$NBIS Catalyst Posts
November 11, 2025Single-day social intelligence recap and verified catalyst posts · ← Back to $NBIS Profile · Market Rankings
💬 Curated Viral Posts & Community Evidence
44 source posts analyzed· 2025-11-11T13:22:28+00:00officially bought $NBIS this morning on the dip trading at 3x 2026 ARR based on new guidance have not been early to the story but given the updated valuation on that type of growth…hard to ignore it they also won their second hyperscaler deal which was important for me to
· 2025-11-11T12:15:23+00:00$NBIS Q3 EARNINGS • Sales $146M vs. Est. $156M • EPS ($0.40) vs. Est. ($0.52) • EBITDA ($5.2M) vs. Est. ($5.8M) • Core AI infra grew ~400% YoY & ~40% QoQ 2026 Guidance • ARR: $8B • Contracted Capacity: 2.5GW Sold out of available capacity in Q3.
· 2025-11-11T12:08:42+00:00$NBIS That’s insane… They missed the revenue target because they simply ran out of all the available capacity.. The management now expects $9 billion ARR next year The stock is now trading at just 3x 2026 sales. I don’t own enough $NBIS..
· 2025-11-11T15:34:47+00:00$NBIS just posted a Rule of 40 score of ~719 What is the Rule of 40? It's a key metric showing how efficiently a company balances scale and profitability. You calculate it by simply adding the growth in % and the profit margin in %. Score (719) = Growth % (700) + Profit
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· 2025-11-11T13:37:59+00:00AMIT BUYS $NBIS
· 2025-11-11T12:26:48+00:00$NBIS IS CURRENTLY PRICED AT 3X FORWARD ARR
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· 2025-11-11T14:58:38+00:00. @amitisinvesting followers will single-handedly buy up the $NBIS 25m share ATM offering seriously though, what a steal at $100-$110 after $META deal, 7B 2026 guidance, right after the $MSFT.
· 2025-11-11T13:42:56+00:00Amit has entered $NBIS That’s after it’s ran up 400% past year $NIBS is currently in a multi-year bull cycle
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· 2025-11-11T14:41:15+00:00Alright, I've seen enough. Nighthawk Capital has added $NBIS to the portfolio. Let's ride.
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· 2025-11-11T12:15:57+00:00$NBIS just signed its second hyperscaler contract in two months. "Our agreement with Meta is valued at ~$3B, with a five-year term. The size of the contract was limited to the amount of capacity that we had available."
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· 2025-11-11T18:27:21+00:00$NBIS bulls, what happened here?
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· 2025-11-11T12:35:20+00:00$NBIS IS INSANELY CHEAP RIGHT NOW - Guided for $8B ARR by end of 2026 - Current market cap: $27.61B So if you subtract $10B of subsidiary value, you realize Nebius is currently trading at only 2.2x guided 2026 ARR. That's INSANITY. A slow groth, normal profitability ARR
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· 2025-11-11T14:51:39+00:00I STILL like $NBIS here after a healthy pullback from ATH’s for the long term. From a technical standpoint, would like to see it hold this $95-100 area and recapture the 50dma.
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· 2025-11-11T15:27:12+00:00Don’t take short term market movements seriously. It’s mostly bots trading by narrowly defined KPIs. $NBIS is down because it missed revenue by $9 million due to capacity constraints, but bots don’t know this. No moderately smart human would sell $NBIS after today’s results.
· 2025-11-11T17:10:22+00:00This earnings season confirms my belief that $IREN will surpass both $NBIS (which has run out of capacity) and $CRWV (which has delay issues) in market cap. This is why. Dan Roberts: Look, there's probably a couple of things. One is, I guess we came early to the sector and
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· 2025-11-11T15:11:20+00:00I love the data center space. It’s fun… $NBIS $IREN $CIFR
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· 2025-11-11T17:13:55+00:00Keep in mind that institutional ownership in $NBIS remains relatively low. That's what I think will drive the next leg up.
· 2025-11-11T14:51:00+00:00Nebius, $NBIS, has announced that it has entered into a new five-year agreement with $META valued at approximately $3 billion in capacity, representing the company’s second major AI infrastructure deal.
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· 2025-11-11T12:07:58+00:00JUST IN: $NBIS significantly raises capacity guidance. Absolutely mindblowing.
· 2025-11-11T10:55:00+00:00I just published a new article: $RKLB: Q3 Earnings Review 2/6 Next up... $NBIS.
· 2025-11-11T14:23:15+00:00Nebius $NBIS announced today it signed a new 5 year agreement with $META for ~$3 billion of capacity, marking its second large AI infrastructure deal - Bloomberg
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· 2025-11-11T15:42:30+00:00The very first sentence I ever wrote about $NBIS, back in January, was: “I haven't been this excited about a stock in a long time.” The rest is history. I'm a very happy shareholder.
· 2025-11-11T20:53:01+00:00Before $NBIS bears come out of the woods, the market is speaking a bit louder today. And $CRWV is getting caught in the broader datacenter pullback, not because of fundamentals. This entire group is red, and macro flows are doing most of the talking. Know what you own. Indices
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· 2025-11-11T22:48:59+00:00$IREN A whale picked up $28.5m worth of shares today. Wow. This is on the day of $NBIS earnings too.
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· 2025-11-11T12:08:58+00:00So $IREN just lost the only edge it had over $NBIS
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· 2025-11-11T16:01:23+00:00I bought more $NBIS today.
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· 2025-11-11T13:17:44+00:00After $NBIS CALL. I am adding additional 5,000 Shares of $CIFR and 1000 shares of $IREN today. CAPACITY IS THE BOTTLENECK!
· 2025-11-11T19:55:52+00:00It should be illegal for $NBIS to be red today. The future is insanely bright here. Not accounting for cash, $NBIS is now my 2nd largest position after this earnings.
· 2025-11-11T22:57:56+00:00I just published a new article: $NBIS: Q3 Earnings Review Overall, I'm a very happy shareholder. Time to get some sleep...
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· 2025-11-11T18:15:08+00:00A lot growth stocks are taking a hit, are you buying? $HIMS $40 $TMDX $120 $OSCR $15 $FOUR $70 $PATH $14.20 $BULL $9.55 $DLO $14.44 $SEZL $56.62 $DUOL $192 $ROOT $82 $NVTS $9.39 $CLBT $15.54 $NBIS $104 $OUST $24.54 $FIG $43 $SYM $65.47 $KRKNF $3.9
· 2025-11-11T13:25:58+00:00$NBIS - Q3 Earnings
· 2025-11-11T18:26:36+00:00Here are the top 10 stocks with the most new watchers on Stocktwits over the last 24 hours: View the full list here: stocktwits.com/sentiment/watc … $SONY $CRWV $BBAI $NBIS $OPEN $NVDA $RKLB
· 2025-11-11T13:59:55+00:00Safe to say $RKLB $NBIS and $ASTS will at least double your portfolio by end of 2026 from here???
· 2025-11-11T14:09:07+00:00Market Plan $CRWV $NBIS $ASTS $RKLB Top Focus for us today if they can find a trend . IF they chop between PM levels then will have to wait for what trend they find today $IREN sympathy watch as well $SPY $QQQ Yesterday we had Dual Down & Up nice trends, today watch VIX 18,
· 2025-11-11T16:38:48+00:00We closed $NBIS $IREN Shorts on Ripster Cloud Curls Traders doing curls with defined risk with 34/50 targets $CRWV still no curls Guidance @TENETTRADEGROUP
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· 2025-11-11T20:46:12+00:00$NBIS -Smashed earnings - $5B deal with $MSFT - new $3B deal with $META announced today Stock down 9% today.. Do what you want with this info Just sold a few puts, bought a few LEAPS and shares @$100
· 2025-11-11T15:20:43+00:00$CRWV $NBIS Shorts paying for breakfast! Tweeted the short at open Investors not interested in Neo Clouds at all, last few days we have seen the sentiment Live guidance @TENETTRADEGROUP
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· 2025-11-11T16:46:01+00:00This is what your breakfast in 2030 will look like when you’re buying $ASTS at $69 $IREN at $58 $NBIS at $110 $ONDS at $5 $KRKNF at $4 and building generational wealth.
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· 2025-11-11T13:12:26+00:00Fucking love $RKLB and $NBIS that’s why I was all in both… you know I stick with the best through thick and thin.
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· 2025-11-11T22:48:41+00:00$NBIS #NBIS Nearing the 7/11 pivot VWAP zone starting around $93.
· 2025-11-11T14:36:33+00:00$CRWV Failed this morning, short for us so far @TENETTRADEGROUP $NBIS also short , watch MTFs
· 2025-11-11T13:22:08+00:00$RKLB and $NBIS has shown strong earnings, so in next 2 months, expect institutions to steal your $RKLB and $NBIS shares. If you show strong hands, we will rally like we have never seen before.
· 2025-11-11T13:30:07+00:00HALF OF $7-9B ARR FOR 2026 IS ALREADY BOOKED. ALREADY. DO YOU HEAR ME? $NBIS
· 2025-11-11T13:37:02+00:00$NBIS: Babe, I can only make up for $3b $META: no, babe… I need more
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