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$NBIS Catalyst Posts

October 21, 2025

Single-day social intelligence recap and verified catalyst posts · ← Back to $NBIS Profile · Market Rankings

💬 Curated Viral Posts & Community Evidence

33 source posts analyzed
The Tech Investor @TheTechInvest · 2025-10-21T17:44:12+00:00

$IREN & $NBIS are the two most attractive companies I know in the market. $IREN $53 $NBIS $104 Yet, the majority are still waiting for the Great Depression when we are having probably the best bull market in decades. Timing the market and calling the top or the bottom every

Serenity @aleabitoreddit · 2025-10-21T23:59:36+00:00

Nebius is playing out exactly how institutions wanted: Retail panic. Capitulation. Liquidity. I’ve been saying this for weeks: $NBIS Institutional ownership is ~38%. Every trick in the book will be used to get that number to 65-80% like $HOOD: Here's what and why this is

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RC @DeepValue47 · 2025-10-21T14:16:12+00:00

$NBIS, The next Palanitr $PLTR.. I’m officially ALL-IN!!!!

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M. V. Cunha @mvcinvesting · 2025-10-21T18:05:47+00:00

$NBIS just released a whitepaper on "The Economics of AI Clusters." This paper is a clear breakdown of what actually drives the cost structure of foundation model training, and how $NBIS' vertically integrated AI cloud architecture is designed to make that process

Daniel @danielisdizzy · 2025-10-21T19:15:29+00:00

$NBIS is down more than 25% in the last 7 days. That means for less than $30B, you get all these businesses: • Nebius – AI infrastructure • AVride – autonomous driving (Waymo, with similar tech, is valued at $50B) • Toloka – AI data labeling (ScaleAI, a competitor, was valued

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The Long Investor @TheLongInvest · 2025-10-21T17:52:00+00:00

$NBIS has pulled back -35% now since its Top All very standard so far

M. V. Cunha @mvcinvesting · 2025-10-21T14:15:17+00:00

Avride, owned by $NBIS, is gearing up to launch its robotaxi fleet in Dallas later this year. The photo was shared by Uber's VP of Investor Relations.

Yiannis Zourmpanos @yianisz · 2025-10-21T13:23:00+00:00

$NBIS is crashing… but whales are buying it. While retail panic sells, smart money just dropped $11.7M on $90 calls and $8.5M on $50 calls. That’s not fear, that’s accumulation. and for those still watching, waiting for a “perfect” entry as $NBIS keeps climbing this pullback

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Nate Endicott @EndicottInvests · 2025-10-21T13:49:43+00:00

Bought $NBIS

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Austin Lieberman @LiebermanAustin · 2025-10-21T12:42:19+00:00

$NBIS at $80 is a lot more interesting than $140. If you truly believe in the company you shouldn’t be less bullish on the stock after it has pulled back.

Investing visuals @InvestingVisual · 2025-10-21T15:29:13+00:00

$NBIS is now down 25% from its recent peak. Fundamentals didn’t change, so the risk/reward only gets better on the way down.

Daniel Romero @HyperTechInvest · 2025-10-21T09:43:33+00:00

$NBIS was ahead of schedule with their Israel data center, so I wouldn’t be surprised if they maintain Q4 guidance but actually beat in Q4

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Daniel @DanInvestings · 2025-10-21T22:32:31+00:00

$NBIS $IREN Anyone else buying Nebius or IREN? These dips looking like a buying opportunity tbh nothing has changed other then more sellers then buyers.

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Daniel @danielisdizzy · 2025-10-21T19:26:30+00:00

3 stocks I’m buying heavily: $ROOT $NBIS $HIMS 3 stocks on my watchlist: $ZETA $MRVL $IREN 3 stocks I avoid: $AAPL $PLTR $ORCL

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RJC @RJCcapital · 2025-10-21T16:53:22+00:00

$NBIS just release a white-paper on the economics of AI Clusters. Will give it a read and share my thoughts. … 806167.fs1.hubspotusercontent-eu1.net/hubfs/26806167 …

Daniel Koss @daniel_koss · 2025-10-21T15:46:36+00:00

$NBIS folks, right now we're learning to separate the believers from the hyperiders. Haven't sold a share and feel super calm. The only thing I'm worried about is which strategy to apply to take advantage of this massive opportunity. I'm honestly quite excited. Please do NOT

JM Investments @JM_Investment0 · 2025-10-21T18:25:06+00:00

Brilliant post on some of the cost behind AI cloud providers like $NBIS And an excellent example of why $NBIS is more than just data centres

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Mark Hogan @MB_Hogan · 2025-10-21T16:29:29+00:00

$NBIS now trading at $106 a share with average analyst price target at $156.40, a 47% upside. That doesn’t include Goldman Sachs bull case price target of $283 per share.

RJC @RJCcapital · 2025-10-21T18:04:34+00:00

The new @nebiusai white-paper on The Economics of AI Clusters is extremely interesting to read. I recommend all $NBIS investors read it at the link below. A 3,000-GPU LLM run that should take 72 hours in theory actually takes 190 hours on a standard cloud once interruptions,

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Alvaro Mysterio @AlvaroMysterio · 2025-10-21T19:29:07+00:00

$NBIS at $35/share discount

sheng @investwithsheng · 2025-10-21T20:16:00+00:00

To be clear, $NBIS at $101 today was already a steal if you were able to buy. I expect under $100 but you never want to take your chances with opportunities like this.

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Markos @MVanbrunsc47513 · 2025-10-21T22:06:06+00:00

Very interesting whitepaper from $NBIS it reshapes several of the scenarios I was working on following my last post. Some developments strengthen the thesis, while others introduce new risks. More on this soon (hopefully tomorrow).

Daniel Romero @HyperTechInvest · 2025-10-21T14:55:45+00:00

$NBIS wholly owned Avride could very realistically be worth as much as the entirety of Nebius’ current market cap in 2–3 years That’s how undervalued $NBIS is

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Kobe Kapital @KobeKapital · 2025-10-21T19:15:12+00:00

I’ve said it a few times already but $NBIS under $30B marketcap is such a steal.

Dave @EventuallyWLTHY · 2025-10-21T15:39:20+00:00

$NBIS down 19% past 5 days??? WHAT A GIFT!!! Everyone sees red & somehow emotions won't allow them to remember that more enterprise (Microsoft) type deals are on the way...

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Nick B Investing @NickBInvesting · 2025-10-21T19:06:04+00:00

The $NBIS bounce is going to be extreme!

Value Sense @ValueSense_io · 2025-10-21T15:20:43+00:00

$NBIS | Nebius opened a new data center in Israel So far it had +257% Year-to-Date return vs +15% for S&P 500

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Babyfolio @babyfolio · 2025-10-21T18:14:16+00:00

$NBIS peak efficiency

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Mirage @MirageWL8 · 2025-10-21T20:52:02+00:00

$NBIS is a long term hold. Short term, just a bunch of emotional cry babies

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WhatsAplha @WhatSharpe · 2025-10-21T18:35:43+00:00

$NBIS down around 25% in the past week. The good news is now it is officially in oversold territory. Mind blowing to see it get paired with QC. As liquidity comes back into the market $NBIS will hit new ATH

Borex Investing @borex_investing · 2025-10-21T17:05:11+00:00

$NBIS has been caught up in this high-beta selloff, but nothing’s changed with the company. All the news has been good & this just looks like profit taking/bubble fears. I’m not selling a single share in fact I added shares. If the revenue is real, it’s not a bubble.

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EliteOptionsTrader @EliteOptions2 · 2025-10-21T14:04:56+00:00

We're seeing a rotation out of these growth stocks that have been running the past few months.. $NBIS $OKLO $CRWV $HOOD $APP and back into stocks like $AAPL $META $MSFT. $SPX down 15 from the open, needs a red to green move to look more bullish, $QQQ 613 hard level lets see if

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Connor Bates @ConnorJBates_ · 2025-10-21T18:56:40+00:00

More air coming out of high beta ~ $IREN $BE $OKLO $NBIS $CRDO $ONDS $LEU $RGTI