$NBIS Catalyst Posts
March 11, 2026Single-day social intelligence recap and verified catalyst posts · ← Back to $NBIS Profile · Market Rankings
💬 Curated Viral Posts & Community Evidence
146 source posts analyzed· 2026-03-11T12:06:37+00:00JUST IN: $NBIS and $NVDA partner to scale full-stack AI cloud. - NVIDIA to invest $2 billion in Nebius - Nebius to deploy more than 5 GWs of NVIDIA systems by end of 2030
· 2026-03-11T17:34:20+00:00$NBIS vs. $IREN. The difference is night and day. Nebius: $2B dilution from $NVDA, zero immediate selling pressure to the public float Iren: $6B dilution from ATM into selling pressure into the open market. This extracts liquidity directly from the public and suppresses
· 2026-03-11T12:15:20+00:00$NVDA TO INVEST $2B INTO $NBIS NEBIUS WILL DEPLOY 5GW+ OF NVIDIA SYSTEMS BY THE END OF 2030 Nice to see Nvidia show some love to Nebius, seems like $NBIS and $CRWV are the preferred neoclouds by the world’s largest AI company. +8%
· 2026-03-11T19:58:06+00:00The Neocloud winner was already obvious based on their CEOs. $IREN Aussie banker bro backtracking from BTC. $CRWV Gas trader turned ETH miner who got wiped + then had spare GPUs $NBIS Russian jew mathematician who built two $30B tech co's while telling Putin to fuck himself
· 2026-03-11T16:30:46+00:00$NBIS: What would “5GW by 2030” actually mean for Nebius market cap? Note that Nvidia’s publicly-stated goal this morning of helping Nebius achieve the deployment of 5GW is NOT merely power-connected GWs, it’s 5GW of fully deployed activated GPUs. At ~10M per MW revenue that
· 2026-03-11T15:59:36+00:00Congrats on $NBIS for $2B Nvidia Investment! I appreciate @MB_Hogan for including all the terms. Overall this is great news as it shows Nvidia's confidence in $NBIS. For $IREN investors: Nvidia is getting ~21 million shares in return so its around ~$95.2/share. IREN has an
· 2026-03-11T14:50:34+00:00$NVDA gets ownership in $NBIS, and $NBIS receives $2b of capital. Existing shareholders gave up roughly 9% of their ownership via dilution in exchange for the capital. Never forget the only thing free in life is cheese in a mouse trap.
· 2026-03-11T13:06:59+00:00Breaking News $NBIS and $NVDA Partner for Full-Stack AI Cloud Expansion ・NVIDIA Invests $2 Billion in Nebius ・Nebius Plans to Deploy Over 5GW of NVIDIA Systems by End of 2030 After-Hours Surge!! It's here!!!
· 2026-03-11T19:40:19+00:00$NBIS Breakout today and we made to 115 target. Next 135 Then 174 The rise will be hated. And I dont say this lightly.
· 2026-03-11T14:01:06+00:00$NBIS omg the $NVDA news just keeps getting better!! I reached out and management officially confirmed the $2B from NVIDIA is ON TOP of the ~60% of 2026 CapEx that is already funded! So if they spend $20B and have 60% funded ($12B), they’re now at $14B (70% total) if we take
· 2026-03-11T21:59:25+00:00$IREN will be over $100 in September $OSCR will be over $30 $ZETA will be over $35 $NBIS will be over $200 $HOOD will be over $150 Mark this post.
· 2026-03-11T18:49:55+00:00Pulse check on the public “neoclouds” $CRWV $NBIS $IREN
· 2026-03-11T16:37:59+00:00$NBIS Turns out all it took was $2B from Jensen
· 2026-03-11T16:28:20+00:00People ask me what I think of the $2B ATM placement of $NBIS to $NVDA. I have no shares of $NBIS, but if I did, I'd probably place them as well — outside of my portfolio.
· 2026-03-11T19:57:04+00:00Nebius $NBIS hits highest price this year and is now trading above all major moving averages after Nvidia $NVDA announced a $2 Billion investment in the company Is this just the start? For magnified exposure, consider the Tradr 2X Long NBIS Daily ETF $NEBX from @TradrETFs
· 2026-03-11T12:09:32+00:00Big news for $NBIS shareholders $NBIS is currently a top 3 position at @FirstWaveFund — announcements like this just reinforce our long term investment thesis
· 2026-03-11T12:06:54+00:00Next steps for $NBiS!
· 2026-03-11T12:07:00+00:00$NBIS BREAKING NEWS:: Nvidia to invest $2B Nebius has just announced a strategic partnership with NVIDIA!!! From Nebius: “NVIDIA will invest $2 billion in Nebius alongside this, and having them as a larger shareholder is great validation of what we are building. The
· 2026-03-11T12:56:48+00:00$NBIS +10% in pre off $NVDA investment news. Whoa.
· 2026-03-11T17:23:12+00:00I hope you don’t think this will be the last time $NBIS receives billions from $NVDA. I expect billions more in investment from NVIDIA over the next few years. Nebius at $1000 by 2030 is on the cards.
· 2026-03-11T18:38:39+00:00Nebius $NBIS back to $110+ today on the $2 billion investment from $NVDA Our position now up +365% from our $23.92 cost basis. Ahead of the herd.
· 2026-03-11T12:34:07+00:00$nbis $nvda deal along with $orcl 82% growth in IAAS confirms what we already know: idle GPUs with power to plug in do not exist. Truth is both competitors give $iren a boost short term but this idea that all of those competing companies can only have one winner is just not
· 2026-03-11T21:34:27+00:00$NBIS #NBIS Volume shelf setup starting to play out.
· 2026-03-11T14:52:24+00:00Serenity's Thoughts on $NBIS I'm convinced that Nebius has the potential to become a hyperscaler on the level of Amazon in the future. That's because Nebius is a group of companies with five business lines, each achieving triple-digit year-over-year growth. Breakdown:
· 2026-03-11T15:09:46+00:005 GW by 2030 $NBIS $IREN
· 2026-03-11T12:31:01+00:00$NBIS Hey, at @mirsblog , do you want to apologize for calling me a pumper?
· 2026-03-11T13:44:05+00:00NVIDIA CEO Leather Jacket's Comments $NBIS $NVDA Leather Jacket "AI is now at a new turning point. With the emergence of agentic AI, computing demand is surging, and infrastructure development is accelerating as well. Nebius is building an AI cloud for this agent era. Fully
· 2026-03-11T20:56:52+00:00$IREN continues to be one of the cleanest charts in the AI data center complex when you zoom out to the weekly timeframe, and along with $NBIS, it remains one of the two clear leaders in the space. Price wicked into this HTF horizontal support zone back in December 2025 and
· 2026-03-11T13:25:23+00:00Nebius surges following Nvidia's $2 billion investment announcement $NBIS $NVDA ・Shares of Dutch AI cloud company Nebius Group $NBIS, listed in the US, surged 9.8% to $105.86 in pre-market trading. ・Nvidia $NVDA announced a $2 billion investment in Nebius. ・NVDA announced it
· 2026-03-11T21:00:57+00:00$NBIS $950k gain on my portfolio today, plus the $50k in premium I made from puts I sold, blessed to say $1M gain today. Will it come back down? Maybe. Does it matter? No. Why not? Because this is just the beginning. That simple. Let’s go fam!
· 2026-03-11T17:03:26+00:00Big deal for $NBIS. $2B $NVDA investment. But $NVDA gave $CRWV the exact same deal in January. $2B, 5GW by 2030. $NVDA invests in the companies buying its chips. Meanwhile $MSFT committed $9.7B to $IREN and prepaid $1.9B upfront. That's not a chip supplier investing. That's a
· 2026-03-11T12:23:22+00:00$NBIS and $ORCL help me pump my bags for $IREN please!!
· 2026-03-11T20:27:15+00:00One bearish point about $NBIS is its heavy dependence on $NVDA. What happens if $NVDA chips stop being the market’s preferred choice? Roman Chernin (Chief Business Officer) addressed this directly. $NBIS has already had discussions with other chip providers — including $GOOGL
· 2026-03-11T16:27:59+00:00$NBIS pops nearly 14% on $2 billion $NVDA announcement.
· 2026-03-11T12:04:12+00:00*NVIDIA TO INVEST $2B IN NEBIUS "WE DISCOVERED THAT IF WE FINANCE ALL OF OUR CUSTOMERS' PURCHASES OF OUR PRODUCTS, WE HAVE NEARLY UNLIMITED DEMAND" $NBIS
· 2026-03-11T12:54:42+00:00$NBIS the best data center play
· 2026-03-11T22:27:15+00:00$NBIS Almost a 10x in 4 years? I'll take it if it even gets halfway there
· 2026-03-11T12:59:09+00:00I repeat Both $IREN And $NBIS going to have a great year of 2026. $IREN Going to explode as some point similar to $Nbis. Disclaimer: I own both. More $IREN than $NBIS. I believe in both. Both will be needed FOR AI Compute.
· 2026-03-11T12:01:17+00:00$NBIS $NVDA NVIDIA TO INVEST $2 BILLION IN NEBIUS
· 2026-03-11T17:10:34+00:00$NBIS might actually be a good time to take profits today, though. I do think the outlook is promising, but I also feel it's not the star of the current market.
· 2026-03-11T21:46:43+00:00$NBIS got $2B investment from $NVDA $NBIS Up 16% $IREN Up 10%
· 2026-03-11T21:01:36+00:00If $NBIS closes the week like this, we’re looking at a live breakout of the LTF downtrend line, which opens the door for a measured move toward $180+ over the coming months. Right now, it’s arguably the strongest chart in the AI data center complex, especially after the $NVDA
· 2026-03-11T13:49:28+00:00$NBIS Beautiful Moves A+ 100 Psych Breakout today Paying for breakfast at @TENETTRADEGROUP
· 2026-03-11T13:43:01+00:00$NBIS one of the AI infrastructure plays we highlighted earlier. $NVDA just announced a $2B investment in the company...
· 2026-03-11T14:46:02+00:00$NBIS 16% $IREN 12% Bears are very mad today especially with IREN
· 2026-03-11T13:27:21+00:00$AI CLOUD GOING TO BE FUTURE. After $NBIS DO YOU KNOW WHO ALSO IS $NVDA PREFERRED PARTNER? You guessed it right: $IREN
· 2026-03-11T17:39:26+00:00It’s not too late for $IREN holders to switch sides to $NBIS, still a lot of growth to go
· 2026-03-11T23:30:00+00:00$NBIS has shot up to 15.1% of my portfolio. When this stock runs, and the market appropriately prices the stock – I may take the throne from $ZETA. Though, $ZETA has legs too...
· 2026-03-11T12:05:30+00:00Capex prepayments just got a new dimension to it $NBIS $NVDA
· 2026-03-11T12:12:11+00:00Take a mental note of the $NBIS doomsday investors…
· 2026-03-11T01:44:08+00:00$NBIS up almost 3% overnight Oracle earnings were bullish Looks like the market thinks so too
· 2026-03-11T12:22:17+00:00Hey @daniel_koss we need a new $NBIS model from you that includes the 5GW for $NVDA by 2030
· 2026-03-11T12:42:13+00:00$NBIS on my @Deepvue pre market gap screen. $NVDA investment news Pre market volume is 20% of it's average daily volume already. Significant. Set to open just below a key level in the base
· 2026-03-11T12:19:33+00:00$NBIS
· 2026-03-11T12:48:19+00:00$NBIS News & setup were not a coincidence Relative strength has been off the charts What a gap-up on $NVDA investing $2B
· 2026-03-11T13:47:11+00:00$NBIS $108.32 taken out Wave 4 low was in On its way to $200
· 2026-03-11T19:58:53+00:00$NBIS Weekly chart before vs after Simple TA + relative strength + consolidation + news What a move today, chart was spammed to you guys for the past eeek
· 2026-03-11T13:51:50+00:00$NBIS at $110 and +14% - what a day. Would love to see a strong close here. Still holding my Nebius.
· 2026-03-11T20:55:39+00:00$IREN: GPU Prioritization Markos is right that GPU deliveries prioritization is very important but I disagree with him that "It could very well be that two NeoCloud partners [ $CRWV, $NBIS ] are already enough to diversify from their [ $NVDA's ] perspective." Jensen is trying to
· 2026-03-11T12:23:02+00:00$NBIS is up nearly 10% in pre-market following the newly announced partnership with $NVDA. This name continues to assert itself as the clear leader across the AI data center trade, consistently showing relative strength versus the rest of the group. The momentum here has been
· 2026-03-11T21:17:26+00:00$NBIS 1. 70% of 2026 capital expenditure requirements now funded ($14B) 2. $NVDA is the second largest shareholder in the company 3. Gives $NBIS runway to execute on AI infrastructure buildout plans 4. NVIDIA stake suggests strategic alignment beyond just GPU supply deals
· 2026-03-11T15:06:09+00:00My deeper quick take on the neocloud read-through from $ORCL's earnings and $NVDA's $2B investment in Nebius: 1. $NBIS: biggest validation Oracle basically confirmed Nebius’ playbook. Partner-funded infrastructure is becoming the industry model and AI demand growing 243% YoY
· 2026-03-11T20:07:25+00:00MASSIVE day for $NBIS, broke through and closed above the $108 resistance. $ORCL earnings and $NVDA news being the contributing factors. $IREN bulls not understanding how bullish the NVIDIA investment is. Are we now on the path to new all time Nebius highs? What are your
· 2026-03-11T20:32:00+00:00$NBIS — Looking primed Price is now in my bullish scenario, up 15% today I’m happy to enter soon or on a retest of the 50DMA. Wave 5 target: +118%
· 2026-03-11T14:35:54+00:00$NBIS only the beginning
· 2026-03-11T13:41:18+00:00$NBIS
· 2026-03-11T14:09:31+00:00$NBIS WOW! Just wow…. Nebius is phenomenal. This is why I mean by Team is a Moat.
· 2026-03-11T14:23:19+00:00New ATH. Follow my journey out of the cubicle. $ASTS $NBIS $ONDS $RKLB $KRKNF
· 2026-03-11T14:05:23+00:00$NBIS CAPEX FOR 2026 NOW FUNDED FOR 70% AND NVIDIA CONFIRMED SECOND LARGEST SHAREHOLDER AFTER ARKADY!
· 2026-03-11T12:11:47+00:00F*ck you $CRWV! This is the $NBIS show!
· 2026-03-11T12:40:46+00:00$NBIS press release specifically mentions Nvidia goal to help Nebius deploy MORE than 5GW by 2030 “This partnership builds upon Nebius's ongoing deployment of NVIDIA infrastructure across its global platform, including multiple gigawatt-scale Al factories in the U.S. To
· 2026-03-11T13:08:33+00:00I have been keeping close eye on $NBIS Unfortunately, gapping up 10% this morning. Will have to wait to see if it setups up higher from here. Chart via @marketsurge desktop platform
· 2026-03-11T14:22:42+00:00The king never really left.. $NBIS
· 2026-03-11T12:37:02+00:00Big news for us $NBIS shareholders... $NVDA to invest $2B into $NBIS to scale full-stack AI Cloud. More than 5 GWs of $NVDA systems by the end of the decade. A reminder than $NBIS trades at ~2x FY26 ARR. +11% in the PM
· 2026-03-11T17:41:33+00:00$NBIS investors spent the last week bashing $IREN $6B ATM only to turn around and be ecstatic at $2B instant dilution. The filing will be telling. Understand that Nvidia likely got a discount as they did on the $CRWV deal. Inherently, the cost of capital on this raise is
· 2026-03-11T17:32:05+00:00To the $NBIS haters
· 2026-03-11T14:30:00+00:00Love looking at the Nebius Head Office in Amsterdam $NBIS
· 2026-03-11T13:01:41+00:00Whoa, NVIDIA just dropped a massive $2 billion into Nebius (NASDAQ: NBIS) to build the next generation full stack AI cloud! This partnership is leveling up their entire tech relationship from AI factory architecture to production software, unlocking multiple gigawatt scale AI
· 2026-03-11T13:29:38+00:00$NBIS Nvidia will invest $2 billion in Nebius to enable the company to deploy more than five gigawatts of computing capacity by the end of 2030, the companies said in a joint statement Wednesday. via @barronsonline
· 2026-03-11T12:25:44+00:00$NBIS huge news
· 2026-03-11T13:21:32+00:00$VELO Damn! What a baller move from @AJeldi2 !! Today is a great day. First $NBIS and now $VELO trying to steal the show?
· 2026-03-11T13:08:31+00:00$NBIS / $NVDA Nvidia invests $2b to help scale Nebius, enabling Nebius to accelerate their build out. Nice!
· 2026-03-11T14:28:21+00:00Just got into a trade, shared in discord for pro members similar setup as $NBIS (not $IREN which I did buy today) will share it here if it gets 100 likes
· 2026-03-11T14:22:20+00:00$NBIS NO. BODY. IS. SELLING. Fair price today is around $200. Buy hold rinse, repeat!!!!! NFA but god damn!!!
· 2026-03-11T15:48:19+00:00shocked to see $NBIS getting hate for $NVDA's $2B investment shareholders already knew some dilution was coming, $NBIS said they needed another ~$8B to fund capex but this gives $NBIS priority access to Nvidia's next gen platforms, so overall isn't it only a positive surprise?
· 2026-03-11T22:18:28+00:00$NBIS Nebius has turned itself into a top-rated AI data center names give the strategic investment from Nvidia and the possible follow-up commitments in the near future. The stock has grown nearly 4X in just over a year. But there are so many things it can do to lock in a even
· 2026-03-11T14:22:52+00:00$NBIS +18% this morning on the NVDA news Been loading this one up in the $80s and under for many weeks - lots of longs on X too, congrats
· 2026-03-11T21:43:28+00:00$ADUR moat $OSCR revenue $KRKNF momentum $ZETA CEO $HIMS peptides $NBIS future $ASTS TAM $ONDS product $PATH trailblazer That should tell you enough!
· 2026-03-11T12:18:56+00:00$NVDA just dropped $2 BILLION into $NBIS. Let that sink in. Jensen Huang doesn’t write $2B checks for fun. Here’s what this actually means: This isn’t a partnership announcement. This is NVIDIA picking their preferred AI cloud provider for the agentic era. The terms are
· 2026-03-11T14:48:29+00:00$NBIS run is just starting
· 2026-03-11T12:36:16+00:00Massive news for $NBIS Sign of confidence from $NVDA and cash flow is key for $NBIS at this point in time.
· 2026-03-11T13:53:40+00:00They called it the Neocloud Winter... $NBIS just turned it into the Neocloud Spring! If you are invested in $CRWV, $WYFI, $IREN, $APLD, $WULF, $CIFR or $HUT, feel free to send your token of gratitude to [email protected] In advance, your welcome!
· 2026-03-11T15:53:25+00:00Any $IREN bull to thank $NBIS for making the market forget about that $6B atm with 0 $NVDA in it? Come on guys, we’re all in the same boat.
· 2026-03-11T15:55:24+00:00$NBIS guys dunking on $IREN. Guess this how we roll on X. Being $IREN shareholder i feel bad for myself although I congratulate every $NBIS shareholder on their success.
· 2026-03-11T16:04:17+00:00$NBIS Extremely happy diluted shareholder here! NVIDIA investment + deeper partnership + early access GPUs > regular ATM
· 2026-03-11T15:13:05+00:00$NBIS : Three Ways the Nvidia $2B investment is BULLISH for Nebius The Nvidia's $2 billion strategic investment in Nebius, announced this morning, is profoundly bullish for Nebius, signaling immense confidence from the AI chip leader in Nebius's ability to scale as a premier
· 2026-03-11T12:20:40+00:00There is our announcement today $NBIS x $NVDA
· 2026-03-11T02:36:57+00:00$IREN BOYC That is the best to fund build outs and GPU’s. Let the customers pay at-least a portion for it. $NBIS has said they are starting to take customer pre-payments. Whether its short duration or long we dont know. We should expect $IREN to get customer pre-payments
· 2026-03-11T14:04:30+00:00$NBIS $NVDA
· 2026-03-11T13:06:04+00:00$NBIS
· 2026-03-11T12:18:16+00:00$NBIS ... NVIDIA and Nebius Group announces strategic partnership to develop and deploy the next generation of hyperscale cloud for the AI market (184.77) Co and Nebius Group N.V. (NBIS) announces a strategic partnership to develop and deploy the next generation of hyperscale
· 2026-03-11T16:02:14+00:00$NBIS Just Made Two Big Moves This company is growing like wild fire.
· 2026-03-11T12:08:35+00:00Wow $NBIS
· 2026-03-11T12:39:22+00:00More validation for $NBIS. I'm a proud investor since the tariff tantrum.
· 2026-03-11T18:34:00+00:00$NBIS news was perfectly timed after $ORCL strong quarter and we might be starting that third leg up. $NBIS is the healthiest financials of the entire sector. This has always been the thesis. x.com/WealthyReading … They were talking about 60% of their ~$18B CapEx funded,
· 2026-03-11T10:29:09+00:00Bay Area Ideas writing for Seeking Alpha upgrades $NBIS to STRONG BUY ‘NBIS: Nebius: Why I'm Pounding The Table (Rating Upgrade)’ After rating Nebius a buy in December of 2025, “Nebius is upgraded to a 'Strong Buy' as fundamentals and outlook strengthen, with risk/reward now
· 2026-03-11T14:27:38+00:00I love when $NBIS pumps my bags, thanks everyone for helpin out with $IREN today
· 2026-03-11T09:00:02+00:00Portfolio update after $HIMS ADD AND COMEBACK 109K portfolio $AMD 64k $NBIS 11k $IREN 9k $HIMS 9k $SOFI 8k $KRKNF / $PNG.V 4k $ONDS 3k HIMS wants to become my second biggest position again. Maybe it will.
· 2026-03-11T12:11:04+00:00Getting the Jensen nod! $NBIS getting an investment. Also, why arent you following @Sandeman52
· 2026-03-11T12:11:42+00:00$NBIS up 10% pre market after partnering with $NVDA to scale full-stack AI cloud. - NVIDIA to invest $2 billion in Nebius - Nebius to deploy more than 5 GWs of NVIDIA systems by end of 2030
· 2026-03-11T14:50:33+00:00$NBIS Nebius is a powerhouse. They got all of their subsidiaries growing at triple digit revenue. Their core business growing 700%+ in ARR. 3.7B cash + 2B Nvidia investment.
· 2026-03-11T12:09:41+00:00$NBIS $NVDA The official announcement is out! NVIDIA and Nebius are joining forces to build the ultimate full-stack AI cloud for the "agentic era." Here are the massive details from the official press release: $2 Billion Investment: NVIDIA is backing Nebius's deep
· 2026-03-11T20:09:22+00:00I talk about why I don't range trade $NBIS - I made mistake in $TSLA that cost me 120 million dollars over 10 years. IF YOU WANT TO LEARN HOW TO NOT MAKE THE MISTAKE - WATCH THE VIDEO!
· 2026-03-11T12:55:25+00:00$NVDA just picked its horse in the AI data center race Nvidia will invest $2B in $NBIS That’s a major signal, especially with competitors like $IREN in the same space Deal highlights: • $2B strategic investment • Joint AI factory design + deployment • Targeting >5 GW
· 2026-03-11T12:30:11+00:00JUST IN: Nvidia and $NBIS announce new strategic partnership and Nvidia invests $2B more to purchase ~21 million shares of Nebius stock!!! Arkady Volozh, founder and CEO of Nebius, said on new Nvidia partnership announcement this morning: “Nebius has been built for AI
· 2026-03-11T16:30:43+00:00$NBIS To all the people who think @nebiusai was a Speculative AI play Nebius CEO Arkady with $GOOGL founders $NVDA $CRWV $IREN $CIFR $APLD $HUT #NVIDIAGTC #NVIDIA
· 2026-03-11T14:54:16+00:00$NBIS was never a speculative play. Those with any engineering background and knowledge of @yandexcom were able to figure out pretty early on how big they can become! Main points - 1. Rubin Access 2. $NVDA Investment 3. Jensen’ Trust in the ecosystem $IREN $CRWV $CIFR
· 2026-03-11T19:56:47+00:00$NBIS After todays investment of $2B by $NVDA here are the Top 10 Shareholders & Key Takeaways. It is a show of confidence by CEO Jensen Huang by $NVDA becoming #2 shareholder in NEBIUS.
· 2026-03-11T14:35:30+00:00$NBIS IF YOU WERE ON SPACES ON THE 4TH YOU WOULD HAVE CAUGHT THIS 175C SWING BANGER T.me/StockwitsMembe …
· 2026-03-11T14:19:48+00:00$NBIS is the only neocloud constantly under-promising and over-delivering.
· 2026-03-11T15:18:21+00:00$NBIS x $NVDA comes just a day after Nebius announced its Asia-Pacific expansion. I believe NVIDIA's stake in Nebius greatly increases the chances of a Nebius data center in the region. Jensen’s ties to Asia are a major tailwind. World AI thesis is getting real.
· 2026-03-11T14:46:04+00:00One underrated angle of the $NVDA × $NBIS deal is Avride. If Nebius builds a world-class AI cloud, Avride gets a first-party compute advantage to train and simulate autonomy, powered by NVIDIA’s GPUs and models like Cosmos and Alpamayo, optimized for those GPUs. And Avride
· 2026-03-11T13:55:37+00:00$NBIS
· 2026-03-11T12:08:30+00:00Whoaaaaaaaaaaaa $NBIS
· 2026-03-11T19:01:26+00:00My portfolio before the $HIMS × $NVO and $NBIS × $NVDA deals, and after (Imagined by Grok)
· 2026-03-11T18:45:23+00:00Yesterday, $NBIS announced its intentions to expand in Asia, opening a new office in Singapore. Today, $NBIS announced the $2B deal with $NVDA! Despite geopolitical issues and wars, the company continues to execute and plan for the future. 2026 ARR guidance is at $7-9B. I
· 2026-03-11T13:12:16+00:00$NBIS Congrats to all the shareholders! And the crazy part? We are just getting started. Arkady and the incredible team are building something massive. Stay invested. @nebiusai is a Trillion $ company in the making. Also No one should mock $IREN shareholders, we
· 2026-03-11T13:43:10+00:00$NBIS on it‘s way back to ATH
· 2026-03-11T12:42:46+00:00NVIDIA just pumped $2B into Nebius ($NBIS) for massive AI cloud scaling, early Rubin access, co-design perks, and a path to 5+ GW of NVIDIA capacity by 2030. This is another strong validation for independent AI infra plays. NVIDIA is betting big to meet exploding demand beyond
· 2026-03-11T12:10:40+00:00Here it comes!! More exposure on $NBIS. It's matter of when. Not if.
· 2026-03-11T16:59:41+00:00GTC is going to be a little more interesting now…. $NBIS
· 2026-03-11T14:09:38+00:00$NBIS up 16% on the $NVDA investment $111
· 2026-03-11T23:45:20+00:00Mark my words... $NBIS is another major buy in the market right now. $NVDA will be making $2 billion investment into $NBIS, making one of it's largest investment in AI cloud business. $NVDA CEO, Jensen Huang clearly praised $NBIS work- Together "We are scaling the cloud to
· 2026-03-11T12:58:03+00:00Again derisked, derisked, derisked. $NBIS has some of the highest asymmetrical risk reward in the market today. Long $NBIS.
· 2026-03-11T18:39:56+00:00Crazy thought: investing in $NBIS now is indirectly investing in $NVDA as well. I know, it’s obvious, but it hits differently when you spell it out. (Not investment advice.)
· 2026-03-11T18:41:50+00:00$NBIS: NVIDIA just told you everything you need to know. Jensen Huang does not write $2 billion checks into companies he is uncertain about. He already had the receipts. Microsoft contract worth $19 billion. Meta contract worth $3 billion. $20 billion in total contracted
· 2026-03-11T14:29:26+00:00Some bare metal evangelists were quick to point out the $NBIS dilution in the $NVDA deal. My two cents: there’s dilution, and then there’s $NVDA dilution. If Jensen was having second thoughts, I’d happily donate an extra 2% of my shares on top of this dilution for the cause.
· 2026-03-11T17:18:08+00:00$NBIS is building the core infrastructure backbone for Enterprise AI agents. Think of it as the engine block to the $PLTR AIP.
· 2026-03-11T02:27:50+00:00In THIS market "crash", have accumulate 5 high growth companies which I believe can 5 to 10x at least. NFA $NBIS CONVICTION AI data centre. Capex funded. 700% Growth incoming. Expansion towards asia. Big ambition to become hyperscalar. ATH ARR incoming for years to
· 2026-03-11T12:11:52+00:00$NBIS +10% today. Unverified rumors on X about $NVDA investment. Waiting for official source. Either way - stock breaking $106 after base formation. Oracle's AI infrastructure beat last night validates the buildout thesis.
· 2026-03-11T13:59:24+00:00I’ve said it many, many times before but in Arkady we trust. He is a top 10 global CEO and I will argue that with anyone. $NBIS
· 2026-03-11T14:51:15+00:00$NVDA backing a world-class AI cloud business like $NBIS, after backing $CRWV, finally brings balance to the Force. A Darth Vader redemption moment in AI infrastructure.
· 2026-03-11T12:10:09+00:00$NBIS $NVDA Lets go….
· 2026-03-11T14:43:19+00:00$NBIS
· 2026-03-11T12:58:33+00:00$NBIS big gap up as expected for members
· 2026-03-11T16:40:03+00:00Just the beginning $NBIS