  

> **Posted:** 2026-03-16T10:07:35+00:00  


> **Source Link:** [https://x.com/mvcinvesting/status/2033485322810470798](https://x.com/mvcinvesting/status/2033485322810470798)  


> 
> "JUST IN:

$NBIS signs new AI infrastructure agreement with $META.

Total contract value of up to ~$27B.

Under the five-year agreement, Nebius will provide $12B of dedicated capacity across multiple locations, based on one of the first large-scale deployments of the NVIDIA"


### Post #2 by @InvestingVisual
> **Author:** Investing visuals ([@InvestingVisual](https://x.com/InvestingVisual))  
> **Metrics:** 254 likes · 23 retweets · 20 comments · 86.6K views  

> **Posted:** 2026-03-16T10:11:23+00:00  


> **Source Link:** [https://x.com/InvestingVisual/status/2033486275391422586](https://x.com/InvestingVisual/status/2033486275391422586)  


> 
> "BREAKING  

$NBIS signs a new AI infrastructure agreement with $META with a contract value of up to $27 billion. 

Under the five-year agreement, Nebius will provide $12 billion of dedicated capacity across multiple locations.

Nebius will deliver this capacity starting early"


### Post #3 by @daniel_koss
> **Author:** Daniel Koss ([@daniel_koss](https://x.com/daniel_koss))  
> **Metrics:** 395 likes · 7 retweets · 27 comments · 75.2K views  

> **Posted:** 2026-03-16T10:32:16+00:00  


> **Source Link:** [https://x.com/daniel_koss/status/2033491532355936657](https://x.com/daniel_koss/status/2033491532355936657)  


> 
> "Remember $NBIS $3 billion deal with $META in November 2025?

What does this new deal tell you?"


### Post #4 by @yianisz
> **Author:** Yiannis Zourmpanos ([@yianisz](https://x.com/yianisz))  
> **Metrics:** 253 likes · 13 retweets · 18 comments · 53.9K views  

> **Posted:** 2026-03-16T13:45:45+00:00  


> **Source Link:** [https://x.com/yianisz/status/2033540225310314842](https://x.com/yianisz/status/2033540225310314842)  


> 
> "The market is still struggling to price $NBIS following the $27 billion $META deal.

Let me provide some clarity..

Base case =$12B (100%)+$7.5B 
(50% of optional$15B) =$19.5B.

At ~70% gross margin and ~40% EBITDA margin, that implies:

= ~$1.56B annual EBITDA

Using a 12%"


### Post #5 by @TheTechInvest
> **Author:** The Tech Investor ([@TheTechInvest](https://x.com/TheTechInvest))  
> **Metrics:** 112 likes · 8 retweets · 7 comments · 52.8K views  

> **Posted:** 2026-03-16T11:52:22+00:00  


> **Source Link:** [https://x.com/TheTechInvest/status/2033511690617147640](https://x.com/TheTechInvest/status/2033511690617147640)  


> 
> "BREAKING: $NBIS SECURES MASSIVE $META AI CONTRACT WORTH UP TO $27B

" $NBIS, the AI cloud company, today announced a new long-term AI infrastructure supply agreement with $META, strengthening the collaboration between the companies.
Under the five-year agreement, $NBIS will"


### Post #6 by @beauty_oe
> **Author:** みみりん@投資系女子 ([@beauty_oe](https://x.com/beauty_oe))  
> **Metrics:** 156 likes · 24 retweets · 11 comments · 47.9K views  

> **Posted:** 2026-03-16T10:32:01+00:00  


> **Source Link:** [https://x.com/beauty_oe/status/2033491468103614851](https://x.com/beauty_oe/status/2033491468103614851)  


> 
> "Breaking News

$NBIS has signed a new AI infrastructure agreement with Meta ($META).

The total contract value amounts to a maximum of approximately $27 billion.

Under this five-year agreement, Nebius will provide $12 billion worth of dedicated capacity across multiple"


### Post #7 by @Sam_Badawi
> **Author:** Sam Badawi ([@Sam_Badawi](https://x.com/Sam_Badawi))  
> **Metrics:** 326 likes · 10 retweets · 9 comments · 47.3K views  

> **Posted:** 2026-03-16T10:19:24+00:00  


> **Source Link:** [https://x.com/Sam_Badawi/status/2033488296249283037](https://x.com/Sam_Badawi/status/2033488296249283037)  


> 
> "$NBIS SIGNS A 5-YEAR CONTRACT WORTH UP TO $27B WITH $META"


### Post #8 by @SylentTrade
> **Author:** Sylent Capital ([@SylentTrade](https://x.com/SylentTrade))  
> **Metrics:** 312 likes · 14 retweets · 37 comments · 38.2K views  

> **Posted:** 2026-03-16T16:26:30+00:00  


> **Source Link:** [https://x.com/SylentTrade/status/2033580676532859370](https://x.com/SylentTrade/status/2033580676532859370)  


> 
> "$IREN Massive Deal incoming. Will make $NBIS deal with $META look very much like 2nd place. New GPU order -> Deal releases in a few weeks."


### Post #9 by @StockSavvyShay
> **Author:** Shay Boloor ([@StockSavvyShay](https://x.com/StockSavvyShay))  
> **Metrics:** 383 likes · 47 retweets · 26 comments · 34.6K views  

> **Posted:** 2026-03-16T11:53:08+00:00  


> **Source Link:** [https://x.com/StockSavvyShay/status/2033511881676333380](https://x.com/StockSavvyShay/status/2033511881676333380)  


> 
> "$NBIS is up ~14% after announcing a $27B AI infrastructure deal with $META.

Nebius is positioning itself as a cloud utility for the Agentic AI era."


### Post #10 by @CernunnosCap
> **Author:** Cernunnos Capital ([@CernunnosCap](https://x.com/CernunnosCap))  
> **Metrics:** 222 likes · 13 retweets · 26 comments · 31.8K views  

> **Posted:** 2026-03-16T11:10:24+00:00  


> **Source Link:** [https://x.com/CernunnosCap/status/2033501128344863187](https://x.com/CernunnosCap/status/2033501128344863187)  


> 
> "$IREN holders watching $NBIS secure that $27B bag from $META today. 

But hey, it’s not too late to rotate. Admit you backed the wrong horse and join the better company. 

$CRWV $ORCL $NVDA #NVIDIAGTC #GTC2026"


### Post #11 by @MrMikeInvesting
> **Author:** Mike Investing ([@MrMikeInvesting](https://x.com/MrMikeInvesting))  
> **Metrics:** 380 likes · 55 retweets · 30 comments · 27.2K views  

> **Posted:** 2026-03-16T11:16:15+00:00  


> **Source Link:** [https://x.com/MrMikeInvesting/status/2033502602076295363](https://x.com/MrMikeInvesting/status/2033502602076295363)  


> 
> "$NBIS is up +14% this morning after signing a MASSIVE, $27 billion AI spend contract with $META.

Under the 5 year agreement, $NBIS will provide $12B in compute capacity to $NVDA (Vera Rubin platforms), & $15B to $META (AI cloud businesses).

Nebius will continue to outperform in"


### Post #12 by @oguzerkan
> **Author:** Oguz Erkan ([@oguzerkan](https://x.com/oguzerkan))  
> **Metrics:** 361 likes · 33 retweets · 12 comments · 25.4K views  

> **Posted:** 2026-03-16T12:51:16+00:00  


> **Source Link:** [https://x.com/oguzerkan/status/2033526513979494591](https://x.com/oguzerkan/status/2033526513979494591)  


> 
> "$NBIS announced partnerships with 2 hyperscalers so far and total deal value reached $49.4 billion:

- $MSFT:  $17.4 billion deal with possible extension to $19.4 billion. Delivery began in late 2025, expected to last through 2030.

- $META: $3 billion deal to provide capacity"


### Post #13 by @FunOfInvesting
> **Author:** Tevis ([@FunOfInvesting](https://x.com/FunOfInvesting))  
> **Metrics:** 166 likes · 11 retweets · 9 comments · 24.9K views  

> **Posted:** 2026-03-16T11:14:52+00:00  


> **Source Link:** [https://x.com/FunOfInvesting/status/2033502253542179066](https://x.com/FunOfInvesting/status/2033502253542179066)  


> 
> "$NBIS x $META sign a $27 billion AI infrastructure agreement over 5 years 

This deal marks one of the first large scale deployments of the NVIDIA Vera Rubin platform.

The Key Figures:

• $12 Billion: Dedicated AI compute capacity across multiple locations.

• $15 Billion:"


### Post #14 by @jiahanjimliu
> **Author:** Jim Liu ([@jiahanjimliu](https://x.com/jiahanjimliu))  
> **Metrics:** 173 likes · 11 retweets · 31 comments · 24.1K views  

> **Posted:** 2026-03-16T17:35:15+00:00  


> **Source Link:** [https://x.com/jiahanjimliu/status/2033597979064733909](https://x.com/jiahanjimliu/status/2033597979064733909)  


> 
> "$NBIS - $META Deal

Congrats to $NBIS on it's $15B with expansion up to $27B contract with $META! This will start in early 2027 and be for Vera Rubin GPUs. 

This is a validation of bare metal + Kubernetes for HS/frontier business model. $IREN has gotten and will continue to get"


### Post #15 by @Sam_Badawi
> **Author:** Sam Badawi ([@Sam_Badawi](https://x.com/Sam_Badawi))  
> **Metrics:** 154 likes · 9 retweets · 9 comments · 22.6K views  

> **Posted:** 2026-03-16T10:34:02+00:00  


> **Source Link:** [https://x.com/Sam_Badawi/status/2033491976084156870](https://x.com/Sam_Badawi/status/2033491976084156870)  


> 
> "THE TERMS OF THE DEAL

$NBIS signed a five-year AI infrastructure agreement with Meta $META valued at up to about $27B.

The core of the deal includes $12B of dedicated AI compute capacity that Nebius will deploy across multiple locations using NVIDIA Vera Rubin systems from"


### Post #16 by @JonahLupton
> **Author:** Jonah Lupton ([@JonahLupton](https://x.com/JonahLupton))  
> **Metrics:** 239 likes · 11 retweets · 11 comments · 21.6K views  

> **Posted:** 2026-03-16T10:04:56+00:00  


> **Source Link:** [https://x.com/JonahLupton/status/2033484654582386851](https://x.com/JonahLupton/status/2033484654582386851)  


> 
> "Another massive deal for $NBIS.. this time with $META … could be worth up to $27 billion 

$NBIS is our 2nd biggest position at 
@FirstWaveFund"


### Post #17 by @moninvestor
> **Author:** mon ([@moninvestor](https://x.com/moninvestor))  
> **Metrics:** 383 likes · 11 retweets · 18 comments · 19.9K views  

> **Posted:** 2026-03-16T10:25:03+00:00  


> **Source Link:** [https://x.com/moninvestor/status/2033489715421204773](https://x.com/moninvestor/status/2033489715421204773)  


> 
> ": $NBIS +14% signs new AI infrastructure agreement with $META. 

Total contract worth up to $27bn. 

Pre-market:
$IREN +6%
$CIFR +5%
$CRWV +6%

Great news.
Very positive to the whole sector."


### Post #18 by @Han_Akamatsu
> **Author:** Han Akamatsu 赤松 ([@Han_Akamatsu](https://x.com/Han_Akamatsu))  
> **Metrics:** 179 likes · 14 retweets · 22 comments · 19.2K views  

> **Posted:** 2026-03-16T10:29:29+00:00  


> **Source Link:** [https://x.com/Han_Akamatsu/status/2033490830674075841](https://x.com/Han_Akamatsu/status/2033490830674075841)  


> 
> "$NBIS Another partnership announced today with $META and stock is another +15% pre-market!

We had 3 perfect bounces of the 200DMA for the stock, and last week it even closed above the 1W HMA. 

Now there’s this level to watch around $135, where stock was decking for a whole"


### Post #19 by @EndicottInvests
> **Author:** Nate Endicott ([@EndicottInvests](https://x.com/EndicottInvests))  
> **Metrics:** 145 likes · 0 retweets · 32 comments · 16.8K views  

> **Posted:** 2026-03-16T12:57:22+00:00  


> **Source Link:** [https://x.com/EndicottInvests/status/2033528049405186448](https://x.com/EndicottInvests/status/2033528049405186448)  


> 
> "Anyone see the new deal with $IREN? 

I can’t find the press release. I only see it with $NBIS x $META

I thought a deal was coming?!"


### Post #20 by @daniel_koss
> **Author:** Daniel Koss ([@daniel_koss](https://x.com/daniel_koss))  
> **Metrics:** 116 likes · 1 retweets · 24 comments · 13.6K views  

> **Posted:** 2026-03-16T15:21:54+00:00  


> **Source Link:** [https://x.com/daniel_koss/status/2033564420433985568](https://x.com/daniel_koss/status/2033564420433985568)  


> 
> "Is this real? 

Mike Alfred sitting at home, watching $NBIS on TV, mad af, trying to come up with a reason why Nebius' $27B deal with $META is bearish.

We all know Mike is such a Nebius fanboy. That's why he calls us kid analysts. He secretly wishes he were as hot and young"


### Post #21 by @MMMTwealth
> **Author:** Oliver | MMMT Wealth (CPA) ([@MMMTwealth](https://x.com/MMMTwealth))  
> **Metrics:** 219 likes · 17 retweets · 9 comments · 12.3K views  

> **Posted:** 2026-03-16T10:10:33+00:00  


> **Source Link:** [https://x.com/MMMTwealth/status/2033486068343767500](https://x.com/MMMTwealth/status/2033486068343767500)  


> 
> "ANOTHER DEAL FOR $NBIS 

This time it's with $META with a contract value of up to $27B.

$NBIS current market cap: $28B 

Currently +16% in PM"


### Post #22 by @oguzerkan
> **Author:** Oguz Erkan ([@oguzerkan](https://x.com/oguzerkan))  
> **Metrics:** 157 likes · 17 retweets · 10 comments · 12.1K views  

> **Posted:** 2026-03-16T10:39:20+00:00  


> **Source Link:** [https://x.com/oguzerkan/status/2033493311709675825](https://x.com/oguzerkan/status/2033493311709675825)  


> 
> "$NBIS just announced a deal with $META.

According to the deal, $NBIS will supply $META with $12 billion of dedicated capacity beginning in early 2027.

$META can purchase up to $15 billion extra capacity.

Note that $NBIS committed to deploying at least 5GW of $NVDA systems by"


### Post #23 by @TheRonnieVShow
> **Author:** RonnieV ([@TheRonnieVShow](https://x.com/TheRonnieVShow))  
> **Metrics:** 74 likes · 1 retweets · 9 comments · 11.8K views  

> **Posted:** 2026-03-16T12:40:36+00:00  


> **Source Link:** [https://x.com/TheRonnieVShow/status/2033523829436199126](https://x.com/TheRonnieVShow/status/2033523829436199126)  


> 
> "“Bull Trigger” came through again.

$NBIS up BIGLY after $META deal.

Trade alerted in the collective on Friday."


### Post #24 by @Kaizen_Investor
> **Author:** KaizenInvestor ([@Kaizen_Investor](https://x.com/Kaizen_Investor))  
> **Metrics:** 25 likes · 2 retweets · 2 comments · 11.4K views  

> **Posted:** 2026-03-16T10:18:24+00:00  


> **Source Link:** [https://x.com/Kaizen_Investor/status/2033488043957530702](https://x.com/Kaizen_Investor/status/2033488043957530702)  


> 
> "It is the good news week show at $NBIS. First, the partnership with $NVDA and now they have expanded their partnership with $META. 

Key Details of the Agreement

• Dedicated Capacity ($12 Billion): Nebius will provide Meta with $12 billion worth of dedicated AI computing"


### Post #25 by @danielisdizzy
> **Author:** Daniel ([@danielisdizzy](https://x.com/danielisdizzy))  
> **Metrics:** 89 likes · 0 retweets · 5 comments · 11.0K views  

> **Posted:** 2026-03-16T20:14:08+00:00  


> **Source Link:** [https://x.com/danielisdizzy/status/2033637966325944462](https://x.com/danielisdizzy/status/2033637966325944462)  


> 
> "$NBIS will become a hyperscaler of its own.

The $27B agreement with $META shows exactly why.

Only $12B is for dedicated capacity for Meta.

For the remaining $15B, $NBIS secured the right to sell that capacity to other customers — likely AI startups. Only if it fails will $META"


### Post #26 by @The_RockTrading
> **Author:** The Rock Trading Group ([@The_RockTrading](https://x.com/The_RockTrading))  
> **Metrics:** 61 likes · 4 retweets · 2 comments · 10.7K views  

> **Posted:** 2026-03-16T00:09:14+00:00  


> **Source Link:** [https://x.com/The_RockTrading/status/2033334740691153379](https://x.com/The_RockTrading/status/2033334740691153379)  


> 
> "$META up. 620 

$COIN UP 199."


### Post #27 by @yianisz
> **Author:** Yiannis Zourmpanos ([@yianisz](https://x.com/yianisz))  
> **Metrics:** 169 likes · 10 retweets · 5 comments · 10.7K views  

> **Posted:** 2026-03-16T10:08:25+00:00  


> **Source Link:** [https://x.com/yianisz/status/2033485531548450923](https://x.com/yianisz/status/2033485531548450923)  


> 
> "Huge development for $NBIS.

The company just signed a 5-year AI infrastructure agreement with $META worth up to $27B.

1. $12B dedicated capacity using early $NVDA Vera Rubin systems
2. Up to $15B additional purchase commitment
3. Deliveries begin 2027

The re-rating is just"


### Post #28 by @Couch_Investor
> **Author:** Couch Investor ([@Couch_Investor](https://x.com/Couch_Investor))  
> **Metrics:** 158 likes · 4 retweets · 0 comments · 10.6K views  

> **Posted:** 2026-03-16T10:47:52+00:00  


> **Source Link:** [https://x.com/Couch_Investor/status/2033495460187422970](https://x.com/Couch_Investor/status/2033495460187422970)  


> 
> "BREAKING: $NBIS will provide $12 billion of dedicated capacity across multiple locations, based on one of the first large-scale deployments of the NVIDIA Vera Rubin platform.

$META has committed to purchase additional available compute capacity across certain upcoming Nebius"


### Post #29 by @Futurenvesting
> **Author:** Tannor Manson ([@Futurenvesting](https://x.com/Futurenvesting))  
> **Metrics:** 205 likes · 7 retweets · 17 comments · 9.5K views  

> **Posted:** 2026-03-16T13:46:23+00:00  


> **Source Link:** [https://x.com/Futurenvesting/status/2033540383095832856](https://x.com/Futurenvesting/status/2033540383095832856)  


> 
> "Nebius $NBIS just inked a landmark $27 BILLION 5-year AI infrastructure deal with $META.

$27 billion expansion with Meta... WOW,  that's a 9x from their original $3 billion deal!"


### Post #30 by @BlackPantherCap
> **Author:** Black Panther Capital ([@BlackPantherCap](https://x.com/BlackPantherCap))  
> **Metrics:** 78 likes · 3 retweets · 11 comments · 9.5K views  

> **Posted:** 2026-03-16T12:20:16+00:00  


> **Source Link:** [https://x.com/BlackPantherCap/status/2033518712540508345](https://x.com/BlackPantherCap/status/2033518712540508345)  


> 
> "$NBIS is dragging the whole sector up right now.

2 deals within short time with $NVDA and $META.

I’m invested in both $NBIS and $IREN.

I believe fully in both cases and management.

Both are founder-led.

BUT to be fair. This puts $IREN under pressure now.

It means NOTHING to"


### Post #31 by @Sandeman52
> **Author:** SandemanStocks ([@Sandeman52](https://x.com/Sandeman52))  
> **Metrics:** 219 likes · 9 retweets · 15 comments · 9.4K views  

> **Posted:** 2026-03-16T10:07:36+00:00  


> **Source Link:** [https://x.com/Sandeman52/status/2033485323506741280](https://x.com/Sandeman52/status/2033485323506741280)  


> 
> "BREAKING $NBIS 

Here is our new hyperscaler deal:

$META TO SPEND UP TO $27B OVER 5 YEARS ON AI DEAL WITH NEBIUS

 Boom!!!!"


### Post #32 by @MMatters22596
> **Author:** The Analyst ([@MMatters22596](https://x.com/MMatters22596))  
> **Metrics:** 164 likes · 19 retweets · 14 comments · 9.0K views  

> **Posted:** 2026-03-16T11:39:05+00:00  


> **Source Link:** [https://x.com/MMatters22596/status/2033508345584201964](https://x.com/MMatters22596/status/2033508345584201964)  


> 
> "$NBIS just announced a massive deal with $META.

Here's everything you should know about it:

$NBIS will supply $12 billion worth of capacity beginning in 2027.

$META can purchase up to $15 billion more capacity.

But this is more important than the +15% move in the premarket"


### Post #33 by @StonkChris
> **Author:** Chris ([@StonkChris](https://x.com/StonkChris))  
> **Metrics:** 72 likes · 2 retweets · 2 comments · 9.0K views  

> **Posted:** 2026-03-16T11:39:56+00:00  


> **Source Link:** [https://x.com/StonkChris/status/2033508563667111997](https://x.com/StonkChris/status/2033508563667111997)  


> 
> "$NBIS just signed a new AI infrastructure agreement with $META.

The clear leader among AI data center names, and the chart continues to look like it wants to make another run at all-time highs.

If price can clear the recent highs, my breakout target still points toward $180+."


### Post #34 by @MarketMaestro1
> **Author:** MarketMaestro ([@MarketMaestro1](https://x.com/MarketMaestro1))  
> **Metrics:** 34 likes · 7 retweets · 0 comments · 8.8K views  

> **Posted:** 2026-03-16T10:21:59+00:00  


> **Source Link:** [https://x.com/MarketMaestro1/status/2033488946424889575](https://x.com/MarketMaestro1/status/2033488946424889575)  


> 
> "$NBIS (Nebius) signed a massive AI infrastructure deal with $META that could reach up to $27B"


### Post #35 by @MetaMask
> **Author:** MetaMask ([@MetaMask](https://x.com/MetaMask))  
> **Metrics:** 78 likes · 11 retweets · 27 comments · 8.8K views  

> **Posted:** 2026-03-16T16:54:10+00:00  


> **Source Link:** [https://x.com/MetaMask/status/2033587642445771116](https://x.com/MetaMask/status/2033587642445771116)  


> 
> "Pizza tastes better when you buy it with MetaMask Card.

 
@Mastercard"


### Post #36 by @BlackPantherCap
> **Author:** Black Panther Capital ([@BlackPantherCap](https://x.com/BlackPantherCap))  
> **Metrics:** 108 likes · 10 retweets · 4 comments · 8.5K views  

> **Posted:** 2026-03-16T10:10:43+00:00  


> **Source Link:** [https://x.com/BlackPantherCap/status/2033486109724815592](https://x.com/BlackPantherCap/status/2033486109724815592)  


> 
> "$NBIS just signed a $27 billion deal with Meta and is up 12% in pre-market.

Here’s what that means:

→ 5-year AI infrastructure supply agreement

→ $12B in dedicated capacity on NVIDIA Vera Rubin, one of the first large-scale deployments ever

→ Meta commits up to $15B more"


### Post #37 by @retail_mourinho
> **Author:** Retail Mourinho ([@retail_mourinho](https://x.com/retail_mourinho))  
> **Metrics:** 102 likes · 1 retweets · 8 comments · 8.2K views  

> **Posted:** 2026-03-16T10:27:01+00:00  


> **Source Link:** [https://x.com/retail_mourinho/status/2033490211649487246](https://x.com/retail_mourinho/status/2033490211649487246)  


> 
> "A little reminder that $NBIS is still about 10% away from its all-time high, despite securing a new contract worth up to 27B with $META, expanding data center locations, and increasing contract capacity.

And you’re still bearish?"


### Post #38 by @AlvaroMysterio
> **Author:** Alvaro Mysterio ([@AlvaroMysterio](https://x.com/AlvaroMysterio))  
> **Metrics:** 92 likes · 4 retweets · 4 comments · 8.2K views  

> **Posted:** 2026-03-16T10:07:40+00:00  


> **Source Link:** [https://x.com/AlvaroMysterio/status/2033485342670504108](https://x.com/AlvaroMysterio/status/2033485342670504108)  


> 
> "To put into perspective, $NBIS just signed a contract with $META as big as its current market cap. 

That’s insane. Does the journey to $200 begin now?"


### Post #39 by @RichardMoglen
> **Author:** Richard Moglen ([@RichardMoglen](https://x.com/RichardMoglen))  
> **Metrics:** 117 likes · 4 retweets · 6 comments · 8.2K views  

> **Posted:** 2026-03-16T13:57:57+00:00  


> **Source Link:** [https://x.com/RichardMoglen/status/2033543294375063752](https://x.com/RichardMoglen/status/2033543294375063752)  


> 
> "$NBIS second catalyst gap today in a few days with a $META Partnership"


### Post #40 by @TacticzH
> **Author:** TacticzHazel ([@TacticzH](https://x.com/TacticzH))  
> **Metrics:** 77 likes · 6 retweets · 3 comments · 7.4K views  

> **Posted:** 2026-03-16T10:24:04+00:00  


> **Source Link:** [https://x.com/TacticzH/status/2033489468095635582](https://x.com/TacticzH/status/2033489468095635582)  


> 
> "$NBIS $META - Why the deal is actually big.

Nebius is going to have to spend a lot of funds on capacity expansion. Spending a lot can be quite risky, especially if you don't have the buyers secured. 

By securing $27B from $META, Nebius has a guaranteed buyers and therefore and"


### Post #41 by @LandoInvests
> **Author:** Lando ([@LandoInvests](https://x.com/LandoInvests))  
> **Metrics:** 64 likes · 0 retweets · 11 comments · 6.8K views  

> **Posted:** 2026-03-16T10:30:04+00:00  


> **Source Link:** [https://x.com/LandoInvests/status/2033490980142260265](https://x.com/LandoInvests/status/2033490980142260265)  


> 
> "HOLY $NBIS WHAT A DEAL WITH $META"


### Post #42 by @FunOfInvesting
> **Author:** Tevis ([@FunOfInvesting](https://x.com/FunOfInvesting))  
> **Metrics:** 65 likes · 3 retweets · 2 comments · 6.7K views  

> **Posted:** 2026-03-16T12:03:10+00:00  


> **Source Link:** [https://x.com/FunOfInvesting/status/2033514407678869600](https://x.com/FunOfInvesting/status/2033514407678869600)  


> 
> "Another 2026 $NBIS prediction checked off!

(In my defense this one from $META was kind of a layup)"


### Post #43 by @TacticzH
> **Author:** TacticzHazel ([@TacticzH](https://x.com/TacticzH))  
> **Metrics:** 83 likes · 4 retweets · 2 comments · 6.5K views  

> **Posted:** 2026-03-16T10:03:27+00:00  


> **Source Link:** [https://x.com/TacticzH/status/2033484279997514121](https://x.com/TacticzH/status/2033484279997514121)  


> 
> "$NBIS SIGNS AGREEMENT WITH $META

+ 12% premarket"


### Post #44 by @HyperTechInvest
> **Author:** Daniel Romero ([@HyperTechInvest](https://x.com/HyperTechInvest))  
> **Metrics:** 67 likes · 9 retweets · 1 comments · 6.4K views  

> **Posted:** 2026-03-16T10:13:39+00:00  


> **Source Link:** [https://x.com/HyperTechInvest/status/2033486847796474054](https://x.com/HyperTechInvest/status/2033486847796474054)  


> 
> "JUST IN

$NBIS has signed a new $27 billion deal with $META

Nebius has signed a 5-year agreement with Meta worth up to $27 billion

The deal includes $12 billion of dedicated AI compute capacity across multiple locations, based on one of the first large-scale deployments of"


### Post #45 by @korkmazali08
> **Author:** Ali korkmaz ([@korkmazali08](https://x.com/korkmazali08))  
> **Metrics:** 64 likes · 1 retweets · 4 comments · 6.1K views  

> **Posted:** 2026-03-16T10:59:05+00:00  


> **Source Link:** [https://x.com/korkmazali08/status/2033498282295431460](https://x.com/korkmazali08/status/2033498282295431460)  


> 
> "$NBIS announced that it has signed a 5-year artificial intelligence infrastructure agreement with $META, with a total value that could reach up to $27 billion.

Agreement details:
•It includes $12 billion in dedicated capacity starting from the beginning of 2027.
•In addition,"


### Post #46 by @StockChaser_
> **Author:** StockChaser ([@StockChaser_](https://x.com/StockChaser_))  
> **Metrics:** 78 likes · 13 retweets · 2 comments · 5.9K views  

> **Posted:** 2026-03-16T10:17:27+00:00  


> **Source Link:** [https://x.com/StockChaser_/status/2033487805402214768](https://x.com/StockChaser_/status/2033487805402214768)  


> 
> "$NBIS just signed a 5-year AI infrastructure agreement with $META worth up to $27B.

Massive

The stock is currently +14% in premarket

Chart-wise, it looks like wave 3 may be starting, with a price target around $282

Bookmark this post and revisit it when we get there

Not"


### Post #47 by @Kross_Roads
> **Author:** Crossroads ([@Kross_Roads](https://x.com/Kross_Roads))  
> **Metrics:** 113 likes · 4 retweets · 7 comments · 5.8K views  

> **Posted:** 2026-03-16T12:16:26+00:00  


> **Source Link:** [https://x.com/Kross_Roads/status/2033517745606635914](https://x.com/Kross_Roads/status/2033517745606635914)  


> 
> "$NBIS signs deal with $META, with a deal for up to $27b."


### Post #48 by @investwithsheng
> **Author:** sheng ([@investwithsheng](https://x.com/investwithsheng))  
> **Metrics:** 44 likes · 3 retweets · 3 comments · 5.8K views  

> **Posted:** 2026-03-16T14:49:42+00:00  


> **Source Link:** [https://x.com/investwithsheng/status/2033556319320289416](https://x.com/investwithsheng/status/2033556319320289416)  


> 
> "$NBIS update after $META news

2 potential paths to all-time high 

One goes faster than the other but both should target the $180 - $200 range"


### Post #49 by @daniel_koss
> **Author:** Daniel Koss ([@daniel_koss](https://x.com/daniel_koss))  
> **Metrics:** 132 likes · 7 retweets · 9 comments · 5.7K views  

> **Posted:** 2026-03-16T10:19:11+00:00  


> **Source Link:** [https://x.com/daniel_koss/status/2033488239940558990](https://x.com/daniel_koss/status/2033488239940558990)  


> 
> "$NBIS  Nebius just signed a 5-year AI infrastructure agreement with $META worth up to ~$27B.

• $12B of dedicated capacity, including one of the first large-scale NVIDIA Vera Rubin deployments

• Up to $15B of additional capacity commitment

• Deliveries start in early 2027"


### Post #50 by @SmallCapSnipa
> **Author:** Small Cap Snipa ([@SmallCapSnipa](https://x.com/SmallCapSnipa))  
> **Metrics:** 81 likes · 4 retweets · 2 comments · 5.5K views  

> **Posted:** 2026-03-16T12:31:08+00:00  


> **Source Link:** [https://x.com/SmallCapSnipa/status/2033521445771313210](https://x.com/SmallCapSnipa/status/2033521445771313210)  


> 
> "$NBIS LANDS $27 BILLION DEAL WITH $META 

• Nebius to provide $12B of capacity 
• Up to $15B of additional compute capacity over 5 years"


### Post #51 by @AlvaroMysterio
> **Author:** Alvaro Mysterio ([@AlvaroMysterio](https://x.com/AlvaroMysterio))  
> **Metrics:** 79 likes · 5 retweets · 1 comments · 5.3K views  

> **Posted:** 2026-03-16T10:13:14+00:00  


> **Source Link:** [https://x.com/AlvaroMysterio/status/2033486741235957981](https://x.com/AlvaroMysterio/status/2033486741235957981)  


> 
> "$NBIS is up 16% pre-market after announcing a contract bigger than its current market cap with $META with approximate value of $27, delivery starts from 2027"


### Post #52 by @WealthyReadings
> **Author:** The Few Bets That Matter ([@WealthyReadings](https://x.com/WealthyReadings))  
> **Metrics:** 39 likes · 2 retweets · 0 comments · 5.2K views  

> **Posted:** 2026-03-16T10:56:11+00:00  


> **Source Link:** [https://x.com/WealthyReadings/status/2033497552138449333](https://x.com/WealthyReadings/status/2033497552138449333)  


> 
> "$NBIS is probably getting prepayment for this new contract with $META.

Customers agreed to this on their previous deal and even if they weren't named, $MSFT and $META did so. 

This practice was confirmed by $ORCL who received equivalents last quarter as providers start to"


### Post #53 by @fedex774
> **Author:** Gus - The Italian Investor ([@fedex774](https://x.com/fedex774))  
> **Metrics:** 28 likes · 0 retweets · 4 comments · 5.1K views  

> **Posted:** 2026-03-16T10:35:57+00:00  


> **Source Link:** [https://x.com/fedex774/status/2033492461536895109](https://x.com/fedex774/status/2033492461536895109)  


> 
> "I own both $IREN and $NBIS but I made a mistake.
My Iren position is way bigger than my Nebius position.
Lately Nebius mgmt is showing way better execution.
2 great deals in 2 weeks with $NVDA and $META"


### Post #54 by @DrTomsLens
> **Author:** Dr. Tomislav Marinovic ([@DrTomsLens](https://x.com/DrTomsLens))  
> **Metrics:** 76 likes · 2 retweets · 10 comments · 5.0K views  

> **Posted:** 2026-03-16T14:25:30+00:00  


> **Source Link:** [https://x.com/DrTomsLens/status/2033550226733109367](https://x.com/DrTomsLens/status/2033550226733109367)  


> 
> "Almost forgot to congratulate $IREN bulls on another $NBIS power deal, this time with $META. 

Their unexpected Nebius thesis seems to be playing out in real time. On to $50"


### Post #55 by @Thomas_james_1
> **Author:** Thomas James Investing ([@Thomas_james_1](https://x.com/Thomas_james_1))  
> **Metrics:** 50 likes · 2 retweets · 2 comments · 4.9K views  

> **Posted:** 2026-03-16T10:10:29+00:00  


> **Source Link:** [https://x.com/Thomas_james_1/status/2033486052392898728](https://x.com/Thomas_james_1/status/2033486052392898728)  


> 
> "$NBIS | Nebius signs new AI infrastructure agreement with Meta $META; deal to accelerate growth of Nebius’s core business in AI cloud.

The agreement has a contract value of up to approximately $27 billion over a 5 year period.

For more information please see Nebius Newsroom."


### Post #56 by @TheRayMyers
> **Author:** Ray Myers ([@TheRayMyers](https://x.com/TheRayMyers))  
> **Metrics:** 59 likes · 8 retweets · 1 comments · 4.7K views  

> **Posted:** 2026-03-16T11:20:17+00:00  


> **Source Link:** [https://x.com/TheRayMyers/status/2033503616758054999](https://x.com/TheRayMyers/status/2033503616758054999)  


> 
> "So let's look deeper at the $NBIS $27B Deal with $META

1) $12B Dedicated Capacity
2) $15B Flexible Capacity

Starting in early 2027, Nebius will provide Meta with dedicated AI computing power. This means that a certain portion of a facility will be reserved exclusively for Meta."


### Post #57 by @rzayev7895
> **Author:** Yunis Rzayev ([@rzayev7895](https://x.com/rzayev7895))  
> **Metrics:** 51 likes · 3 retweets · 7 comments · 4.5K views  

> **Posted:** 2026-03-16T10:08:42+00:00  


> **Source Link:** [https://x.com/rzayev7895/status/2033485603841679713](https://x.com/rzayev7895/status/2033485603841679713)  


> 
> "Another new development

A massive deal has been signed between $NBIS (Nebius Group) and $META for AI infrastructure.
Under the agreement, Meta could pay up to $27 billion over the next 5 years for access to Nebius's AI infrastructure.

This news is significant for a few reasons:"


### Post #58 by @LuxAlgo
> **Author:** LuxAlgo ([@LuxAlgo](https://x.com/LuxAlgo))  
> **Metrics:** 59 likes · 5 retweets · 1 comments · 4.5K views  

> **Posted:** 2026-03-16T13:02:29+00:00  


> **Source Link:** [https://x.com/LuxAlgo/status/2033529335684923816](https://x.com/LuxAlgo/status/2033529335684923816)  


> 
> "$META signs $27 Billion AI infrastructure deal with Nebius.

$NBIS +11% pre-market!"


### Post #59 by @DollarCostAvg
> **Author:** investing ([@DollarCostAvg](https://x.com/DollarCostAvg))  
> **Metrics:** 110 likes · 6 retweets · 5 comments · 4.3K views  

> **Posted:** 2026-03-16T16:35:23+00:00  


> **Source Link:** [https://x.com/DollarCostAvg/status/2033582912054956337](https://x.com/DollarCostAvg/status/2033582912054956337)  


> 
> "I am Extremely Bullish on $IREN 1400 MW Energization next month. 

THERE IS NO OTHER DATA CENTER IN THE WORLD BRINGING THIS BIG OF A SITE ONLINE FOR AI COMPUTE. 

TIME TO AI COMPUTE  

$NVDA All Eyes  on $IREN 

$CIFR $NBIS $META $MSFT $CRWV"


### Post #60 by @StockTrader_Max
> **Author:** StockTrader_Max ([@StockTrader_Max](https://x.com/StockTrader_Max))  
> **Metrics:** 21 likes · 2 retweets · 1 comments · 4.2K views  

> **Posted:** 2026-03-16T10:55:39+00:00  


> **Source Link:** [https://x.com/StockTrader_Max/status/2033497418629583070](https://x.com/StockTrader_Max/status/2033497418629583070)  


> 
> "$NBIS +16% In the PM on news of a partnership with $META 

I highlighted last week that the stock was able to form a higher high which confirmed that the 3 wave correction was complete 

This morning we are seeing $NBIS trade at just shy of its ATH which is something I"


### Post #61 by @TaPlot
> **Author:** TA ([@TaPlot](https://x.com/TaPlot))  
> **Metrics:** 49 likes · 1 retweets · 5 comments · 4.1K views  

> **Posted:** 2026-03-16T13:12:56+00:00  


> **Source Link:** [https://x.com/TaPlot/status/2033531964880310669](https://x.com/TaPlot/status/2033531964880310669)  


> 
> "$NBIS is killing it with #AI deals.
News of a massive $META deal this morning.
Stock gapping up trading around $125 pre-market
Chart via 
@marketsurge
 desktop platform"


### Post #62 by @thekriskay
> **Author:** Kris Kay | ([@thekriskay](https://x.com/thekriskay))  
> **Metrics:** 42 likes · 3 retweets · 1 comments · 3.9K views  

> **Posted:** 2026-03-16T14:05:44+00:00  


> **Source Link:** [https://x.com/thekriskay/status/2033545254863876536](https://x.com/thekriskay/status/2033545254863876536)  


> 
> "$NBIS market cap $32b

Contracts / Backlog:
2025: $MSFT up to $21 billion
2025 $META $3b starter
2026 $META $27b committed

This is AWS in the making but for AI, and a 10x faster growth trajectory."


### Post #63 by @sacha
> **Author:** sacha ([@sacha](https://x.com/sacha))  
> **Metrics:** 30 likes · 6 retweets · 4 comments · 3.7K views  

> **Posted:** 2026-03-16T23:57:35+00:00  


> **Source Link:** [https://x.com/sacha/status/2033694197220257931](https://x.com/sacha/status/2033694197220257931)  


> 
> "if you had invested the same amount in every 
@MetaDAOProject
 launch over the last few months you are up ~27% today

in spite of the worst market drawdown in 4 years and a truckload of fud"


### Post #64 by @Venu_7_
> **Author:** Venu ([@Venu_7_](https://x.com/Venu_7_))  
> **Metrics:** 34 likes · 1 retweets · 2 comments · 3.5K views  

> **Posted:** 2026-03-16T12:07:53+00:00  


> **Source Link:** [https://x.com/Venu_7_/status/2033515595228999729](https://x.com/Venu_7_/status/2033515595228999729)  


> 
> "$NBIS just signed a major AI infrastructure agreement with $META potential value up to $27B.

$NBIS +14% pre-market"


### Post #65 by @epictrades1
> **Author:** The Inner Circle Trading Group DP David Prince ([@epictrades1](https://x.com/epictrades1))  
> **Metrics:** 28 likes · 4 retweets · 2 comments · 3.3K views  

> **Posted:** 2026-03-16T11:00:16+00:00  


> **Source Link:** [https://x.com/epictrades1/status/2033498579008999829](https://x.com/epictrades1/status/2033498579008999829)  


> 
> "$NBIS $META Nebius signs new AI infrastructure agreement with Meta PlatformsNebius Group (NBIS) announced a new long-term AI infrastructure supply agreement with Meta (META), strengthening the collaboration between the companies. Under the five-year agreement, Nebius will provide"


### Post #66 by @HyperAICapital
> **Author:** Jordan | AI Investor ([@HyperAICapital](https://x.com/HyperAICapital))  
> **Metrics:** 84 likes · 2 retweets · 2 comments · 3.2K views  

> **Posted:** 2026-03-16T20:16:13+00:00  


> **Source Link:** [https://x.com/HyperAICapital/status/2033638487958950060](https://x.com/HyperAICapital/status/2033638487958950060)  


> 
> "WOW what an insane day for $NBIS. Broke back into the 130s. 27B $META contract and two price target raises to $200. What a bullish day for Nebius.

What are  your moves/thoughts today? 

$NBIS all time highs are next!"


### Post #67 by @EndicottInvests
> **Author:** Nate Endicott ([@EndicottInvests](https://x.com/EndicottInvests))  
> **Metrics:** 131 likes · 8 retweets · 11 comments · 3.2K views  

> **Posted:** 2026-03-16T12:48:06+00:00  


> **Source Link:** [https://x.com/EndicottInvests/status/2033525715199459763](https://x.com/EndicottInvests/status/2033525715199459763)  


> 
> "$NBIS X $META 5 year $27 B deal 

WOW"


### Post #68 by @HyperTechInvest
> **Author:** Daniel Romero ([@HyperTechInvest](https://x.com/HyperTechInvest))  
> **Metrics:** 68 likes · 1 retweets · 1 comments · 3.2K views  

> **Posted:** 2026-03-16T12:29:58+00:00  


> **Source Link:** [https://x.com/HyperTechInvest/status/2033521152404976094](https://x.com/HyperTechInvest/status/2033521152404976094)  


> 
> "$NBIS deal with $META is 40% larger than their deal with $MSFT

Just to put things into context"


### Post #69 by @enrichtrades
> **Author:** Enrich Trades ([@enrichtrades](https://x.com/enrichtrades))  
> **Metrics:** 61 likes · 3 retweets · 2 comments · 3.1K views  

> **Posted:** 2026-03-16T01:17:20+00:00  


> **Source Link:** [https://x.com/enrichtrades/status/2033351879917183095](https://x.com/enrichtrades/status/2033351879917183095)  


> 
> "Watchlist for the week 3/16

Coming off a strong week

Same approach - stay nimble, take profits when they’re there, & react to price action

Upside

$NBIS 
$IREN 
$XOM 
$COIN 
$INTC 
$PLTR

Downside

$AMD 
$META 
$TSLA

Be careful of headlines…

No bias - react to the charts."


### Post #70 by @fedex774
> **Author:** Gus - The Italian Investor ([@fedex774](https://x.com/fedex774))  
> **Metrics:** 22 likes · 0 retweets · 4 comments · 3.1K views  

> **Posted:** 2026-03-16T10:06:57+00:00  


> **Source Link:** [https://x.com/fedex774/status/2033485161401033160](https://x.com/fedex774/status/2033485161401033160)  


> 
> "I'm sorry for the $IREN fanboys but this ends the debate:
$NBIS > $IREN
Nebius signs new AI deal with $META
Let's go"


### Post #71 by @retail_mourinho
> **Author:** Retail Mourinho ([@retail_mourinho](https://x.com/retail_mourinho))  
> **Metrics:** 42 likes · 3 retweets · 2 comments · 3.1K views  

> **Posted:** 2026-03-16T10:02:14+00:00  


> **Source Link:** [https://x.com/retail_mourinho/status/2033483973150568852](https://x.com/retail_mourinho/status/2033483973150568852)  


> 
> "$NBIS 27bn contract with $META 

LFG!!!!!"


### Post #72 by @MB_Hogan
> **Author:** Mark Hogan ([@MB_Hogan](https://x.com/MB_Hogan))  
> **Metrics:** 75 likes · 2 retweets · 6 comments · 2.9K views  

> **Posted:** 2026-03-16T10:55:59+00:00  


> **Source Link:** [https://x.com/MB_Hogan/status/2033497501303538020](https://x.com/MB_Hogan/status/2033497501303538020)  


> 
> "$NBIS JUST IN:  Nebius just announced a new long-term AI infrastructure supply agreement with $META, a five-year agreement with a contract value of up to approximately $27 billion 
 
The agreement is structured in two parts:
 
•Dedicated capacity: Nebius will provide $12"


### Post #73 by @donaldjdean
> **Author:** Donald Dean ([@donaldjdean](https://x.com/donaldjdean))  
> **Metrics:** 27 likes · 1 retweets · 1 comments · 2.6K views  

> **Posted:** 2026-03-16T13:37:08+00:00  


> **Source Link:** [https://x.com/donaldjdean/status/2033538057404887490](https://x.com/donaldjdean/status/2033538057404887490)  


> 
> "$NBIS Nebius - Massive META AI Deal

Nebius signed 5-year pact: $12B committed dedicated AI capacity (Nvidia Vera Rubin GPUs, starting early 2027) + option for another $15B (total potential $27B).

Builds on prior $3B Meta + huge MSFT deals. Demand overwhelming — capacity sold"


### Post #74 by @MB_Hogan
> **Author:** Mark Hogan ([@MB_Hogan](https://x.com/MB_Hogan))  
> **Metrics:** 65 likes · 5 retweets · 3 comments · 2.6K views  

> **Posted:** 2026-03-16T17:23:08+00:00  


> **Source Link:** [https://x.com/MB_Hogan/status/2033594931562901822](https://x.com/MB_Hogan/status/2033594931562901822)  


> 
> "$NBIS JUST IN:   DA Davidson RAISES Nebius PRICE TARGET to $200 a share post $META deal announcement today reiterating a BUY RATING expecting another major Hyperscaler deal to be announced in the next 12 months 

"DA Davidson analyst Alexander Platt said the new agreement"


### Post #75 by @WealthyReadings
> **Author:** The Few Bets That Matter ([@WealthyReadings](https://x.com/WealthyReadings))  
> **Metrics:** 32 likes · 1 retweets · 4 comments · 2.5K views  

> **Posted:** 2026-03-16T10:16:24+00:00  


> **Source Link:** [https://x.com/WealthyReadings/status/2033487538095079482](https://x.com/WealthyReadings/status/2033487538095079482)  


> 
> "$NBIS signed a $12B compute deal with $META, up to $27B, starting 2027.

That $NVDA $2B injection will be well used apparently.

That's why buying breakouts on high volume and positive news isn't fomo.

Glad to be back, and not have let my ego take over"


### Post #76 by @marco_derossi
> **Author:** Marco De Rossi ([@marco_derossi](https://x.com/marco_derossi))  
> **Metrics:** 23 likes · 7 retweets · 3 comments · 2.5K views  

> **Posted:** 2026-03-16T18:47:53+00:00  


> **Source Link:** [https://x.com/marco_derossi/status/2033616259091415285](https://x.com/marco_derossi/status/2033616259091415285)  


> 
> "ERC-8004 Genesis Month is over, with all the leading chains onboard and thousands of agents registered.

Let’s celebrate together tmr at 5 PM UTC / 10AM PT: 
luma.com/658en7zs

AGENDA
5:00 PM UTC - Intro & Next steps
@marco_derossi
, 
@MetaMask
 

5:15 PM - 5:50PM -"


### Post #77 by @MitchMartan98
> **Author:** Mitchell Martan ([@MitchMartan98](https://x.com/MitchMartan98))  
> **Metrics:** 34 likes · 2 retweets · 0 comments · 2.4K views  

> **Posted:** 2026-03-16T11:36:58+00:00  


> **Source Link:** [https://x.com/MitchMartan98/status/2033507816858612131](https://x.com/MitchMartan98/status/2033507816858612131)  


> 
> "$NBIS Great to see this news this morning: 

“Nebius signs AI infrastructure deal with $META worth up to $27 billion over 5 years. $12B deployment of dedicated AI capacity starting 2027”

If it’s not already clear, Nebius is the clear neocloud leader and management continues to"


### Post #78 by @HyperAICapital
> **Author:** Jordan | AI Investor ([@HyperAICapital](https://x.com/HyperAICapital))  
> **Metrics:** 81 likes · 5 retweets · 1 comments · 2.3K views  

> **Posted:** 2026-03-16T17:34:37+00:00  


> **Source Link:** [https://x.com/HyperAICapital/status/2033597819496681482](https://x.com/HyperAICapital/status/2033597819496681482)  


> 
> "BREAKING: $NBIS PRICE TARGET RAISED TO $200

DA Davidson maintains Buy on Nebius and raises its price target from $150 to $200.

The firm highlights Nebius’ 27B long-term contract with $META, reinforcing its position as a leading AI neocloud provider.

The analyst also expects"


### Post #79 by @FilingTracker
> **Author:** Filing Tracker ([@FilingTracker](https://x.com/FilingTracker))  
> **Metrics:** 19 likes · 7 retweets · 0 comments · 2.3K views  

> **Posted:** 2026-03-16T10:20:37+00:00  


> **Source Link:** [https://x.com/FilingTracker/status/2033488602911359149](https://x.com/FilingTracker/status/2033488602911359149)  


> 
> "$NBIS Nebius signs new AI infrastructure agreement with Meta $META; deal to accelerate growth of Nebius’s core business in AI cloud

Contract value of $27 billion:
sec.gov/Archives/edgar
…"


### Post #80 by @OnomeofWeb3
> **Author:** Onomee|| SMM ([@OnomeofWeb3](https://x.com/OnomeofWeb3))  
> **Metrics:** 114 likes · 5 retweets · 44 comments · 2.0K views  

> **Posted:** 2026-03-16T05:21:50+00:00  


> **Source Link:** [https://x.com/OnomeofWeb3/status/2033413411640365308](https://x.com/OnomeofWeb3/status/2033413411640365308)  


> 
> "Still smiling thinking about 14th march.

Hosting my first 
@MetaMask
 Community Builder Night in Abuja felt equal parts exciting and nerve-wracking. You plan, prepare, hope people show up… and then the moment finally comes.

And honestly? I’m just grateful.

About 50 people"


### Post #81 by @MitchMartan98
> **Author:** Mitchell Martan ([@MitchMartan98](https://x.com/MitchMartan98))  
> **Metrics:** 13 likes · 0 retweets · 0 comments · 2.0K views  

> **Posted:** 2026-03-16T11:52:06+00:00  


> **Source Link:** [https://x.com/MitchMartan98/status/2033511622422004074](https://x.com/MitchMartan98/status/2033511622422004074)  


> 
> "$NBIS aged well so far.. lucky timing with the $META deal but nonetheless good to see."


### Post #82 by @InvestNorthwise
> **Author:** Northwise Project ([@InvestNorthwise](https://x.com/InvestNorthwise))  
> **Metrics:** 46 likes · 6 retweets · 0 comments · 1.9K views  

> **Posted:** 2026-03-16T12:26:48+00:00  


> **Source Link:** [https://x.com/InvestNorthwise/status/2033520357047435549](https://x.com/InvestNorthwise/status/2033520357047435549)  


> 
> "Congratulations $NBIS investors and those following our portfolio. 

One big aspect of this $META deal that most haven’t been discussing:

Arkady and the team still plan to sell most of the future capacity to enterprise AI customers with Meta basically committing to gobble up the"


### Post #83 by @StockChaser_
> **Author:** StockChaser ([@StockChaser_](https://x.com/StockChaser_))  
> **Metrics:** 30 likes · 3 retweets · 0 comments · 1.9K views  

> **Posted:** 2026-03-16T22:20:19+00:00  


> **Source Link:** [https://x.com/StockChaser_/status/2033669717898977481](https://x.com/StockChaser_/status/2033669717898977481)  


> 
> "$NBIS significantly improved its long-term outlook

In the past week alone:

• $NVDA deal → capacity visibility through 2030
• $META deal → revenue visibility through 2030

Before these deals, $NBIS was already the scaling leader for 2026:

• ARR: $1.25B (2025) → $7B-$9B"


### Post #84 by @borex_investing
> **Author:** Borex Investing ([@borex_investing](https://x.com/borex_investing))  
> **Metrics:** 69 likes · 1 retweets · 10 comments · 1.8K views  

> **Posted:** 2026-03-16T10:32:42+00:00  


> **Source Link:** [https://x.com/borex_investing/status/2033491640350908766](https://x.com/borex_investing/status/2033491640350908766)  


> 
> "$NBIS investors, how are we feeling today? 

New deal with $META and GTC today. Nice."


### Post #85 by @apecoin
> **Author:** ApeCoin ([@apecoin](https://x.com/apecoin))  
> **Metrics:** 53 likes · 13 retweets · 7 comments · 1.7K views  

> **Posted:** 2026-03-16T03:02:07+00:00  


> **Source Link:** [https://x.com/apecoin/status/2033378250135904507](https://x.com/apecoin/status/2033378250135904507)  


> 
> "This hunt is almost over.

One hour remains to create or complete Hunts for Blackbeard’s Bounty Season 2 in 
@OthersideMeta
.

Make your final move and track down the Ape Totems.

(Link in bio)"


### Post #86 by @AlvaroMysterio
> **Author:** Alvaro Mysterio ([@AlvaroMysterio](https://x.com/AlvaroMysterio))  
> **Metrics:** 24 likes · 0 retweets · 0 comments · 1.7K views  

> **Posted:** 2026-03-16T10:44:10+00:00  


> **Source Link:** [https://x.com/AlvaroMysterio/status/2033494527776903271](https://x.com/AlvaroMysterio/status/2033494527776903271)  


> 
> "$META was extremely satisfied with its first contract with $NBIS last year…. They came back to sign even bigger contract. $NBIS also had said that the value was limited last time because of limited available capacity which meant $META wanted more, so this was kinda expected."


### Post #87 by @TheRayMyers
> **Author:** Ray Myers ([@TheRayMyers](https://x.com/TheRayMyers))  
> **Metrics:** 52 likes · 2 retweets · 0 comments · 1.7K views  

> **Posted:** 2026-03-16T10:38:58+00:00  


> **Source Link:** [https://x.com/TheRayMyers/status/2033493219544060219](https://x.com/TheRayMyers/status/2033493219544060219)  


> 
> "$NBIS SINGS A MONSTER $27B DEAL WITH META!"


### Post #88 by @nbisinvestor200
> **Author:** Mr Kneebius ([@nbisinvestor200](https://x.com/nbisinvestor200))  
> **Metrics:** 47 likes · 1 retweets · 2 comments · 1.7K views  

> **Posted:** 2026-03-16T11:05:17+00:00  


> **Source Link:** [https://x.com/nbisinvestor200/status/2033499841951875076](https://x.com/nbisinvestor200/status/2033499841951875076)  


> 
> "BREAKING : $NBIS now announced another 12B contract with $META!!!

Here it comes again!!

More deals will come in. Nebius is going for beast execution! 

Never fade it. +14% now 

Hold tough. Hold well."


### Post #89 by @TopTechStocksUS
> **Author:** Top Stocks ([@TopTechStocksUS](https://x.com/TopTechStocksUS))  
> **Metrics:** 24 likes · 4 retweets · 3 comments · 1.7K views  

> **Posted:** 2026-03-16T22:05:17+00:00  


> **Source Link:** [https://x.com/TopTechStocksUS/status/2033665934137696282](https://x.com/TopTechStocksUS/status/2033665934137696282)  


> 
> "$NBIS Maths $META 27B+
$MSFT 19.4B = $46.4B (5Y)
Market Cap still = $33.4 B

Clearly UNDERVALUED 
Upgrades are starting…
Arete Research PT $291
DA Davidson PT $200"


### Post #90 by @MB_Hogan
> **Author:** Mark Hogan ([@MB_Hogan](https://x.com/MB_Hogan))  
> **Metrics:** 15 likes · 0 retweets · 2 comments · 1.6K views  

> **Posted:** 2026-03-16T21:01:58+00:00  


> **Source Link:** [https://x.com/MB_Hogan/status/2033650003307335837](https://x.com/MB_Hogan/status/2033650003307335837)  


> 
> "Excellent point here by 
@genZinvest0r
 regarding the brilliance of the structure of $NBIS new $27B deal with $META.  

A masterclass in negotiation indeed.  A deal that reveals the critical importance of priority access to latest Nvidia Vera Rubin GPUs at scale and provides Nebius"


### Post #91 by @trevhesinvests
> **Author:** Trevor Heslop ([@trevhesinvests](https://x.com/trevhesinvests))  
> **Metrics:** 23 likes · 1 retweets · 1 comments · 1.6K views  

> **Posted:** 2026-03-16T10:29:51+00:00  


> **Source Link:** [https://x.com/trevhesinvests/status/2033490923749810234](https://x.com/trevhesinvests/status/2033490923749810234)  


> 
> "How’s that for timing…

$NBIS announces another HUGE deal with $META for up to $27 Billion

I guess you could say I knew this was coming

Join my free discord in my bio"


### Post #92 by @MarketMatrixs
> **Author:** The Market Matrix ([@MarketMatrixs](https://x.com/MarketMatrixs))  
> **Metrics:** 44 likes · 1 retweets · 2 comments · 1.6K views  

> **Posted:** 2026-03-16T12:08:48+00:00  


> **Source Link:** [https://x.com/MarketMatrixs/status/2033515824129151178](https://x.com/MarketMatrixs/status/2033515824129151178)  


> 
> "BREAKING NEWS: 

Nebius Group $NBIS signs a 5-year AI infrastructure deal with Meta Platforms $META worth up to $27B.

$NBIS SOARING PRE-MARKET +14%"


### Post #93 by @BornInvestor
> **Author:** Irish Born Investor ([@BornInvestor](https://x.com/BornInvestor))  
> **Metrics:** 21 likes · 0 retweets · 1 comments · 1.3K views  

> **Posted:** 2026-03-16T10:31:57+00:00  


> **Source Link:** [https://x.com/BornInvestor/status/2033491454304092370](https://x.com/BornInvestor/status/2033491454304092370)  


> 
> "$NBIS Beautiful follow on catalyst with $META this morning I'm long since March 11th as published before the market opened on that day."


### Post #94 by @CernunnosCap
> **Author:** Cernunnos Capital ([@CernunnosCap](https://x.com/CernunnosCap))  
> **Metrics:** 13 likes · 1 retweets · 1 comments · 1.2K views  

> **Posted:** 2026-03-16T10:17:08+00:00  


> **Source Link:** [https://x.com/CernunnosCap/status/2033487722464116859](https://x.com/CernunnosCap/status/2033487722464116859)  


> 
> "$NBIS Signs ANOTHER HUGE $META deal    

Key details of the 5-year deal:
 $12B for dedicated capacity using the upcoming 
@nvidia
 Vera Rubin platform (starting early 2027).
 Up to $15B commitment for additional compute capacity.
"We will continue to deliver." - Arkady"


### Post #95 by @DrTomsLens
> **Author:** Dr. Tomislav Marinovic ([@DrTomsLens](https://x.com/DrTomsLens))  
> **Metrics:** 17 likes · 0 retweets · 1 comments · 1.2K views  

> **Posted:** 2026-03-16T17:06:40+00:00  


> **Source Link:** [https://x.com/DrTomsLens/status/2033590787661877355](https://x.com/DrTomsLens/status/2033590787661877355)  


> 
> "$NBIS was at $70 about a month ago.

Some guys sold, some guys doubled down. Then came $NVDA, and then $META doubled down. 

That’s how markets work. It’s not zero-sum, but it’s definitely not zero-loser either."


### Post #96 by @nbisinvestor200
> **Author:** Mr Kneebius ([@nbisinvestor200](https://x.com/nbisinvestor200))  
> **Metrics:** 27 likes · 0 retweets · 0 comments · 1.1K views  

> **Posted:** 2026-03-16T11:10:17+00:00  


> **Source Link:** [https://x.com/nbisinvestor200/status/2033501100482203858](https://x.com/nbisinvestor200/status/2033501100482203858)  


> 
> "1. For those that still doubt $NBIS after this $META 27B deal, 

Nebius just proved doubters wrong by miles away! 

They will be one of big leaders in AI INFRA. 

2. For those who doubt $META of capex heavy, they will be next to rise up from ash & prove doubters wrong."


### Post #97 by @FrameworkWisely
> **Author:** Framework A³C³E ([@FrameworkWisely](https://x.com/FrameworkWisely))  
> **Metrics:** 13 likes · 1 retweets · 1 comments · 964 views  

> **Posted:** 2026-03-16T11:07:31+00:00  


> **Source Link:** [https://x.com/FrameworkWisely/status/2033500404055474246](https://x.com/FrameworkWisely/status/2033500404055474246)  


> 
> "$NBIS and $META announced a new deal today:

• $12B, 5-year agreement
• Potential additional $15B over another 5 years

Demand for $NBIS is so strong that it can’t guarantee the additional $15B capacity to $META. The plan is to sell that capacity to other AI cloud customers,"


### Post #98 by @SergeyCYW
> **Author:** Sergey ([@SergeyCYW](https://x.com/SergeyCYW))  
> **Metrics:** 12 likes · 2 retweets · 0 comments · 951 views  

> **Posted:** 2026-03-16T13:15:55+00:00  


> **Source Link:** [https://x.com/SergeyCYW/status/2033532715765776646](https://x.com/SergeyCYW/status/2033532715765776646)  


> 
> "$NBIS announced a five-year AI infrastructure agreement with $META worth $12B of guaranteed dedicated GPU capacity, with up to $15B of additional backstop capacity, bringing the potential total contract value to $27B.

The deployments are expected to begin in early 2027 and will"


### Post #99 by @Ivanbenzemama
> **Author:** Ivan Benzema ([@Ivanbenzemama](https://x.com/Ivanbenzemama))  
> **Metrics:** 23 likes · 0 retweets · 6 comments · 660 views  

> **Posted:** 2026-03-16T05:08:28+00:00  


> **Source Link:** [https://x.com/Ivanbenzemama/status/2033410043769397335](https://x.com/Ivanbenzemama/status/2033410043769397335)  


> 
> "MetaDAO announced a new Public sale - P2P.

>  Launches on March 26, 
> Minimum $6M,
> Backed by Multicoin and Coinbase Ventures.

But it feels very strange to me to decide to run Public sale right now.

Previous sales were close to zero or even negative.
The market is pretty"


### Post #100 by @0xSrMessi
> **Author:** SrMessi.sol ([@0xSrMessi](https://x.com/0xSrMessi))  
> **Metrics:** 13 likes · 1 retweets · 2 comments · 410 views  

> **Posted:** 2026-03-16T20:58:47+00:00  


> **Source Link:** [https://x.com/0xSrMessi/status/2033649200458506470](https://x.com/0xSrMessi/status/2033649200458506470)  


> 
> "One of the sleeping giants in the 
@Solana
's futarchy ecosystem powered by 
@MetaDAOProject
.

The 
@loyal_hq
 team is going to be making headlines soon.

Bookmark this post."


### Post #101 by @noegrs_research
> **Author:** Noé ([@noegrs_research](https://x.com/noegrs_research))  
> **Metrics:** 13 likes · 0 retweets · 0 comments · 405 views  

> **Posted:** 2026-03-16T11:00:51+00:00  


> **Source Link:** [https://x.com/noegrs_research/status/2033498726480683185](https://x.com/noegrs_research/status/2033498726480683185)  


> 
> "$NBIS Just signed a $27 billion deal with $META.

It’s clearly becoming the top choice for AI compute, as it has now signed multi billion dollar deals with both $MSFT and $META + secured a $2 billion investment from $NVDA.

It is extremely bullish. Their AI Cloud business is"


### Post #102 by @itsalasdairmann
> **Author:** Alasdair Mann ([@itsalasdairmann](https://x.com/itsalasdairmann))  
> **Metrics:** 4 likes · 0 retweets · 2 comments · 334 views  

> **Posted:** 2026-03-16T10:53:32+00:00  


> **Source Link:** [https://x.com/itsalasdairmann/status/2033496884443287913](https://x.com/itsalasdairmann/status/2033496884443287913)  


> 
> "If $NBIS's deal with $META expanded from $6B to $27B in 4 months...

I wonder what that implies for their % revenue retention for their other customers (and the $19B $MSFT deal)"


### Post #103 by @noegrs_research
> **Author:** Noé ([@noegrs_research](https://x.com/noegrs_research))  
> **Metrics:** 8 likes · 0 retweets · 0 comments · 329 views  

> **Posted:** 2026-03-16T10:32:18+00:00  


> **Source Link:** [https://x.com/noegrs_research/status/2033491540564169033](https://x.com/noegrs_research/status/2033491540564169033)  


> 
> "JUST IN : 

$NBIS  Nebius just signed a new $27 billion deal with $META spanning over 5 years.

The compute will run on Nvidia $NVDA Vera Rubin Platform, starting early 2027. Nebius will provide $12 billion of compute capacity, with an option to extend to $15 billion, across"


### Post #104 by @0xSntx
> **Author:** 0xSntx ([@0xSntx](https://x.com/0xSntx))  
> **Metrics:** 13 likes · 0 retweets · 0 comments · 327 views  

> **Posted:** 2026-03-16T18:00:17+00:00  


> **Source Link:** [https://x.com/0xSntx/status/2033604279857029523](https://x.com/0xSntx/status/2033604279857029523)  


> 
> "anyone remember that 
@MetaMask
 still plans to launch its own token?

3 months ago - 30% chance of $4B FDV

today - 2%

meanwhile

BTC hit 500k in 2026 - 3%
Norway wins FIFA World Cup - 3%
Jesus Christ return - 4%
Aliens exist - 16%

waiting for launch just to short it in 10s"


### Post #105 by @TheStoicCapital
> **Author:** Stoic Cap ([@TheStoicCapital](https://x.com/TheStoicCapital))  
> **Metrics:** 10 likes · 1 retweets · 0 comments · 319 views  

> **Posted:** 2026-03-16T10:29:34+00:00  


> **Source Link:** [https://x.com/TheStoicCapital/status/2033490854015361190](https://x.com/TheStoicCapital/status/2033490854015361190)  


> 
> "$META SIGNS $27 Billion cumulative AI spend contract with $NBIS!

HUGE."


### Post #106 by @shahh
> **Author:** shah ([@shahh](https://x.com/shahh))  
> **Metrics:** 16 likes · 0 retweets · 29 comments · 313 views  

> **Posted:** 2026-03-16T15:00:20+00:00  


> **Source Link:** [https://x.com/shahh/status/2033558994053386313](https://x.com/shahh/status/2033558994053386313)  


> 
> "There is no WW3

Rates get cut

Income tax gets terminated

GCR tweets “bull run”

NEET flips Solana

The Clarity Act gets passed

Everyone gets priced out of Bitcoin

SOL revenge trades to $500.

Pumpfun, Metamask, Phantom, and Opensea airdrop us tokens.

We all make it."


### Post #107 by @ProblemSniper
> **Author:** ProblemSniper ([@ProblemSniper](https://x.com/ProblemSniper))  
> **Metrics:** 5 likes · 2 retweets · 0 comments · 124 views  

> **Posted:** 2026-03-16T10:37:55+00:00  


> **Source Link:** [https://x.com/ProblemSniper/status/2033492954267238699](https://x.com/ProblemSniper/status/2033492954267238699)  


> 
> "$NBIS secures $27 billion AI infrastructure deal with Meta"


### Post #108 by @subaashgautam
> **Author:** 0xsubash ([@subaashgautam](https://x.com/subaashgautam))  
> **Metrics:** 9 likes · 1 retweets · 0 comments · 119 views  

> **Posted:** 2026-03-16T14:22:12+00:00  


> **Source Link:** [https://x.com/subaashgautam/status/2033549397691441417](https://x.com/subaashgautam/status/2033549397691441417)  


> 
> "fun to see so many opinions being shared around 
@MetaDAOProject
 and 
@P2Pdotme
 ICO

don’t know who’s right

what I do know is that an ICO won’t be successful if people aren’t talking about it"


### Post #109 by @FFRacer_Matthys
> **Author:** ffracer ([@FFRacer_Matthys](https://x.com/FFRacer_Matthys))  
> **Metrics:** 17 likes · 2 retweets · 0 comments · 102 views  

> **Posted:** 2026-03-16T20:29:07+00:00  


> **Source Link:** [https://x.com/FFRacer_Matthys/status/2033641735927075304](https://x.com/FFRacer_Matthys/status/2033641735927075304)  


> 
> "Had some fun games with 
@CryptoCatsApe
 hosted by 
@kopirax_blog
 on the 
@OthersideMeta
 Also had my first landing on the soccer goal pole  
@yellia18
 @lucky_motya
 @ApeChainHUB"


### Post #110 by @thandokazi1545
> **Author:** Thandokazi Mthombeni ([@thandokazi1545](https://x.com/thandokazi1545))  
> **Metrics:** 10 likes · 1 retweets · 0 comments · 39 views  

> **Posted:** 2026-03-16T21:38:59+00:00  


> **Source Link:** [https://x.com/thandokazi1545/status/2033659316108988905](https://x.com/thandokazi1545/status/2033659316108988905)  


> 
> "They stirred 
@CryptoCatsApe
 up a wild commotion at 
@OthersideMeta
 we didn’t let the swampy ground cool down we glided like birds, tossed bones, and had a blast 
@ApeChainHUB
 @kopirax_blog"


### Post #111 by @Meta8Mate
> **Author:** 机灵的杰尼君 ([@Meta8Mate](https://x.com/Meta8Mate))  
> **Metrics:** 1 likes · 0 retweets · 1 comments · 35 views  

> **Posted:** 2026-03-16T05:38:52+00:00  


> **Source Link:** [https://x.com/Meta8Mate/status/2033417697426591828](https://x.com/Meta8Mate/status/2033417697426591828)  


> 
> "Feeling good, been burning at MAX lately."


### Post #112 by @slayervault
> **Author:** Notyourattorney.eth ([@slayervault](https://x.com/slayervault))  
> **Metrics:** 2 likes · 0 retweets · 0 comments · 24 views  

> **Posted:** 2026-03-16T19:59:15+00:00  


> **Source Link:** [https://x.com/slayervault/status/2033634220556620090](https://x.com/slayervault/status/2033634220556620090)  


> 
> "A lot of questions floating around about 
@P2Pdotme
 & the 
@MetaDAOProject
 sale, investors, treasury, etc. Let me address the main ones.

1/ We’ve been building P2P rails for ~3 years. The protocol is live and has been growing steadily. The raise isn’t for an idea it’s for scaling"


### Post #113 by @vinibarbosabr
> **Author:** Vini B |「 thecoding 」 ([@vinibarbosabr](https://x.com/vinibarbosabr))  
> **Metrics:** 0 likes · 0 retweets · 1 comments · 4 views  

> **Posted:** 2026-03-16T13:06:15+00:00  


> **Source Link:** [https://x.com/vinibarbosabr/status/2033530282037412196](https://x.com/vinibarbosabr/status/2033530282037412196)  


> 
> "Part of that is thanks to initiatives like 
@meta_pool
's node studio cohorts, helping to onboard community validators via technical support, easy UI, and initial delegation

I'm running thecoding.pool.near thanks to this program"




---

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