$NBIS Catalyst Posts
March 05, 2026Single-day social intelligence recap and verified catalyst posts · ← Back to $NBIS Profile · Market Rankings
💬 Curated Viral Posts & Community Evidence
60 source posts analyzed· 2026-03-05T19:33:46+00:00Why Jim Invest in $IREN instead of $NBIS @daniel_koss gave a well thought out $NBIS case. I will present the $IREN case. We've messaged and I respect Daniel's takes. We do occasional fact-based roasts for fun. To present my $IREN case, I will first explain why owning the
· 2026-03-05T11:47:14+00:003 days later $IREN is having another $6B ATM, selling almost half their marketcap on the open market. Monetizing 3-4GW capacity sounds good, but not if you’re an existing shareholder. Doesn’t look like their economics cover enough of their capex in the way $NBIS does. My bull
· 2026-03-05T16:22:09+00:00$NBIS UPDATE: Nebius was added to the Bloomberg 500 (B500) Index, a rules-based benchmark of the 500 largest U.S. companies by float-adjusted market cap (totaling ~$58 trillion) This is part of the March 2026 reconstitution, with the change effective prior to trading on
· 2026-03-05T13:21:14+00:00$NBIS is a trillion dollar company in the making $ASTS is a trillion dollar company in the making (without a doubt) $ADUR is a trillion dollar company in the making What do you think is the 4th in your opinion..?
· 2026-03-05T14:17:56+00:00This is what your breakfast in 2030 will look like when you’re buying $ASTS at $100 $AAOI at $90 $NBIS at $90 $ONDS at $9 $KRKNF at $6 and building generational wealth.
· 2026-03-05T20:50:37+00:00$NBIS UPDATE: Incredibly important update for Nebius investors — the 1.2GW Independence MO Ai data center approval is FINAL. No referendum can challenge or overturn it according to law
· 2026-03-05T15:28:06+00:00All the $NBIS boys are worried about $IREN ‘s growth now… i can smell the fear and envy
· 2026-03-05T02:21:51+00:00$KOSPI Imagine your country’s entire stock index trading like $IREN and $NBIS everyday. Entire country is a slot machine - spectacular casino
· 2026-03-05T17:15:00+00:00NEWS: $NBIS ADDED TO BLOOMBERG 500 INDEX Nebius has been added to the Bloomberg 500 (B500), The change comes as part of the March 2026 reconstitution, becoming effective before trading on March 12. Index inclusion matters because it forces passive funds and ETFs tracking
· 2026-03-05T14:13:40+00:00So one of $NBIS neocloud “competitors” has a debt-to-equity of about 900%, and another just diluted shareholders by 43%, most likely to scale bare metal. Like, seriously... I’ll repeat: the only one I see as a real $NBIS competitor right now is Fireworks AI, and that’s only if
· 2026-03-05T14:34:14+00:00$NBIS is quietly hiring aggressively.. 300+ open roles. You are not bullish enough..
· 2026-03-05T17:23:47+00:00Exciting news for $NBIS investors Will record something very special with the one and only @romanchernin (Nebius Co-Founder) this coming Monday! Not a normal interview style podcast, but a product deep dive! Stay tuned
· 2026-03-05T02:51:05+00:00$NBIS wants to become a hyperscaler To do that, they are investing in vertical integration across the full stack Arkady on the Morgan Stanley forum: “We are a full stack company, just like the hyperscalers. When you look at the size of the industry, you see the revenues of all
· 2026-03-05T16:19:06+00:00“I’m selling $IREN for $NBIS “
· 2026-03-05T16:48:05+00:00$NBIS
· 2026-03-05T12:38:29+00:00$NBIS $IREN To be completely transparent since Nebius announcing that ASP rose ~50%, but more importantly customers are willing to prepay up to 100% for GPU deployments in advance in combination with IREN doing a 6B ATM has atleast optically my mind has a bit of difficulty
· 2026-03-05T14:43:36+00:00$NBIS has been essentially flat since September SO MUCH has happened between now and then. - $MSFT deal annouced, Sept 8th - offering of $1 billion of the Company’s Class A ordinary shares. Sept 10th - Launched Nebius Robotics and Physical AI Awards. Sept 16th - announces
· 2026-03-05T17:43:26+00:00$IREN is down 10% today following the ATM announcement for up to $6 billion of ordinary shares The entire data center space is getting hit today: $CIFR -8.10% $GLXY -8.04% $CRWV -6.47% $NBIS -4.70%
· 2026-03-05T06:10:47+00:00$NBIS — the Ai Infrastructure buildout requires massive capex and without question considerable debt and dilution, so what makes Nebius superior to peers when it comes to executing the buildout while preserving balance sheet and shareholder value as best as possible? Nebius
· 2026-03-05T22:46:41+00:00$NBIS investors will now be referred to as the Soviet Union, your communist tricks wont work on me clear liquor is for women
· 2026-03-05T13:41:51+00:00$NBIS vs $IREN
· 2026-03-05T15:20:26+00:00$NBIS 95% undervalued according to Simply Wall St. Note: This is not financial advice.
· 2026-03-05T17:42:47+00:00Holy shit, i thought $MARA investors were dumb, $NBIS investors can’t even spell “ATM”
· 2026-03-05T14:30:00+00:00This is a must read for serious $NBIS investors. The Nebius CEO rarely speaks publicly. In this post I break down the key quotes he and the CRO shared at the Morgan Stanley Tech Conference.
· 2026-03-05T14:58:29+00:00$NBIS got the 5 waves from the low, likely confirming yesterday's bottom Now expecting a minor higher low to around $86 - $92 before the start of the breakout to all-time high
· 2026-03-05T12:10:38+00:00Quick take on the new $NBIS vs. $IREN debate. We now have a lot more data. In the last 3 months, $NBIS has: - confirmed twice its $7–9B ARR guidance is on track - confirmed ~60% of capex is already funded - confirmed dilution will be less than expected - received approval for
· 2026-03-05T12:52:25+00:00There were those who kept constantly comparing $IREN with $NBIS and saying that $IREN was better. They deliberately overlooked every chance that $NBIS is a company that generates operating profit from its activities and funds a portion of its own financing from there, and
· 2026-03-05T08:33:20+00:00$NBIS vs $IREN. One clearly has the stronger financing strategy: Nebius is anchored by hyperscaler contracts. Microsoft and Meta agreements represent $20B+ in contracted backlog, giving the company long-term revenue visibility as it scales GPU cloud infrastructure. Management
· 2026-03-05T19:55:07+00:00can the $NBIS CEO please stop messaging me? I'm not going to put you on my podcast bro
· 2026-03-05T14:19:27+00:00One of $NBIS biggest advantages vs. other neo-cloud companies is its non-core businesses. They give Nebius a way to fund the growth of its AI cloud platform without relying heavily on debt or dilution. $CRWV, for example, allocated 25% of its Q4 revenue just to pay interest.
· 2026-03-05T02:40:24+00:00Why wouldn't they swap $CRWV with $NBIS, is there something unique about CRWV has that $NBIS doesn't?
· 2026-03-05T16:37:21+00:00$NBIS and $ASTS added to the Bloomberg 500 (B500) Index.
· 2026-03-05T11:49:36+00:00$NBIS: Is it worth a response, or no?
· 2026-03-05T17:45:09+00:00$NBIS' A-gamer teams letting 300 more A-gamers in
· 2026-03-05T07:11:48+00:00$NBIS Nebius just stays winning with every single headline… people will slowly realize
· 2026-03-05T19:00:14+00:00$NBIS 2030 Valuation Model - IT Capacity Estimate - 5-year Financials - Depreciation Table - Funding Table - Interest Cost - Dilution - Bare Metal/Cloud Split - 2030 Target Share Price
· 2026-03-05T21:00:33+00:00hello komrades this is $NBIS CEO Arkady, I hacked this account and mining Mafia will now be focused on communism and clear liquor
· 2026-03-05T17:01:54+00:00$NBIS We’re gonna need another deal with $MSFT to get this puppy to flip $100 to support. Enough is enough. About to retest soon.
· 2026-03-05T14:23:23+00:00The amount of people switching up on $IREN is ridiculous, the hate from the $NBIS crew is crazy too If you really think it’s that bad, short it and put your money where you mouth is. Two words Good luck
· 2026-03-05T18:38:06+00:00I’ve seen more transparency from the Soviet Union than $NBIS gives to their investors
· 2026-03-05T12:53:54+00:00$NBIS What’s more valuable in the tech space? A premier Platform as a Service that nobody else can provide or renting out space to other tech companies? Can anyone please answer this for me? This is a tough one.
· 2026-03-05T20:23:20+00:00Another day, another $NBIS +/- 5% move Gotta love it
· 2026-03-05T01:02:11+00:00$IREN Imagine being bullish on 44% dilution. Dilution check: $NBIS: 11% (Surgical growth capital) $IREN: 44% (A desperate $6B blank check) Comparing $IREN to $NBIS is like comparing a treadmill to a rocket ship. One runs in place to stay relevant; the other is actually
· 2026-03-05T09:11:42+00:00$NBIS up 12.6% yesterday. Now at ~$98. I bought at ~$52. That's +89% in 8 months. Nebius reported $534M in 2025 revenue and guided $3.0-$3.4B for 2026. That's 5-6x growth. Yesterday's move wasn't random. It was the market waking up to AI cloud demand that Broadcom's earnings
· 2026-03-05T07:16:06+00:00$NBIS is the cool kid on the block, and once again, it's being used to bail out everyone else's failures. $NBIS ATM program is only there just in case for the future. It’s not the primary source of capital. Most of Nebius's capital requirements are actually being met by the
· 2026-03-05T12:33:46+00:00$NBIS Recent price action is proof you shouldn't look at daily action, swings ranging from 70 to 100+ in matter of days, crazy stuff indeed
· 2026-03-05T23:59:56+00:00$NBIS Arkady: This is the full stack cloud, and we build it in two dimensions, this functionality and scale. And in scale, as I said, it's gigawatt scale. We are. If you compare us to the big heterosceles, we're probably the smallest today, but we are the same like our cloud
· 2026-03-05T13:19:52+00:00$NBIS > IREN Execution matters.
· 2026-03-05T10:13:01+00:00Uncle $nbis is leaving nephew $iren in the dust
· 2026-03-05T00:27:10+00:00Just got out 15+ chart updates for Subscribers w/ levels to be aware of into tomorrow. $ONDS $NVDA $AMD $TSLA $SOFI $SPY $QQQ $IWM $CIFR $EOSE $NBIS $PLTR $AMZN $GOOG Sign up here to check them out: bit.ly/_Sign_Up_Here_
· 2026-03-05T20:54:03+00:00LFG long $nbis
· 2026-03-05T22:25:51+00:00Why Jim is WRONG on $IREN vs $NBIS: The "Server Mechanic" Fallacy @jiahanjimliu gave a highly detailed pitch for $IREN. We respect the effort, but his core thesis rests on historical revisionism, a fundamental misunderstanding of GPU orchestration, and heavily skewed
· 2026-03-05T18:37:40+00:00Man $nbis haters full force today Worse than $hims haters
· 2026-03-05T20:46:50+00:00$NBIS investors waiting patiently for the breakout
· 2026-03-05T23:47:28+00:00$NBIS Arkady: And this year we are launching sites which belong to us, which we build from scratch. And these are much bigger sites. This was the first example Independence Missouri. It's 800 megawatt, expendable to 1.2 gigawatt. Just got approval from the local communities. We
· 2026-03-05T21:45:09+00:00$NBIS Holy bullish
· 2026-03-05T16:03:13+00:00$NBIS is absolutely crushing it in AI + Healthcare! Nebius AI Cloud (powered by next-gen @NVIDIA tech) is transforming patient care: slashing potentially avoidable hospitalizations with 95% accurate AI diagnostics (vs physicians’ 54% avg on ECGs), generative AI dropping
· 2026-03-05T22:24:54+00:00$nbis grok for the win
· 2026-03-05T19:56:32+00:00$NBIS Arkady: It's a long process and again, and it goes in dozens of different locations. If one of the locations delayed, fine, we have others going. That's how we de risk ourselves. This stage yesterday was just passing a very important stage of local approvals. So it was
· 2026-03-05T01:03:37+00:00More and more proof that $NBIS isn't stopping anytime soon. Capacity incoming Demand incoming Expansion incoming ATH revenue incoming All leads to ? You know what to do.