$NBIS Catalyst Posts
March 04, 2026Single-day social intelligence recap and verified catalyst posts · ← Back to $NBIS Profile · Market Rankings
💬 Curated Viral Posts & Community Evidence
73 source posts analyzed· 2026-03-04T16:51:23+00:00$NBIS CRO said demand for AI infrastructure is far exceeding supply allowing company to prioritize high-value customers & shift toward longer-term contracts He added ASPs rose ~50%, year-long contracts doubled & customers now paying up to 100% upfront to secure future capacity
· 2026-03-04T22:21:40+00:00$IREN buying this much Blackwell today for H2 2026 when $NBIS and the other hyperscalers are already deploying Rubin in H2 2026?
· 2026-03-04T11:25:40+00:00Nebius $NBIS received approval for its first gigawatt-scale AI factory in the United States
· 2026-03-04T16:14:01+00:00$NBIS UPDATE: Nebius CRO Marc Boroditsky said today that demand is so high that in some cases Nebius is now receiving 100% of customer payments on deals UPFRONT Boroditsky also stated that this has not been made public until today. Incredibly bullish
· 2026-03-04T17:00:16+00:00As a $NBIS investor, I’m not really surprised by this. Also as an $IREN investor, I wouldn’t be surprised about this. Because time to data center and time to energy is very important for the big players. And if they want to take full advantage of the services of the NeoCloud / AI
· 2026-03-04T19:24:52+00:00The $NBIS fireside chat this morning is emphatically worth listening to. Getting to be part of the birth of a new hyperscaler at a $15B sum-of-the-parts valuation is an incredible opportunity. Here were my major takeaways: •They explicitly stated their goal is to become an AI
· 2026-03-04T06:15:50+00:00$NBIS It is confirmed that the Birmingham site is exempted from the moratorium in Alabama due to its pre-existing application. This site is ~80 acres that could bring up to 300MW capacity after completion. 56:43 - 56:58: youtube.com/live/AqiDrz7i1 … "[...] if this council decides
· 2026-03-04T17:48:55+00:00$NBIS is the biggest opportunity of this decade. Up $100k or down $100k - I don’t care. I’m not trading volatility. I’m holding a potential 100× company for the next 5–7 years.
· 2026-03-04T16:37:40+00:00So $NBIS just said @ MS some customers are paying 100% up front on multi-yr contracts? ( $CRWV said similar not long ago). Oh my. The *token production supply chain* sounds very strained. Btw, one inverse takeaway of the token growth, is that the clouds are under charging…
· 2026-03-04T22:11:26+00:00Bullish quotes from the Nebius CEO & CRO at the Morgan Stanley TMT Conference $NBIS 1. Scale from zero to near-gigawatt in 18 months: "We started with 24, 25 megawatts 18 months ago. Today we're running 10 times of that, almost. It will be almost a gigawatt of active power this
· 2026-03-04T19:50:54+00:00$NBIS NBIS is doing something very interesting here! Strong impulse. Tight consolidation. Holding the 0.618. Break the trendline and this could move fast. *Not financial advice
· 2026-03-04T18:43:16+00:00Anthropic go brrrrr = Clickhouse go brrrrr. $NBIS owns 25%. In light of the growth, it’s hard not to wonder if the Clickhouse stake alone will eclipse the current mkt cap. Which also means you get Arkady’s biz potentially free? I like free!
· 2026-03-04T23:01:29+00:00$NBIS The setup is getting ready to explode
· 2026-03-04T14:40:00+00:00Here’s why I think $NBIS could see the fastest re-rating in the neocloud space.. Nebius has the lowest deployment rate (8.5%) among top neoclouds. Right now only ~170MW is active out of ~2GW contracted power (and 2.5GW by y/e). That looks weak at first glance. It’s not.
· 2026-03-04T23:26:18+00:00I mean the build out just doesn’t stop. Bullish $NBIS yet again lol
· 2026-03-04T18:35:23+00:00$NBIS CRO Basically said "yeah demand is insane right now and its so insane that some customers are paying us 100% up front" Yet you're bearish?!?
· 2026-03-04T18:34:52+00:00Let’s give credit where credit is due. 100% prepay for $nbis helps funding efforts with less propensity to tap new equity or debt. Better for shareholders Let’s see if $iren can match.
· 2026-03-04T13:54:28+00:00$NBIS since 2025 September
· 2026-03-04T21:25:48+00:00$NBIS Arkady: Everybody talks about our big contracts, Microsoft contract, about meta contract, billions of dollars, but and that those are great contracts, and those are great customers, but don't get distracted. We, our main business model is not there. We are building a full
· 2026-03-04T12:15:00+00:00$NBIS Nebius has received approval for the construction of its first gigawatt-scale AI data center in Independence, Missouri. The massive campus, spanning up to 1.2GW and approximately 400 acres, is expected to employ about 1,200 people during construction and around 130 after
· 2026-03-04T16:30:47+00:00$NBIS is up 200% over the last year. What makes you think it won’t see another 100% this year. We’re just getting started…
· 2026-03-04T15:48:46+00:00$NBIS $IREN Just like that we hit our first target See before/after Lear Ripster MTF Magnet Setup so you do not sell early!! Swing or Day Trade work both ways Guidance @TENETTRADEGROUP
· 2026-03-04T11:43:42+00:00$NBIS Great News The 180-day (6-month) moratorium on new data center construction in Birmingham, Alabama, does NOT apply to Nebius! The reason for the exemption is that the Nebius project is already accepted and underway as a "pre-existing application."
· 2026-03-04T17:28:32+00:00$NBIS is such an obvious
· 2026-03-04T23:47:37+00:00$IREN just upped the offering to a massive $6 BILLION That’s astronomical dilution just to fund outdated GPUs. Meanwhile, companies like $NBIS (Nebius) are building the actual future with modern AI clusters. They skipped the Ruben chips for this? The "Delulu Bois" are
· 2026-03-04T18:06:44+00:00$NBIS Still wild you can buy this name below $100. I think it will be a megacap someday.
· 2026-03-04T18:56:39+00:00$NBIS $CRWV $IREN leading AI infrastructure today. Still a lot of work to do, but early signs of life in the theme. Is AI infrastructure setting up for a comeback?
· 2026-03-04T21:55:17+00:00$IREN Established a ATM Equity Program Similar to what $NBIS did in 2025 I assume we will get more details soon.
· 2026-03-04T19:25:04+00:00$NBIS fits this perfectly. It’s not just adding generic compute, which is already scarce; it’s printing specialized, country-specific compute.
· 2026-03-04T15:03:04+00:00$NBIS is definitely at a big inflection point. Read the comments under my $NBIS posts it's never been more polarizing. This tells me a big move is coming. We either climb back above $110 very quickly and start heading for all-time high or a big drop to below $60. Guess which
· 2026-03-04T11:42:19+00:00$NBIS Great News The Birmingham, Alabama case does not apply to NBIS for the moratorium halting new data center construction for 180 days (about 6 months) The reason it is exempt is that Nebius's project has already been accepted and is in progress as a "pre-existing
· 2026-03-04T14:59:36+00:00$NBIS she’s wayyy undervalued down here.
· 2026-03-04T14:47:27+00:00$NBIS if yesterday was indeed the bottom then need to see 5 waves up from yesterday's low, let's see if that's the case soon
· 2026-03-04T16:40:08+00:00$NBIS
· 2026-03-04T17:25:22+00:00Who’s your bet on??? $IREN $CIFR $HUT Or $WULF $NBIS $CRWV
· 2026-03-04T19:40:37+00:00$NBIS Just Revealed Something Huge About AI Demand But you're bearish? INSANE.
· 2026-03-04T21:01:47+00:00$NBIS like I said. I wasn’t worried. Made this back and then some thanks to the puts I sold.
· 2026-03-04T15:28:21+00:00This is big! $NBIS exempt from the moratorium in Alabama. Not sure if this was priced in or not but it means Nebius can continue pursuing the Alabama DC opportunity!
· 2026-03-04T19:53:00+00:00Pretty crazy day $SHMD up 35% $NBIS up 12% Korean bleeding hopefully over, fingers crossed. $OUST a little disappointing, gave back a lot of the earnings gains. $KRKNF dumped 5%, probably because market doesn't like dilution. As mentioned in the post yesterday, I did buy
· 2026-03-04T14:54:34+00:00$NBIS $IREN Getting bid over Ripster 1 HR Clouds if $CRWV Can get Perplexity Deal maybe $IREN $NBIS can get more deals from AI Companies! MTF longs there today !
· 2026-03-04T12:01:51+00:00$NBIS CONFIRMED exempt from the moratorium in Birmingham Alabama which can accelerate the Nebius timeline to DC significantly
· 2026-03-04T14:03:51+00:003/4 Morning Watchlist: News: - $CRWV signs multi-year deal with Perplexity to run AI inference workloads on the $CRWV's GPU cloud/data centers - $NBIS secures approval to build its first major US, gigawatt-scale, AI factory/data center campus in Missouri Earnings: - Watching
· 2026-03-04T18:10:07+00:00$NBIS This is where Nebius comes! Very big opportunity!
· 2026-03-04T15:31:12+00:00Super bullish for $NBIS
· 2026-03-04T21:17:27+00:00HUGE green day for $NBIS and the other data center stocks. If this momentum continues we could look to retest the $108 resistance. What are your thoughts today? Short term relief bounce or are we headed to new $NBIS highs?
· 2026-03-04T08:00:00+00:00$NBIS received approval for Missouri's first gigawatt-scale artificial intelligence data center. Another piece of good news spent
· 2026-03-04T17:10:47+00:00$NBIS
· 2026-03-04T14:51:25+00:00What a day for the public account today! $NBIS up 7.3% $ZETA up 3.4% $NVDA up 1.4% $IBIT up 5.1% $PGY up 2.8% $APP up 4.6% Rotation to high beta?!
· 2026-03-04T17:52:33+00:00Wow just when I couldn’t get more bullish on $NBIS. Let’s break through this $108 resistance next!
· 2026-03-04T00:31:46+00:00$NBIS SWE-rebench-V2
· 2026-03-04T19:08:43+00:00Even AI infrastructure skeptics are watching $NBIS closely
· 2026-03-04T14:12:14+00:00$NBIS UPDATE: What does the Coreweave/Perplexity deal mean? The Perplexity-CoreWeave multi-year strategic partnership announced today to run Perplexity’s next-generation inference workloads on dedicated NVIDIA GB200 NVL72 clusters is profoundly bullish for Nebius as it delivers
· 2026-03-04T16:59:29+00:00$NBIS look at that hard BS gap drop we had a few days ago. Sling shot incoming.
· 2026-03-04T13:06:39+00:00$NBIS has received approval from Independence, Missouri, for the first gigawatt-scale AI factory in the ABD. • The campus will be established on an area of approximately 400 acres • Total capacity can be scaled up to 1.2 GW • Approximately 1,200 people will be employed during
· 2026-03-04T22:59:25+00:00I genuinely appreciate $IREN TEAM TRANSPARENCY AND flawless Execution. We are turning to Next Chapter where $IREN IS BECOMING SERIOUS CONTENDER TO $CRWV AND $NBIS
· 2026-03-04T19:05:37+00:00The coast is clearer for $NBIS than this post suggests. The overall aim of this referendum likely will not succeed. The $NBIS deal is fully approved (5-2 City Council vote on March 2, 2026), Nebius confirmed it in their March 3 press release and is moving forward with site prep
· 2026-03-04T10:08:24+00:00BREAKING: Nebius $NBIS announced the Independence City Council's vote to approve the Chapter 100 industrial development incentive plan for its planned AI factory campus. The approval of the plan enables Nebius to proceed with the construction of the Independence AI factory,
· 2026-03-04T13:13:00+00:00$NBIS Long before Modi'in housed $NVDA Blackwell accelerators, 2 HaMa'ayan Street served biotechnology and pharmaceutical tenants whose demands for stable power, controlled environments, and secure access quietly pre-engineered the site for its eventual role. A history of
· 2026-03-04T14:59:57+00:00Is the war in the room with us?? Bull March is here. $ASTS $NBIS $ONDS $KRKNF
· 2026-03-04T16:35:39+00:00$NBIS is on fire! Thesis playing out in real time.
· 2026-03-04T18:40:18+00:00$NBIS RECEIVES CITY APPROVAL FOR FIRST GIGAWATT DATACENTER IN INDEPENDENCE, MISSOURI
· 2026-03-04T16:42:44+00:00$NBIS will remain a good buy under $100 in my opinion. Here’s the simple bull case: - They’re selling the most scarce thing in AI right now: real GPU capacity, power and deployment speed. Based on last earnings, demand is not the problem… supply is. - Validation from the
· 2026-03-04T14:23:40+00:00Never seen so many $nbis bears And business has never been stronger hmm load it
· 2026-03-04T11:30:36+00:00$NBIS back above $90. Who followed RM?
· 2026-03-04T17:33:10+00:00$NBIS post
· 2026-03-04T17:15:13+00:00This is massive. Derisk derisk derisk is all I hear. $NBIS
· 2026-03-04T16:30:28+00:00$NBIS CRO Marc Boroditsky at Morgan Stanley Conference: „Nebius is now taking full payment up front for new customers“ This is huge and risk reduction.
· 2026-03-04T14:00:02+00:00Tenet Market Wake-Up Summary Mar.04.26 $SPX $MSFT $NWSA $META $NBIS $AMZN $GOOGL $APLD $GLD $NEM $AEM $SLV $PLTR $NVO $BX $ASTS $CRWV $MRNA $CRWD $ROST $GTLB $BGS $BOX $WBTN $DY $GENI $BBWI $WIX $TGT $TSLA $TOL $RBLX $COO $VMC $BNAI $SSRM $COIN @ripster47 | @tenet_research
· 2026-03-04T17:00:01+00:00$NBIS balances equity raises with leverage to mitigate risk. As shareholders, we can be confident this 'dilution' is actually accretive to the business on a per-share business as long as we genuinely believe in the AI thesis and that the business will have a strong ROIC.
· 2026-03-04T17:57:56+00:00$NBIS looks undervalued right now under $130. The discount reflects macro noise and execution risk. As execution continues, that risk compresses. Bullish.
· 2026-03-04T11:21:20+00:0021b mkt cap for $nbis is a joke
· 2026-03-04T21:27:13+00:00$NBIS Arkady: But we use these their resources, cash, credit, ratings and other things, which we use, utilize to build our own and this is our main focus, to build our own capacity, which goes to multi tenancy, to the rest of the market, to all these AI startups becoming
· 2026-03-04T15:35:21+00:00$nbis