$NBIS Catalyst Posts
February 26, 2026Single-day social intelligence recap and verified catalyst posts · ← Back to $NBIS Profile · Market Rankings
💬 Curated Viral Posts & Community Evidence
23 source posts analyzed· 2026-02-26T21:10:21+00:00SEND $CRWV COREWEAVE TO $0 GOD DAMNIT EVERY WEEK THAT DOG-SHT COMPANY RAN BY DIDDY BRINGS DOWN MY BABY $NBIS
· 2026-02-26T06:09:29+00:00$NBIS Nebius will be among first to deploy Vera Rubin’s in both US & EU in Q2 2026. We know the customers are willing to pay a heavy premium to get their hands first on them Vera Rubin’s I also wouldn’t be shocked for Nebius to announce a deal when they deploy them first and
· 2026-02-26T23:19:54+00:00What was the most impressive quarter: $CRWV, $NBIS, $IREN, or $WULF? Personally, I think it’s $IREN. For (1) expanding its secured power capacity by 50% in Q2, (2) announcing multiple hyperscaler advanced negotiations, (3) announcing having software capabilities for the very
· 2026-02-26T03:56:18+00:00$NBIS risks High capex spending in huge debt Awaiting execution growth promised Dilution might come for more capex spend $NBIS undervalued Sufficient cash offset debt More mega deals incoming 700% Growth this year Positive net income by 2027 Subsidiary
· 2026-02-26T20:52:22+00:00$NBIS all eyes are now on $CRWV earnings in a few minutes.
· 2026-02-26T21:36:45+00:00I’d choose: $NBIS over $CRWV $NVDA over $AMD $HIMS over $LFMD Agreed?
· 2026-02-26T17:01:03+00:00$NBIS will be $120 next week. If I’m wrong, I’ll blame Jane Street…
· 2026-02-26T21:10:29+00:00$NBIS down after-hours on $CRWV earnings
· 2026-02-26T04:20:42+00:00Tokens per watt is the $NBIS game
· 2026-02-26T15:23:04+00:00$NBIS teaming up with its subsidiary Toloka Ai to integrate Tandem
· 2026-02-26T21:50:03+00:00$NBIS is the only publicly listed Neo-cloud that did not pivot from crypto mining to AI cloud. Nebius is distinct because it’s 1,000 cracked engineers who operated Russia’s biggest tech co “Yandex”. Yandex had a cloud business, amongst many others. Synergies matter.
· 2026-02-26T16:20:16+00:00I just trust founder-led companies. $ASTS $NBIS $ONDS Let that sink in. -RM
· 2026-02-26T01:24:22+00:00$NBIS +40% in 2 weeks.
· 2026-02-26T21:19:40+00:00$NBIS world class Ai cloud platform keeps getting better
· 2026-02-26T05:22:57+00:00$NBIS closed at $104.59 today. 52-week high was $141. That's 26% below the highs. Just acquired Tavily for AI agents. $NVDA just crushed earnings. Connect the dots.
· 2026-02-26T22:47:08+00:00$CRWV earnings: we're burning more money, but we'll compensate by doing it faster in the future. $NBIS of course dragged down with it, as usual.
· 2026-02-26T03:43:57+00:00$NBIS is slowly creeping up to all time high. I love the negative sentiment of $NBIS slowly dies down. MAG7 is slowly consolidating for now. Many starting to fear while I shop till my bags full. If bear market comes, so be it. I am ready to have 40 to 50% drawdown.
· 2026-02-26T08:27:59+00:00$NBIS - they know something
· 2026-02-26T22:17:29+00:00Everyone compares $NBIS to $CRWV but they’re playing different games. CoreWeave is the training machine for frontier labs. Nebius is engineering to be where those models actually run in production. Custom server hardware (only neocloud doing ODM), lowest TCO in the space,
· 2026-02-26T13:43:00+00:00$NBIS has built a surging AI cloud engine, scaling revenue sharply and targeting multi-billion ARR alongside gigawatts of contracted power. That horsepower aligns naturally with the simulation hunger of embodied systems, where reinforcement learning cycles and digital twins
· 2026-02-26T20:49:00+00:00The Independence master plan marks the evolution of $NBIS from a GPU provider into a high-scale industrial operator. The defining characteristic of this site (Independence, MO) is its status as a "Universal Infrastructure Spine." Unlike legacy data centers that treat each
· 2026-02-26T06:04:45+00:00$NBIS Nebius benefits from being able to serve in both NA & EU. Because if there is ever any data center moratorium’s Nebius can easily be flexible and build in Europe to avoid any delays.
· 2026-02-26T17:00:01+00:00Expected ROIC is so high for $NBIS that they are not afraid to go beyond operating cash flow to fund future infra.