$NBIS Catalyst Posts
February 27, 2026Single-day social intelligence recap and verified catalyst posts · ← Back to $NBIS Profile · Market Rankings
💬 Curated Viral Posts & Community Evidence
78 source posts analyzed· 2026-02-27T16:55:17+00:00Early $NBIS investors right now:
· 2026-02-27T15:02:22+00:00$CRWV is taking the sector down for the millionth time. $CRWV -16% $NBIS -8% $IREN -5% $WULF -5%
· 2026-02-27T16:22:14+00:00$NBIS $CIFR $IREN Fans, are we friends now?
· 2026-02-27T22:12:11+00:00Who is buying $NBIS here? Who thinks there is more pain to come?
· 2026-02-27T13:11:08+00:00Repeat after me: $NBIS is not $CRWV $NBIS is not $CRWV $NBIS is not $CRWV $NBIS is not $CRWV $NBIS is not $CRWV $NBIS is not $CRWV $NBIS is not $CRWV $NBIS is not $CRWV $NBIS is not $CRWV $NBIS is not $CRWV $NBIS is not $CRWV $NBIS is not $CRWV $NBIS is not $CRWV
· 2026-02-27T15:24:26+00:00$CRWV is taking down the whole sector. -17.65% $IREN -5.98% $CIFR -3.85% $NBIS -5.89% (Back under $100) $WULF -6.60%
· 2026-02-27T16:55:25+00:00$CRWV institutional ratings post Q4 Obviously, the street liked $IREN & $NBIS quarters more than the sector’s disaster $CRWV Source: @TipRanks
· 2026-02-27T19:53:50+00:00$NBIS is not $CRWV. Let’s look under the hood and see why. There are dozens of reasons $NBIS is better….but I’m just addressing debt here. Repost the shite out of this so everyone sees.
· 2026-02-27T18:06:36+00:00$CRWV -20%, $NBIS -15%, $IREN -10% today
· 2026-02-27T16:43:08+00:00$NBIS $80 soon
· 2026-02-27T07:04:52+00:00$NBIS is at $104 tonight. $19.4B Microsoft deal. $3B Meta partnership. Northland just set a $232 target. That's 127% upside from here. Like if you're holding $NBIS.
· 2026-02-27T17:29:35+00:00$NBIS Nebius falling just as much as Coreweave over a overreaction on Coreweave’s earnings. This is the wildest thing ever. Buying opportunity if I ever seen one. We will get Independence in early March and a deal soon. And this management is one I trust deeply and they been
· 2026-02-27T14:36:29+00:00$NBIS $95
· 2026-02-27T17:23:09+00:00What happened to $NBIS? Did @EndicottInvests say something he shouldn't have?
· 2026-02-27T08:25:32+00:00JP Morgan cuts $CRWV to $110 from $90 D.A. Davidson raises to $125 from $110 I’m convinced we’re nearing a decoupling of $NBIS and $IREN from "Shitweave" and from each other. With $BTC holding at $68k, it’ll be interesting to see the price action following the Jane Street
· 2026-02-27T23:11:13+00:00$NBIS in a nutshell today
· 2026-02-27T17:11:06+00:00$NBIS just copying $CRWV price action post their earnings
· 2026-02-27T17:10:01+00:00Repeat after me: " $NBIS is not $CRWV-" ...Oh forget it... i'll just buy more.
· 2026-02-27T13:24:18+00:00$CRWV earnings scared the market because of one thing: leverage + massive capex. Here’s how I see it: $NBIS has much cleaner balance sheet (~$450M net debt). Risk is execution and valuation, not debt. $CIFR Project-financed builds. Risk is timing, facilities must go live on
· 2026-02-27T19:30:16+00:00$NBIS oookey that's it. I will write a detailed deep dive sharing as much as I can about the company and why this is the clear Neocloud winner. Seeing all these horrible takes and comparisons to other companies is deeply frustrating to me. Will my deep dive change anything?
· 2026-02-27T21:28:51+00:00$NBIS -13% $CRWV Dragged down by big bro's earnings drop. Leather jacket, big bro, do something about it And so, big bro's earnings that took 3.5 months to announce since the last earnings, For some reason, the anomaly that "if it takes more than 3 months, it's bad news"
· 2026-02-27T21:05:24+00:00Anyone who says MSCI inclusion was bullshit, look at volume spike from 28m to 49m in last 15 minutes of trading. Also, $iren relative performance relative to $nbis $crwv outperforms today. So 7% down sucks but could have been greater than 10% without the rebalancing
· 2026-02-27T07:53:39+00:00$NBIS Sentiment on Stocktwits has just turned bearish
· 2026-02-27T14:47:50+00:00$CRWV definitely had a terrible earnings report, but $NBIS just had a great earnings report. So are NBIS holders stupid?
· 2026-02-27T16:54:55+00:00$NBIS -13% today Opened these again, this time for May 15 $14.64 in premium collected. Let's check back in in a month or two.
· 2026-02-27T00:11:01+00:00$CRWV is an anchor around $NBIS neck, and it makes zero sense.
· 2026-02-27T14:56:12+00:00$CRWV update ugly drop, but still comfortably above my entry zone at end of last year (posted those entries on X) I stay long. Part of what I like about this investment is its contrarian nature. One cannot even mention Coreweave on X without the $NBIS mob coming after you
· 2026-02-27T21:07:11+00:00$NBIS Why I believe NBIS 's current correction should be seen as a buying opportunity: - Revenue explosion: $7–9B ARR YE2026 (700%+ growth), $3–3.4B revenue guidance - Demand is insane: Sold out Q3/Q4/Q1, pipeline >$4B in Q1, longer/higher-priced contracts - Funding
· 2026-02-27T18:57:27+00:00$CRWV is down 20% today, with the broader neocloud and bitcoin miner sector also under pressure. $APLD -8.31% $BITF -7.73% $CIFR -8.25% $CORZ -8.68% $HIVE -7.68% $HUT -4.49% $IREN -9.48% $NBIS -14.53% $WULF -9.84%
· 2026-02-27T12:17:07+00:00$CRWV down 10% AH despite 3.1GW of contracted capacity likely reflects focus shifting from demand to margins and capital structure. Gross margin has declined from 73% to 67.6%, and operating margin swung to -5.6% from positive territory last year. $NBIS, by contrast, has traded
· 2026-02-27T15:12:06+00:00$NBIS - How things align for quick 4%+
· 2026-02-27T22:50:41+00:00I don’t care what anyone tells you, $ZETA is a strong buy $OSCR is a strong buy $PATH is a strong buy $NBIS is a buy $EOSE is a hold $KRKNF / $PNG is a hold $ASTS is a hold (not for long) $HIMS is a hold $DUOL is an avoid $PYPL is an avoid $ORCL is an avoid $CRWD is an avoid
· 2026-02-27T08:20:35+00:00$NBIS will be part of important AI expansion trend. Inference as a service. Via Token Factory. Infrastructure as a service. Via data centre. One shop solution for AI services. Contracted power >3GW = energy demand for scale is higher than ever. Subsidiary makes
· 2026-02-27T20:22:48+00:00$NBIS limit orders & chill It’s like AWS in 2006
· 2026-02-27T21:26:39+00:00Right now both trade as the “neocloud basket.” When $CRWV reports heavy losses and massive capex, funds de-risk the whole AI infra sleeve. Same investor base. Same capex-heavy model. Same valuation uncertainty. Even though $NBIS has far less leverage, it still trades as
· 2026-02-27T01:59:19+00:00$IREN $CRWV $NBIS
· 2026-02-27T12:06:12+00:00Seeing $NBIS dragged down by $CRWV is theatrics…
· 2026-02-27T18:40:48+00:00$NBIS where I would add with size $80 - $83 If it broke below will sit tight and see where price goes next
· 2026-02-27T17:21:35+00:00$NBIS nose diving harder than most today. What do you thinks causing this?
· 2026-02-27T17:41:46+00:00Cool stuff $NBIS
· 2026-02-27T12:36:31+00:00$NBIS $99
· 2026-02-27T15:53:36+00:00$NBIS is not $CRWV Stock gets hammered but not for good reason. Remember: 7-9B ARR 2026
· 2026-02-27T01:07:36+00:00$NBIS Fateful Monday Missouri Site Data Center Selection Next Monday is a fateful day for NBIS. At the Missouri site data center ❶ Approval of land rezoning (zoning) ❷ Yes or no on tax incentives ❸ Signing of the development agreement will take place. Why is
· 2026-02-27T15:08:13+00:00The market’s irrationality always creates new opportunities to buy $NBIS at an attractive price
· 2026-02-27T15:17:40+00:00Nice simple $NBIS overview!
· 2026-02-27T16:32:38+00:00$NBIS is down 10%.
· 2026-02-27T15:55:21+00:00with other stuff getting hit (exited $NBIS), i sold 25% of my $AAOI position up close to 80% to soften things up. Holding the rest. Best thing this will do is consolidate here for few days while the market is soft.
· 2026-02-27T00:59:24+00:00$NBIS just wants to have some fun.. but they won't let it, yet.
· 2026-02-27T21:30:22+00:00$IREN $NBIS Some food for thought when it comes to transparency.
· 2026-02-27T14:52:53+00:00JOIN ME LIVE $SPY $SPX $QQQ $HIMS $NVDA $OKLO $AMZN $AAPL $TSLA $AMD $NVDA $COIN $MSTR $AFRM $U $DELL $BTC $ANET $UBER $SHOP $HOOD $SMCI $IONQ $QBTS $QUBT $SOUN $OSCR $NBIS $ETHA $CORZ $PLTR $IREN $DUOL $TEM $CELH $ETHU $ETHA $BTC $BMNR $SOLT $SBET $MU $WDC $AVGO $SNDK $BYND
· 2026-02-27T21:24:10+00:00Absolute truth. $NBIS has NEVER been better positioned as a business. World class management crushed Q4. The stock is insanely undervalued here and eventually share price will catch up to fundamentals Not selling a share!!
· 2026-02-27T19:14:46+00:00At this point, they should just rename Nebius to NebiusWeave. $NBIS $CRWV
· 2026-02-27T17:23:19+00:00Just bought: $ZETA $ONDS $NBIS
· 2026-02-27T21:28:08+00:00$DGXX if CoreWeave CAPEX and DEBT worries were the reason why we saw today: $NBIS -13.05% $CIFR -5.34% $IREN -7.44% $CRWV -18.51% Then I have very good news for all $DGXX investors. $DGXX has: - Zero debt - 90 million dollars cash and crypto - is profitable company - OWNS
· 2026-02-27T01:40:55+00:00No. This take assumes $NBIS has to grow like a hyperscaler and fund it with junk debt. That is not how this works. NBIS came public with billions in cash and minimal legacy leverage. They are not starting from a stressed balance sheet position. Growth does not equal automatic
· 2026-02-27T20:23:48+00:00$NBIS My core takeaway from this quarter is simple: 1Demand is outpacing supply. 2Nebius is scaling capacity fast. 3AI-native customers are becoming enterprises. 4Nebius is building a software moat with acquisitions like Tavily. 5And Chinese open-source models are an underrated
· 2026-02-27T17:20:54+00:00$NBIS back in the 80s
· 2026-02-27T23:44:58+00:00$NBIS
· 2026-02-27T19:36:07+00:00$NBIS $IREN @jiahanjimliu wrote an “ $IREN transparency ” puff piece and buried $NBIS under three deliberately misleading comparisons. Let me dismantle every word. On $NBIS “can’t fund 2026”: $2.45B cash at end of 2024. By Q4 2025: $3.7B cash + $834M operating cash flow in a
· 2026-02-27T02:11:50+00:00$NBIS
· 2026-02-27T16:44:50+00:00That $NBIS is just following $CRWV all the time is so ridiculous
· 2026-02-27T16:59:55+00:00$NBIS That $100 resistance is going to be the death of me Blame $CRWV today.
· 2026-02-27T16:09:01+00:00More $CIFR or $NBIS?
· 2026-02-27T13:46:00+00:00$NBIS TripleTen is scaling like infrastructure, posting 88 percent revenue growth and moving graduates into technical roles with striking velocity. Its programs in computer vision, MLOps, and AI engineering read like a blueprint for autonomy teams building the next generation of
· 2026-02-27T10:12:18+00:00Thanks $crwv Long $nbis Maybe nebius pics up some of their back log Execution for coreweave is shit
· 2026-02-27T07:28:16+00:00$NBIS contracted power now above 3 GW. Grew from $90M ARR to $1.25B in one year. Revenue target: $3.4B for 2026. $102 tonight. $141 was the high. The AI infrastructure buildout is just getting started.
· 2026-02-27T15:41:02+00:00$CRWV earning just exposed it's own weakness and that's debt. Rolling the debt, when it gets too big, it will backfire. They are paying the price now. It won't be sustainable. I will prefer $NBIS > $CRWV anytime. No hate. Just awareness.
· 2026-02-27T00:36:00+00:00We are not the same $Nbis
· 2026-02-27T20:58:58+00:00$NBIS founder Arkady Volozh has renounced his Russian citizenship nearly two years after he sold his interest in the country’s leading search engine Yandex
· 2026-02-27T15:18:32+00:00$NBIS is doing some good work with the startups
· 2026-02-27T23:10:39+00:00Days like this reminds us that $NBIS is highly volatile. Invest in long term. Not short term profits. If you are trader, you would get repeatedly till nothings left. Allocate properly your funds. Look beyond 1 year. 3 year. 5 year.
· 2026-02-27T16:59:45+00:00Always nice when you’re net buyer on $NBIS
· 2026-02-27T16:18:49+00:00$NBIS You’re going to drive yourself crazy monitoring day to day action on NBIS. The thesis is simple, 3GW contracted power and 1GW connected power by end of 2026. All capacity sold out with demand vastly outstripping supply. Strong partners. Strong customers. Strong
· 2026-02-27T23:02:00+00:00$nbis is employing a genius strategy to ensure sufficient power for their Independence, MO site. Check out our full length $NBIS Stock Independence MO Data Center: Hyperscale Anchor Analysis" deep dive to better understand why Power scarcity isn't affecting Nebius like most
· 2026-02-27T10:39:50+00:00If you can think and seperate $crwv and $nbis You will buy nebius the ai etf
· 2026-02-27T15:21:20+00:00$NBIS short thesis is that AI is going to crash. They always want to CRASH SOMETHING. But there is a huge miss. AI is not just an AI play. It is a POWER CREATION and ENERGY PLAY. Companies are building new Electric Power Plants. . @Nebius is going to be using
· 2026-02-27T16:03:56+00:00$NBIS is one of one.
· 2026-02-27T16:38:52+00:00$NBIS decline today is way overdone.