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$NBIS Catalyst Posts

October 22, 2025

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

💬 Curated Viral Posts & Community Evidence

85 source posts analyzed
Shay Boloor @StockSavvyShay · 2025-10-22T16:36:36+00:00

Brutal reset for growth. The biggest pullbacks off recent highs: • $ONDS -42% • $QBTS -40% • $RGTI -38% • $OKLO -37% • $IONQ -35% • $ALAB -34% • $RR -33% • $ASTS -32% • $NBIS -31% • $QS -30% • $IREN -30% • $HIMS -26% • $CIFR -26% • $BMNR -25% • $HOOD -21%

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SandemanStocks @Sandeman52 · 2025-10-22T15:33:58+00:00

Guys, I need to admit $NBIS is down because of me. The market mojo is against me because I made fun of TLI. Looks like that MFer is actually right. For that, I apologize to TLI and I atone to the market mojo. This is probably looking for 90ish. Lots of tickers getting

TacticzHazel - Value Investing @TacticzH · 2025-10-22T10:32:40+00:00

Some of the popular AI-datacenter-plays have been seeing a (small) pullback. $NBIS is down 27% from it's ATH $IREN is down 30% from it's ATH $CRWV is down 33% from it's ATH $CIFR is down 22% from it's ATH Pullbacks are healthy, and they should not scare you. Especially when

Serenity @aleabitoreddit · 2025-10-22T14:47:35+00:00

Added $200k worth of $NBIS leaps at $98.8, December $105 2026 strike. Nebius dropping 30%+ in a week from $140 to $97 might make you second-guess yourself, but it’s times like these where conviction matters most. If you understand the fundamentals and sector, this is a gift.

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EliteOptionsTrader @EliteOptions2 · 2025-10-22T00:45:04+00:00

$NBIS After a 100% run, We're finally seeing a pull back. A Bigger opportunity is on the horizon After a massive run from the $60s to $120+, $NBIS is now pulling back into the $88–$100 demand zone, a textbook retest of prior breakout level. This area has strong support from

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Austin Lieberman @LiebermanAustin · 2025-10-22T15:35:00+00:00

When and how I’ll build a $NBIS position. $80 = 2% position $50 = add another 2% $30 = add another 2% I’ll then have 6% allocated and I would leave it alone. Or at higher share prices but lower p/s multiples id follow the same framework. Fundamentals matter

Nate Endicott @EndicottInvests · 2025-10-22T14:30:01+00:00

Man these $NBIS investor show who’s been in the game for awhile and who chased the “hype”. Crying because the stock is down 25% this week but up 250% YTD. This is apart of investing in high growth, high beta names. Get over it.

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The Long Investor @TheLongInvest · 2025-10-22T15:38:04+00:00

$NBIS at $95 now, erasing all gains where I said not to chase. 50 Day MA is being tested now too at $95, a relief bounce should be due

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M. V. Cunha @mvcinvesting · 2025-10-22T11:21:29+00:00

JUST IN: Avride secures up to $375M in strategic investment and related commitments, backed by Uber and $NBIS $NBIS previously owned 83% of the company, with the remaining 17% held by employees. No details yet on the updated ownership structure or valuation. It builds on

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Gen Z Investor @genZinvest0r · 2025-10-22T10:29:18+00:00

In times of worry, listen to this quote by $NBIS CRO Marc Boroditsky and tell me how you could possibly be bearish: "This is an extraordinary situation. The amount of demand, the amount of interest, the pace at which this market is moving, I've never seen before. And I've seen

Arth Patel @seafullofsharks · 2025-10-22T00:52:49+00:00

Data Centers and AI is dead? $NBIS $IREN $CIFR

WealthyReadings @WealthyReadings · 2025-10-22T14:43:15+00:00

$NBIS will prob reach $400 before end of October. Don't worry.

Daniel Romero @HyperTechInvest · 2025-10-22T09:53:02+00:00

$NBIS dip keeps dipping Are you buying?

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Daniel Romero @HyperTechInvest · 2025-10-22T11:13:51+00:00

$NBIS ANNOUNCES UBER’S INVESTMENT IN AVRIDE Avride has secured a total of $375M from $UBER and Nebius

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Markos @MVanbrunsc47513 · 2025-10-22T19:07:34+00:00

Follow-up on my earlier post about Nebius $NBIS and $IREN First of all, this one took me way more time than I expected — but it was worth it. Probably my best write-up to date. We ended the previous post with this question: “But if demand and supply balance out, what happens

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Investing visuals @InvestingVisual · 2025-10-22T15:12:11+00:00

At the time of the post below, $NBIS traded at ~$93. If you felt like you missed it back then, now would be a great time to give it another look. The stock is down 30% from its peak and hovering around ~$98

Babyfolio @babyfolio · 2025-10-22T08:20:27+00:00

Me during a 50% drawdown in my top holding ( $NBIS ) Monk mode activated

Mark Hogan @MB_Hogan · 2025-10-22T18:08:32+00:00

I just bought 1,000 $NBIS shares at $96.64

DVB @DeepValueBagger · 2025-10-22T15:05:00+00:00

$NBIS Institutional ownership is ~38% and I expect it to go up after this quarter. Keep an eye.

Jim Liu @jiahanjimliu · 2025-10-22T05:04:16+00:00

$NBIS's white paper on the software efficiency of it's AI cloud. I want to acknowledge that this is great for small companies and startups. Medium-large companies will rent from Nebius for their uptime guarantees of 99.9%+ but Nebius software is not a factor for them. Managed AI

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Gen Z Investor @genZinvest0r · 2025-10-22T14:39:39+00:00

$NBIS back in the double digits! Incredible! It is now officially +100% upside to Northland Securities price target of $206! And let me remind you, they were the only group of analysts that were able to sit down and speak with $NBIS management after the $MSFT deal was announced.

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RJC @RJCcapital · 2025-10-22T16:38:55+00:00

$NBIS will hit $200 before December 31, 2025.

SpacBobby @SpacBobby · 2025-10-22T15:14:14+00:00

$NBIS - I am FINALLY a Nebius shareholder!! Been following them for sometime and under $100, I think is a STEAL longer-term. Let the market do it's thing for now...

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Daniel Koss @daniel_koss · 2025-10-22T19:30:17+00:00

Hilarious to read such takes on $NBIS $30 aka if Nebius trades at 2x forward ARR and you discount all subs to 0. Killer analysis. Very realistic. While we're at it I'd love to buy some $NVDA $TSLA $GOOGL at $1.

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Daniel @danielisdizzy · 2025-10-22T13:17:59+00:00

$NBIS will become a multi-hundred-billion-dollar company. Global data center demand sits around 60 GW today and is expected to exceed 300 GW by 2030. The $19.4B deal with $MSFT is only the beginning — $NBIS will secure more long-term partnerships with the biggest hyperscalers.

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Nate Endicott @EndicottInvests · 2025-10-22T14:23:00+00:00

$NBIS the dip that keeps dipping! Under $100 might be coming..

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Gab @GabGrowth · 2025-10-22T15:00:00+00:00

Fwiw, among the data center plays, my picks are: $GLXY $NBIS I don’t own $NBIS (yet)

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Babyfolio @babyfolio · 2025-10-22T08:29:24+00:00

My smart Japanese friend says 200$ is cheap for $NBIS, thoughts?

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Jim Liu @jiahanjimliu · 2025-10-22T19:46:25+00:00

Even though @MVanbrunsc47513 is invested in NBIS and I am only invested in $IREN, stocks with opposite strategies, I always read Markos’ post to have different points of view. Definitively healthy to read other points of view as long as it’s reasoned and factual.

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Alvaro Mysterio @AlvaroMysterio · 2025-10-22T17:02:55+00:00

Back in July $NBIS went from $55 to $45, I revisited my thesis and I bought 50 Nov 21 $60 SP calls and 50 Jan 2027 $80 calls on Friday. On Sunday night, @GoldmanSachs analyst covered $NBIS with price target of $65 On Monday, $NBIS was up 25% and my Nov calls were 200% up and Jan

Daniel Koss @daniel_koss · 2025-10-22T15:23:11+00:00

Some free $NBIS conviction for the paperhands out there: Yes, the pullback does scare me. But only because it got so cheap that I’m now leveraged the f*** up (calculated, with a clear risk plan — do not copy this if you don’t know what you’re doing, it could ruin your life

Daniel Koss @daniel_koss · 2025-10-22T14:57:24+00:00

$NBIS serious question: you guys need some facts to strengthen your conviction again? Or is everyone already clear this selloff makes zero sense for Nebius and is a broader market puking cause scared of AI bubble thing?

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Nate Endicott @EndicottInvests · 2025-10-22T12:35:48+00:00

$NBIS earnings is November 11th! Less than 3 weeks away

Yiannis Zourmpanos @yianisz · 2025-10-22T16:45:10+00:00

$NBIS now ~$96. This isn’t fundamentals breaking, it’s leverage unwinding. Short-dated gamma, margin calls, and thin liquidity magnify every tick. The thesis hasn’t changed: ARR, MW ramp, Blackwell rollout all intact. Capitulation looks brutal up close. See you on the other

sheng @investwithsheng · 2025-10-22T19:11:01+00:00

$NBIS V shaper as discussed Institutions bought heavy today while retail is "waiting for $50"

Heisenberg @Mr_Derivatives · 2025-10-22T16:07:30+00:00

Some notable Fintwit names damage today: $ASTS -12.5% $OKLO -14% $RGTI -10% $MP -10% $CVNA -9% $IREN -8% $IONQ -8% $RKLB -8% $CRWV -7.5% $COIN -7% $HOOD -7% $NBIS -7% $BMNR -6.5% $SOFI -6.5% $SMCI -6.5% $PLTR -6% $HIMS -5%

TacticzHazel - Value Investing @TacticzH · 2025-10-22T12:07:08+00:00

Finally confirmed: $NBIS Q3 earnings on Nov 11th

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RonnieV @TheRonnieVShow · 2025-10-22T20:51:40+00:00

$NBIS Hammer Candle on the Monthly... Just let it happen so we can all load up more at $70-80 range.

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Daniel S @accounting_ds · 2025-10-22T14:56:32+00:00

As long as $NBIS stays above $95.34 (50 day MA daily) we should be okay RSI is literally at 20 sellers should be exhausted If it goes lower so be it

Dave Data Guy | author of 2 stock investing books @DGretta_Author · 2025-10-22T00:14:54+00:00

Appears $NBIS wants its 200-day MA at $94. I'm a re-buyer there. Already own a bunch of shares at $35.

Babyfolio @babyfolio · 2025-10-22T15:16:20+00:00

$NBIS this is what conviction looks like

Nate Endicott @EndicottInvests · 2025-10-22T17:52:50+00:00

$NBIS down 30%

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Ariel Hernandez @RealSimpleAriel · 2025-10-22T21:14:20+00:00

10/22/2025 Daily Recap: - Speculative stocks got hit the hardest $HUT $BITF $QBTS $RGTI $CIFR - Nuclear still being punished lead by $LEU -17% $OKLO -14% - $GEV down -9% at one point but managed to bounce back and close down 1.6% - $HOOD $NBIS $CRWV bounced at the 50sma. Maybe

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Sam Badawi @samsolid57 · 2025-10-22T23:14:38+00:00

The replies to my posts have been pretty wild, but everyone has different risk tolerance and goals. Calling a company “speculative” is a subjective choice that depends on several factors beyond the company itself, and that call won’t be the same for everyone. I sized $NBIS at

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Burak K. @upliftyourpath · 2025-10-22T18:53:05+00:00

My entire timeline is bullish on $NBIS. Who's selling?

Couch Investor @Couch_Investor · 2025-10-22T15:38:11+00:00

Conclusion: Most people who own speculative stocks have no clue why they own it other than "stock went up". $IREN $NBIS $ASTS $OKLO $IONQ

Sasimohan @Weeklyoptions · 2025-10-22T00:15:40+00:00

$NBIS WTF Sheep mentality, if somebody is selling i will also sell Going into Earnings with 3 New Datacenters Incoming news, and New Hyperscaler signup and new Deals this can literally double by December in 2 months.

Arth Patel @seafullofsharks · 2025-10-22T13:57:16+00:00

$NBIS From momentum to conviction. Great take.

Mark Hogan @MB_Hogan · 2025-10-22T10:31:00+00:00

Worth considering this take — while retail panic sells, are institutions quietly accumulating $NBIS shares?

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Ray Myers @TheRayMyers · 2025-10-22T17:00:21+00:00

My 2030 market cap predictions: - $ADBE $140B - $PYPL $80B - $NBIS $99B - $NVO $300B - $PLTR $150B - $DLO $12B - $GRAB $70B - $ZETA $20B - $AAPL $1T - $SE $400B - $NU $250B - $META $4T - $SOFI $80B - $OSCR $25B - $GOOGL $6T - $AMZN $6.5T - $NVDA $10T

EliteOptionsTrader @EliteOptions2 · 2025-10-22T14:38:40+00:00

$SPX still in this range from 6700-6762, showing some signs of weakness, Keep an eye on 6700 if it breaks.. 6640 in play this week $QQQ down 4+ from the highs, is 607 fails on the daily chart, w can see 603,600 again. $OKLO $NBIS $HOOD $PLTR selling off today, be careful

Yiannis Zourmpanos @yianisz · 2025-10-22T15:47:00+00:00

$NBIS's earnings for Q3 (11th of November) is around the corner and it could be a turning point for AI infrastructure. Wall St expects $155.7M revenue and -$0.52 EPS, but the Street may still be missing what’s really happening. Last quarter, Nebius grew 625% YoY and turned

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Daniel @DanInvestings · 2025-10-22T14:20:25+00:00

$NBIS Nebius is easily one the easiest buys right now in terms of return for risk and it’s not even close.

Nate Endicott @EndicottInvests · 2025-10-22T12:35:14+00:00

Avride secures strategic investment and other commitments of up to $375 million, backed by $UBER & $NBIS congrats @nebiusai ! No update on Avride valuation but prob $3B+ now if I had to guess.

Babyfolio @babyfolio · 2025-10-22T16:05:55+00:00

Don't have enough for 100 shares, bought $NBIS leaps

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RJC @RJCcapital · 2025-10-22T02:43:14+00:00

Don't worry guys I'm here to save this rally $NBIS

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sheng @investwithsheng · 2025-10-22T18:48:55+00:00

$NBIS update I don't want to call the bottom too early. But what difference does another $10 drop make? If it is headed to $200+? Wether your cost average is $90 or $100 makes little difference when it is trading around $250 in 6 months.

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Daniel Koss @daniel_koss · 2025-10-22T13:11:39+00:00

$NBIS Q3 2025 earnings date finally announced! Tuesday, November 11, 2025, before market open.

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George Koutalidis @geokoutalidis · 2025-10-22T12:09:13+00:00

$NBIS: Avride Secures Strategic Investments And Commercial Commitments From Uber Technologies, And Nebius Group; Transaction Totals Up To $375M Enables significant and rapid scaling of Avride's business to capitalize on substantial market opportunity in autonomous driving

Babyfolio @babyfolio · 2025-10-22T03:21:53+00:00

If $NBIS and $IREN thesis didn't break and the price drops - I add. Not only that it didn't break, it's actually getting better. We could go down more in the short term, but when the thesis plays out.

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sheng @investwithsheng · 2025-10-22T19:38:21+00:00

Bottom is in folks $NBIS

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Alvaro Mysterio @AlvaroMysterio · 2025-10-22T01:03:58+00:00

If you know what you own, normal volatility wouldn’t disturb your conviction. Having patience and keeping cash always benefit you in rainy days. $NBIS $RKLB

Josh @archyinvest · 2025-10-22T13:40:34+00:00

There's something off about price action on $NBIS. It's like someone is keeping it down purposely. $4 drop in a second is insanity after no major movement.

MarketMaverick @MktMavPro · 2025-10-22T14:57:35+00:00

$NBIS team is starting to be a little more active on X…

Alvaro Mysterio @AlvaroMysterio · 2025-10-22T12:16:38+00:00

JUST IN: $NBIS subsidiary @Avrideai has secured strategic investment and other commitments of up to $375 million, backed by @Uber and @nebiusai The transaction totals up to $375 million from Uber and Nebius. It builds on Avride’s commercial partnership with Uber, following the

ACOSCAP @acoscap18259 · 2025-10-22T11:34:10+00:00

$NBIS That was quick ;)

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Jordan Sack @JordanSack_ · 2025-10-22T23:03:20+00:00

Did you see this? 'We'll have news to share before and during NVIDIA GTC.' $nbis

Babyfolio @babyfolio · 2025-10-22T19:34:34+00:00

A stress test between 2 sides of the same game, $NBIS and $IREN are both bets of the opposite ways the market could turn. Recommend reading Markos' deep dive into this, it's very detail. Was a fun read!

Daniel S @accounting_ds · 2025-10-22T15:28:18+00:00

$NBIS will be over $130 by the end of November Remember April? That was the best time to buy Take a deep breathe everyone we are good

ACOSCAP @acoscap18259 · 2025-10-22T12:26:13+00:00

$NBIS Some may consider this a small investment considering the scope of AV. They are missing the point. The triad partnership of $uber (platform), @Hyundai (supplier/co-dev) and @Avrideai (tech stack) is an asset light approach. PS. Avride has been developing this stack since

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Top Stocks @TopTechStocksUS · 2025-10-22T10:08:52+00:00

$NBIS Yesterday there were news about $NVDA CEO Jensen to do an event in october 28th in Washington DC which should focus in US investments. This should bring AI spotlight & MAGA focus on at least a $500B investment. For NEBIUS as a solid partner this will bring Dept. of

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Mark Hogan @MB_Hogan · 2025-10-22T14:52:50+00:00

$NBIS now down 30% from recent all time high of $140 a share.

Markos @MVanbrunsc47513 · 2025-10-22T23:39:50+00:00

No hate for Daniel but I have to bring some nuance here. Everyone that’s super bullish on $NBIS keeps quoting global data-center demand as if that’s their market. It isn’t. Nebius doesn’t compete inside the hyperscale build-out cycle that’s 70–75% controlled by AWS, Google,

Marc @NeuralCadence · 2025-10-22T18:41:21+00:00

I like Nebius at this price. ClickHouse and the two new greenfield sites aren't priced in. It's a steal. $NBIS

MarketMaverick @MktMavPro · 2025-10-22T19:00:54+00:00

You guys watching this? $NBIS $CIFR

Burak K. @upliftyourpath · 2025-10-22T06:46:47+00:00

$NBIS Investor behavior never changes.

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Noé @noegrs_research · 2025-10-22T11:13:19+00:00

JUST IN - $NBIS X $UBER Avride just received a $375 million investment from Uber and Nebius. “We’re delighted to welcome Uber as a strategic investor that shares Avride’s vision and will enable the company to move further and faster in pioneering AI-driven autonomous

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ACOSCAP @acoscap18259 · 2025-10-22T14:11:38+00:00

If $NBIS released its press on a sovereign DC launch and Avride funding 2 weeks ago the stock would have ripped faces. Market sentiment is a funny thing.....

Asmallfish @Asmallfish5 · 2025-10-22T15:19:13+00:00

$NBIS. Having high conviction in the fundamentals makes you relax in times like this. Btw, this price movement has happened before. The second chart was another company before it later went up another 240%, looks similar?

Sarfatti Investment Research @sarfatti_IR · 2025-10-22T16:12:31+00:00

$NBIS This is the bottom. Expect elaboration on the Alabama land acquisition, progress of NJ data center, further details on product development, and customer traction/demand expectations during Q3 earnings on Nov 11. At $96, Nebius is on an early black friday sale.

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MarketMaverick @MktMavPro · 2025-10-22T18:54:53+00:00

$NBIS doesn’t want to be under $100

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Babyfolio @babyfolio · 2025-10-22T20:46:16+00:00

Conviction isn’t just about surviving drawdowns. It’s about not selling a 10-bagger for a 30% profit. Lack of conviction costs more than fear ever will. Always do your own research. For me, knowing exactly what $NBIS is, will be the key to not sell it too early.

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RJC @RJCcapital · 2025-10-22T18:34:54+00:00

Almost time to go 50x levered long $NBIS

Evan @StockMKTNewz · 2025-10-22T13:04:21+00:00

$UBER and Nebius Group $NBIS are committing as much as $375 million to develop their self driving vehicle subsidiary Avride "The new funding will help accelerate the growth of Avride’s driverless fleet and support Avride’s product development and expansion into new geographies."

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francesco @francescoweb3 · 2025-10-22T09:23:31+00:00

In just a few months @RobinhoodApp has tokenised over 493 assets on @arbitrum $GOOGL stocks @BitMNR - $BMNR $NBIS - Nebius Group $VOO - @Vanguard_Group S&P 500 ETF $HOOD

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