$NBIS Catalyst Posts
February 10, 2026Single-day social intelligence recap and verified catalyst posts · ← Back to $NBIS Profile · Market Rankings
💬 Curated Viral Posts & Community Evidence
64 source posts analyzed· 2026-02-10T17:57:17+00:00I swapped 1/3 of my $IREN to $NBIS this morning. I think I can sleep better at night...It will be better after I move 100% over.
· 2026-02-10T13:08:41+00:00$NBIS I am sharing this because I warned people not to chase this in Sept - Oct and to wait for a pull back It's only right that I share it again when it is looking bullish and attractive to add again after it has pulled back as expected. And it is looking very attractive
· 2026-02-10T14:24:33+00:00JUST IN: $NBIS agreed to acquire Tavily, a company that develops software to help AI agents search for up-to-date information needed for tasks like coding and financial trading. The deal is valued at $275M, and Tavily’s team will join $NBIS. Source: Bloomberg The
· 2026-02-10T14:44:21+00:00$NBIS is acquiring Tavily for $275M to add real-time search infrastructure for AI agents across use cases like coding and trading. This moves Nebius further up the stack from infrastructure toward owning the agent tooling layer.
· 2026-02-10T15:04:11+00:00$NBIS is acquiring Tavily for $275M to add real-time search capabilities for AI agents, with Tavily’s team joining the company. The deal pushes $NBIS further up the AI stack as agents scale across coding, trading, and customer service.
· 2026-02-10T21:36:11+00:00$NBIS x Anthropic deal announcement on Thursday?
· 2026-02-10T15:17:27+00:00$NBIS paying $275M for an AI agent search API shows they want to move beyond the “GPU rental” label & into being a platform where agents are built. Nebius now owns two core layers of the agent stack: 1. Token Factory for high-performance inference (the agent's reasoning) 2.
· 2026-02-10T18:15:27+00:00$NBIS is down 31% from the high Earnings are on Thursday, here is what Wall Street Analysts are expecting! Revenues $243M +541% EBITDA $40M +135% EBIT -$135M +10% Net Income -$151M -10% EPS -$0.44 +32% FCF -$3.8B -751% $3B+ Capex for a
· 2026-02-10T14:34:44+00:00From $NBIS' PR: This acquisition advances Nebius' strategy to build a unified platform where vertical AI companies and enterprises can build, tune, and run autonomous agents. By adding Tavily’s agentic search to its existing AI cloud platform, Nebius is expanding the integrated
· 2026-02-10T03:18:12+00:00Guys what if $NBIS $7-$9B ARR is a sandbag Imagine..
· 2026-02-10T14:10:41+00:00$NBIS has agreed to buy AI Agent search company Tavily for $275 million
· 2026-02-10T14:25:04+00:00$NBIS JUST PURCHASED TAVILY FOR $275M!!!
· 2026-02-10T15:07:00+00:00Nebius $NBIS just announced it has agreed to acquire Tvily for $275 Million
· 2026-02-10T16:54:44+00:00$NBIS Elon Musk, Gas Turbine Supply Constraints and the Nebius Solution In his latest interview (linked below) Elon Musk articulates the main constraint on using Gas Turbines (now already backlogged through 2030) to power data centers are a single main component: the
· 2026-02-10T18:18:44+00:00You were warned about $IREN You were warned about $NBIS You were warned about $CIFR You were warned about $ONDS You were warned about $RKLB You were warned about $ASTS You were warned about $TE It’s still early. You’re still not late. We bought. We still HODL. We wait
· 2026-02-10T18:15:31+00:00Some predictions: $EOSE will be the biggest energy storage supplier. $NBIS will be the most valuable AI-Infrastructure company. $XPEV will become the biggest supplier of eVTOL's worldwide. $PLTR will be worth over $1 trillion in 5 years. $JD will outperform $AMZN over the
· 2026-02-10T15:12:17+00:00Mark my words. $NBIS will become one of the biggest AI tech companies in 5 years. They will be among the FAANG of the next decade. Just crazy how fast they move.
· 2026-02-10T20:44:59+00:00This is the life you’ll be living if you hold $ASTS, $RKLB, $TE, $NBIS, $ONDS, and $KRKNF through 2027-2030. Not because you got lucky. Because you identified structural bottlenecks before the market did. $ASTS: Satellite-to-cell connectivity with a $3-4B revenue TAM by 2030.
· 2026-02-10T20:50:14+00:00Thoughts about $IREN and $NBIS. I really like what Nebius is doing. They’re building a full AI stack to serve more than just hyperscalers, allowing them to scale across a much broader client base. It’s a very smart policy. Even though $NBIS doesn’t have the massive power
· 2026-02-10T06:53:38+00:00All time high in 2025: $NBIS: $130 Today’s price: $NBIS: $90 What’s the takeaway here?
· 2026-02-10T18:29:05+00:00"$NBIS is acquiring Tavily for $275 million to add real-time search infrastructure for AI agents across a wide range of use cases, including coding and trading. This move allows Nebius to take a step upward in the stack, advancing from the infrastructure layer to owning its own
· 2026-02-10T22:19:24+00:00$NBIS 今回の決算について ぶっちゃけ今回の売り上げはあまり気にしていない。下あると思う。 稼働データセンター容量×推論密度で売り上げが決まるんだけど、データセンターの稼働は遅れるのがザラ。推論密度は初期ほど小さい。
· 2026-02-10T19:02:03+00:00$NBIS is in a league of its own. It’s not comparable to other data centers
· 2026-02-10T22:02:41+00:00$NBIS's Tavily has achieved over one million downloads, and its customers include Cohere and Groq I wonder whether Groq is still a customer under $NVDA
· 2026-02-10T14:55:11+00:00Wow! $NBIS already allows you to use their new acquisition.. Love it.
· 2026-02-10T16:13:39+00:00Tavily acquisition wont get much attention, but it’s huge for $NBIS. This makes Nebius a one stop shop for building AI agents. I’ve been building a personal project on nebius the last few weekends, and I had to set up a tavily account to get real time search in the app. Awesome
· 2026-02-10T16:55:10+00:00While I was in a meeting, $NBIS announced an acquisition! "This acquisition advances Nebius’s strategy to build a unified platform where vertical AI companies and enterprises can build, tune, and run autonomous agents." And per the PR, Tavily has over 3 million monthly SDK
· 2026-02-10T17:19:27+00:00Thanks to @nebiusai for the merch!! Long $NBIS -RM
· 2026-02-10T14:03:00+00:00This is your $NBIS bull call.
· 2026-02-10T12:31:25+00:00$NBIS Institutional Flow: Geode Capital Management bought 1.88M shares (~$157M) yesterday, Feb 9th
· 2026-02-10T14:39:26+00:00I read the Nebius-Tavily announcement today and this is how I see it: AI agents are useless if they can’t actually look things up. Tavily fixes that. Nebius isn’t just selling GPUs anymore it’s stacking the pieces needed to run real agents end-to-end. Bears say $NBIS is a
· 2026-02-10T15:00:02+00:00My $NBIS and $IREN positions are the same size today: 10.3K, my second and third biggest position Which will be my best performer over the years? I’m 50/50 and love both equally. Different competitive advantages and great to have exposure to both in my opinion.
· 2026-02-10T10:21:58+00:00What data center is $NBIS planning in Philadelphia?
· 2026-02-10T14:38:19+00:00$NBIS acquires Tavily, a leading agentic search provider to bring agentic search to its AI cloud platform ($275M deal) The deal integrates real-time search directly into the Nebius stack, giving developers the essential infrastructure to build and ground autonomous AI agents
· 2026-02-10T06:18:55+00:00Is $NBIS heading to $115 next? Not only did it bounce off the bottom of the microphone like I called, but it's breaking into the bull market support band again. This could move fast. Watching closely, don't miss out!
· 2026-02-10T10:15:42+00:00Could this be $NBIS's new colocation data center? Based on recent job postings, $NBIS is hiring a Data Center IT Manager in Béthune, France In 2025, Azur Datacenter announced a €1.5B retrofit investment, expected to be operational for AI workloads by early 2026 The site would
· 2026-02-10T17:24:55+00:00$NBIS acquires Tavily $NBIS is acquiring Tavily for $275 million to significantly strengthen the mechanism that allows AI to search for and make judgments on real-time information. With this acquisition, Nebius is moving up one level from merely providing infrastructure
· 2026-02-10T11:15:53+00:00Bullish $NBIS thesis from my good friend @CoffeeStocksGuy
· 2026-02-10T22:13:00+00:00$NBIS NBIS acquired Tavily Already surpassed 1 million downloads, with customers including Cohere and Groq. Tavily is the company that spun off the “external information search (browse)” feature you see in ChatGPT into a standalone API. It retrieves web
· 2026-02-10T20:03:46+00:00A wise man once said “I believe next year we will see $NBIS explore multiple new venues with their service offering “ A wise man is now reiterating “this year we will see $NBIS explore multiple new venues with their service offering “ - Gen Z Investor
· 2026-02-10T21:52:29+00:00$NBIS swag delivered today
· 2026-02-10T18:47:53+00:00How the hell do I get $NBIS merch? @nebiusai
· 2026-02-10T18:31:18+00:00$NBIS | Why the Tavily acquisition is a masterstroke for Nebius I’ve been testing Tavily in the past while building and testing AI Agents, and the value it adds to the Nebius cloud ecosystem cannot be overstated. Most cloud providers just give you raw compute. But with this
· 2026-02-10T16:57:38+00:00Real user feedback on $NBIS new Tavily acquisition! "Never been so bullish"
· 2026-02-10T14:54:43+00:00So $NBIS is acquiring Tavily... I like this decision, and a lot. Nebius is essentially saying "Yes, we are doubling down on full-stack optionality - AI agents will be native to our stack". They already have Token Factory, which is an inference platform. Travily has real-time
· 2026-02-10T15:48:52+00:00I will dive deep into Tavily tonight. Overall, I like the direction $NBIS is heading and the way they are thinking about their value proposition. Company fundamentals keep improving!
· 2026-02-10T15:11:06+00:00$NBIS is acquiring Tavily, now adding AI agents to their stack. Full stack cloud Full stack infrastructure (mostly) Full stack AI suite Earnings Thursday. Yes I will be streaming.
· 2026-02-10T12:22:30+00:00$NBIS earnings this Thursday 14:00 CET | 08:00 NYC What I’m watching closely: • Token Factory expansion, especially inference-heavy workloads and customer scaling • Progress on new data center builds, with specific updates on U.S. sites • Updated 2026 capacity guidance
· 2026-02-10T14:32:17+00:00$NBIS Agreed to acquire AI agent search company, Tavily, for $275M "Tavily, a make of software that helps artificial intelligence agents search for up-to date information needed for tasks like coding and financial trading." Source: Bloomberg SUPER INTERESTING
· 2026-02-10T18:01:32+00:00$NBIS Nebius is such a great company…. I can’t believe they are so undervalued. They have multiple subsidiaries growing all triple digits worth billions of dollars. They have a phenomenal team that is very high level. And the one thing I love about them is that they are not
· 2026-02-10T03:12:11+00:00$NBIS ER coming. What's the expectation 1. Streets expecting 250M rev in Q4 with full 2025 Revenue reaching 500M. Any guidance moving forward will be crucial. 2. EPS adjusted estimate to be - $0.45. If anywhere near - $0.3 will indicate near profitability which is
· 2026-02-10T15:36:09+00:00Nebius acquires Tavily $NBIS
· 2026-02-10T19:28:51+00:00$NBIS I really love this Tavily acquisition made by Nebius. Because it helps turn Nebius into an all-in-one AI platform. Tavily brings real-time, high-quality data, while Nebius already controls the cloud and GPU infrastructure. Together, this creates a single stack for data,
· 2026-02-10T14:42:23+00:00$NBIS acquires @tavilyai for $275 million
· 2026-02-10T14:40:18+00:00$NBIS BREAKING NEWS — Nebius acquires Tavily Nebius has agreed to acquire Tavily, expanding its full-stack AI platform with some of the world's leading agentic search capabilities. Tavily provides a critical enablement layer required for the next generation of AI. By
· 2026-02-10T13:11:45+00:00$nbis
· 2026-02-10T16:21:27+00:00$NBIS agreed to acquire Tavily, a maker of software that helps artificial intelligence agents search for up-to-date information needed for tasks like coding and financial trading. As part of the deal, Tavily founder and Chief Executive Officer Rotem Weiss and his team will
· 2026-02-10T14:41:04+00:00$NBIS “Our strategy is clear: provide an open platform that serves everyone from startups to the largest enterprises, giving them the tools to own their AI destiny.”
· 2026-02-10T14:34:55+00:00$NBIS is set to acquire AI software maker TAVILY for 275M. 1. It is for enhancing AI agents in accessing current data essential for tasks such as coding and financial trading. Source: Bloomberg.
· 2026-02-10T14:24:53+00:00$NBIS
· 2026-02-10T17:56:53+00:00$NBIS above $95. Next: $120.
· 2026-02-10T17:09:31+00:00We repeat. $NBIS is NOT a generic GPU company. They are building the monetization and utilization engine. GPUs are a means to an end. The real margins will come through services higher up in the value stack.
· 2026-02-10T15:10:44+00:00Nebius $NBIS's acquisition of Tavily is another step towards transforming into an hyperscaler. This M&A is a bet that the unit economics of agentic AI will be defined by whoever owns both inference and grounding. The GPU cloud business is commoditizing. CoreWeave $CRWV,
· 2026-02-10T15:03:42+00:00$NBIS just made a strategic move into agentic AI. Nebius is acquiring Tavily, bringing real-time search directly into its AI cloud stack. This matters more than it looks. Agents don’t just need compute. They need grounding, verification, and live data. Now NBIS combines: