# $NBIS Catalyst Posts & Social Intelligence Recap — March 05, 2026

> **Asset:** $NBIS  
> **Date:** 2026-03-05 (March 05, 2026)  
> **Canonical URL:** https://cryptitalk.com/tokens/nbis/2026-03-05  
> **Token Profile:** https://cryptitalk.com/tokens/nbis.md  
> **Market Rankings:** https://cryptitalk.com/rankings.md  

---



## Curated Viral Posts & Community Evidence


### Post #1 by @jiahanjimliu
> **Author:** Jim Liu ([@jiahanjimliu](https://x.com/jiahanjimliu))  
> **Metrics:** 404 likes · 62 retweets · 67 comments · 156.5K views  

> **Posted:** 2026-03-05T19:33:46+00:00  


> **Source Link:** [https://x.com/jiahanjimliu/status/2029641537567814012](https://x.com/jiahanjimliu/status/2029641537567814012)  


> 
> "Why 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"


### Post #2 by @aleabitoreddit
> **Author:** Serenity ([@aleabitoreddit](https://x.com/aleabitoreddit))  
> **Metrics:** 338 likes · 25 retweets · 44 comments · 69.2K views  

> **Posted:** 2026-03-05T11:47:14+00:00  


> **Source Link:** [https://x.com/aleabitoreddit/status/2029524132568994011](https://x.com/aleabitoreddit/status/2029524132568994011)  


> 
> "3 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"


### Post #3 by @MB_Hogan
> **Author:** Mark Hogan ([@MB_Hogan](https://x.com/MB_Hogan))  
> **Metrics:** 255 likes · 24 retweets · 13 comments · 23.4K views  

> **Posted:** 2026-03-05T16:22:09+00:00  


> **Source Link:** [https://x.com/MB_Hogan/status/2029593319093723583](https://x.com/MB_Hogan/status/2029593319093723583)  


> 
> "$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"


### Post #4 by @MarketMatrixs
> **Author:** The Market Matrix ([@MarketMatrixs](https://x.com/MarketMatrixs))  
> **Metrics:** 130 likes · 7 retweets · 5 comments · 18.1K views  

> **Posted:** 2026-03-05T13:21:14+00:00  


> **Source Link:** [https://x.com/MarketMatrixs/status/2029547789412094365](https://x.com/MarketMatrixs/status/2029547789412094365)  


> 
> "$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..?"


### Post #5 by @retail_mourinho
> **Author:** Retail Mourinho ([@retail_mourinho](https://x.com/retail_mourinho))  
> **Metrics:** 181 likes · 14 retweets · 14 comments · 15.0K views  

> **Posted:** 2026-03-05T14:17:56+00:00  


> **Source Link:** [https://x.com/retail_mourinho/status/2029562056702095412](https://x.com/retail_mourinho/status/2029562056702095412)  


> 
> "This 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."


### Post #6 by @MB_Hogan
> **Author:** Mark Hogan ([@MB_Hogan](https://x.com/MB_Hogan))  
> **Metrics:** 109 likes · 5 retweets · 7 comments · 12.3K views  

> **Posted:** 2026-03-05T20:50:37+00:00  


> **Source Link:** [https://x.com/MB_Hogan/status/2029660878077874597](https://x.com/MB_Hogan/status/2029660878077874597)  


> 
> "$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"


### Post #7 by @BitcoinAIGuy
> **Author:** BitcoinAIGuy ([@BitcoinAIGuy](https://x.com/BitcoinAIGuy))  
> **Metrics:** 116 likes · 4 retweets · 22 comments · 12.3K views  

> **Posted:** 2026-03-05T15:28:06+00:00  


> **Source Link:** [https://x.com/BitcoinAIGuy/status/2029579716508700725](https://x.com/BitcoinAIGuy/status/2029579716508700725)  


> 
> "All the $NBIS boys are worried about $IREN ‘s growth now… i can smell the fear and envy"


### Post #8 by @anandragn
> **Author:** Anand ([@anandragn](https://x.com/anandragn))  
> **Metrics:** 154 likes · 6 retweets · 11 comments · 12.3K views  

> **Posted:** 2026-03-05T02:21:51+00:00  


> **Source Link:** [https://x.com/anandragn/status/2029381848950849724](https://x.com/anandragn/status/2029381848950849724)  


> 
> "$KOSPI Imagine your country’s entire stock index trading like $IREN and $NBIS everyday.

Entire country is a slot machine - spectacular casino"


### Post #9 by @HyperAICapital
> **Author:** Jordan ([@HyperAICapital](https://x.com/HyperAICapital))  
> **Metrics:** 238 likes · 16 retweets · 3 comments · 11.8K views  

> **Posted:** 2026-03-05T17:15:00+00:00  


> **Source Link:** [https://x.com/HyperAICapital/status/2029606618879672650](https://x.com/HyperAICapital/status/2029606618879672650)  


> 
> "NEWS: $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"


### Post #10 by @DrTomsLens
> **Author:** Dr. Tomislav Marinovic ([@DrTomsLens](https://x.com/DrTomsLens))  
> **Metrics:** 71 likes · 3 retweets · 7 comments · 11.7K views  

> **Posted:** 2026-03-05T14:13:40+00:00  


> **Source Link:** [https://x.com/DrTomsLens/status/2029560982113079537](https://x.com/DrTomsLens/status/2029560982113079537)  


> 
> "So 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"


### Post #11 by @yianisz
> **Author:** Yiannis Zourmpanos ([@yianisz](https://x.com/yianisz))  
> **Metrics:** 151 likes · 5 retweets · 4 comments · 11.2K views  

> **Posted:** 2026-03-05T14:34:14+00:00  


> **Source Link:** [https://x.com/yianisz/status/2029566158030909493](https://x.com/yianisz/status/2029566158030909493)  


> 
> "$NBIS is quietly hiring aggressively.. 300+ open roles.

You are not bullish enough.."


### Post #12 by @daniel_koss
> **Author:** Daniel Koss ([@daniel_koss](https://x.com/daniel_koss))  
> **Metrics:** 239 likes · 7 retweets · 21 comments · 10.4K views  

> **Posted:** 2026-03-05T17:23:47+00:00  


> **Source Link:** [https://x.com/daniel_koss/status/2029608829420216460](https://x.com/daniel_koss/status/2029608829420216460)  


> 
> "Exciting 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"


### Post #13 by @HyperTechInvest
> **Author:** Daniel Romero ([@HyperTechInvest](https://x.com/HyperTechInvest))  
> **Metrics:** 162 likes · 9 retweets · 8 comments · 10.2K views  

> **Posted:** 2026-03-05T02:51:05+00:00  


> **Source Link:** [https://x.com/HyperTechInvest/status/2029389207190253812](https://x.com/HyperTechInvest/status/2029389207190253812)  


> 
> "$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"


### Post #14 by @BitcoinAIGuy
> **Author:** BitcoinAIGuy ([@BitcoinAIGuy](https://x.com/BitcoinAIGuy))  
> **Metrics:** 129 likes · 2 retweets · 13 comments · 8.2K views  

> **Posted:** 2026-03-05T16:19:06+00:00  


> **Source Link:** [https://x.com/BitcoinAIGuy/status/2029592550600757651](https://x.com/BitcoinAIGuy/status/2029592550600757651)  


> 
> "“I’m selling $IREN for $NBIS “"


### Post #15 by @EndicottInvests
> **Author:** Nate Endicott ([@EndicottInvests](https://x.com/EndicottInvests))  
> **Metrics:** 74 likes · 1 retweets · 3 comments · 7.9K views  

> **Posted:** 2026-03-05T16:48:05+00:00  


> **Source Link:** [https://x.com/EndicottInvests/status/2029599844231168415](https://x.com/EndicottInvests/status/2029599844231168415)  


> 
> "$NBIS"


### Post #16 by @AlexfromBabylon
> **Author:** Alexander ([@AlexfromBabylon](https://x.com/AlexfromBabylon))  
> **Metrics:** 46 likes · 5 retweets · 3 comments · 7.3K views  

> **Posted:** 2026-03-05T12:38:29+00:00  


> **Source Link:** [https://x.com/AlexfromBabylon/status/2029537027650187354](https://x.com/AlexfromBabylon/status/2029537027650187354)  


> 
> "$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"


### Post #17 by @EndicottInvests
> **Author:** Nate Endicott ([@EndicottInvests](https://x.com/EndicottInvests))  
> **Metrics:** 116 likes · 8 retweets · 2 comments · 6.1K views  

> **Posted:** 2026-03-05T14:43:36+00:00  


> **Source Link:** [https://x.com/EndicottInvests/status/2029568515850567711](https://x.com/EndicottInvests/status/2029568515850567711)  


> 
> "$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"


### Post #18 by @SmallCapSnipa
> **Author:** Small Cap Snipa ([@SmallCapSnipa](https://x.com/SmallCapSnipa))  
> **Metrics:** 41 likes · 2 retweets · 6 comments · 5.8K views  

> **Posted:** 2026-03-05T17:43:26+00:00  


> **Source Link:** [https://x.com/SmallCapSnipa/status/2029613772495585711](https://x.com/SmallCapSnipa/status/2029613772495585711)  


> 
> "$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%"


### Post #19 by @MB_Hogan
> **Author:** Mark Hogan ([@MB_Hogan](https://x.com/MB_Hogan))  
> **Metrics:** 91 likes · 5 retweets · 8 comments · 5.3K views  

> **Posted:** 2026-03-05T06:10:47+00:00  


> **Source Link:** [https://x.com/MB_Hogan/status/2029439462518702540](https://x.com/MB_Hogan/status/2029439462518702540)  


> 
> "$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"


### Post #20 by @BitcoinAIGuy
> **Author:** BitcoinAIGuy ([@BitcoinAIGuy](https://x.com/BitcoinAIGuy))  
> **Metrics:** 43 likes · 1 retweets · 6 comments · 4.8K views  

> **Posted:** 2026-03-05T22:46:41+00:00  


> **Source Link:** [https://x.com/BitcoinAIGuy/status/2029690090239226301](https://x.com/BitcoinAIGuy/status/2029690090239226301)  


> 
> "$NBIS investors will now be referred to as the Soviet Union, your communist tricks wont work on me

clear liquor is for women"


### Post #21 by @EndicottInvests
> **Author:** Nate Endicott ([@EndicottInvests](https://x.com/EndicottInvests))  
> **Metrics:** 28 likes · 0 retweets · 5 comments · 4.3K views  

> **Posted:** 2026-03-05T13:41:51+00:00  


> **Source Link:** [https://x.com/EndicottInvests/status/2029552977992716666](https://x.com/EndicottInvests/status/2029552977992716666)  


> 
> "$NBIS vs $IREN"


### Post #22 by @BlackPantherCap
> **Author:** Black Panther Capital ([@BlackPantherCap](https://x.com/BlackPantherCap))  
> **Metrics:** 61 likes · 5 retweets · 8 comments · 4.3K views  

> **Posted:** 2026-03-05T15:20:26+00:00  


> **Source Link:** [https://x.com/BlackPantherCap/status/2029577785422021016](https://x.com/BlackPantherCap/status/2029577785422021016)  


> 
> "$NBIS 95% undervalued according to Simply Wall St.

Note: This is not financial advice."


### Post #23 by @BitcoinAIGuy
> **Author:** BitcoinAIGuy ([@BitcoinAIGuy](https://x.com/BitcoinAIGuy))  
> **Metrics:** 48 likes · 1 retweets · 4 comments · 4.1K views  

> **Posted:** 2026-03-05T17:42:47+00:00  


> **Source Link:** [https://x.com/BitcoinAIGuy/status/2029613607785226646](https://x.com/BitcoinAIGuy/status/2029613607785226646)  


> 
> "Holy shit, i thought $MARA investors were dumb, $NBIS investors can’t even spell “ATM”"


### Post #24 by @HyperAICapital
> **Author:** Jordan ([@HyperAICapital](https://x.com/HyperAICapital))  
> **Metrics:** 33 likes · 0 retweets · 0 comments · 4.0K views  

> **Posted:** 2026-03-05T14:30:00+00:00  


> **Source Link:** [https://x.com/HyperAICapital/status/2029565094254780460](https://x.com/HyperAICapital/status/2029565094254780460)  


> 
> "This 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."


### Post #25 by @investwithsheng
> **Author:** sheng ([@investwithsheng](https://x.com/investwithsheng))  
> **Metrics:** 33 likes · 7 retweets · 2 comments · 3.9K views  

> **Posted:** 2026-03-05T14:58:29+00:00  


> **Source Link:** [https://x.com/investwithsheng/status/2029572262068715673](https://x.com/investwithsheng/status/2029572262068715673)  


> 
> "$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"


### Post #26 by @daniel_koss
> **Author:** Daniel Koss ([@daniel_koss](https://x.com/daniel_koss))  
> **Metrics:** 66 likes · 5 retweets · 7 comments · 3.9K views  

> **Posted:** 2026-03-05T12:10:38+00:00  


> **Source Link:** [https://x.com/daniel_koss/status/2029530022776651996](https://x.com/daniel_koss/status/2029530022776651996)  


> 
> "Quick 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"


### Post #27 by @AhmetSunelcan1
> **Author:** Ahmet Sunelcan ([@AhmetSunelcan1](https://x.com/AhmetSunelcan1))  
> **Metrics:** 76 likes · 1 retweets · 3 comments · 3.7K views  

> **Posted:** 2026-03-05T12:52:25+00:00  


> **Source Link:** [https://x.com/AhmetSunelcan1/status/2029540537322099022](https://x.com/AhmetSunelcan1/status/2029540537322099022)  


> 
> "There 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"


### Post #28 by @HyperAICapital
> **Author:** Jordan ([@HyperAICapital](https://x.com/HyperAICapital))  
> **Metrics:** 30 likes · 2 retweets · 8 comments · 3.3K views  

> **Posted:** 2026-03-05T08:33:20+00:00  


> **Source Link:** [https://x.com/HyperAICapital/status/2029475336375943302](https://x.com/HyperAICapital/status/2029475336375943302)  


> 
> "$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"


### Post #29 by @BitcoinAIGuy
> **Author:** BitcoinAIGuy ([@BitcoinAIGuy](https://x.com/BitcoinAIGuy))  
> **Metrics:** 37 likes · 0 retweets · 7 comments · 3.0K views  

> **Posted:** 2026-03-05T19:55:07+00:00  


> **Source Link:** [https://x.com/BitcoinAIGuy/status/2029646910449954880](https://x.com/BitcoinAIGuy/status/2029646910449954880)  


> 
> "can the $NBIS CEO please stop messaging me? I'm not going to put you on my podcast bro"


### Post #30 by @danielisdizzy
> **Author:** Daniel ([@danielisdizzy](https://x.com/danielisdizzy))  
> **Metrics:** 49 likes · 5 retweets · 4 comments · 3.0K views  

> **Posted:** 2026-03-05T14:19:27+00:00  


> **Source Link:** [https://x.com/danielisdizzy/status/2029562436668264625](https://x.com/danielisdizzy/status/2029562436668264625)  


> 
> "One 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."


### Post #31 by @nbisinvestor200
> **Author:** Mr Kneebius ([@nbisinvestor200](https://x.com/nbisinvestor200))  
> **Metrics:** 11 likes · 0 retweets · 3 comments · 2.3K views  

> **Posted:** 2026-03-05T02:40:24+00:00  


> **Source Link:** [https://x.com/nbisinvestor200/status/2029386515277857023](https://x.com/nbisinvestor200/status/2029386515277857023)  


> 
> "Why wouldn't they swap $CRWV with $NBIS, is there something unique about CRWV has that $NBIS doesn't?"


### Post #32 by @AlvaroMysterio
> **Author:** Alvaro Mysterio ([@AlvaroMysterio](https://x.com/AlvaroMysterio))  
> **Metrics:** 51 likes · 3 retweets · 0 comments · 2.2K views  

> **Posted:** 2026-03-05T16:37:21+00:00  


> **Source Link:** [https://x.com/AlvaroMysterio/status/2029597143917338946](https://x.com/AlvaroMysterio/status/2029597143917338946)  


> 
> "$NBIS and $ASTS added to the Bloomberg 500 (B500) Index."


### Post #33 by @genZinvest0r
> **Author:** Gen Z Investor ([@genZinvest0r](https://x.com/genZinvest0r))  
> **Metrics:** 10 likes · 0 retweets · 8 comments · 2.1K views  

> **Posted:** 2026-03-05T11:49:36+00:00  


> **Source Link:** [https://x.com/genZinvest0r/status/2029524726582747346](https://x.com/genZinvest0r/status/2029524726582747346)  


> 
> "$NBIS: Is it worth a response, or no?"


### Post #34 by @DrTomsLens
> **Author:** Dr. Tomislav Marinovic ([@DrTomsLens](https://x.com/DrTomsLens))  
> **Metrics:** 30 likes · 0 retweets · 0 comments · 2.1K views  

> **Posted:** 2026-03-05T17:45:09+00:00  


> **Source Link:** [https://x.com/DrTomsLens/status/2029614206090084859](https://x.com/DrTomsLens/status/2029614206090084859)  


> 
> "$NBIS' A-gamer teams letting 300 more A-gamers in"


### Post #35 by @DanInvestings
> **Author:** Daniel ([@DanInvestings](https://x.com/DanInvestings))  
> **Metrics:** 49 likes · 0 retweets · 1 comments · 2.0K views  

> **Posted:** 2026-03-05T07:11:48+00:00  


> **Source Link:** [https://x.com/DanInvestings/status/2029454818193096850](https://x.com/DanInvestings/status/2029454818193096850)  


> 
> "$NBIS

Nebius just stays winning with every single headline… people will slowly realize"


### Post #36 by @TheRayMyers
> **Author:** Ray Myers ([@TheRayMyers](https://x.com/TheRayMyers))  
> **Metrics:** 11 likes · 2 retweets · 1 comments · 2.0K views  

> **Posted:** 2026-03-05T19:00:14+00:00  


> **Source Link:** [https://x.com/TheRayMyers/status/2029633099152142755](https://x.com/TheRayMyers/status/2029633099152142755)  


> 
> "$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"


### Post #37 by @BitcoinAIGuy
> **Author:** BitcoinAIGuy ([@BitcoinAIGuy](https://x.com/BitcoinAIGuy))  
> **Metrics:** 25 likes · 0 retweets · 10 comments · 2.0K views  

> **Posted:** 2026-03-05T21:00:33+00:00  


> **Source Link:** [https://x.com/BitcoinAIGuy/status/2029663379976057238](https://x.com/BitcoinAIGuy/status/2029663379976057238)  


> 
> "hello komrades this is $NBIS CEO Arkady, I hacked this account and mining Mafia will now be focused on communism and clear liquor"


### Post #38 by @MarketMatrixs
> **Author:** The Market Matrix ([@MarketMatrixs](https://x.com/MarketMatrixs))  
> **Metrics:** 19 likes · 1 retweets · 1 comments · 2.0K views  

> **Posted:** 2026-03-05T17:01:54+00:00  


> **Source Link:** [https://x.com/MarketMatrixs/status/2029603321254924354](https://x.com/MarketMatrixs/status/2029603321254924354)  


> 
> "$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."


### Post #39 by @LandoInvests
> **Author:** Lando ([@LandoInvests](https://x.com/LandoInvests))  
> **Metrics:** 24 likes · 0 retweets · 7 comments · 1.9K views  

> **Posted:** 2026-03-05T14:23:23+00:00  


> **Source Link:** [https://x.com/LandoInvests/status/2029563429812670641](https://x.com/LandoInvests/status/2029563429812670641)  


> 
> "The 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"


### Post #40 by @BitcoinAIGuy
> **Author:** BitcoinAIGuy ([@BitcoinAIGuy](https://x.com/BitcoinAIGuy))  
> **Metrics:** 33 likes · 1 retweets · 7 comments · 1.9K views  

> **Posted:** 2026-03-05T18:38:06+00:00  


> **Source Link:** [https://x.com/BitcoinAIGuy/status/2029627529783308572](https://x.com/BitcoinAIGuy/status/2029627529783308572)  


> 
> "I’ve seen more transparency from the Soviet Union than $NBIS gives to their investors"


### Post #41 by @Sandeman52
> **Author:** SandemanStocks ([@Sandeman52](https://x.com/Sandeman52))  
> **Metrics:** 20 likes · 0 retweets · 6 comments · 1.5K views  

> **Posted:** 2026-03-05T12:53:54+00:00  


> **Source Link:** [https://x.com/Sandeman52/status/2029540911093305593](https://x.com/Sandeman52/status/2029540911093305593)  


> 
> "$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."


### Post #42 by @EndicottInvests
> **Author:** Nate Endicott ([@EndicottInvests](https://x.com/EndicottInvests))  
> **Metrics:** 28 likes · 0 retweets · 2 comments · 1.4K views  

> **Posted:** 2026-03-05T20:23:20+00:00  


> **Source Link:** [https://x.com/EndicottInvests/status/2029654012065182077](https://x.com/EndicottInvests/status/2029654012065182077)  


> 
> "Another day, another $NBIS +/- 5% move 

Gotta love it"


### Post #43 by @CernunnosCap
> **Author:** Cernunnos Capital ([@CernunnosCap](https://x.com/CernunnosCap))  
> **Metrics:** 9 likes · 1 retweets · 5 comments · 1.4K views  

> **Posted:** 2026-03-05T01:02:11+00:00  


> **Source Link:** [https://x.com/CernunnosCap/status/2029361799360037043](https://x.com/CernunnosCap/status/2029361799360037043)  


> 
> "$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"


### Post #44 by @BastianelliLore
> **Author:** Lorenzo2cents ([@BastianelliLore](https://x.com/BastianelliLore))  
> **Metrics:** 17 likes · 0 retweets · 1 comments · 1.4K views  

> **Posted:** 2026-03-05T09:11:42+00:00  


> **Source Link:** [https://x.com/BastianelliLore/status/2029484989168173447](https://x.com/BastianelliLore/status/2029484989168173447)  


> 
> "$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"


### Post #45 by @wealthlabhq
> **Author:** Wealth Lab HQ ([@wealthlabhq](https://x.com/wealthlabhq))  
> **Metrics:** 10 likes · 1 retweets · 0 comments · 1.2K views  

> **Posted:** 2026-03-05T07:16:06+00:00  


> **Source Link:** [https://x.com/wealthlabhq/status/2029455899157320152](https://x.com/wealthlabhq/status/2029455899157320152)  


> 
> "$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"


### Post #46 by @babyfolio
> **Author:** Babyfolio ([@babyfolio](https://x.com/babyfolio))  
> **Metrics:** 21 likes · 1 retweets · 2 comments · 921 views  

> **Posted:** 2026-03-05T12:33:46+00:00  


> **Source Link:** [https://x.com/babyfolio/status/2029535844080468108](https://x.com/babyfolio/status/2029535844080468108)  


> 
> "$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"


### Post #47 by @B__Digs
> **Author:** BDigs ([@B__Digs](https://x.com/B__Digs))  
> **Metrics:** 19 likes · 2 retweets · 0 comments · 917 views  

> **Posted:** 2026-03-05T23:59:56+00:00  


> **Source Link:** [https://x.com/B__Digs/status/2029708521382506916](https://x.com/B__Digs/status/2029708521382506916)  


> 
> "$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"


### Post #48 by @borex_investing
> **Author:** Borex Investing ([@borex_investing](https://x.com/borex_investing))  
> **Metrics:** 36 likes · 2 retweets · 1 comments · 902 views  

> **Posted:** 2026-03-05T13:19:52+00:00  


> **Source Link:** [https://x.com/borex_investing/status/2029547446053773784](https://x.com/borex_investing/status/2029547446053773784)  


> 
> "$NBIS > IREN

Execution matters."


### Post #49 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 19 likes · 0 retweets · 4 comments · 876 views  

> **Posted:** 2026-03-05T10:13:01+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2029500419987341554](https://x.com/longinvest32/status/2029500419987341554)  


> 
> "Uncle $nbis is leaving nephew $iren in the dust"


### Post #50 by @Jake__Wujastyk
> **Author:** Jake Wujastyk ([@Jake__Wujastyk](https://x.com/Jake__Wujastyk))  
> **Metrics:** 3 likes · 0 retweets · 0 comments · 818 views  

> **Posted:** 2026-03-05T00:27:10+00:00  


> **Source Link:** [https://x.com/Jake__Wujastyk/status/2029352989778166144](https://x.com/Jake__Wujastyk/status/2029352989778166144)  


> 
> "Just 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_"


### Post #51 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 9 likes · 0 retweets · 0 comments · 727 views  

> **Posted:** 2026-03-05T20:54:03+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2029661742779822513](https://x.com/longinvest32/status/2029661742779822513)  


> 
> "LFG long $nbis"


### Post #52 by @CernunnosCap
> **Author:** Cernunnos Capital ([@CernunnosCap](https://x.com/CernunnosCap))  
> **Metrics:** 11 likes · 2 retweets · 1 comments · 662 views  

> **Posted:** 2026-03-05T22:25:51+00:00  


> **Source Link:** [https://x.com/CernunnosCap/status/2029684845019017361](https://x.com/CernunnosCap/status/2029684845019017361)  


> 
> "Why 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"


### Post #53 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 13 likes · 0 retweets · 2 comments · 647 views  

> **Posted:** 2026-03-05T18:37:40+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2029627419645067657](https://x.com/longinvest32/status/2029627419645067657)  


> 
> "Man $nbis haters full force today 

Worse than $hims haters"


### Post #54 by @retail_mourinho
> **Author:** Retail Mourinho ([@retail_mourinho](https://x.com/retail_mourinho))  
> **Metrics:** 26 likes · 0 retweets · 1 comments · 620 views  

> **Posted:** 2026-03-05T20:46:50+00:00  


> **Source Link:** [https://x.com/retail_mourinho/status/2029659926184731043](https://x.com/retail_mourinho/status/2029659926184731043)  


> 
> "$NBIS investors waiting patiently for the breakout"


### Post #55 by @B__Digs
> **Author:** BDigs ([@B__Digs](https://x.com/B__Digs))  
> **Metrics:** 14 likes · 1 retweets · 0 comments · 487 views  

> **Posted:** 2026-03-05T23:47:28+00:00  


> **Source Link:** [https://x.com/B__Digs/status/2029705383917367554](https://x.com/B__Digs/status/2029705383917367554)  


> 
> "$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"


### Post #56 by @DanInvestings
> **Author:** Daniel ([@DanInvestings](https://x.com/DanInvestings))  
> **Metrics:** 12 likes · 0 retweets · 1 comments · 400 views  

> **Posted:** 2026-03-05T21:45:09+00:00  


> **Source Link:** [https://x.com/DanInvestings/status/2029674604764320155](https://x.com/DanInvestings/status/2029674604764320155)  


> 
> "$NBIS

Holy bullish"


### Post #57 by @CernunnosCap
> **Author:** Cernunnos Capital ([@CernunnosCap](https://x.com/CernunnosCap))  
> **Metrics:** 7 likes · 0 retweets · 0 comments · 356 views  

> **Posted:** 2026-03-05T16:03:13+00:00  


> **Source Link:** [https://x.com/CernunnosCap/status/2029588552837988744](https://x.com/CernunnosCap/status/2029588552837988744)  


> 
> "$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"


### Post #58 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 13 likes · 0 retweets · 2 comments · 327 views  

> **Posted:** 2026-03-05T22:24:54+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2029684608237756581](https://x.com/longinvest32/status/2029684608237756581)  


> 
> "$nbis grok for the win"


### Post #59 by @B__Digs
> **Author:** BDigs ([@B__Digs](https://x.com/B__Digs))  
> **Metrics:** 10 likes · 0 retweets · 1 comments · 319 views  

> **Posted:** 2026-03-05T19:56:32+00:00  


> **Source Link:** [https://x.com/B__Digs/status/2029647269574717516](https://x.com/B__Digs/status/2029647269574717516)  


> 
> "$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"


### Post #60 by @nbisinvestor200
> **Author:** Mr Kneebius ([@nbisinvestor200](https://x.com/nbisinvestor200))  
> **Metrics:** 10 likes · 1 retweets · 0 comments · 282 views  

> **Posted:** 2026-03-05T01:03:37+00:00  


> **Source Link:** [https://x.com/nbisinvestor200/status/2029362162309972103](https://x.com/nbisinvestor200/status/2029362162309972103)  


> 
> "More 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."




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