$NBIS Catalyst Posts
February 11, 2026Single-day social intelligence recap and verified catalyst posts · ← Back to $NBIS Profile · Market Rankings
💬 Curated Viral Posts & Community Evidence
42 source posts analyzed· 2026-02-11T11:58:36+00:00Yesterday I didn’t have much time to dig into $NBIS' acquisition. Beyond complementing Nebius’ Token Factory and becoming another critical piece of its full-stack approach, it’s also worth noting that Tavily will continue to operate as a standalone product. This effectively
· 2026-02-11T06:48:23+00:00$NBIS earnings tomorrow, my bet is the results would be amazing and reaction will be negative(5%-10%). What do you think is going to happen?
· 2026-02-11T00:12:01+00:00$nbis acquired tavily, so I actually tested tavily's accuracy in practice, and it has amazing accuracy. When I tried to integrate MCP into claude, claude told me that it already has a search function and that's more than sufficient (lol) Tavily's search turned out to be more
· 2026-02-11T23:14:35+00:00$NBIS is now priced at 80 as if the Microsoft deal did not exist. Like if you are bullish on $NBIS.
· 2026-02-11T00:41:16+00:00$NBIS There is a Japanese user who compared Anthropic’s Claude with NBIS’s Tavily. According to him: ・Tavily delivers higher accuracy when used as an external search tool than Claude’s built-in search alone ・Because Tavily excels at real-time information retrieval,
· 2026-02-11T01:43:05+00:00I ran the numbers. I firmly believe $NBIS could be a $170/share stock. It’s SIGNIFICANTLY undervalued for its rapid growth rate. They have to hit guidance. $NBIS
· 2026-02-11T02:26:56+00:00$NBIS is going to melt many short seller’s face soon
· 2026-02-11T04:57:58+00:00$NBIS good write-up. Agree 100% Nebius is undervalued here. Lots of upside.
· 2026-02-11T13:16:48+00:00Similar to CoreWeave's $CRWV acquisitions (Weights & Biases, OpenPipe, and Monolith) last year, Nebius $NBIS is now adding adjacent tooling to their cloud platform via M&A with their acquisition of Tavily. Imo over the longer-term, neoclouds will need to shift their customer
· 2026-02-11T16:58:53+00:00I’m holding $NBIS like my future depends on it. Because what they’re building doesn’t exist anywhere else yet. Not just another cloud company. This is infrastructure for the physical AI era. Mark my words: $NBIS will 100× in the next 5–7 years.
· 2026-02-11T20:04:38+00:00MS initiated on $NBIS. Its a good read, not sure they got the whole tech stack story right, but them and $CRWV will live or die (be bought) by their ability to get customers beyond the hyperscalers. All other BTC miners are just GPU REITS.
· 2026-02-11T16:53:01+00:00Results are in: FinX expects $NBIS to dip after earnings tomorrow.
· 2026-02-11T14:10:00+00:00Portfolio update : Sometimes market irrationality forces a return to fundamentals. 100% $NBIS
· 2026-02-11T13:40:00+00:00$NBIS — looking primed Price is now above the 50-DMA. If this level holds over the next few sessions, I’d consider the pullback over. Entry on a successful retest. Wave 5 target → +116%
· 2026-02-11T19:14:11+00:00You are holding a whole lot of sexy toys under $25b MC The potential each holds is massive on 2-5 years timeline. Photo stolen from X $NBIS
· 2026-02-11T18:55:11+00:00I bought: $ASTS at $23. $NBIS at $44. $ONDS at $5. $KRKNF at $2. I have only one job: hold. This will be me and my family in 2030:
· 2026-02-11T03:02:28+00:00Why $NBIS acquiring Tavily is extremely bullish
· 2026-02-11T20:23:10+00:00Tomorrow $NBIS reports Q4 earnings before the market opens. The company is expected to reach EBITDA profitability. If confirmed, this would mark an important early milestone in its path toward scaling the business.
· 2026-02-11T14:19:59+00:00I have decided to add more to $NBIS position on any dips below $90
· 2026-02-11T15:31:25+00:00There we go again. $ASTS $NBIS $ONDS $KRKNF $TE
· 2026-02-11T23:50:49+00:00Will $NBIS be down more than 15% after earnings tomorrow morning?
· 2026-02-11T11:44:12+00:00$NBIS Nebius is headquartered in Amsterdam so as a result now and then they pop up in the local news paper and this article from December 2025 has some quotes from both Arkady and Tom Blackwell that give some insight in the origin, company culture and Arkady himself. If you
· 2026-02-11T02:27:31+00:00$NBIS really wants to be the full stack service for AI inference compute Man oh man was this acquisition a nice step towards that. I’ll drop the video tomorrow!
· 2026-02-11T02:54:00+00:00Do i get certified on Tavily? $NBIS I just saw it on their website
· 2026-02-11T21:24:44+00:00I think tomorrow $NBIS will crush it!
· 2026-02-11T22:45:44+00:00Reminder, $NBIS is guiding for a $1.1b ARR for FY25. Next year they have guided for $7-9b ARR (+355% YoY) AI platforms are in DEMAND. $NBIS
· 2026-02-11T15:54:22+00:00Added $NBIS $RKLB $RDW Looking to add more as we go down
· 2026-02-11T01:49:46+00:00< Why switch from holding $IREN to $NBIS? > The biggest reason is that more proven software capabilities are the core. This naturally leads to a more fundamental question: 1) Between the current software moat and the power bottleneck moat, which one is actually stronger? 2)
· 2026-02-11T00:20:10+00:00$NBIS
· 2026-02-11T17:23:10+00:00Long $NBIS - for my german followers, nice write up from @aktien_max !
· 2026-02-11T02:55:07+00:00jk im dropping the $NBIS Video tonight
· 2026-02-11T09:57:08+00:00The only problem with $nbis Is now it seems everyone is bullish Everyone agrees Maybe we do sell off tomorrow on earnings I’ll buy
· 2026-02-11T15:04:29+00:00On $NBIS Vineland Datacenter energy source: Energy is a bottleneck, no news there, even regarding on-site energy generation with a gas turbine shortage hitting all DC players. However, for its Vineland DC, Nebius will be using gas gensets (NOT turbines). In a nutshell (thanks
· 2026-02-11T19:33:44+00:00$NBIS What are y’all thoughts on Q4 earnings for Nebius? Here are my thoughts: They had multiple data centers come online, utilization ramp up. Clickhouse valuation increase. Multiple sites were acquired for future DC’s. Also interested in the other subsidiaries if any new
· 2026-02-11T12:20:42+00:00Thank you $nbis will continue to add earnings tomorrow LFG
· 2026-02-11T23:31:14+00:00Watch this before $NBIS Q4 earnings tomorrow!
· 2026-02-11T15:35:09+00:00Closed $NBIS puts, bought $CIFR calls…
· 2026-02-11T21:43:47+00:00Manuel Cunha is always worth reading on $NBIS!! Here's his latest article on what to expect for tomorrow's Nebius Q4 Earnings Call: mvcinvesting.substack.com/?utm_source=na …
· 2026-02-11T20:14:00+00:00To fully grasp the investment thesis for $NBIS in 2026, one must look beyond the commoditized access to silicon and focus on the system-level engineering that separates true "AI Factories" from mere GPU rental shops. The value of NBIS lies in its vertical integration, from
· 2026-02-11T23:39:25+00:00Will be adding the new Alabama site to our ongoing $NBiS data center deep dive series! Exciting news, hopefully we will get more details tomorrow.
· 2026-02-11T14:00:00+00:00In the competitive landscape of AI infrastructure, the $NBIS Mäntsälä campus provides a rare case study in vertical engineering for sustained throughput. While much of the industry focuses on "peak density" (the maximum power a rack can draw for a brief window), Mäntsälä is
· 2026-02-11T18:06:40+00:00Agreed, $NBIS truly stands out. Institutions clearly see its unique value. Bottom is in for a reason!