$NBIS Catalyst Posts
March 16, 2026Single-day social intelligence recap and verified catalyst posts · ← Back to $NBIS Profile · Market Rankings
💬 Curated Viral Posts & Community Evidence
251 source posts analyzed· 2026-03-16T10:07:35+00:00JUST IN: $NBIS signs new AI infrastructure agreement with $META. Total contract value of up to ~$27B. Under the five-year agreement, Nebius will provide $12B of dedicated capacity across multiple locations, based on one of the first large-scale deployments of the NVIDIA
· 2026-03-16T10:11:23+00:00BREAKING $NBIS signs a new AI infrastructure agreement with $META with a contract value of up to $27 billion. Under the five-year agreement, Nebius will provide $12 billion of dedicated capacity across multiple locations. Nebius will deliver this capacity starting early
· 2026-03-16T12:10:59+00:00Nothing against $NBIS given it’s the second stock after $IREN I’m bullish on. But the announcement is extremely ambitious. The entire press release is $27B. For what exactly?
· 2026-03-16T10:32:16+00:00Remember $NBIS $3 billion deal with $META in November 2025? What does this new deal tell you?
· 2026-03-16T21:42:01+00:00$NBIS and $NVDA are partnering to build cloud infrastructure for robotics + physical AI. The platform combines Nebius AI Cloud with Nvidia OSMO and the Physical AI Data Factory to move from raw data to deployed robots faster.
· 2026-03-16T13:45:45+00:00The market is still struggling to price $NBIS following the $27 billion $META deal. Let me provide some clarity.. Base case =$12B (100%)+$7.5B (50% of optional$15B) =$19.5B. At ~70% gross margin and ~40% EBITDA margin, that implies: = ~$1.56B annual EBITDA Using a 12%
· 2026-03-16T11:52:22+00:00BREAKING: $NBIS SECURES MASSIVE $META AI CONTRACT WORTH UP TO $27B " $NBIS, the AI cloud company, today announced a new long-term AI infrastructure supply agreement with $META, strengthening the collaboration between the companies. Under the five-year agreement, $NBIS will
· 2026-03-16T10:32:01+00:00Breaking News $NBIS has signed a new AI infrastructure agreement with Meta ($META). The total contract value amounts to a maximum of approximately $27 billion. Under this five-year agreement, Nebius will provide $12 billion worth of dedicated capacity across multiple
· 2026-03-16T10:19:24+00:00$NBIS SIGNS A 5-YEAR CONTRACT WORTH UP TO $27B WITH $META
· 2026-03-16T22:00:50+00:00This guy recommended $NBIS at 28€
· 2026-03-16T16:26:30+00:00$IREN Massive Deal incoming. Will make $NBIS deal with $META look very much like 2nd place. New GPU order -> Deal releases in a few weeks.
· 2026-03-16T11:53:08+00:00$NBIS is up ~14% after announcing a $27B AI infrastructure deal with $META. Nebius is positioning itself as a cloud utility for the Agentic AI era.
· 2026-03-16T16:19:24+00:00$NBIS $CIFR A lot of people will now feel like they missed the opportunity to add $NBIS when it was under $80 between Nov - Feb $CIFR is now where $NBIS was at $80 Chart is available for FREE Click on the link
· 2026-03-16T11:10:24+00:00$IREN holders watching $NBIS secure that $27B bag from $META today. But hey, it’s not too late to rotate. Admit you backed the wrong horse and join the better company. $CRWV $ORCL $NVDA #NVIDIAGTC #GTC2026
· 2026-03-16T19:53:26+00:00Same people who wanted $NBIS to go down to $50 want a dip to $100. I would not be chasing $NBIS here. Dip will come. A better spot is $110-115
· 2026-03-16T10:50:56+00:00$NBIS The $3 billion contract with Meta has grown 9-fold
· 2026-03-16T13:58:59+00:00You dont have enough $NBIS $100 break = 130 today The long term target sits at $174. Thats what I want to see.
· 2026-03-16T10:39:33+00:00One month ago, in my Q4 Earnings Review, I mentioned that part of $NBIS' Vera Rubin NVL72 capacity was very likely being reserved for a new hyperscaler contract. That’s exactly what just happened.
· 2026-03-16T11:16:15+00:00$NBIS is up +14% this morning after signing a MASSIVE, $27 billion AI spend contract with $META. Under the 5 year agreement, $NBIS will provide $12B in compute capacity to $NVDA (Vera Rubin platforms), & $15B to $META (AI cloud businesses). Nebius will continue to outperform in
· 2026-03-16T12:51:16+00:00$NBIS announced partnerships with 2 hyperscalers so far and total deal value reached $49.4 billion: - $MSFT: $17.4 billion deal with possible extension to $19.4 billion. Delivery began in late 2025, expected to last through 2030. - $META: $3 billion deal to provide capacity
· 2026-03-16T11:14:52+00:00$NBIS x $META sign a $27 billion AI infrastructure agreement over 5 years This deal marks one of the first large scale deployments of the NVIDIA Vera Rubin platform. The Key Figures: • $12 Billion: Dedicated AI compute capacity across multiple locations. • $15 Billion:
· 2026-03-16T17:35:15+00:00$NBIS - $META Deal Congrats to $NBIS on it's $15B with expansion up to $27B contract with $META! This will start in early 2027 and be for Vera Rubin GPUs. This is a validation of bare metal + Kubernetes for HS/frontier business model. $IREN has gotten and will continue to get
· 2026-03-16T10:34:02+00:00THE TERMS OF THE DEAL $NBIS signed a five-year AI infrastructure agreement with Meta $META valued at up to about $27B. The core of the deal includes $12B of dedicated AI compute capacity that Nebius will deploy across multiple locations using NVIDIA Vera Rubin systems from
· 2026-03-16T17:48:50+00:00''Nebius Has $46 Billion In Deals And A $28 Billion Market Cap — Do The Math'' $NBIS
· 2026-03-16T10:04:56+00:00Another massive deal for $NBIS.. this time with $META … could be worth up to $27 billion $NBIS is our 2nd biggest position at @FirstWaveFund
· 2026-03-16T01:10:51+00:00$NBIS trading as if it's going to ramp revenue by 30x the next 3 years, oh wait...
· 2026-03-16T11:19:06+00:00$NBIS market cap: $32.7B $NBIS total value of contracts: $44B+ Make it make sense.
· 2026-03-16T19:30:07+00:00$IREN is just getting started. $NBIS already delivered. $IREN is next. Wave 2 finally complete, now setting up for a massive impulse. This is a great set-up from a technical perspective. Major target is $103 minimum. However, I believe $NBIS is still the better buy over
· 2026-03-16T17:59:43+00:00Sold my 80 % of $NBIS position, moved it to $IREN. What do you think?
· 2026-03-16T10:25:03+00:00: $NBIS +14% signs new AI infrastructure agreement with $META. Total contract worth up to $27bn. Pre-market: $IREN +6% $CIFR +5% $CRWV +6% Great news. Very positive to the whole sector.
· 2026-03-16T10:29:29+00:00$NBIS Another partnership announced today with $META and stock is another +15% pre-market! We had 3 perfect bounces of the 200DMA for the stock, and last week it even closed above the 1W HMA. Now there’s this level to watch around $135, where stock was decking for a whole
· 2026-03-16T10:33:06+00:00$NBIS is just as expected from a place called Volozh
· 2026-03-16T12:57:22+00:00Anyone see the new deal with $IREN? I can’t find the press release. I only see it with $NBIS x $META I thought a deal was coming?!
· 2026-03-16T12:39:10+00:00good time to sell $NBIS and buy $IREN
· 2026-03-16T11:48:23+00:00My first $NBIS purchase
· 2026-03-16T13:46:59+00:00$NBIS skyrockets after signing AI infrastructure deals with Meta worth up to $27 billion over 5 years.
· 2026-03-16T17:09:09+00:00$NBIS The recent market environment delayed what was inevitable. But here we are now. MACD Golden Cross is in, and Wave 5 is in progress. $200 is absolutely possible from here. The patient investor will always be rewarded!
· 2026-03-16T03:31:58+00:00Do we think $NBIS will get an announcement, a shoutout, or related news at $NVDA GTC this week that'll cause it to move? With $NVDA's $2B investment announced so recently and Jensen's comments on the Agentic future ahead, good $NBIS press is around the corner I feel...
· 2026-03-16T15:18:08+00:00BREAKING: live satellite image from $NBIS flagship site wen delivery?
· 2026-03-16T15:21:54+00:00Is this real? Mike Alfred sitting at home, watching $NBIS on TV, mad af, trying to come up with a reason why Nebius' $27B deal with $META is bearish. We all know Mike is such a Nebius fanboy. That's why he calls us kid analysts. He secretly wishes he were as hot and young
· 2026-03-16T13:39:34+00:00$NBIS Everyday I’m reminded, I should’ve bought more than 1 share when $NBIS was in the $70s
· 2026-03-16T17:50:27+00:00We have to thank $NBIS for being nice to $IREN! $IREN Up nearly 15% in the past week When $NBIS makes a 50% move we will likely have 25% move on signing deals we didn’t pay for! This sensitivity to AI demand news is the reason I sometimes thank Dan for not announcing the deal!
· 2026-03-16T10:10:33+00:00ANOTHER DEAL FOR $NBIS This time it's with $META with a contract value of up to $27B. $NBIS current market cap: $28B Currently +16% in PM
· 2026-03-16T13:46:32+00:00Will $IREN likely run up to $50 now that $NBIS secured a new deal? Sweetwater will be opened up next month too!
· 2026-03-16T10:39:20+00:00$NBIS just announced a deal with $META. According to the deal, $NBIS will supply $META with $12 billion of dedicated capacity beginning in early 2027. $META can purchase up to $15 billion extra capacity. Note that $NBIS committed to deploying at least 5GW of $NVDA systems by
· 2026-03-16T11:28:27+00:00Most confused $NBIS with hype stocks. Now they’re paying the price.
· 2026-03-16T12:40:36+00:00“Bull Trigger” came through again. $NBIS up BIGLY after $META deal. Trade alerted in the collective on Friday.
· 2026-03-16T10:18:24+00:00It is the good news week show at $NBIS. First, the partnership with $NVDA and now they have expanded their partnership with $META. Key Details of the Agreement • Dedicated Capacity ($12 Billion): Nebius will provide Meta with $12 billion worth of dedicated AI computing
· 2026-03-16T13:04:27+00:00$NBIS has been helping lift $IREN and the entire sector since last week. Funny how one camp keeps throwing hate at the other side while missing the forest for the trees. Echo chambers breed scarcity mindset, the belief that if one wins, the other must lose. So they root against
· 2026-03-16T20:14:08+00:00$NBIS will become a hyperscaler of its own. The $27B agreement with $META shows exactly why. Only $12B is for dedicated capacity for Meta. For the remaining $15B, $NBIS secured the right to sell that capacity to other customers — likely AI startups. Only if it fails will $META
· 2026-03-16T10:08:25+00:00Huge development for $NBIS. The company just signed a 5-year AI infrastructure agreement with $META worth up to $27B. 1. $12B dedicated capacity using early $NVDA Vera Rubin systems 2. Up to $15B additional purchase commitment 3. Deliveries begin 2027 The re-rating is just
· 2026-03-16T10:47:52+00:00BREAKING: $NBIS will provide $12 billion of dedicated capacity across multiple locations, based on one of the first large-scale deployments of the NVIDIA Vera Rubin platform. $META has committed to purchase additional available compute capacity across certain upcoming Nebius
· 2026-03-16T12:37:17+00:00My looking at analysts increasing their $NBIS price targets
· 2026-03-16T13:19:13+00:00$NBIS Strongest name. Strong partnerships. Exactly what we want to see.
· 2026-03-16T10:54:33+00:00Nebius 2x Blue caught last week's 50% pump, sold it, and now it's up another 30% today—5 million yen opportunity loss, feeling so depressed Nebius is gonna outperform Micron and SanDisk this year $NBIS $NBIL
· 2026-03-16T01:17:09+00:00Does $NBIS see $120 tomorrow?
· 2026-03-16T00:55:27+00:00Most ideas, 9 out of 10, my deep autonomous research (DAR) platform shoots down. But it is recommending a buy for $NBIS. This must be a sign.
· 2026-03-16T13:46:23+00:00Nebius $NBIS just inked a landmark $27 BILLION 5-year AI infrastructure deal with $META. $27 billion expansion with Meta... WOW, that's a 9x from their original $3 billion deal!
· 2026-03-16T12:20:16+00:00$NBIS is dragging the whole sector up right now. 2 deals within short time with $NVDA and $META. I’m invested in both $NBIS and $IREN. I believe fully in both cases and management. Both are founder-led. BUT to be fair. This puts $IREN under pressure now. It means NOTHING to
· 2026-03-16T10:07:36+00:00BREAKING $NBIS Here is our new hyperscaler deal: $META TO SPEND UP TO $27B OVER 5 YEARS ON AI DEAL WITH NEBIUS Boom!!!!
· 2026-03-16T13:18:22+00:00My ChArT sHoWs $NBIS iS gOiNg BaCk tO $50. Ok.
· 2026-03-16T11:39:05+00:00$NBIS just announced a massive deal with $META. Here's everything you should know about it: $NBIS will supply $12 billion worth of capacity beginning in 2027. $META can purchase up to $15 billion more capacity. But this is more important than the +15% move in the premarket
· 2026-03-16T11:39:56+00:00$NBIS just signed a new AI infrastructure agreement with $META. The clear leader among AI data center names, and the chart continues to look like it wants to make another run at all-time highs. If price can clear the recent highs, my breakout target still points toward $180+.
· 2026-03-16T18:30:22+00:00$NBIS JUST IN: BWS raises NEBIUS PRICE TARGET to $200 a share "BWS Financial analyst Hamed Khorsand raised the price target on Nebius Group (NASDAQ: NBIS) to $200.00 (from $130.00) while maintaining a Buy rating." Per Khorsand, "Nebius has won one of the largest contracts
· 2026-03-16T10:21:59+00:00$NBIS (Nebius) signed a massive AI infrastructure deal with $META that could reach up to $27B
· 2026-03-16T18:18:25+00:00Appreciate @daniel_koss sharing common views on bare metal + Kubernetes reserved GPU segment. $NBIS has executed very well by delivering it's first tranche to $MSFT announced in last earnings, and securing 2027 Vera Rubin deliveries for it's $15B-$27B Meta contract. Nothing
· 2026-03-16T17:22:29+00:00Literally went on CNBC and trashed $NBIS telling investors to stay away. Many probably sold for a loss and yet all the company has done is execute. Ridiculous.
· 2026-03-16T10:10:43+00:00$NBIS just signed a $27 billion deal with Meta and is up 12% in pre-market. Here’s what that means: → 5-year AI infrastructure supply agreement → $12B in dedicated capacity on NVIDIA Vera Rubin, one of the first large-scale deployments ever → Meta commits up to $15B more
· 2026-03-16T10:27:01+00:00A little reminder that $NBIS is still about 10% away from its all-time high, despite securing a new contract worth up to 27B with $META, expanding data center locations, and increasing contract capacity. And you’re still bearish?
· 2026-03-16T10:07:40+00:00To put into perspective, $NBIS just signed a contract with $META as big as its current market cap. That’s insane. Does the journey to $200 begin now?
· 2026-03-16T13:57:57+00:00$NBIS second catalyst gap today in a few days with a $META Partnership
· 2026-03-16T00:09:10+00:00$NBIS ripping past $115 in Overnight
· 2026-03-16T10:44:25+00:00$NBIS
· 2026-03-16T16:37:45+00:00In my view, $NBIS is due for another big announcement. There are some pretty strong clues that Revolut is already a client, coming from both $NBIS and a Revolut executive. I’m not sure why this has never been officially confirmed, but it may be part of a broader strategy to
· 2026-03-16T13:44:35+00:00If you don’t believe in the $NBIS and $IREN story at this point, you’re ignoring the data AND the dollars from some of the smartest CEOs in the world.
· 2026-03-16T13:40:02+00:00Rolled my $NBIS calls to $145 5/1 Sold $107 CSPs for this week
· 2026-03-16T16:52:18+00:00$NBIS recent news and action look great and there is a chance of bringing some fresh air to the AI Data Center themes overall like HPC/GPU , Colocation , Power etc. I had higher hopes since October for names like $IREN, $HUT, $WULF $CIFR etc. I still think that Bitcoin needs
· 2026-03-16T10:24:04+00:00$NBIS $META - Why the deal is actually big. Nebius is going to have to spend a lot of funds on capacity expansion. Spending a lot can be quite risky, especially if you don't have the buyers secured. By securing $27B from $META, Nebius has a guaranteed buyers and therefore and
· 2026-03-16T22:34:54+00:00$IREN $NBIS $CRWV $ORCL Another week, another H100 GPU price high. Now up to $2.46 for H100 GPU. There just isn't enough compute!
· 2026-03-16T10:30:04+00:00HOLY $NBIS WHAT A DEAL WITH $META
· 2026-03-16T10:08:20+00:00I got $NBIS for free now, zero cost
· 2026-03-16T10:31:13+00:00$NBIS secures $27 billion AI infrastructure deal with Meta Under the agreement, Nebius will provide $12 billion of dedicated capacity across multiple locations starting early 2027. The deployment will utilize NVIDIA's Vera Rubin platform in what the company describes as one of
· 2026-03-16T14:15:51+00:00If you feel you missed out from $NBIS, PLEASE DON'T CHASE FROM HERE DUE TO FOMO. Wait for it to retrace down. Slowly average it. Yes it is a good investment & undervalued, nibble but if you let your emotion guide you.. Most likely you will lose long term.
· 2026-03-16T12:11:10+00:00Citibank out on $NBIS now also, initiating with a BUY - $169 tgt We are initiating on Nebius (NBIS) with a Buy/High Risk, supported by a differentiated view on AI datacenter TAM growth, margin improvement, and NBIS’s capital‑efficient scaling. Citi forecasts tracked AI workloads
· 2026-03-16T12:03:10+00:00Another 2026 $NBIS prediction checked off! (In my defense this one from $META was kind of a layup)
· 2026-03-16T15:22:26+00:00My $NBIS article from January has aged so well. And it’s still so early!
· 2026-03-16T23:08:20+00:00$NBIS DA Davidson has raised the price target for $NBIS from $150 to $200 while maintaining a "Buy" rating. "Today, Nebius announced that it has entered into a new long-term agreement with Meta. The total contract value is approximately $27 billion, which is in addition to
· 2026-03-16T10:03:27+00:00$NBIS SIGNS AGREEMENT WITH $META + 12% premarket
· 2026-03-16T14:59:50+00:00FYI the $NBIS Meta deal has no pre-payments. Just agreed upon number on VR200 Capacity. NBIS has no where to put it. They are most likely going to build at Independence. Independence is a Site that will be fully funded by Nebius. From the power Plant/utility to the
· 2026-03-16T10:13:39+00:00JUST IN $NBIS has signed a new $27 billion deal with $META Nebius has signed a 5-year agreement with Meta worth up to $27 billion The deal includes $12 billion of dedicated AI compute capacity across multiple locations, based on one of the first large-scale deployments of
· 2026-03-16T10:59:05+00:00$NBIS announced that it has signed a 5-year artificial intelligence infrastructure agreement with $META, with a total value that could reach up to $27 billion. Agreement details: •It includes $12 billion in dedicated capacity starting from the beginning of 2027. •In addition,
· 2026-03-16T20:52:49+00:00I now give 20% of prob to $NBIS to 16x by EOY
· 2026-03-16T10:17:27+00:00$NBIS just signed a 5-year AI infrastructure agreement with $META worth up to $27B. Massive The stock is currently +14% in premarket Chart-wise, it looks like wave 3 may be starting, with a price target around $282 Bookmark this post and revisit it when we get there Not
· 2026-03-16T11:35:03+00:00I called this $NBIS deal catalyst a few weeks ago at the end of February and specifically mentioned that deal are being made 12+ months in advance: “demand is so red hot that new deals are being made 12+ months in advance. My take here is that this means that if Independence
· 2026-03-16T01:59:37+00:00So let me get this straight: GW + GPUs -> $IREN GW - GPUs -> $CIFR GPUs - GW -> $CRWV $NBIS Is that right?
· 2026-03-16T12:16:26+00:00$NBIS signs deal with $META, with a deal for up to $27b.
· 2026-03-16T14:49:42+00:00$NBIS update after $META news 2 potential paths to all-time high One goes faster than the other but both should target the $180 - $200 range
· 2026-03-16T11:54:39+00:00All $iren bulls could talk about was their next hyperscaler deal but now those deals are bad for the market ? bro Long $nbis
· 2026-03-16T10:49:25+00:00$NBIS Deal with no details over capex, GPU/MW, pre-payments etc is a nothing burger for me and indicative of a less transparent AI as a service sector, with a growing opaque profitability/cashflows multi-year profile, while it being the most critical reference for long term
· 2026-03-16T10:19:11+00:00$NBIS Nebius just signed a 5-year AI infrastructure agreement with $META worth up to ~$27B. • $12B of dedicated capacity, including one of the first large-scale NVIDIA Vera Rubin deployments • Up to $15B of additional capacity commitment • Deliveries start in early 2027
· 2026-03-16T19:17:57+00:00$IREN A++++++ looking weekly chart after the $NBIS news this morning Now Jensen talking & mentioned 1T dollars of revenue in 2027 AI infra catching a bid across the board If the broader market can hold, send this back to $60+
· 2026-03-16T12:31:08+00:00$NBIS LANDS $27 BILLION DEAL WITH $META • Nebius to provide $12B of capacity • Up to $15B of additional compute capacity over 5 years
· 2026-03-16T20:40:00+00:00$NBIS get ready MACD curling green on the weekly The last time we saw this, price rallied over 700%...
· 2026-03-16T10:13:14+00:00$NBIS is up 16% pre-market after announcing a contract bigger than its current market cap with $META with approximate value of $27, delivery starts from 2027
· 2026-03-16T21:19:26+00:00$NBIS nice breakout today. Looks ready to test the highs.
· 2026-03-16T10:56:11+00:00$NBIS is probably getting prepayment for this new contract with $META. Customers agreed to this on their previous deal and even if they weren't named, $MSFT and $META did so. This practice was confirmed by $ORCL who received equivalents last quarter as providers start to
· 2026-03-16T20:22:22+00:00$NBIS absolutely SMASHED it today! - Up +15% in one day. I didn’t realize it was up over 30% in the last 5 days. What a great day to be a shareholder. $NBIS
· 2026-03-16T14:08:11+00:00$IREN BRINGING 1400 MW Online NEXT MONTH APRIL 2026 $NBIS DEAL IS FOR 2027. So mean $IREN PROBABLY HAS BEST DEAL UNDER ITS BELT IT FEELS LIKE. $IREN Potentially going LOCK BIGGEST DEAL in AI Datacenter History.
· 2026-03-16T10:35:57+00:00I own both $IREN and $NBIS but I made a mistake. My Iren position is way bigger than my Nebius position. Lately Nebius mgmt is showing way better execution. 2 great deals in 2 weeks with $NVDA and $META
· 2026-03-16T10:12:02+00:00Wow Nebius $NBIS And this time a deal with Meta for an enormous sum And I'm there, totally there
· 2026-03-16T14:25:30+00:00Almost forgot to congratulate $IREN bulls on another $NBIS power deal, this time with $META. Their unexpected Nebius thesis seems to be playing out in real time. On to $50
· 2026-03-16T10:10:29+00:00$NBIS | Nebius signs new AI infrastructure agreement with Meta $META; deal to accelerate growth of Nebius’s core business in AI cloud. The agreement has a contract value of up to approximately $27 billion over a 5 year period. For more information please see Nebius Newsroom.
· 2026-03-16T11:20:17+00:00So let's look deeper at the $NBIS $27B Deal with $META 1) $12B Dedicated Capacity 2) $15B Flexible Capacity Starting in early 2027, Nebius will provide Meta with dedicated AI computing power. This means that a certain portion of a facility will be reserved exclusively for Meta.
· 2026-03-16T01:16:22+00:00Bullish for $NBIS. Nebius is part of NVIDIA’s early Vera Rubin ecosystem, with Rubin systems expected H2 2026. With Jensen speaking at GTC, the Street will be watching for updates on Rubin timing, supply chain, and enterprise AI demand. A positive update would be bullish for
· 2026-03-16T21:24:23+00:00$NBIS is king
· 2026-03-16T10:51:23+00:00Massive congrats to those who weren't shaken out! $NBIS Lets go!
· 2026-03-16T10:08:42+00:00Another new development A massive deal has been signed between $NBIS (Nebius Group) and $META for AI infrastructure. Under the agreement, Meta could pay up to $27 billion over the next 5 years for access to Nebius's AI infrastructure. This news is significant for a few reasons:
· 2026-03-16T13:02:29+00:00$META signs $27 Billion AI infrastructure deal with Nebius. $NBIS +11% pre-market!
· 2026-03-16T10:34:53+00:00My friend Nate knew something about $NBIS
· 2026-03-16T13:42:35+00:00$NBIS huge RS
· 2026-03-16T16:35:23+00:00I am Extremely Bullish on $IREN 1400 MW Energization next month. THERE IS NO OTHER DATA CENTER IN THE WORLD BRINGING THIS BIG OF A SITE ONLINE FOR AI COMPUTE. TIME TO AI COMPUTE $NVDA All Eyes on $IREN $CIFR $NBIS $META $MSFT $CRWV
· 2026-03-16T19:05:38+00:00Need to let everyone know that I am up currently 67% on my $NBIS position.
· 2026-03-16T19:00:09+00:00$NBIS One of my lowest purchases of $NBIS back last year during liberation day dump Drop down in the comments below if anyone got some shares lower than this
· 2026-03-16T10:55:39+00:00$NBIS +16% In the PM on news of a partnership with $META I highlighted last week that the stock was able to form a higher high which confirmed that the 3 wave correction was complete This morning we are seeing $NBIS trade at just shy of its ATH which is something I
· 2026-03-16T16:31:20+00:00$NBIS +13% day. Added back onto our high beta buy list last Wed at 112. +14.8% since then. Also, on yesterday's high beta list. bluechipdaily.com
· 2026-03-16T19:12:52+00:00Up $75,000 on my $NBIS position. The thesis is only getting stronger and the team is proving it. Nebius can easily be a 10 bagger by 2030, possibly sooner…
· 2026-03-16T13:12:56+00:00$NBIS is killing it with #AI deals. News of a massive $META deal this morning. Stock gapping up trading around $125 pre-market Chart via @marketsurge desktop platform
· 2026-03-16T20:55:30+00:00I own 1,000 $NBIS shares. $NBIS is up 37% past week. @aleabitoreddit #1 Neocloud pick is $NBIS. RM will sleep like a baby tonight.
· 2026-03-16T14:05:44+00:00$NBIS market cap $32b Contracts / Backlog: 2025: $MSFT up to $21 billion 2025 $META $3b starter 2026 $META $27b committed This is AWS in the making but for AI, and a 10x faster growth trajectory.
· 2026-03-16T14:18:15+00:00Oops $NBIS
· 2026-03-16T15:26:41+00:00Time to bring bigger bottles for the new $NBIS and $WULF news?? My 2 highest conviction investments in public companies are absolutely firing across all cylinders! @TeraWulfInc @nebiusai
· 2026-03-16T16:50:48+00:00$NBIS A few trading sessions away from ATHs
· 2026-03-16T14:31:25+00:00$NBIS $IREN It's all fun and games between the community here on X, but in terms of investment decision these salty takes are unjustified. Meta just commited to $27B buildout with Nebius far in advance of having datacenters ready. Even if Nebius bare metal orchestration /
· 2026-03-16T16:37:15+00:00$NBIS Price target raised $200 from $150 at DA Davidson
· 2026-03-16T11:01:25+00:00$NBIS called it a month ago
· 2026-03-16T10:28:02+00:00$NBIS ... Co announced a new long-term AI infrastructure supply agreement with Meta, strengthening the collaboration between the companies.Under the five-year agreement, Nebius will provide $12 billion of dedicated capacity across multiple locations, based on one of the first
· 2026-03-16T13:59:39+00:00$NBIS & Meta $27B partnership WHAT A DAY!
· 2026-03-16T12:07:53+00:00$NBIS just signed a major AI infrastructure agreement with $META potential value up to $27B. $NBIS +14% pre-market
· 2026-03-16T16:46:16+00:00I do think $NBIS has higher targets in the future as long as $124 is held
· 2026-03-16T10:26:03+00:00Time for Arete Research to update their $NBIS price target again
· 2026-03-16T14:14:51+00:00$IREN @ $NVDA GTC. With ready to go Energize 1400 MW Datacenter next month 3 weeks from Now. What are the at Chances someone there Lock in the deal for AI Compute ? $NBIS $CIFR $CRWV $APLD $CORZ
· 2026-03-16T11:00:16+00:00$NBIS $META Nebius signs new AI infrastructure agreement with Meta PlatformsNebius Group (NBIS) announced a new long-term AI infrastructure supply agreement with Meta (META), strengthening the collaboration between the companies. Under the five-year agreement, Nebius will provide
· 2026-03-16T20:16:13+00:00WOW what an insane day for $NBIS. Broke back into the 130s. 27B $META contract and two price target raises to $200. What a bullish day for Nebius. What are your moves/thoughts today? $NBIS all time highs are next!
· 2026-03-16T12:48:06+00:00$NBIS X $META 5 year $27 B deal WOW
· 2026-03-16T12:29:58+00:00$NBIS deal with $META is 40% larger than their deal with $MSFT Just to put things into context
· 2026-03-16T13:29:28+00:00WE TRIED TO TELL YA $NBIS
· 2026-03-16T01:17:20+00:00Watchlist for the week 3/16 Coming off a strong week Same approach - stay nimble, take profits when they’re there, & react to price action Upside $NBIS $IREN $XOM $COIN $INTC $PLTR Downside $AMD $META $TSLA Be careful of headlines… No bias - react to the charts.
· 2026-03-16T13:06:28+00:00congrats $NBIS long
· 2026-03-16T10:06:57+00:00I'm sorry for the $IREN fanboys but this ends the debate: $NBIS > $IREN Nebius signs new AI deal with $META Let's go
· 2026-03-16T10:25:11+00:00$NBIS
· 2026-03-16T10:02:14+00:00$NBIS 27bn contract with $META LFG!!!!!
· 2026-03-16T16:14:30+00:00A friend asked me at what price I’d consider selling $NBIS. I quoted Walter White: “Jesse, I’m not in the money business. I’m in the empire business.”
· 2026-03-16T11:40:53+00:00Never see me hate on $NBIS or other company. Congrats to them. You have one job. PnL. Not betting on a stock like a sports team. If the most PnL to be made is changing teams and you pull it off, mad respect to you. Except $MARA and $RIOT I’ll hate on those scumbags.
· 2026-03-16T18:16:41+00:00I have so many bookmarked posts of people roasting me for incrementally adding a ton of $NBIS LEAPs all the way down from $90 to $70. Now all of them are printing. I went back to check and most deleted their posts. Be careful who you follow. Only follow me if you like making
· 2026-03-16T10:10:20+00:00Huge news: $NBIS has signed a new expanded long-term AI infrastructure agreement with Meta worth $27B over 5 years Congrats to shareholders!
· 2026-03-16T17:45:58+00:00$NBIS $200 by EOY is just a fair price
· 2026-03-16T10:55:59+00:00$NBIS JUST IN: Nebius just announced a new long-term AI infrastructure supply agreement with $META, a five-year agreement with a contract value of up to approximately $27 billion The agreement is structured in two parts: •Dedicated capacity: Nebius will provide $12
· 2026-03-16T19:37:37+00:00$NBIS +15% today. Dream close. Nebius is forming its first higher high in a while. Nothing more shareholders could ask for. If you missed the entry, this is not the place to chase. Ideally we see a move toward $140 and then a pullback to the 9/21-day EMA to form the first
· 2026-03-16T10:13:44+00:00$NBIS
· 2026-03-16T13:32:17+00:00$nbis It's one thing to leverage an IG-quality customer to build out your parallel core multi-tenant business. It's another greater thing to structure that deal as both "an anchor customer AND a demand backstop" for those paralell platform ambitions . . .
· 2026-03-16T11:17:47+00:00$NBIS now + 234% up in portfolio
· 2026-03-16T19:02:06+00:00$nbis MS sees prepayment potential on both tranches and likes the flexibility & credit assurance of the 15B backstop . . .
· 2026-03-16T13:12:59+00:00$IREN will follow $NBIS. Updated chart coming today.
· 2026-03-16T17:57:25+00:00Please tell me he is still bearish $NBIS
· 2026-03-16T13:37:08+00:00$NBIS Nebius - Massive META AI Deal Nebius signed 5-year pact: $12B committed dedicated AI capacity (Nvidia Vera Rubin GPUs, starting early 2027) + option for another $15B (total potential $27B). Builds on prior $3B Meta + huge MSFT deals. Demand overwhelming — capacity sold
· 2026-03-16T17:23:08+00:00$NBIS JUST IN: DA Davidson RAISES Nebius PRICE TARGET to $200 a share post $META deal announcement today reiterating a BUY RATING expecting another major Hyperscaler deal to be announced in the next 12 months "DA Davidson analyst Alexander Platt said the new agreement
· 2026-03-16T13:13:35+00:00$NBIS - Citigroup initiates Nebius Group with $169 price target and buy rating Citigroup sees strong growth potential for the cloud-computing provider. •“While similar to other neoclouds, we see differentiation through an emerging software business and infrastructure
· 2026-03-16T10:16:24+00:00$NBIS signed a $12B compute deal with $META, up to $27B, starting 2027. That $NVDA $2B injection will be well used apparently. That's why buying breakouts on high volume and positive news isn't fomo. Glad to be back, and not have let my ego take over
· 2026-03-16T03:56:09+00:00S&P futures are up, Bitcoin is testing range highs, & data centers are green overnight: $HUT +3.17% $IREN +2.57% $NBIS +2.18% $APLD +2.07% $CRWV +1.57% Not in the clear just yet, but setting up for a fun week with lots of macro/geopolitical drivers
· 2026-03-16T12:57:03+00:00$NBIS is on FIRE! A name I was always interested in, but was never able to enter due to timing and funds being locked up elsewhere.
· 2026-03-16T10:10:55+00:00BREAKING $NBIS Nebius signs a new AI infrastructure agreement with Meta (up to ~$27B)
· 2026-03-16T15:58:05+00:00If $NBIS was a private company would probably trade at double the current valuation of the company
· 2026-03-16T12:25:01+00:00$NBIS UPDATE: CITI analyst Tyler Radke initiates coverage on $NBIS with a BUY RATING and a $169 a share PRICE TARGET
· 2026-03-16T11:51:27+00:00I mean but when $iren does the same deal it will be great right ? Stop the cope better to stop now brother with grace $nbis
· 2026-03-16T21:20:05+00:00$NBIS cooking
· 2026-03-16T11:36:58+00:00$NBIS Great to see this news this morning: “Nebius signs AI infrastructure deal with $META worth up to $27 billion over 5 years. $12B deployment of dedicated AI capacity starting 2027” If it’s not already clear, Nebius is the clear neocloud leader and management continues to
· 2026-03-16T17:34:37+00:00BREAKING: $NBIS PRICE TARGET RAISED TO $200 DA Davidson maintains Buy on Nebius and raises its price target from $150 to $200. The firm highlights Nebius’ 27B long-term contract with $META, reinforcing its position as a leading AI neocloud provider. The analyst also expects
· 2026-03-16T13:16:47+00:00$NBIS just signed a $27 billion deal with Meta. Five years. $12 billion in dedicated capacity starting 2027. Up to $15 billion in additional compute on top of that. One of the first large scale deployments of NVIDIA's Vera Rubin platform anywhere on earth. Now do the full math
· 2026-03-16T10:04:11+00:00$NBIS
· 2026-03-16T10:20:37+00:00$NBIS Nebius signs new AI infrastructure agreement with Meta $META; deal to accelerate growth of Nebius’s core business in AI cloud Contract value of $27 billion: sec.gov/Archives/edgar …
· 2026-03-16T20:38:56+00:00$NBIS (new long) Bought this one today using an opening range break. Catalyst/earnings gaps have been acting well. Today's was impressive. We'll see if we can get some cushion tomorrow. whop.com/smart-stocks-d …
· 2026-03-16T09:43:23+00:00Very likely $nbis The iren boys are pissed
· 2026-03-16T15:08:13+00:00$NBIS
· 2026-03-16T11:52:06+00:00$NBIS aged well so far.. lucky timing with the $META deal but nonetheless good to see.
· 2026-03-16T12:26:48+00:00Congratulations $NBIS investors and those following our portfolio. One big aspect of this $META deal that most haven’t been discussing: Arkady and the team still plan to sell most of the future capacity to enterprise AI customers with Meta basically committing to gobble up the
· 2026-03-16T22:20:19+00:00$NBIS significantly improved its long-term outlook In the past week alone: • $NVDA deal → capacity visibility through 2030 • $META deal → revenue visibility through 2030 Before these deals, $NBIS was already the scaling leader for 2026: • ARR: $1.25B (2025) → $7B-$9B
· 2026-03-16T12:12:43+00:00$C with a $169 PT for $NBIS
· 2026-03-16T13:17:13+00:00Congrats $NBIS holders wow what a deal. $IREN is up next
· 2026-03-16T12:09:05+00:00Demand for compute is not slowing down. Congrats to $NBIS shareholders. Will be a great day. Would love to see more details on this deal though… No one is better positioned to capitalize on accelerating compute demand than $IREN.
· 2026-03-16T10:32:42+00:00$NBIS investors, how are we feeling today? New deal with $META and GTC today. Nice.
· 2026-03-16T20:37:59+00:00$NBIS & $NVDA PUSHING INTO PHYSICAL AI TOGETHER By combining Nebius AI Cloud with NVIDIA’s OSMO platform and Physical AI Data Factory blueprint, developers can move from raw data, to simulation, to deployed robots much faster. Another example of Nebius expanding beyond
· 2026-03-16T11:16:59+00:00Feels good to be a $NBIS investor. I sleep well at night. I wake up refreshed. Cheers to my fellow investors. Hope you all have an amazing week ahead!
· 2026-03-16T04:46:51+00:00$NBIS once you sees it, you cant undo it.
· 2026-03-16T11:10:40+00:00$NBIS is a BEAST
· 2026-03-16T11:02:05+00:00I feel for the guys at Arete Research … they must be tired of upgrading $NBIS price targets every month
· 2026-03-16T10:44:10+00:00$META was extremely satisfied with its first contract with $NBIS last year…. They came back to sign even bigger contract. $NBIS also had said that the value was limited last time because of limited available capacity which meant $META wanted more, so this was kinda expected.
· 2026-03-16T23:16:18+00:00Newsletter out! Leaders Lead, Indexes struggle…. Dead-cat, or? tinyurl.com/znx6bmsm On the docket: - Crypto launches above the 50-day $BTC $ETH - Unpacking the oversold bounce - Memory strong, $SNDK leads (long) - $NBIS deal ignites data centers (long) - Actionable
· 2026-03-16T10:38:58+00:00$NBIS SINGS A MONSTER $27B DEAL WITH META!
· 2026-03-16T11:05:17+00:00BREAKING : $NBIS now announced another 12B contract with $META!!! Here it comes again!! More deals will come in. Nebius is going for beast execution! Never fade it. +14% now Hold tough. Hold well.
· 2026-03-16T22:05:17+00:00$NBIS Maths $META 27B+ $MSFT 19.4B = $46.4B (5Y) Market Cap still = $33.4 B Clearly UNDERVALUED Upgrades are starting… Arete Research PT $291 DA Davidson PT $200
· 2026-03-16T13:09:51+00:00$nbis will be a millionaire maker into 2031 most since $pltr at 8
· 2026-03-16T13:35:32+00:00$NBIS - right place, right time " NBIS announces AI infrastructure agreement with Meta. Under the five-year agreement, Nebius will provide $12bn of dedicated capacity across multiple locations, based on one of the first large-scale deployments of the Nvidia Vera Rubin platform.
· 2026-03-16T10:46:49+00:00$NBIS What a week as a Nebius investor! Again said this before this will be a megacap in the future.
· 2026-03-16T21:01:58+00:00Excellent point here by @genZinvest0r regarding the brilliance of the structure of $NBIS new $27B deal with $META. A masterclass in negotiation indeed. A deal that reveals the critical importance of priority access to latest Nvidia Vera Rubin GPUs at scale and provides Nebius
· 2026-03-16T10:29:51+00:00How’s that for timing… $NBIS announces another HUGE deal with $META for up to $27 Billion I guess you could say I knew this was coming Join my free discord in my bio
· 2026-03-16T12:08:48+00:00BREAKING NEWS: Nebius Group $NBIS signs a 5-year AI infrastructure deal with Meta Platforms $META worth up to $27B. $NBIS SOARING PRE-MARKET +14%
· 2026-03-16T14:03:12+00:00$NBIS +70% in 1 month. Where else do you get these returns? Follow my trades in real time completely for free and check out my portfolio too on blossom getblossom.onelink.me/SOfu/themarket …
· 2026-03-16T10:27:40+00:00$NBIS
· 2026-03-16T12:20:26+00:00$NBIS on a tear premarket after announcing a 5-year AI infrastructure agreement with Meta. Short interest of 20%+ only adds to the
· 2026-03-16T10:05:12+00:00Glitch or sorry $iren Long mf $nbis
· 2026-03-16T10:08:57+00:00OMG $NBIS
· 2026-03-16T10:31:57+00:00$NBIS Beautiful follow on catalyst with $META this morning I'm long since March 11th as published before the market opened on that day.
· 2026-03-16T14:24:55+00:00$NBIS has been crushing it lately and lifting the whole Ai infrastructure sector, giving $IREN a hand too
· 2026-03-16T10:17:08+00:00$NBIS Signs ANOTHER HUGE $META deal Key details of the 5-year deal: $12B for dedicated capacity using the upcoming @nvidia Vera Rubin platform (starting early 2027). Up to $15B commitment for additional compute capacity. "We will continue to deliver." - Arkady
· 2026-03-16T17:06:40+00:00$NBIS was at $70 about a month ago. Some guys sold, some guys doubled down. Then came $NVDA, and then $META doubled down. That’s how markets work. It’s not zero-sum, but it’s definitely not zero-loser either.
· 2026-03-16T13:05:34+00:00$NBIS an elite sponsor for Nvidia GTC
· 2026-03-16T11:10:17+00:001. For those that still doubt $NBIS after this $META 27B deal, Nebius just proved doubters wrong by miles away! They will be one of big leaders in AI INFRA. 2. For those who doubt $META of capex heavy, they will be next to rise up from ash & prove doubters wrong.
· 2026-03-16T10:17:08+00:00IM NOT FUCKING SELLING $NBIS
· 2026-03-16T10:30:38+00:00$NBIS Beautiful
· 2026-03-16T16:35:02+00:00$NBIS now outperforming the highly popular memory names on the 1 year chart. $MU +342% Hynix +380% $NBIS 385%
· 2026-03-16T00:01:00+00:00$NBIS Masmiyya exists because Israel's AI economy runs hot, compressed into a tight geography where synchronized demand spikes from training cycles and research deadlines push any single facility toward its limits. Positioned south of Tel Aviv with fiber running directly through
· 2026-03-16T21:18:19+00:00What's up with all the FUD on $NBIS not spelling out all the terms of their deals? Why would they? Why would they set a bar for current/future negoatiations? How does that benefit $NBIS? How does that benefit $NBIS shareholders? It's a crazy criticsm to make.
· 2026-03-16T10:08:25+00:00$NBIS at 130 again$
· 2026-03-16T10:23:18+00:00Congrats to all $NBIS shareholders, lots of momentum lately and this is a massive top line number
· 2026-03-16T11:45:28+00:00Investment in $NBIS keeps going Can it break to new highs
· 2026-03-16T11:14:30+00:00$ASTS $NBIS Owning AST & Nebius with ~80% of my portfolio feels like a cheat code, but after I saw this deal I swiched some of my $KRNKF back into my $IREN position. Market needs more time to digest the bitcoin to compute narrative, but this will go on a big run in 2HY 2026.
· 2026-03-16T22:01:08+00:00I can wait for all the price targets te get updated tomorrow. $NBIS
· 2026-03-16T11:07:31+00:00$NBIS and $META announced a new deal today: • $12B, 5-year agreement • Potential additional $15B over another 5 years Demand for $NBIS is so strong that it can’t guarantee the additional $15B capacity to $META. The plan is to sell that capacity to other AI cloud customers,
· 2026-03-16T13:15:55+00:00$NBIS announced a five-year AI infrastructure agreement with $META worth $12B of guaranteed dedicated GPU capacity, with up to $15B of additional backstop capacity, bringing the potential total contract value to $27B. The deployments are expected to begin in early 2027 and will
· 2026-03-16T10:07:53+00:00Portfolio new ATH THANK YOU $NBIS
· 2026-03-16T21:16:15+00:00$NBIS Another home run for Physical AI with $NVDA
· 2026-03-16T10:13:39+00:00$NBIS
· 2026-03-16T02:43:54+00:00LFG $nbis
· 2026-03-16T15:43:18+00:00The $NBIS winning continues
· 2026-03-16T10:10:43+00:00$NBIS being an absolute monster over and over.
· 2026-03-16T03:03:43+00:00$NBIS is an elite sponsor along with $CRWV Obvious AI winners in the picture $AMZN $GOOGL $SMCI $HPE $MSFT $ORCL $NVDA #GTC2026 #NVIDIAGTC $IREN $CIFR $APLD $HUT Courtesy: @StockMKTNewz
· 2026-03-16T20:41:50+00:00It keep coming in $NBIS
· 2026-03-16T10:54:15+00:00if you own $nbis now is the time to sell all your shares and pivot to . . . . . . . $duol. one must remain capital efficient.
· 2026-03-16T10:31:35+00:00$nbis
· 2026-03-16T10:59:27+00:00$iren boys it’s time Bend the knee gracefully $nbis
· 2026-03-16T08:18:27+00:00$nbis
· 2026-03-16T10:28:06+00:00What a way to start the week. $NBIS
· 2026-03-16T11:00:51+00:00$NBIS Just signed a $27 billion deal with $META. It’s clearly becoming the top choice for AI compute, as it has now signed multi billion dollar deals with both $MSFT and $META + secured a $2 billion investment from $NVDA. It is extremely bullish. Their AI Cloud business is
· 2026-03-16T10:53:32+00:00If $NBIS's deal with $META expanded from $6B to $27B in 4 months... I wonder what that implies for their % revenue retention for their other customers (and the $19B $MSFT deal)
· 2026-03-16T10:32:18+00:00JUST IN : $NBIS Nebius just signed a new $27 billion deal with $META spanning over 5 years. The compute will run on Nvidia $NVDA Vera Rubin Platform, starting early 2027. Nebius will provide $12 billion of compute capacity, with an option to extend to $15 billion, across
· 2026-03-16T10:29:34+00:00$META SIGNS $27 Billion cumulative AI spend contract with $NBIS! HUGE.
· 2026-03-16T10:21:10+00:00Happy Monday $nbis investors
· 2026-03-16T10:29:11+00:00Good morning. Here is the news from Nebius. nebius.com/newsroom/nebiu … $NBIS
· 2026-03-16T18:29:55+00:00$OPEN is up nice today. But, it needs to hurry up. In the pace, $NBIS will take over #1 Spot!
· 2026-03-16T12:26:21+00:00Andy's TI Trader Eye - Swing Setups 3/16... $POWI $TIGO $IREN $INTC $SUN $COIN $MARA $IBIT $CAVA $IHS $NBIS
· 2026-03-16T10:37:55+00:00$NBIS secures $27 billion AI infrastructure deal with Meta