$MSFT Catalyst Posts
March 16, 2026Single-day social intelligence recap and verified catalyst posts Β· β Back to $MSFT Profile Β· Market Rankings
π¬ Curated Viral Posts & Community Evidence
14 source posts analyzedΒ· 2026-03-16T12:51:16+00:00$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
Β· 2026-03-16T18:18:25+00:00Appreciate @daniel_koss sharing common views on bare metal + Kubernetes reserved GPU segment. $NBIS has executed very well by delivering it's first tranche to $MSFT announced in last earnings, and securing 2027 Vera Rubin deliveries for it's $15B-$27B Meta contract. Nothing
Β· 2026-03-16T16:05:39+00:00CT loves a token, but enterprises like Google and MSFT question its utility. @tuan_lifeai , Founder of @LifeNetwork_AI , explains how to balance that. Our next livestream is coming on Wednesday. Keep your eyes peeled for the details.
Β· 2026-03-16T10:56:11+00:00$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
Β· 2026-03-16T16:35:23+00:00I 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 $CRWV
Β· 2026-03-16T14:05:44+00:00$NBIS market cap $32b Contracts / Backlog: 2025: $MSFT up to $21 billion 2025 $META $3b starter 2026 $META $27b committed This is AWS in the making but for AI, and a 10x faster growth trajectory.
Β· 2026-03-16T12:29:58+00:00$NBIS deal with $META is 40% larger than their deal with $MSFT Just to put things into context
Β· 2026-03-16T13:37:08+00:00$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 β capacity sold
Β· 2026-03-16T21:33:07+00:003/16 | Notable Inside Days: $SPY, $AAPL, $MSFT, $GOOGL, $RIVN, $COIN, $ABNB, $ORCL, $CSCO, $UPS, $HOOD, $SHOP, $ZS (x2), $MRNA, $SNAP, $FSLR, $CRM, $GE, $AFRM, $ETSY, $DDOG, $PLTR NOTES: * $SPY inside day and gapping up, flagging just under 670. Bear gap above is from
· 2026-03-16T22:05:17+00:00$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 $200
Β· 2026-03-16T03:03:43+00:00$NBIS is an elite sponsor along with $CRWV Obvious AI winners in the picture $AMZN $GOOGL $SMCI $HPE $MSFT $ORCL $NVDA #GTC2026 #NVIDIAGTC $IREN $CIFR $APLD $HUT Courtesy: @StockMKTNewz
Β· 2026-03-16T11:00:51+00:00$NBIS Just signed a $27 billion deal with $META. Itβs 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
Β· 2026-03-16T10:53:32+00:00If $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)
Β· 2026-03-16T00:11:47+00:00I just earned +1998.819227 BSD in the simulation market. blockstreet.money/dashboard?invi β¦ #BSDchallenge #BSDairdrop #AAPL #TSLA #MSFT #NVDA #CRCL #COIN #MSTR #BSD ΡΠ΅ΡΠ΅Π· @BlockSt_HQ