# $NBIS Catalyst Posts & Social Intelligence Recap — March 16, 2026

> **Asset:** $NBIS  
> **Date:** 2026-03-16 (March 16, 2026)  
> **Canonical URL:** https://cryptitalk.com/tokens/nbis/2026-03-16  
> **Token Profile:** https://cryptitalk.com/tokens/nbis.md  
> **Market Rankings:** https://cryptitalk.com/rankings.md  

---



## Curated Viral Posts & Community Evidence


### Post #1 by @mvcinvesting
> **Author:** M. V. Cunha ([@mvcinvesting](https://x.com/mvcinvesting))  
> **Metrics:** 1.3K likes · 207 retweets · 101 comments · 179.6K views  

> **Posted:** 2026-03-16T10:07:35+00:00  


> **Source Link:** [https://x.com/mvcinvesting/status/2033485322810470798](https://x.com/mvcinvesting/status/2033485322810470798)  


> 
> "JUST 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"


### Post #2 by @InvestingVisual
> **Author:** Investing visuals ([@InvestingVisual](https://x.com/InvestingVisual))  
> **Metrics:** 254 likes · 23 retweets · 20 comments · 86.6K views  

> **Posted:** 2026-03-16T10:11:23+00:00  


> **Source Link:** [https://x.com/InvestingVisual/status/2033486275391422586](https://x.com/InvestingVisual/status/2033486275391422586)  


> 
> "BREAKING  

$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"


### Post #3 by @TheTechInvest
> **Author:** The Tech Investor ([@TheTechInvest](https://x.com/TheTechInvest))  
> **Metrics:** 174 likes · 10 retweets · 39 comments · 82.0K views  

> **Posted:** 2026-03-16T12:10:59+00:00  


> **Source Link:** [https://x.com/TheTechInvest/status/2033516374119592347](https://x.com/TheTechInvest/status/2033516374119592347)  


> 
> "Nothing 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?"


### Post #4 by @daniel_koss
> **Author:** Daniel Koss ([@daniel_koss](https://x.com/daniel_koss))  
> **Metrics:** 395 likes · 7 retweets · 27 comments · 75.2K views  

> **Posted:** 2026-03-16T10:32:16+00:00  


> **Source Link:** [https://x.com/daniel_koss/status/2033491532355936657](https://x.com/daniel_koss/status/2033491532355936657)  


> 
> "Remember $NBIS $3 billion deal with $META in November 2025?

What does this new deal tell you?"


### Post #5 by @StockSavvyShay
> **Author:** Shay Boloor ([@StockSavvyShay](https://x.com/StockSavvyShay))  
> **Metrics:** 383 likes · 55 retweets · 17 comments · 62.6K views  

> **Posted:** 2026-03-16T21:42:01+00:00  


> **Source Link:** [https://x.com/StockSavvyShay/status/2033660081137717255](https://x.com/StockSavvyShay/status/2033660081137717255)  


> 
> "$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."


### Post #6 by @yianisz
> **Author:** Yiannis Zourmpanos ([@yianisz](https://x.com/yianisz))  
> **Metrics:** 253 likes · 13 retweets · 18 comments · 53.9K views  

> **Posted:** 2026-03-16T13:45:45+00:00  


> **Source Link:** [https://x.com/yianisz/status/2033540225310314842](https://x.com/yianisz/status/2033540225310314842)  


> 
> "The 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%"


### Post #7 by @TheTechInvest
> **Author:** The Tech Investor ([@TheTechInvest](https://x.com/TheTechInvest))  
> **Metrics:** 112 likes · 8 retweets · 7 comments · 52.8K views  

> **Posted:** 2026-03-16T11:52:22+00:00  


> **Source Link:** [https://x.com/TheTechInvest/status/2033511690617147640](https://x.com/TheTechInvest/status/2033511690617147640)  


> 
> "BREAKING: $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"


### Post #8 by @beauty_oe
> **Author:** みみりん@投資系女子 ([@beauty_oe](https://x.com/beauty_oe))  
> **Metrics:** 156 likes · 24 retweets · 11 comments · 47.9K views  

> **Posted:** 2026-03-16T10:32:01+00:00  


> **Source Link:** [https://x.com/beauty_oe/status/2033491468103614851](https://x.com/beauty_oe/status/2033491468103614851)  


> 
> "Breaking 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"


### Post #9 by @Sam_Badawi
> **Author:** Sam Badawi ([@Sam_Badawi](https://x.com/Sam_Badawi))  
> **Metrics:** 326 likes · 10 retweets · 9 comments · 47.3K views  

> **Posted:** 2026-03-16T10:19:24+00:00  


> **Source Link:** [https://x.com/Sam_Badawi/status/2033488296249283037](https://x.com/Sam_Badawi/status/2033488296249283037)  


> 
> "$NBIS SIGNS A 5-YEAR CONTRACT WORTH UP TO $27B WITH $META"


### Post #10 by @retail_mourinho
> **Author:** Retail Mourinho ([@retail_mourinho](https://x.com/retail_mourinho))  
> **Metrics:** 216 likes · 2 retweets · 5 comments · 45.9K views  

> **Posted:** 2026-03-16T22:00:50+00:00  


> **Source Link:** [https://x.com/retail_mourinho/status/2033664814753476888](https://x.com/retail_mourinho/status/2033664814753476888)  


> 
> "This guy recommended $NBIS at 28€"


### Post #11 by @SylentTrade
> **Author:** Sylent Capital ([@SylentTrade](https://x.com/SylentTrade))  
> **Metrics:** 312 likes · 14 retweets · 37 comments · 38.2K views  

> **Posted:** 2026-03-16T16:26:30+00:00  


> **Source Link:** [https://x.com/SylentTrade/status/2033580676532859370](https://x.com/SylentTrade/status/2033580676532859370)  


> 
> "$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."


### Post #12 by @StockSavvyShay
> **Author:** Shay Boloor ([@StockSavvyShay](https://x.com/StockSavvyShay))  
> **Metrics:** 383 likes · 47 retweets · 26 comments · 34.6K views  

> **Posted:** 2026-03-16T11:53:08+00:00  


> **Source Link:** [https://x.com/StockSavvyShay/status/2033511881676333380](https://x.com/StockSavvyShay/status/2033511881676333380)  


> 
> "$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."


### Post #13 by @TheLongInvest
> **Author:** The Long Investor ([@TheLongInvest](https://x.com/TheLongInvest))  
> **Metrics:** 147 likes · 10 retweets · 10 comments · 34.6K views  

> **Posted:** 2026-03-16T16:19:24+00:00  


> **Source Link:** [https://x.com/TheLongInvest/status/2033578892905038049](https://x.com/TheLongInvest/status/2033578892905038049)  


> 
> "$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"


### Post #14 by @CernunnosCap
> **Author:** Cernunnos Capital ([@CernunnosCap](https://x.com/CernunnosCap))  
> **Metrics:** 222 likes · 13 retweets · 26 comments · 31.8K views  

> **Posted:** 2026-03-16T11:10:24+00:00  


> **Source Link:** [https://x.com/CernunnosCap/status/2033501128344863187](https://x.com/CernunnosCap/status/2033501128344863187)  


> 
> "$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"


### Post #15 by @TheProfInvestor
> **Author:** Prof ([@TheProfInvestor](https://x.com/TheProfInvestor))  
> **Metrics:** 301 likes · 0 retweets · 26 comments · 30.3K views  

> **Posted:** 2026-03-16T19:53:26+00:00  


> **Source Link:** [https://x.com/TheProfInvestor/status/2033632753091285379](https://x.com/TheProfInvestor/status/2033632753091285379)  


> 
> "Same 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"


### Post #16 by @beauty_oe
> **Author:** みみりん@投資系女子 ([@beauty_oe](https://x.com/beauty_oe))  
> **Metrics:** 294 likes · 16 retweets · 18 comments · 29.6K views  

> **Posted:** 2026-03-16T10:50:56+00:00  


> **Source Link:** [https://x.com/beauty_oe/status/2033496231356608835](https://x.com/beauty_oe/status/2033496231356608835)  


> 
> "$NBIS

The $3 billion contract with Meta has grown 9-fold"


### Post #17 by @TheProfInvestor
> **Author:** Prof ([@TheProfInvestor](https://x.com/TheProfInvestor))  
> **Metrics:** 243 likes · 19 retweets · 8 comments · 28.7K views  

> **Posted:** 2026-03-16T13:58:59+00:00  


> **Source Link:** [https://x.com/TheProfInvestor/status/2033543553624981796](https://x.com/TheProfInvestor/status/2033543553624981796)  


> 
> "You dont have enough $NBIS

$100 break = 130 today
The long term target sits at $174.

Thats what I want to see."


### Post #18 by @mvcinvesting
> **Author:** M. V. Cunha ([@mvcinvesting](https://x.com/mvcinvesting))  
> **Metrics:** 433 likes · 15 retweets · 14 comments · 28.5K views  

> **Posted:** 2026-03-16T10:39:33+00:00  


> **Source Link:** [https://x.com/mvcinvesting/status/2033493366311141584](https://x.com/mvcinvesting/status/2033493366311141584)  


> 
> "One 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."


### Post #19 by @MrMikeInvesting
> **Author:** Mike Investing ([@MrMikeInvesting](https://x.com/MrMikeInvesting))  
> **Metrics:** 380 likes · 55 retweets · 30 comments · 27.2K views  

> **Posted:** 2026-03-16T11:16:15+00:00  


> **Source Link:** [https://x.com/MrMikeInvesting/status/2033502602076295363](https://x.com/MrMikeInvesting/status/2033502602076295363)  


> 
> "$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"


### Post #20 by @oguzerkan
> **Author:** Oguz Erkan ([@oguzerkan](https://x.com/oguzerkan))  
> **Metrics:** 361 likes · 33 retweets · 12 comments · 25.4K views  

> **Posted:** 2026-03-16T12:51:16+00:00  


> **Source Link:** [https://x.com/oguzerkan/status/2033526513979494591](https://x.com/oguzerkan/status/2033526513979494591)  


> 
> "$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"


### Post #21 by @FunOfInvesting
> **Author:** Tevis ([@FunOfInvesting](https://x.com/FunOfInvesting))  
> **Metrics:** 166 likes · 11 retweets · 9 comments · 24.9K views  

> **Posted:** 2026-03-16T11:14:52+00:00  


> **Source Link:** [https://x.com/FunOfInvesting/status/2033502253542179066](https://x.com/FunOfInvesting/status/2033502253542179066)  


> 
> "$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:"


### Post #22 by @jiahanjimliu
> **Author:** Jim Liu ([@jiahanjimliu](https://x.com/jiahanjimliu))  
> **Metrics:** 173 likes · 11 retweets · 31 comments · 24.1K views  

> **Posted:** 2026-03-16T17:35:15+00:00  


> **Source Link:** [https://x.com/jiahanjimliu/status/2033597979064733909](https://x.com/jiahanjimliu/status/2033597979064733909)  


> 
> "$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"


### Post #23 by @Sam_Badawi
> **Author:** Sam Badawi ([@Sam_Badawi](https://x.com/Sam_Badawi))  
> **Metrics:** 154 likes · 9 retweets · 9 comments · 22.6K views  

> **Posted:** 2026-03-16T10:34:02+00:00  


> **Source Link:** [https://x.com/Sam_Badawi/status/2033491976084156870](https://x.com/Sam_Badawi/status/2033491976084156870)  


> 
> "THE 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"


### Post #24 by @geokoutalidis
> **Author:** George Koutalidis ([@geokoutalidis](https://x.com/geokoutalidis))  
> **Metrics:** 233 likes · 5 retweets · 11 comments · 22.2K views  

> **Posted:** 2026-03-16T17:48:50+00:00  


> **Source Link:** [https://x.com/geokoutalidis/status/2033601398437196121](https://x.com/geokoutalidis/status/2033601398437196121)  


> 
> "''Nebius Has $46 Billion In Deals And A $28 Billion Market Cap — Do The Math'' $NBIS"


### Post #25 by @JonahLupton
> **Author:** Jonah Lupton ([@JonahLupton](https://x.com/JonahLupton))  
> **Metrics:** 239 likes · 11 retweets · 11 comments · 21.6K views  

> **Posted:** 2026-03-16T10:04:56+00:00  


> **Source Link:** [https://x.com/JonahLupton/status/2033484654582386851](https://x.com/JonahLupton/status/2033484654582386851)  


> 
> "Another massive deal for $NBIS.. this time with $META … could be worth up to $27 billion 

$NBIS is our 2nd biggest position at 
@FirstWaveFund"


### Post #26 by @thekriskay
> **Author:** Kris Kay | ([@thekriskay](https://x.com/thekriskay))  
> **Metrics:** 179 likes · 7 retweets · 4 comments · 20.9K views  

> **Posted:** 2026-03-16T01:10:51+00:00  


> **Source Link:** [https://x.com/thekriskay/status/2033350245736731006](https://x.com/thekriskay/status/2033350245736731006)  


> 
> "$NBIS trading as if it's going to ramp revenue by 30x the next 3 years, 

oh wait..."


### Post #27 by @meeijer
> **Author:** Misunderstood Multibaggers ([@meeijer](https://x.com/meeijer))  
> **Metrics:** 224 likes · 6 retweets · 16 comments · 20.8K views  

> **Posted:** 2026-03-16T11:19:06+00:00  


> **Source Link:** [https://x.com/meeijer/status/2033503317809090811](https://x.com/meeijer/status/2033503317809090811)  


> 
> "$NBIS market cap: $32.7B
$NBIS total value of contracts: $44B+

Make it make sense."


### Post #28 by @MMatters22596
> **Author:** The Analyst ([@MMatters22596](https://x.com/MMatters22596))  
> **Metrics:** 249 likes · 28 retweets · 11 comments · 20.8K views  

> **Posted:** 2026-03-16T19:30:07+00:00  


> **Source Link:** [https://x.com/MMatters22596/status/2033626886975168743](https://x.com/MMatters22596/status/2033626886975168743)  


> 
> "$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"


### Post #29 by @DollarCostAvg
> **Author:** investing ([@DollarCostAvg](https://x.com/DollarCostAvg))  
> **Metrics:** 43 likes · 5 retweets · 25 comments · 20.4K views  

> **Posted:** 2026-03-16T17:59:43+00:00  


> **Source Link:** [https://x.com/DollarCostAvg/status/2033604136940302598](https://x.com/DollarCostAvg/status/2033604136940302598)  


> 
> "Sold my 80 % of $NBIS position, moved it to $IREN. 

What do you think?"


### Post #30 by @moninvestor
> **Author:** mon ([@moninvestor](https://x.com/moninvestor))  
> **Metrics:** 383 likes · 11 retweets · 18 comments · 19.9K views  

> **Posted:** 2026-03-16T10:25:03+00:00  


> **Source Link:** [https://x.com/moninvestor/status/2033489715421204773](https://x.com/moninvestor/status/2033489715421204773)  


> 
> ": $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."


### Post #31 by @Han_Akamatsu
> **Author:** Han Akamatsu 赤松 ([@Han_Akamatsu](https://x.com/Han_Akamatsu))  
> **Metrics:** 179 likes · 14 retweets · 22 comments · 19.2K views  

> **Posted:** 2026-03-16T10:29:29+00:00  


> **Source Link:** [https://x.com/Han_Akamatsu/status/2033490830674075841](https://x.com/Han_Akamatsu/status/2033490830674075841)  


> 
> "$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"


### Post #32 by @FABYMETAL4
> **Author:** FabyΔ ([@FABYMETAL4](https://x.com/FABYMETAL4))  
> **Metrics:** 131 likes · 5 retweets · 7 comments · 18.9K views  

> **Posted:** 2026-03-16T10:33:06+00:00  


> **Source Link:** [https://x.com/FABYMETAL4/status/2033491741039612163](https://x.com/FABYMETAL4/status/2033491741039612163)  


> 
> "$NBIS is just as expected from a place called Volozh"


### Post #33 by @EndicottInvests
> **Author:** Nate Endicott ([@EndicottInvests](https://x.com/EndicottInvests))  
> **Metrics:** 145 likes · 0 retweets · 32 comments · 16.8K views  

> **Posted:** 2026-03-16T12:57:22+00:00  


> **Source Link:** [https://x.com/EndicottInvests/status/2033528049405186448](https://x.com/EndicottInvests/status/2033528049405186448)  


> 
> "Anyone 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?!"


### Post #34 by @BitcoinAIGuy
> **Author:** BitcoinAIGuy ([@BitcoinAIGuy](https://x.com/BitcoinAIGuy))  
> **Metrics:** 200 likes · 6 retweets · 50 comments · 15.1K views  

> **Posted:** 2026-03-16T12:39:10+00:00  


> **Source Link:** [https://x.com/BitcoinAIGuy/status/2033523469242003782](https://x.com/BitcoinAIGuy/status/2033523469242003782)  


> 
> "good time to sell $NBIS and buy $IREN"


### Post #35 by @retail_mourinho
> **Author:** Retail Mourinho ([@retail_mourinho](https://x.com/retail_mourinho))  
> **Metrics:** 217 likes · 0 retweets · 20 comments · 14.9K views  

> **Posted:** 2026-03-16T11:48:23+00:00  


> **Source Link:** [https://x.com/retail_mourinho/status/2033510687528353811](https://x.com/retail_mourinho/status/2033510687528353811)  


> 
> "My first $NBIS purchase"


### Post #36 by @YahooFinance
> **Author:** Yahoo Finance ([@YahooFinance](https://x.com/YahooFinance))  
> **Metrics:** 274 likes · 34 retweets · 12 comments · 14.3K views  

> **Posted:** 2026-03-16T13:46:59+00:00  


> **Source Link:** [https://x.com/YahooFinance/status/2033540536817103006](https://x.com/YahooFinance/status/2033540536817103006)  


> 
> "$NBIS skyrockets after signing AI infrastructure deals with Meta worth up to $27 billion over 5 years."


### Post #37 by @mind1nvestor
> **Author:** Mind Investor ([@mind1nvestor](https://x.com/mind1nvestor))  
> **Metrics:** 87 likes · 4 retweets · 4 comments · 14.1K views  

> **Posted:** 2026-03-16T17:09:09+00:00  


> **Source Link:** [https://x.com/mind1nvestor/status/2033591410272964892](https://x.com/mind1nvestor/status/2033591410272964892)  


> 
> "$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!"


### Post #38 by @FunOfInvesting
> **Author:** Tevis ([@FunOfInvesting](https://x.com/FunOfInvesting))  
> **Metrics:** 135 likes · 2 retweets · 12 comments · 13.6K views  

> **Posted:** 2026-03-16T03:31:58+00:00  


> **Source Link:** [https://x.com/FunOfInvesting/status/2033385759076475181](https://x.com/FunOfInvesting/status/2033385759076475181)  


> 
> "Do 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..."


### Post #39 by @BitcoinAIGuy
> **Author:** BitcoinAIGuy ([@BitcoinAIGuy](https://x.com/BitcoinAIGuy))  
> **Metrics:** 236 likes · 5 retweets · 37 comments · 13.6K views  

> **Posted:** 2026-03-16T15:18:08+00:00  


> **Source Link:** [https://x.com/BitcoinAIGuy/status/2033563472462536775](https://x.com/BitcoinAIGuy/status/2033563472462536775)  


> 
> "BREAKING: live satellite image from $NBIS flagship site

wen delivery?"


### Post #40 by @daniel_koss
> **Author:** Daniel Koss ([@daniel_koss](https://x.com/daniel_koss))  
> **Metrics:** 116 likes · 1 retweets · 24 comments · 13.6K views  

> **Posted:** 2026-03-16T15:21:54+00:00  


> **Source Link:** [https://x.com/daniel_koss/status/2033564420433985568](https://x.com/daniel_koss/status/2033564420433985568)  


> 
> "Is 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"


### Post #41 by @bigbobinvests
> **Author:** bigbob ([@bigbobinvests](https://x.com/bigbobinvests))  
> **Metrics:** 78 likes · 1 retweets · 16 comments · 13.1K views  

> **Posted:** 2026-03-16T13:39:34+00:00  


> **Source Link:** [https://x.com/bigbobinvests/status/2033538666501726254](https://x.com/bigbobinvests/status/2033538666501726254)  


> 
> "$NBIS 

Everyday I’m reminded, I should’ve bought more than 1 share when $NBIS was in the $70s"


### Post #42 by @TheTechInvest
> **Author:** The Tech Investor ([@TheTechInvest](https://x.com/TheTechInvest))  
> **Metrics:** 83 likes · 5 retweets · 12 comments · 13.0K views  

> **Posted:** 2026-03-16T17:50:27+00:00  


> **Source Link:** [https://x.com/TheTechInvest/status/2033601804923973905](https://x.com/TheTechInvest/status/2033601804923973905)  


> 
> "We 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!"


### Post #43 by @MMMTwealth
> **Author:** Oliver | MMMT Wealth (CPA) ([@MMMTwealth](https://x.com/MMMTwealth))  
> **Metrics:** 219 likes · 17 retweets · 9 comments · 12.3K views  

> **Posted:** 2026-03-16T10:10:33+00:00  


> **Source Link:** [https://x.com/MMMTwealth/status/2033486068343767500](https://x.com/MMMTwealth/status/2033486068343767500)  


> 
> "ANOTHER 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"


### Post #44 by @GrindeOptions
> **Author:** Cole Grinde ([@GrindeOptions](https://x.com/GrindeOptions))  
> **Metrics:** 191 likes · 45 retweets · 22 comments · 12.1K views  

> **Posted:** 2026-03-16T13:46:32+00:00  


> **Source Link:** [https://x.com/GrindeOptions/status/2033540421364887587](https://x.com/GrindeOptions/status/2033540421364887587)  


> 
> "Will $IREN likely run up to $50 now that $NBIS secured a new deal? 

Sweetwater will be opened up next month too!"


### Post #45 by @oguzerkan
> **Author:** Oguz Erkan ([@oguzerkan](https://x.com/oguzerkan))  
> **Metrics:** 157 likes · 17 retweets · 10 comments · 12.1K views  

> **Posted:** 2026-03-16T10:39:20+00:00  


> **Source Link:** [https://x.com/oguzerkan/status/2033493311709675825](https://x.com/oguzerkan/status/2033493311709675825)  


> 
> "$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"


### Post #46 by @yianisz
> **Author:** Yiannis Zourmpanos ([@yianisz](https://x.com/yianisz))  
> **Metrics:** 130 likes · 4 retweets · 14 comments · 12.0K views  

> **Posted:** 2026-03-16T11:28:27+00:00  


> **Source Link:** [https://x.com/yianisz/status/2033505672520712224](https://x.com/yianisz/status/2033505672520712224)  


> 
> "Most confused $NBIS with hype stocks.

Now they’re paying the price."


### Post #47 by @TheRonnieVShow
> **Author:** RonnieV ([@TheRonnieVShow](https://x.com/TheRonnieVShow))  
> **Metrics:** 74 likes · 1 retweets · 9 comments · 11.8K views  

> **Posted:** 2026-03-16T12:40:36+00:00  


> **Source Link:** [https://x.com/TheRonnieVShow/status/2033523829436199126](https://x.com/TheRonnieVShow/status/2033523829436199126)  


> 
> "“Bull Trigger” came through again.

$NBIS up BIGLY after $META deal.

Trade alerted in the collective on Friday."


### Post #48 by @Kaizen_Investor
> **Author:** KaizenInvestor ([@Kaizen_Investor](https://x.com/Kaizen_Investor))  
> **Metrics:** 25 likes · 2 retweets · 2 comments · 11.4K views  

> **Posted:** 2026-03-16T10:18:24+00:00  


> **Source Link:** [https://x.com/Kaizen_Investor/status/2033488043957530702](https://x.com/Kaizen_Investor/status/2033488043957530702)  


> 
> "It 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"


### Post #49 by @anandragn
> **Author:** Anand ([@anandragn](https://x.com/anandragn))  
> **Metrics:** 122 likes · 1 retweets · 7 comments · 11.4K views  

> **Posted:** 2026-03-16T13:04:27+00:00  


> **Source Link:** [https://x.com/anandragn/status/2033529830222737770](https://x.com/anandragn/status/2033529830222737770)  


> 
> "$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"


### Post #50 by @danielisdizzy
> **Author:** Daniel ([@danielisdizzy](https://x.com/danielisdizzy))  
> **Metrics:** 89 likes · 0 retweets · 5 comments · 11.0K views  

> **Posted:** 2026-03-16T20:14:08+00:00  


> **Source Link:** [https://x.com/danielisdizzy/status/2033637966325944462](https://x.com/danielisdizzy/status/2033637966325944462)  


> 
> "$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"


### Post #51 by @yianisz
> **Author:** Yiannis Zourmpanos ([@yianisz](https://x.com/yianisz))  
> **Metrics:** 169 likes · 10 retweets · 5 comments · 10.7K views  

> **Posted:** 2026-03-16T10:08:25+00:00  


> **Source Link:** [https://x.com/yianisz/status/2033485531548450923](https://x.com/yianisz/status/2033485531548450923)  


> 
> "Huge 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"


### Post #52 by @Couch_Investor
> **Author:** Couch Investor ([@Couch_Investor](https://x.com/Couch_Investor))  
> **Metrics:** 158 likes · 4 retweets · 0 comments · 10.6K views  

> **Posted:** 2026-03-16T10:47:52+00:00  


> **Source Link:** [https://x.com/Couch_Investor/status/2033495460187422970](https://x.com/Couch_Investor/status/2033495460187422970)  


> 
> "BREAKING: $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"


### Post #53 by @InvestingVisual
> **Author:** Investing visuals ([@InvestingVisual](https://x.com/InvestingVisual))  
> **Metrics:** 100 likes · 5 retweets · 4 comments · 10.3K views  

> **Posted:** 2026-03-16T12:37:17+00:00  


> **Source Link:** [https://x.com/InvestingVisual/status/2033522995512189217](https://x.com/InvestingVisual/status/2033522995512189217)  


> 
> "My looking at analysts increasing their $NBIS price targets"


### Post #54 by @TheProfInvestor
> **Author:** Prof ([@TheProfInvestor](https://x.com/TheProfInvestor))  
> **Metrics:** 99 likes · 1 retweets · 5 comments · 10.2K views  

> **Posted:** 2026-03-16T13:19:13+00:00  


> **Source Link:** [https://x.com/TheProfInvestor/status/2033533545252327808](https://x.com/TheProfInvestor/status/2033533545252327808)  


> 
> "$NBIS Strongest name. Strong partnerships.

Exactly what we want to see."


### Post #55 by @Fullinvestment8
> **Author:** シャア・アナルズブ 転生したら親の年金で実家暮しの無職貯金0の50代バキバキ童帝おじで人生詰んでた件 ([@Fullinvestment8](https://x.com/Fullinvestment8))  
> **Metrics:** 90 likes · 0 retweets · 3 comments · 10.1K views  

> **Posted:** 2026-03-16T10:54:33+00:00  


> **Source Link:** [https://x.com/Fullinvestment8/status/2033497139033293068](https://x.com/Fullinvestment8/status/2033497139033293068)  


> 
> "Nebius 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"


### Post #56 by @EndicottInvests
> **Author:** Nate Endicott ([@EndicottInvests](https://x.com/EndicottInvests))  
> **Metrics:** 118 likes · 0 retweets · 20 comments · 10.0K views  

> **Posted:** 2026-03-16T01:17:09+00:00  


> **Source Link:** [https://x.com/EndicottInvests/status/2033351834237067625](https://x.com/EndicottInvests/status/2033351834237067625)  


> 
> "Does $NBIS see $120 tomorrow?"


### Post #57 by @DeepValueBagger
> **Author:** DVB ([@DeepValueBagger](https://x.com/DeepValueBagger))  
> **Metrics:** 94 likes · 3 retweets · 9 comments · 9.8K views  

> **Posted:** 2026-03-16T00:55:27+00:00  


> **Source Link:** [https://x.com/DeepValueBagger/status/2033346371021856798](https://x.com/DeepValueBagger/status/2033346371021856798)  


> 
> "Most 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."


### Post #58 by @Futurenvesting
> **Author:** Tannor Manson ([@Futurenvesting](https://x.com/Futurenvesting))  
> **Metrics:** 205 likes · 7 retweets · 17 comments · 9.5K views  

> **Posted:** 2026-03-16T13:46:23+00:00  


> **Source Link:** [https://x.com/Futurenvesting/status/2033540383095832856](https://x.com/Futurenvesting/status/2033540383095832856)  


> 
> "Nebius $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!"


### Post #59 by @BlackPantherCap
> **Author:** Black Panther Capital ([@BlackPantherCap](https://x.com/BlackPantherCap))  
> **Metrics:** 78 likes · 3 retweets · 11 comments · 9.5K views  

> **Posted:** 2026-03-16T12:20:16+00:00  


> **Source Link:** [https://x.com/BlackPantherCap/status/2033518712540508345](https://x.com/BlackPantherCap/status/2033518712540508345)  


> 
> "$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"


### Post #60 by @Sandeman52
> **Author:** SandemanStocks ([@Sandeman52](https://x.com/Sandeman52))  
> **Metrics:** 219 likes · 9 retweets · 15 comments · 9.4K views  

> **Posted:** 2026-03-16T10:07:36+00:00  


> **Source Link:** [https://x.com/Sandeman52/status/2033485323506741280](https://x.com/Sandeman52/status/2033485323506741280)  


> 
> "BREAKING $NBIS 

Here is our new hyperscaler deal:

$META TO SPEND UP TO $27B OVER 5 YEARS ON AI DEAL WITH NEBIUS

 Boom!!!!"


### Post #61 by @EndicottInvests
> **Author:** Nate Endicott ([@EndicottInvests](https://x.com/EndicottInvests))  
> **Metrics:** 123 likes · 0 retweets · 22 comments · 9.2K views  

> **Posted:** 2026-03-16T13:18:22+00:00  


> **Source Link:** [https://x.com/EndicottInvests/status/2033533333590753788](https://x.com/EndicottInvests/status/2033533333590753788)  


> 
> "My ChArT sHoWs $NBIS iS gOiNg BaCk tO $50.

Ok."


### Post #62 by @MMatters22596
> **Author:** The Analyst ([@MMatters22596](https://x.com/MMatters22596))  
> **Metrics:** 164 likes · 19 retweets · 14 comments · 9.0K views  

> **Posted:** 2026-03-16T11:39:05+00:00  


> **Source Link:** [https://x.com/MMatters22596/status/2033508345584201964](https://x.com/MMatters22596/status/2033508345584201964)  


> 
> "$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"


### Post #63 by @StonkChris
> **Author:** Chris ([@StonkChris](https://x.com/StonkChris))  
> **Metrics:** 72 likes · 2 retweets · 2 comments · 9.0K views  

> **Posted:** 2026-03-16T11:39:56+00:00  


> **Source Link:** [https://x.com/StonkChris/status/2033508563667111997](https://x.com/StonkChris/status/2033508563667111997)  


> 
> "$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+."


### Post #64 by @MB_Hogan
> **Author:** Mark Hogan ([@MB_Hogan](https://x.com/MB_Hogan))  
> **Metrics:** 42 likes · 5 retweets · 2 comments · 9.0K views  

> **Posted:** 2026-03-16T18:30:22+00:00  


> **Source Link:** [https://x.com/MB_Hogan/status/2033611849984577780](https://x.com/MB_Hogan/status/2033611849984577780)  


> 
> "$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"


### Post #65 by @MarketMaestro1
> **Author:** MarketMaestro ([@MarketMaestro1](https://x.com/MarketMaestro1))  
> **Metrics:** 34 likes · 7 retweets · 0 comments · 8.8K views  

> **Posted:** 2026-03-16T10:21:59+00:00  


> **Source Link:** [https://x.com/MarketMaestro1/status/2033488946424889575](https://x.com/MarketMaestro1/status/2033488946424889575)  


> 
> "$NBIS (Nebius) signed a massive AI infrastructure deal with $META that could reach up to $27B"


### Post #66 by @jiahanjimliu
> **Author:** Jim Liu ([@jiahanjimliu](https://x.com/jiahanjimliu))  
> **Metrics:** 44 likes · 1 retweets · 5 comments · 8.8K views  

> **Posted:** 2026-03-16T18:18:25+00:00  


> **Source Link:** [https://x.com/jiahanjimliu/status/2033608845092917530](https://x.com/jiahanjimliu/status/2033608845092917530)  


> 
> "Appreciate 
@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"


### Post #67 by @MitchMartan98
> **Author:** Mitchell Martan ([@MitchMartan98](https://x.com/MitchMartan98))  
> **Metrics:** 93 likes · 1 retweets · 4 comments · 8.6K views  

> **Posted:** 2026-03-16T17:22:29+00:00  


> **Source Link:** [https://x.com/MitchMartan98/status/2033594768438202813](https://x.com/MitchMartan98/status/2033594768438202813)  


> 
> "Literally 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."


### Post #68 by @BlackPantherCap
> **Author:** Black Panther Capital ([@BlackPantherCap](https://x.com/BlackPantherCap))  
> **Metrics:** 108 likes · 10 retweets · 4 comments · 8.5K views  

> **Posted:** 2026-03-16T10:10:43+00:00  


> **Source Link:** [https://x.com/BlackPantherCap/status/2033486109724815592](https://x.com/BlackPantherCap/status/2033486109724815592)  


> 
> "$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"


### Post #69 by @retail_mourinho
> **Author:** Retail Mourinho ([@retail_mourinho](https://x.com/retail_mourinho))  
> **Metrics:** 102 likes · 1 retweets · 8 comments · 8.2K views  

> **Posted:** 2026-03-16T10:27:01+00:00  


> **Source Link:** [https://x.com/retail_mourinho/status/2033490211649487246](https://x.com/retail_mourinho/status/2033490211649487246)  


> 
> "A 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?"


### Post #70 by @AlvaroMysterio
> **Author:** Alvaro Mysterio ([@AlvaroMysterio](https://x.com/AlvaroMysterio))  
> **Metrics:** 92 likes · 4 retweets · 4 comments · 8.2K views  

> **Posted:** 2026-03-16T10:07:40+00:00  


> **Source Link:** [https://x.com/AlvaroMysterio/status/2033485342670504108](https://x.com/AlvaroMysterio/status/2033485342670504108)  


> 
> "To 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?"


### Post #71 by @RichardMoglen
> **Author:** Richard Moglen ([@RichardMoglen](https://x.com/RichardMoglen))  
> **Metrics:** 117 likes · 4 retweets · 6 comments · 8.2K views  

> **Posted:** 2026-03-16T13:57:57+00:00  


> **Source Link:** [https://x.com/RichardMoglen/status/2033543294375063752](https://x.com/RichardMoglen/status/2033543294375063752)  


> 
> "$NBIS second catalyst gap today in a few days with a $META Partnership"


### Post #72 by @HyperAICapital
> **Author:** Jordan | AI Investor ([@HyperAICapital](https://x.com/HyperAICapital))  
> **Metrics:** 200 likes · 7 retweets · 7 comments · 7.7K views  

> **Posted:** 2026-03-16T00:09:10+00:00  


> **Source Link:** [https://x.com/HyperAICapital/status/2033334723624546516](https://x.com/HyperAICapital/status/2033334723624546516)  


> 
> "$NBIS ripping past $115 in Overnight"


### Post #73 by @MarketMaestro1
> **Author:** MarketMaestro ([@MarketMaestro1](https://x.com/MarketMaestro1))  
> **Metrics:** 40 likes · 2 retweets · 1 comments · 7.7K views  

> **Posted:** 2026-03-16T10:44:25+00:00  


> **Source Link:** [https://x.com/MarketMaestro1/status/2033494590792106303](https://x.com/MarketMaestro1/status/2033494590792106303)  


> 
> "$NBIS"


### Post #74 by @DrTomsLens
> **Author:** Dr. Tomislav Marinovic ([@DrTomsLens](https://x.com/DrTomsLens))  
> **Metrics:** 105 likes · 6 retweets · 7 comments · 7.6K views  

> **Posted:** 2026-03-16T16:37:45+00:00  


> **Source Link:** [https://x.com/DrTomsLens/status/2033583509877440519](https://x.com/DrTomsLens/status/2033583509877440519)  


> 
> "In 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"


### Post #75 by @LiebermanAustin
> **Author:** Austin Lieberman ([@LiebermanAustin](https://x.com/LiebermanAustin))  
> **Metrics:** 37 likes · 0 retweets · 12 comments · 7.5K views  

> **Posted:** 2026-03-16T13:44:35+00:00  


> **Source Link:** [https://x.com/LiebermanAustin/status/2033539930123583516](https://x.com/LiebermanAustin/status/2033539930123583516)  


> 
> "If 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."


### Post #76 by @EndicottInvests
> **Author:** Nate Endicott ([@EndicottInvests](https://x.com/EndicottInvests))  
> **Metrics:** 71 likes · 0 retweets · 6 comments · 7.5K views  

> **Posted:** 2026-03-16T13:40:02+00:00  


> **Source Link:** [https://x.com/EndicottInvests/status/2033538786257191033](https://x.com/EndicottInvests/status/2033538786257191033)  


> 
> "Rolled my $NBIS calls to $145 5/1

Sold $107 CSPs for this week"


### Post #77 by @stamatoudism
> **Author:** Marios Stamatoudis ([@stamatoudism](https://x.com/stamatoudism))  
> **Metrics:** 131 likes · 5 retweets · 7 comments · 7.4K views  

> **Posted:** 2026-03-16T16:52:18+00:00  


> **Source Link:** [https://x.com/stamatoudism/status/2033587172121473499](https://x.com/stamatoudism/status/2033587172121473499)  


> 
> "$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"


### Post #78 by @TacticzH
> **Author:** TacticzHazel ([@TacticzH](https://x.com/TacticzH))  
> **Metrics:** 77 likes · 6 retweets · 3 comments · 7.4K views  

> **Posted:** 2026-03-16T10:24:04+00:00  


> **Source Link:** [https://x.com/TacticzH/status/2033489468095635582](https://x.com/TacticzH/status/2033489468095635582)  


> 
> "$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"


### Post #79 by @_Sgr_A_Star
> **Author:** The God Particle ([@_Sgr_A_Star](https://x.com/_Sgr_A_Star))  
> **Metrics:** 54 likes · 4 retweets · 3 comments · 7.1K views  

> **Posted:** 2026-03-16T22:34:54+00:00  


> **Source Link:** [https://x.com/_Sgr_A_Star/status/2033673387315528030](https://x.com/_Sgr_A_Star/status/2033673387315528030)  


> 
> "$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!"


### Post #80 by @LandoInvests
> **Author:** Lando ([@LandoInvests](https://x.com/LandoInvests))  
> **Metrics:** 64 likes · 0 retweets · 11 comments · 6.8K views  

> **Posted:** 2026-03-16T10:30:04+00:00  


> **Source Link:** [https://x.com/LandoInvests/status/2033490980142260265](https://x.com/LandoInvests/status/2033490980142260265)  


> 
> "HOLY $NBIS WHAT A DEAL WITH $META"


### Post #81 by @berkdemirkiran_
> **Author:** Berk Demirkıran ([@berkdemirkiran_](https://x.com/berkdemirkiran_))  
> **Metrics:** 68 likes · 0 retweets · 11 comments · 6.8K views  

> **Posted:** 2026-03-16T10:08:20+00:00  


> **Source Link:** [https://x.com/berkdemirkiran_/status/2033485510228783160](https://x.com/berkdemirkiran_/status/2033485510228783160)  


> 
> "I got $NBIS for free now, zero cost"


### Post #82 by @WisemanCap
> **Author:** Kaushik ([@WisemanCap](https://x.com/WisemanCap))  
> **Metrics:** 53 likes · 2 retweets · 6 comments · 6.7K views  

> **Posted:** 2026-03-16T10:31:13+00:00  


> **Source Link:** [https://x.com/WisemanCap/status/2033491268752506973](https://x.com/WisemanCap/status/2033491268752506973)  


> 
> "$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"


### Post #83 by @nbisinvestor200
> **Author:** Mr Kneebius ([@nbisinvestor200](https://x.com/nbisinvestor200))  
> **Metrics:** 57 likes · 1 retweets · 10 comments · 6.7K views  

> **Posted:** 2026-03-16T14:15:51+00:00  


> **Source Link:** [https://x.com/nbisinvestor200/status/2033547800282284191](https://x.com/nbisinvestor200/status/2033547800282284191)  


> 
> "If 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."


### Post #84 by @markflowchatter
> **Author:** Marc Lehman ([@markflowchatter](https://x.com/markflowchatter))  
> **Metrics:** 42 likes · 3 retweets · 2 comments · 6.7K views  

> **Posted:** 2026-03-16T12:11:10+00:00  


> **Source Link:** [https://x.com/markflowchatter/status/2033516422794564045](https://x.com/markflowchatter/status/2033516422794564045)  


> 
> "Citibank 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"


### Post #85 by @FunOfInvesting
> **Author:** Tevis ([@FunOfInvesting](https://x.com/FunOfInvesting))  
> **Metrics:** 65 likes · 3 retweets · 2 comments · 6.7K views  

> **Posted:** 2026-03-16T12:03:10+00:00  


> **Source Link:** [https://x.com/FunOfInvesting/status/2033514407678869600](https://x.com/FunOfInvesting/status/2033514407678869600)  


> 
> "Another 2026 $NBIS prediction checked off!

(In my defense this one from $META was kind of a layup)"


### Post #86 by @geokoutalidis
> **Author:** George Koutalidis ([@geokoutalidis](https://x.com/geokoutalidis))  
> **Metrics:** 51 likes · 4 retweets · 3 comments · 6.6K views  

> **Posted:** 2026-03-16T15:22:26+00:00  


> **Source Link:** [https://x.com/geokoutalidis/status/2033564556946026758](https://x.com/geokoutalidis/status/2033564556946026758)  


> 
> "My $NBIS article from January has aged so well. And it’s still so early!"


### Post #87 by @beauty_oe
> **Author:** みみりん@投資系女子 ([@beauty_oe](https://x.com/beauty_oe))  
> **Metrics:** 84 likes · 2 retweets · 2 comments · 6.6K views  

> **Posted:** 2026-03-16T23:08:20+00:00  


> **Source Link:** [https://x.com/beauty_oe/status/2033681801890435318](https://x.com/beauty_oe/status/2033681801890435318)  


> 
> "$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"


### Post #88 by @TacticzH
> **Author:** TacticzHazel ([@TacticzH](https://x.com/TacticzH))  
> **Metrics:** 83 likes · 4 retweets · 2 comments · 6.5K views  

> **Posted:** 2026-03-16T10:03:27+00:00  


> **Source Link:** [https://x.com/TacticzH/status/2033484279997514121](https://x.com/TacticzH/status/2033484279997514121)  


> 
> "$NBIS SIGNS AGREEMENT WITH $META

+ 12% premarket"


### Post #89 by @ilzmcfly
> **Author:** McFly ([@ilzmcfly](https://x.com/ilzmcfly))  
> **Metrics:** 35 likes · 3 retweets · 15 comments · 6.4K views  

> **Posted:** 2026-03-16T14:59:50+00:00  


> **Source Link:** [https://x.com/ilzmcfly/status/2033558868148486411](https://x.com/ilzmcfly/status/2033558868148486411)  


> 
> "FYI 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"


### Post #90 by @HyperTechInvest
> **Author:** Daniel Romero ([@HyperTechInvest](https://x.com/HyperTechInvest))  
> **Metrics:** 67 likes · 9 retweets · 1 comments · 6.4K views  

> **Posted:** 2026-03-16T10:13:39+00:00  


> **Source Link:** [https://x.com/HyperTechInvest/status/2033486847796474054](https://x.com/HyperTechInvest/status/2033486847796474054)  


> 
> "JUST 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"


### Post #91 by @korkmazali08
> **Author:** Ali korkmaz ([@korkmazali08](https://x.com/korkmazali08))  
> **Metrics:** 64 likes · 1 retweets · 4 comments · 6.1K views  

> **Posted:** 2026-03-16T10:59:05+00:00  


> **Source Link:** [https://x.com/korkmazali08/status/2033498282295431460](https://x.com/korkmazali08/status/2033498282295431460)  


> 
> "$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,"


### Post #92 by @BastianelliLore
> **Author:** Lorenzo2cents ([@BastianelliLore](https://x.com/BastianelliLore))  
> **Metrics:** 32 likes · 0 retweets · 4 comments · 6.0K views  

> **Posted:** 2026-03-16T20:52:49+00:00  


> **Source Link:** [https://x.com/BastianelliLore/status/2033647701045170436](https://x.com/BastianelliLore/status/2033647701045170436)  


> 
> "I now give 20% of prob to $NBIS to 16x by EOY"


### Post #93 by @StockChaser_
> **Author:** StockChaser ([@StockChaser_](https://x.com/StockChaser_))  
> **Metrics:** 78 likes · 13 retweets · 2 comments · 5.9K views  

> **Posted:** 2026-03-16T10:17:27+00:00  


> **Source Link:** [https://x.com/StockChaser_/status/2033487805402214768](https://x.com/StockChaser_/status/2033487805402214768)  


> 
> "$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"


### Post #94 by @MB_Hogan
> **Author:** Mark Hogan ([@MB_Hogan](https://x.com/MB_Hogan))  
> **Metrics:** 51 likes · 1 retweets · 5 comments · 5.8K views  

> **Posted:** 2026-03-16T11:35:03+00:00  


> **Source Link:** [https://x.com/MB_Hogan/status/2033507333448315268](https://x.com/MB_Hogan/status/2033507333448315268)  


> 
> "I 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"


### Post #95 by @chiptomunk
> **Author:** chip ([@chiptomunk](https://x.com/chiptomunk))  
> **Metrics:** 75 likes · 3 retweets · 5 comments · 5.8K views  

> **Posted:** 2026-03-16T01:59:37+00:00  


> **Source Link:** [https://x.com/chiptomunk/status/2033362519046095005](https://x.com/chiptomunk/status/2033362519046095005)  


> 
> "So let me get this straight:

GW + GPUs -> $IREN
GW - GPUs -> $CIFR
GPUs - GW -> $CRWV $NBIS

Is that right?"


### Post #96 by @Kross_Roads
> **Author:** Crossroads ([@Kross_Roads](https://x.com/Kross_Roads))  
> **Metrics:** 113 likes · 4 retweets · 7 comments · 5.8K views  

> **Posted:** 2026-03-16T12:16:26+00:00  


> **Source Link:** [https://x.com/Kross_Roads/status/2033517745606635914](https://x.com/Kross_Roads/status/2033517745606635914)  


> 
> "$NBIS signs deal with $META, with a deal for up to $27b."


### Post #97 by @investwithsheng
> **Author:** sheng ([@investwithsheng](https://x.com/investwithsheng))  
> **Metrics:** 44 likes · 3 retweets · 3 comments · 5.8K views  

> **Posted:** 2026-03-16T14:49:42+00:00  


> **Source Link:** [https://x.com/investwithsheng/status/2033556319320289416](https://x.com/investwithsheng/status/2033556319320289416)  


> 
> "$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"


### Post #98 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 15 likes · 0 retweets · 4 comments · 5.7K views  

> **Posted:** 2026-03-16T11:54:39+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2033512264142065689](https://x.com/longinvest32/status/2033512264142065689)  


> 
> "All $iren bulls could talk about was their next hyperscaler deal but now those deals are bad for the market ? 

 bro 

Long $nbis"


### Post #99 by @Umbisam
> **Author:** 𝒰𝓂𝒷𝒾𝓈𝒶𝓂 ([@Umbisam](https://x.com/Umbisam))  
> **Metrics:** 51 likes · 5 retweets · 4 comments · 5.7K views  

> **Posted:** 2026-03-16T10:49:25+00:00  


> **Source Link:** [https://x.com/Umbisam/status/2033495847183216764](https://x.com/Umbisam/status/2033495847183216764)  


> 
> "$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"


### Post #100 by @daniel_koss
> **Author:** Daniel Koss ([@daniel_koss](https://x.com/daniel_koss))  
> **Metrics:** 132 likes · 7 retweets · 9 comments · 5.7K views  

> **Posted:** 2026-03-16T10:19:11+00:00  


> **Source Link:** [https://x.com/daniel_koss/status/2033488239940558990](https://x.com/daniel_koss/status/2033488239940558990)  


> 
> "$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"


### Post #101 by @enrichtrades
> **Author:** Enrich Trades ([@enrichtrades](https://x.com/enrichtrades))  
> **Metrics:** 114 likes · 8 retweets · 7 comments · 5.7K views  

> **Posted:** 2026-03-16T19:17:57+00:00  


> **Source Link:** [https://x.com/enrichtrades/status/2033623825141653636](https://x.com/enrichtrades/status/2033623825141653636)  


> 
> "$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+"


### Post #102 by @SmallCapSnipa
> **Author:** Small Cap Snipa ([@SmallCapSnipa](https://x.com/SmallCapSnipa))  
> **Metrics:** 81 likes · 4 retweets · 2 comments · 5.5K views  

> **Posted:** 2026-03-16T12:31:08+00:00  


> **Source Link:** [https://x.com/SmallCapSnipa/status/2033521445771313210](https://x.com/SmallCapSnipa/status/2033521445771313210)  


> 
> "$NBIS LANDS $27 BILLION DEAL WITH $META 

• Nebius to provide $12B of capacity 
• Up to $15B of additional compute capacity over 5 years"


### Post #103 by @EchoAnalysis
> **Author:** Echo Analysis ([@EchoAnalysis](https://x.com/EchoAnalysis))  
> **Metrics:** 35 likes · 1 retweets · 4 comments · 5.4K views  

> **Posted:** 2026-03-16T20:40:00+00:00  


> **Source Link:** [https://x.com/EchoAnalysis/status/2033644472618389741](https://x.com/EchoAnalysis/status/2033644472618389741)  


> 
> "$NBIS get ready 

MACD curling green on the weekly

The last time we saw this, price rallied over 700%..."


### Post #104 by @AlvaroMysterio
> **Author:** Alvaro Mysterio ([@AlvaroMysterio](https://x.com/AlvaroMysterio))  
> **Metrics:** 79 likes · 5 retweets · 1 comments · 5.3K views  

> **Posted:** 2026-03-16T10:13:14+00:00  


> **Source Link:** [https://x.com/AlvaroMysterio/status/2033486741235957981](https://x.com/AlvaroMysterio/status/2033486741235957981)  


> 
> "$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"


### Post #105 by @ACInvestorBlog
> **Author:** Antonio Costa ([@ACInvestorBlog](https://x.com/ACInvestorBlog))  
> **Metrics:** 45 likes · 1 retweets · 1 comments · 5.2K views  

> **Posted:** 2026-03-16T21:19:26+00:00  


> **Source Link:** [https://x.com/ACInvestorBlog/status/2033654397163446303](https://x.com/ACInvestorBlog/status/2033654397163446303)  


> 
> "$NBIS nice breakout today. Looks ready to test the highs."


### Post #106 by @WealthyReadings
> **Author:** The Few Bets That Matter ([@WealthyReadings](https://x.com/WealthyReadings))  
> **Metrics:** 39 likes · 2 retweets · 0 comments · 5.2K views  

> **Posted:** 2026-03-16T10:56:11+00:00  


> **Source Link:** [https://x.com/WealthyReadings/status/2033497552138449333](https://x.com/WealthyReadings/status/2033497552138449333)  


> 
> "$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"


### Post #107 by @wealthmatica
> **Author:** Wealthmatica ([@wealthmatica](https://x.com/wealthmatica))  
> **Metrics:** 102 likes · 2 retweets · 12 comments · 5.1K views  

> **Posted:** 2026-03-16T20:22:22+00:00  


> **Source Link:** [https://x.com/wealthmatica/status/2033640034243391603](https://x.com/wealthmatica/status/2033640034243391603)  


> 
> "$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"


### Post #108 by @DollarCostAvg
> **Author:** investing ([@DollarCostAvg](https://x.com/DollarCostAvg))  
> **Metrics:** 102 likes · 2 retweets · 6 comments · 5.1K views  

> **Posted:** 2026-03-16T14:08:11+00:00  


> **Source Link:** [https://x.com/DollarCostAvg/status/2033545871032205716](https://x.com/DollarCostAvg/status/2033545871032205716)  


> 
> "$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."


### Post #109 by @fedex774
> **Author:** Gus - The Italian Investor ([@fedex774](https://x.com/fedex774))  
> **Metrics:** 28 likes · 0 retweets · 4 comments · 5.1K views  

> **Posted:** 2026-03-16T10:35:57+00:00  


> **Source Link:** [https://x.com/fedex774/status/2033492461536895109](https://x.com/fedex774/status/2033492461536895109)  


> 
> "I 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"


### Post #110 by @EW_RunningFlat
> **Author:** Kobi ([@EW_RunningFlat](https://x.com/EW_RunningFlat))  
> **Metrics:** 64 likes · 1 retweets · 10 comments · 5.0K views  

> **Posted:** 2026-03-16T10:12:02+00:00  


> **Source Link:** [https://x.com/EW_RunningFlat/status/2033486440022040956](https://x.com/EW_RunningFlat/status/2033486440022040956)  


> 
> "Wow Nebius $NBIS  
And this time a deal with Meta for an enormous sum  
And I'm there, totally there"


### Post #111 by @DrTomsLens
> **Author:** Dr. Tomislav Marinovic ([@DrTomsLens](https://x.com/DrTomsLens))  
> **Metrics:** 76 likes · 2 retweets · 10 comments · 5.0K views  

> **Posted:** 2026-03-16T14:25:30+00:00  


> **Source Link:** [https://x.com/DrTomsLens/status/2033550226733109367](https://x.com/DrTomsLens/status/2033550226733109367)  


> 
> "Almost 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"


### Post #112 by @Thomas_james_1
> **Author:** Thomas James Investing ([@Thomas_james_1](https://x.com/Thomas_james_1))  
> **Metrics:** 50 likes · 2 retweets · 2 comments · 4.9K views  

> **Posted:** 2026-03-16T10:10:29+00:00  


> **Source Link:** [https://x.com/Thomas_james_1/status/2033486052392898728](https://x.com/Thomas_james_1/status/2033486052392898728)  


> 
> "$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."


### Post #113 by @TheRayMyers
> **Author:** Ray Myers ([@TheRayMyers](https://x.com/TheRayMyers))  
> **Metrics:** 59 likes · 8 retweets · 1 comments · 4.7K views  

> **Posted:** 2026-03-16T11:20:17+00:00  


> **Source Link:** [https://x.com/TheRayMyers/status/2033503616758054999](https://x.com/TheRayMyers/status/2033503616758054999)  


> 
> "So 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."


### Post #114 by @HyperAICapital
> **Author:** Jordan | AI Investor ([@HyperAICapital](https://x.com/HyperAICapital))  
> **Metrics:** 41 likes · 1 retweets · 0 comments · 4.7K views  

> **Posted:** 2026-03-16T01:16:22+00:00  


> **Source Link:** [https://x.com/HyperAICapital/status/2033351634756284455](https://x.com/HyperAICapital/status/2033351634756284455)  


> 
> "Bullish 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"


### Post #115 by @EndicottInvests
> **Author:** Nate Endicott ([@EndicottInvests](https://x.com/EndicottInvests))  
> **Metrics:** 27 likes · 1 retweets · 0 comments · 4.7K views  

> **Posted:** 2026-03-16T21:24:23+00:00  


> **Source Link:** [https://x.com/EndicottInvests/status/2033655644482379970](https://x.com/EndicottInvests/status/2033655644482379970)  


> 
> "$NBIS is king"


### Post #116 by @babyfolio
> **Author:** Babyfolio ([@babyfolio](https://x.com/babyfolio))  
> **Metrics:** 131 likes · 5 retweets · 18 comments · 4.7K views  

> **Posted:** 2026-03-16T10:51:23+00:00  


> **Source Link:** [https://x.com/babyfolio/status/2033496343751143619](https://x.com/babyfolio/status/2033496343751143619)  


> 
> "Massive congrats to those who weren't shaken out! $NBIS
Lets go!"


### Post #117 by @rzayev7895
> **Author:** Yunis Rzayev ([@rzayev7895](https://x.com/rzayev7895))  
> **Metrics:** 51 likes · 3 retweets · 7 comments · 4.5K views  

> **Posted:** 2026-03-16T10:08:42+00:00  


> **Source Link:** [https://x.com/rzayev7895/status/2033485603841679713](https://x.com/rzayev7895/status/2033485603841679713)  


> 
> "Another 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:"


### Post #118 by @LuxAlgo
> **Author:** LuxAlgo ([@LuxAlgo](https://x.com/LuxAlgo))  
> **Metrics:** 59 likes · 5 retweets · 1 comments · 4.5K views  

> **Posted:** 2026-03-16T13:02:29+00:00  


> **Source Link:** [https://x.com/LuxAlgo/status/2033529335684923816](https://x.com/LuxAlgo/status/2033529335684923816)  


> 
> "$META signs $27 Billion AI infrastructure deal with Nebius.

$NBIS +11% pre-market!"


### Post #119 by @LandoInvests
> **Author:** Lando ([@LandoInvests](https://x.com/LandoInvests))  
> **Metrics:** 27 likes · 0 retweets · 4 comments · 4.4K views  

> **Posted:** 2026-03-16T10:34:53+00:00  


> **Source Link:** [https://x.com/LandoInvests/status/2033492189242642506](https://x.com/LandoInvests/status/2033492189242642506)  


> 
> "My friend Nate knew something about $NBIS"


### Post #120 by @ChartsJavi
> **Author:** JaviCharts ([@ChartsJavi](https://x.com/ChartsJavi))  
> **Metrics:** 67 likes · 2 retweets · 2 comments · 4.4K views  

> **Posted:** 2026-03-16T13:42:35+00:00  


> **Source Link:** [https://x.com/ChartsJavi/status/2033539426425393217](https://x.com/ChartsJavi/status/2033539426425393217)  


> 
> "$NBIS huge RS"


### Post #121 by @DollarCostAvg
> **Author:** investing ([@DollarCostAvg](https://x.com/DollarCostAvg))  
> **Metrics:** 110 likes · 6 retweets · 5 comments · 4.3K views  

> **Posted:** 2026-03-16T16:35:23+00:00  


> **Source Link:** [https://x.com/DollarCostAvg/status/2033582912054956337](https://x.com/DollarCostAvg/status/2033582912054956337)  


> 
> "I 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"


### Post #122 by @bigbobinvests
> **Author:** bigbob ([@bigbobinvests](https://x.com/bigbobinvests))  
> **Metrics:** 45 likes · 1 retweets · 16 comments · 4.2K views  

> **Posted:** 2026-03-16T19:05:38+00:00  


> **Source Link:** [https://x.com/bigbobinvests/status/2033620726062977291](https://x.com/bigbobinvests/status/2033620726062977291)  


> 
> "Need to let everyone know that I am up currently 67% on my $NBIS position."


### Post #123 by @Kajiastic
> **Author:** Akash ([@Kajiastic](https://x.com/Kajiastic))  
> **Metrics:** 44 likes · 0 retweets · 10 comments · 4.2K views  

> **Posted:** 2026-03-16T19:00:09+00:00  


> **Source Link:** [https://x.com/Kajiastic/status/2033619346623234491](https://x.com/Kajiastic/status/2033619346623234491)  


> 
> "$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"


### Post #124 by @StockTrader_Max
> **Author:** StockTrader_Max ([@StockTrader_Max](https://x.com/StockTrader_Max))  
> **Metrics:** 21 likes · 2 retweets · 1 comments · 4.2K views  

> **Posted:** 2026-03-16T10:55:39+00:00  


> **Source Link:** [https://x.com/StockTrader_Max/status/2033497418629583070](https://x.com/StockTrader_Max/status/2033497418629583070)  


> 
> "$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"


### Post #125 by @bluechipdaily
> **Author:** Larry Tentarelli, Blue Chip Daily ([@bluechipdaily](https://x.com/bluechipdaily))  
> **Metrics:** 36 likes · 7 retweets · 1 comments · 4.2K views  

> **Posted:** 2026-03-16T16:31:20+00:00  


> **Source Link:** [https://x.com/bluechipdaily/status/2033581894537769328](https://x.com/bluechipdaily/status/2033581894537769328)  


> 
> "$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"


### Post #126 by @Raymond1103SD
> **Author:** Raymond ([@Raymond1103SD](https://x.com/Raymond1103SD))  
> **Metrics:** 73 likes · 0 retweets · 6 comments · 4.2K views  

> **Posted:** 2026-03-16T19:12:52+00:00  


> **Source Link:** [https://x.com/Raymond1103SD/status/2033622545757573386](https://x.com/Raymond1103SD/status/2033622545757573386)  


> 
> "Up $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…"


### Post #127 by @TaPlot
> **Author:** TA ([@TaPlot](https://x.com/TaPlot))  
> **Metrics:** 49 likes · 1 retweets · 5 comments · 4.1K views  

> **Posted:** 2026-03-16T13:12:56+00:00  


> **Source Link:** [https://x.com/TaPlot/status/2033531964880310669](https://x.com/TaPlot/status/2033531964880310669)  


> 
> "$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"


### Post #128 by @retail_mourinho
> **Author:** Retail Mourinho ([@retail_mourinho](https://x.com/retail_mourinho))  
> **Metrics:** 55 likes · 0 retweets · 6 comments · 4.0K views  

> **Posted:** 2026-03-16T20:55:30+00:00  


> **Source Link:** [https://x.com/retail_mourinho/status/2033648373278871663](https://x.com/retail_mourinho/status/2033648373278871663)  


> 
> "I own 1,000 $NBIS shares.

$NBIS is up 37% past week.
@aleabitoreddit
 #1 Neocloud pick is $NBIS.

RM will sleep like a baby tonight."


### Post #129 by @thekriskay
> **Author:** Kris Kay | ([@thekriskay](https://x.com/thekriskay))  
> **Metrics:** 42 likes · 3 retweets · 1 comments · 3.9K views  

> **Posted:** 2026-03-16T14:05:44+00:00  


> **Source Link:** [https://x.com/thekriskay/status/2033545254863876536](https://x.com/thekriskay/status/2033545254863876536)  


> 
> "$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."


### Post #130 by @EndicottInvests
> **Author:** Nate Endicott ([@EndicottInvests](https://x.com/EndicottInvests))  
> **Metrics:** 42 likes · 0 retweets · 5 comments · 3.8K views  

> **Posted:** 2026-03-16T14:18:15+00:00  


> **Source Link:** [https://x.com/EndicottInvests/status/2033548405050413215](https://x.com/EndicottInvests/status/2033548405050413215)  


> 
> "Oops  $NBIS"


### Post #131 by @geokoutalidis
> **Author:** George Koutalidis ([@geokoutalidis](https://x.com/geokoutalidis))  
> **Metrics:** 53 likes · 3 retweets · 4 comments · 3.6K views  

> **Posted:** 2026-03-16T15:26:41+00:00  


> **Source Link:** [https://x.com/geokoutalidis/status/2033565624199266460](https://x.com/geokoutalidis/status/2033565624199266460)  


> 
> "Time 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"


### Post #132 by @Zac_Markovich
> **Author:** Zachary Markovich ([@Zac_Markovich](https://x.com/Zac_Markovich))  
> **Metrics:** 45 likes · 2 retweets · 2 comments · 3.6K views  

> **Posted:** 2026-03-16T16:50:48+00:00  


> **Source Link:** [https://x.com/Zac_Markovich/status/2033586792289665497](https://x.com/Zac_Markovich/status/2033586792289665497)  


> 
> "$NBIS A few trading sessions away from ATHs"


### Post #133 by @AlexfromBabylon
> **Author:** Alexander ([@AlexfromBabylon](https://x.com/AlexfromBabylon))  
> **Metrics:** 22 likes · 0 retweets · 6 comments · 3.6K views  

> **Posted:** 2026-03-16T14:31:25+00:00  


> **Source Link:** [https://x.com/AlexfromBabylon/status/2033551715467718991](https://x.com/AlexfromBabylon/status/2033551715467718991)  


> 
> "$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 /"


### Post #134 by @epictrades1
> **Author:** The Inner Circle Trading Group DP David Prince ([@epictrades1](https://x.com/epictrades1))  
> **Metrics:** 34 likes · 2 retweets · 0 comments · 3.6K views  

> **Posted:** 2026-03-16T16:37:15+00:00  


> **Source Link:** [https://x.com/epictrades1/status/2033583383750561965](https://x.com/epictrades1/status/2033583383750561965)  


> 
> "$NBIS Price target raised $200 from $150 at DA Davidson"


### Post #135 by @Sandeman52
> **Author:** SandemanStocks ([@Sandeman52](https://x.com/Sandeman52))  
> **Metrics:** 46 likes · 0 retweets · 5 comments · 3.5K views  

> **Posted:** 2026-03-16T11:01:25+00:00  


> **Source Link:** [https://x.com/Sandeman52/status/2033498868600430992](https://x.com/Sandeman52/status/2033498868600430992)  


> 
> "$NBIS called it a month ago"


### Post #136 by @MartyChargin
> **Author:** Marty Chargin ([@MartyChargin](https://x.com/MartyChargin))  
> **Metrics:** 50 likes · 8 retweets · 2 comments · 3.5K views  

> **Posted:** 2026-03-16T10:28:02+00:00  


> **Source Link:** [https://x.com/MartyChargin/status/2033490465798930814](https://x.com/MartyChargin/status/2033490465798930814)  


> 
> "$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"


### Post #137 by @EndicottInvests
> **Author:** Nate Endicott ([@EndicottInvests](https://x.com/EndicottInvests))  
> **Metrics:** 46 likes · 0 retweets · 0 comments · 3.5K views  

> **Posted:** 2026-03-16T13:59:39+00:00  


> **Source Link:** [https://x.com/EndicottInvests/status/2033543723166933331](https://x.com/EndicottInvests/status/2033543723166933331)  


> 
> "$NBIS & Meta $27B partnership

WHAT A DAY!"


### Post #138 by @Venu_7_
> **Author:** Venu ([@Venu_7_](https://x.com/Venu_7_))  
> **Metrics:** 34 likes · 1 retweets · 2 comments · 3.5K views  

> **Posted:** 2026-03-16T12:07:53+00:00  


> **Source Link:** [https://x.com/Venu_7_/status/2033515595228999729](https://x.com/Venu_7_/status/2033515595228999729)  


> 
> "$NBIS just signed a major AI infrastructure agreement with $META potential value up to $27B.

$NBIS +14% pre-market"


### Post #139 by @blondebroker1
> **Author:** Real Blonde Broker ([@blondebroker1](https://x.com/blondebroker1))  
> **Metrics:** 24 likes · 0 retweets · 8 comments · 3.4K views  

> **Posted:** 2026-03-16T16:46:16+00:00  


> **Source Link:** [https://x.com/blondebroker1/status/2033585652751864207](https://x.com/blondebroker1/status/2033585652751864207)  


> 
> "I do think $NBIS has higher targets in the future as long as $124 is held"


### Post #140 by @daniel_koss
> **Author:** Daniel Koss ([@daniel_koss](https://x.com/daniel_koss))  
> **Metrics:** 97 likes · 4 retweets · 8 comments · 3.4K views  

> **Posted:** 2026-03-16T10:26:03+00:00  


> **Source Link:** [https://x.com/daniel_koss/status/2033489968690053465](https://x.com/daniel_koss/status/2033489968690053465)  


> 
> "Time for Arete Research to update their $NBIS price target again"


### Post #141 by @DollarCostAvg
> **Author:** investing ([@DollarCostAvg](https://x.com/DollarCostAvg))  
> **Metrics:** 48 likes · 2 retweets · 4 comments · 3.3K views  

> **Posted:** 2026-03-16T14:14:51+00:00  


> **Source Link:** [https://x.com/DollarCostAvg/status/2033547548175040557](https://x.com/DollarCostAvg/status/2033547548175040557)  


> 
> "$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"


### Post #142 by @epictrades1
> **Author:** The Inner Circle Trading Group DP David Prince ([@epictrades1](https://x.com/epictrades1))  
> **Metrics:** 28 likes · 4 retweets · 2 comments · 3.3K views  

> **Posted:** 2026-03-16T11:00:16+00:00  


> **Source Link:** [https://x.com/epictrades1/status/2033498579008999829](https://x.com/epictrades1/status/2033498579008999829)  


> 
> "$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"


### Post #143 by @HyperAICapital
> **Author:** Jordan | AI Investor ([@HyperAICapital](https://x.com/HyperAICapital))  
> **Metrics:** 84 likes · 2 retweets · 2 comments · 3.2K views  

> **Posted:** 2026-03-16T20:16:13+00:00  


> **Source Link:** [https://x.com/HyperAICapital/status/2033638487958950060](https://x.com/HyperAICapital/status/2033638487958950060)  


> 
> "WOW 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!"


### Post #144 by @EndicottInvests
> **Author:** Nate Endicott ([@EndicottInvests](https://x.com/EndicottInvests))  
> **Metrics:** 131 likes · 8 retweets · 11 comments · 3.2K views  

> **Posted:** 2026-03-16T12:48:06+00:00  


> **Source Link:** [https://x.com/EndicottInvests/status/2033525715199459763](https://x.com/EndicottInvests/status/2033525715199459763)  


> 
> "$NBIS X $META 5 year $27 B deal 

WOW"


### Post #145 by @HyperTechInvest
> **Author:** Daniel Romero ([@HyperTechInvest](https://x.com/HyperTechInvest))  
> **Metrics:** 68 likes · 1 retweets · 1 comments · 3.2K views  

> **Posted:** 2026-03-16T12:29:58+00:00  


> **Source Link:** [https://x.com/HyperTechInvest/status/2033521152404976094](https://x.com/HyperTechInvest/status/2033521152404976094)  


> 
> "$NBIS deal with $META is 40% larger than their deal with $MSFT

Just to put things into context"


### Post #146 by @JEFETRADES
> **Author:** JEFE TRADES ([@JEFETRADES](https://x.com/JEFETRADES))  
> **Metrics:** 27 likes · 1 retweets · 5 comments · 3.2K views  

> **Posted:** 2026-03-16T13:29:28+00:00  


> **Source Link:** [https://x.com/JEFETRADES/status/2033536127315951620](https://x.com/JEFETRADES/status/2033536127315951620)  


> 
> "WE TRIED TO TELL YA
$NBIS"


### Post #147 by @enrichtrades
> **Author:** Enrich Trades ([@enrichtrades](https://x.com/enrichtrades))  
> **Metrics:** 61 likes · 3 retweets · 2 comments · 3.1K views  

> **Posted:** 2026-03-16T01:17:20+00:00  


> **Source Link:** [https://x.com/enrichtrades/status/2033351879917183095](https://x.com/enrichtrades/status/2033351879917183095)  


> 
> "Watchlist 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."


### Post #148 by @investwithsheng
> **Author:** sheng ([@investwithsheng](https://x.com/investwithsheng))  
> **Metrics:** 45 likes · 2 retweets · 3 comments · 3.1K views  

> **Posted:** 2026-03-16T13:06:28+00:00  


> **Source Link:** [https://x.com/investwithsheng/status/2033530338433962236](https://x.com/investwithsheng/status/2033530338433962236)  


> 
> "congrats $NBIS long"


### Post #149 by @fedex774
> **Author:** Gus - The Italian Investor ([@fedex774](https://x.com/fedex774))  
> **Metrics:** 22 likes · 0 retweets · 4 comments · 3.1K views  

> **Posted:** 2026-03-16T10:06:57+00:00  


> **Source Link:** [https://x.com/fedex774/status/2033485161401033160](https://x.com/fedex774/status/2033485161401033160)  


> 
> "I'm sorry for the $IREN fanboys but this ends the debate:
$NBIS > $IREN
Nebius signs new AI deal with $META
Let's go"


### Post #150 by @MarketMaestro1
> **Author:** MarketMaestro ([@MarketMaestro1](https://x.com/MarketMaestro1))  
> **Metrics:** 45 likes · 7 retweets · 0 comments · 3.1K views  

> **Posted:** 2026-03-16T10:25:11+00:00  


> **Source Link:** [https://x.com/MarketMaestro1/status/2033489749860635126](https://x.com/MarketMaestro1/status/2033489749860635126)  


> 
> "$NBIS"


### Post #151 by @retail_mourinho
> **Author:** Retail Mourinho ([@retail_mourinho](https://x.com/retail_mourinho))  
> **Metrics:** 42 likes · 3 retweets · 2 comments · 3.1K views  

> **Posted:** 2026-03-16T10:02:14+00:00  


> **Source Link:** [https://x.com/retail_mourinho/status/2033483973150568852](https://x.com/retail_mourinho/status/2033483973150568852)  


> 
> "$NBIS 27bn contract with $META 

LFG!!!!!"


### Post #152 by @DrTomsLens
> **Author:** Dr. Tomislav Marinovic ([@DrTomsLens](https://x.com/DrTomsLens))  
> **Metrics:** 64 likes · 2 retweets · 3 comments · 3.1K views  

> **Posted:** 2026-03-16T16:14:30+00:00  


> **Source Link:** [https://x.com/DrTomsLens/status/2033577660312441282](https://x.com/DrTomsLens/status/2033577660312441282)  


> 
> "A 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.”"


### Post #153 by @chiptomunk
> **Author:** chip ([@chiptomunk](https://x.com/chiptomunk))  
> **Metrics:** 39 likes · 1 retweets · 2 comments · 3.0K views  

> **Posted:** 2026-03-16T11:40:53+00:00  


> **Source Link:** [https://x.com/chiptomunk/status/2033508802364907802](https://x.com/chiptomunk/status/2033508802364907802)  


> 
> "Never 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."


### Post #154 by @daniel_koss
> **Author:** Daniel Koss ([@daniel_koss](https://x.com/daniel_koss))  
> **Metrics:** 58 likes · 0 retweets · 7 comments · 3.0K views  

> **Posted:** 2026-03-16T18:16:41+00:00  


> **Source Link:** [https://x.com/daniel_koss/status/2033608407010218278](https://x.com/daniel_koss/status/2033608407010218278)  


> 
> "I 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"


### Post #155 by @DrTomsLens
> **Author:** Dr. Tomislav Marinovic ([@DrTomsLens](https://x.com/DrTomsLens))  
> **Metrics:** 66 likes · 1 retweets · 2 comments · 3.0K views  

> **Posted:** 2026-03-16T10:10:20+00:00  


> **Source Link:** [https://x.com/DrTomsLens/status/2033486013805609395](https://x.com/DrTomsLens/status/2033486013805609395)  


> 
> "Huge news: $NBIS has signed a new expanded long-term AI infrastructure agreement with Meta worth $27B over 5 years

Congrats to shareholders!"


### Post #156 by @AlvaroMysterio
> **Author:** Alvaro Mysterio ([@AlvaroMysterio](https://x.com/AlvaroMysterio))  
> **Metrics:** 54 likes · 0 retweets · 3 comments · 2.9K views  

> **Posted:** 2026-03-16T17:45:58+00:00  


> **Source Link:** [https://x.com/AlvaroMysterio/status/2033600678287827219](https://x.com/AlvaroMysterio/status/2033600678287827219)  


> 
> "$NBIS $200 by EOY is just a fair price"


### Post #157 by @MB_Hogan
> **Author:** Mark Hogan ([@MB_Hogan](https://x.com/MB_Hogan))  
> **Metrics:** 75 likes · 2 retweets · 6 comments · 2.9K views  

> **Posted:** 2026-03-16T10:55:59+00:00  


> **Source Link:** [https://x.com/MB_Hogan/status/2033497501303538020](https://x.com/MB_Hogan/status/2033497501303538020)  


> 
> "$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"


### Post #158 by @Venu_7_
> **Author:** Venu ([@Venu_7_](https://x.com/Venu_7_))  
> **Metrics:** 25 likes · 0 retweets · 2 comments · 2.9K views  

> **Posted:** 2026-03-16T19:37:37+00:00  


> **Source Link:** [https://x.com/Venu_7_/status/2033628774328123434](https://x.com/Venu_7_/status/2033628774328123434)  


> 
> "$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"


### Post #159 by @retail_mourinho
> **Author:** Retail Mourinho ([@retail_mourinho](https://x.com/retail_mourinho))  
> **Metrics:** 48 likes · 1 retweets · 4 comments · 2.9K views  

> **Posted:** 2026-03-16T10:13:44+00:00  


> **Source Link:** [https://x.com/retail_mourinho/status/2033486868147314958](https://x.com/retail_mourinho/status/2033486868147314958)  


> 
> "$NBIS"


### Post #160 by @zen_tropy
> **Author:** shoshin ([@zen_tropy](https://x.com/zen_tropy))  
> **Metrics:** 31 likes · 6 retweets · 2 comments · 2.7K views  

> **Posted:** 2026-03-16T13:32:17+00:00  


> **Source Link:** [https://x.com/zen_tropy/status/2033536836396519877](https://x.com/zen_tropy/status/2033536836396519877)  


> 
> "$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 . . ."


### Post #161 by @InvestmentGuru_
> **Author:** InvestmentGuru ([@InvestmentGuru_](https://x.com/InvestmentGuru_))  
> **Metrics:** 17 likes · 0 retweets · 1 comments · 2.7K views  

> **Posted:** 2026-03-16T11:17:47+00:00  


> **Source Link:** [https://x.com/InvestmentGuru_/status/2033502985699893691](https://x.com/InvestmentGuru_/status/2033502985699893691)  


> 
> "$NBIS now + 234% up in portfolio"


### Post #162 by @zen_tropy
> **Author:** shoshin ([@zen_tropy](https://x.com/zen_tropy))  
> **Metrics:** 38 likes · 3 retweets · 1 comments · 2.7K views  

> **Posted:** 2026-03-16T19:02:06+00:00  


> **Source Link:** [https://x.com/zen_tropy/status/2033619838405353490](https://x.com/zen_tropy/status/2033619838405353490)  


> 
> "$nbis MS sees prepayment potential on both tranches and likes the flexibility & credit assurance of the 15B backstop . . ."


### Post #163 by @EchoAnalysis
> **Author:** Echo Analysis ([@EchoAnalysis](https://x.com/EchoAnalysis))  
> **Metrics:** 40 likes · 0 retweets · 1 comments · 2.7K views  

> **Posted:** 2026-03-16T13:12:59+00:00  


> **Source Link:** [https://x.com/EchoAnalysis/status/2033531976418758840](https://x.com/EchoAnalysis/status/2033531976418758840)  


> 
> "$IREN will follow $NBIS.

Updated chart coming today."


### Post #164 by @geokoutalidis
> **Author:** George Koutalidis ([@geokoutalidis](https://x.com/geokoutalidis))  
> **Metrics:** 35 likes · 0 retweets · 6 comments · 2.7K views  

> **Posted:** 2026-03-16T17:57:25+00:00  


> **Source Link:** [https://x.com/geokoutalidis/status/2033603556838633863](https://x.com/geokoutalidis/status/2033603556838633863)  


> 
> "Please tell me he is still bearish $NBIS"


### Post #165 by @donaldjdean
> **Author:** Donald Dean ([@donaldjdean](https://x.com/donaldjdean))  
> **Metrics:** 27 likes · 1 retweets · 1 comments · 2.6K views  

> **Posted:** 2026-03-16T13:37:08+00:00  


> **Source Link:** [https://x.com/donaldjdean/status/2033538057404887490](https://x.com/donaldjdean/status/2033538057404887490)  


> 
> "$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"


### Post #166 by @MB_Hogan
> **Author:** Mark Hogan ([@MB_Hogan](https://x.com/MB_Hogan))  
> **Metrics:** 65 likes · 5 retweets · 3 comments · 2.6K views  

> **Posted:** 2026-03-16T17:23:08+00:00  


> **Source Link:** [https://x.com/MB_Hogan/status/2033594931562901822](https://x.com/MB_Hogan/status/2033594931562901822)  


> 
> "$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"


### Post #167 by @SpacBobby
> **Author:** SpacBobby ([@SpacBobby](https://x.com/SpacBobby))  
> **Metrics:** 38 likes · 4 retweets · 3 comments · 2.5K views  

> **Posted:** 2026-03-16T13:13:35+00:00  


> **Source Link:** [https://x.com/SpacBobby/status/2033532130974933139](https://x.com/SpacBobby/status/2033532130974933139)  


> 
> "$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"


### Post #168 by @WealthyReadings
> **Author:** The Few Bets That Matter ([@WealthyReadings](https://x.com/WealthyReadings))  
> **Metrics:** 32 likes · 1 retweets · 4 comments · 2.5K views  

> **Posted:** 2026-03-16T10:16:24+00:00  


> **Source Link:** [https://x.com/WealthyReadings/status/2033487538095079482](https://x.com/WealthyReadings/status/2033487538095079482)  


> 
> "$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"


### Post #169 by @SmallCapSnipa
> **Author:** Small Cap Snipa ([@SmallCapSnipa](https://x.com/SmallCapSnipa))  
> **Metrics:** 34 likes · 4 retweets · 2 comments · 2.5K views  

> **Posted:** 2026-03-16T03:56:09+00:00  


> **Source Link:** [https://x.com/SmallCapSnipa/status/2033391846454448167](https://x.com/SmallCapSnipa/status/2033391846454448167)  


> 
> "S&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"


### Post #170 by @itschrisray
> **Author:** Chris Ray ([@itschrisray](https://x.com/itschrisray))  
> **Metrics:** 70 likes · 31 retweets · 1 comments · 2.5K views  

> **Posted:** 2026-03-16T12:57:03+00:00  


> **Source Link:** [https://x.com/itschrisray/status/2033527967016690097](https://x.com/itschrisray/status/2033527967016690097)  


> 
> "$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."


### Post #171 by @BastianelliLore
> **Author:** Lorenzo2cents ([@BastianelliLore](https://x.com/BastianelliLore))  
> **Metrics:** 57 likes · 1 retweets · 4 comments · 2.5K views  

> **Posted:** 2026-03-16T10:10:55+00:00  


> **Source Link:** [https://x.com/BastianelliLore/status/2033486160719225259](https://x.com/BastianelliLore/status/2033486160719225259)  


> 
> "BREAKING  $NBIS Nebius signs a new AI infrastructure agreement with Meta (up to ~$27B)"


### Post #172 by @Kajiastic
> **Author:** Akash ([@Kajiastic](https://x.com/Kajiastic))  
> **Metrics:** 44 likes · 0 retweets · 1 comments · 2.5K views  

> **Posted:** 2026-03-16T15:58:05+00:00  


> **Source Link:** [https://x.com/Kajiastic/status/2033573526838349995](https://x.com/Kajiastic/status/2033573526838349995)  


> 
> "If $NBIS was a private company would probably trade at double the current valuation of the company"


### Post #173 by @MB_Hogan
> **Author:** Mark Hogan ([@MB_Hogan](https://x.com/MB_Hogan))  
> **Metrics:** 56 likes · 2 retweets · 1 comments · 2.5K views  

> **Posted:** 2026-03-16T12:25:01+00:00  


> **Source Link:** [https://x.com/MB_Hogan/status/2033519906386296954](https://x.com/MB_Hogan/status/2033519906386296954)  


> 
> "$NBIS UPDATE: CITI analyst Tyler Radke initiates coverage on $NBIS with a BUY RATING and a $169 a share PRICE TARGET"


### Post #174 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 16 likes · 0 retweets · 7 comments · 2.4K views  

> **Posted:** 2026-03-16T11:51:27+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2033511458818941342](https://x.com/longinvest32/status/2033511458818941342)  


> 
> "I mean but when $iren does the same deal it will be great right ? 

Stop the cope better to stop now brother  with grace 

$nbis"


### Post #175 by @retail_mourinho
> **Author:** Retail Mourinho ([@retail_mourinho](https://x.com/retail_mourinho))  
> **Metrics:** 46 likes · 0 retweets · 4 comments · 2.4K views  

> **Posted:** 2026-03-16T21:20:05+00:00  


> **Source Link:** [https://x.com/retail_mourinho/status/2033654562469351529](https://x.com/retail_mourinho/status/2033654562469351529)  


> 
> "$NBIS cooking"


### Post #176 by @MitchMartan98
> **Author:** Mitchell Martan ([@MitchMartan98](https://x.com/MitchMartan98))  
> **Metrics:** 34 likes · 2 retweets · 0 comments · 2.4K views  

> **Posted:** 2026-03-16T11:36:58+00:00  


> **Source Link:** [https://x.com/MitchMartan98/status/2033507816858612131](https://x.com/MitchMartan98/status/2033507816858612131)  


> 
> "$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"


### Post #177 by @HyperAICapital
> **Author:** Jordan | AI Investor ([@HyperAICapital](https://x.com/HyperAICapital))  
> **Metrics:** 81 likes · 5 retweets · 1 comments · 2.3K views  

> **Posted:** 2026-03-16T17:34:37+00:00  


> **Source Link:** [https://x.com/HyperAICapital/status/2033597819496681482](https://x.com/HyperAICapital/status/2033597819496681482)  


> 
> "BREAKING: $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"


### Post #178 by @CKCapitalxx
> **Author:** CK Capital ([@CKCapitalxx](https://x.com/CKCapitalxx))  
> **Metrics:** 28 likes · 2 retweets · 2 comments · 2.3K views  

> **Posted:** 2026-03-16T13:16:47+00:00  


> **Source Link:** [https://x.com/CKCapitalxx/status/2033532935115006166](https://x.com/CKCapitalxx/status/2033532935115006166)  


> 
> "$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"


### Post #179 by @retail_mourinho
> **Author:** Retail Mourinho ([@retail_mourinho](https://x.com/retail_mourinho))  
> **Metrics:** 71 likes · 1 retweets · 1 comments · 2.3K views  

> **Posted:** 2026-03-16T10:04:11+00:00  


> **Source Link:** [https://x.com/retail_mourinho/status/2033484465574494216](https://x.com/retail_mourinho/status/2033484465574494216)  


> 
> "$NBIS"


### Post #180 by @FilingTracker
> **Author:** Filing Tracker ([@FilingTracker](https://x.com/FilingTracker))  
> **Metrics:** 19 likes · 7 retweets · 0 comments · 2.3K views  

> **Posted:** 2026-03-16T10:20:37+00:00  


> **Source Link:** [https://x.com/FilingTracker/status/2033488602911359149](https://x.com/FilingTracker/status/2033488602911359149)  


> 
> "$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
…"


### Post #181 by @FranVezz
> **Author:** Francesco ([@FranVezz](https://x.com/FranVezz))  
> **Metrics:** 24 likes · 2 retweets · 2 comments · 2.2K views  

> **Posted:** 2026-03-16T20:38:56+00:00  


> **Source Link:** [https://x.com/FranVezz/status/2033644204933423609](https://x.com/FranVezz/status/2033644204933423609)  


> 
> "$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
…"


### Post #182 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 12 likes · 0 retweets · 1 comments · 2.1K views  

> **Posted:** 2026-03-16T09:43:23+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2033479231380893903](https://x.com/longinvest32/status/2033479231380893903)  


> 
> "Very likely $nbis 

The iren boys are pissed"


### Post #183 by @geokoutalidis
> **Author:** George Koutalidis ([@geokoutalidis](https://x.com/geokoutalidis))  
> **Metrics:** 22 likes · 2 retweets · 2 comments · 2.0K views  

> **Posted:** 2026-03-16T15:08:13+00:00  


> **Source Link:** [https://x.com/geokoutalidis/status/2033560979749892199](https://x.com/geokoutalidis/status/2033560979749892199)  


> 
> "$NBIS"


### Post #184 by @MitchMartan98
> **Author:** Mitchell Martan ([@MitchMartan98](https://x.com/MitchMartan98))  
> **Metrics:** 13 likes · 0 retweets · 0 comments · 2.0K views  

> **Posted:** 2026-03-16T11:52:06+00:00  


> **Source Link:** [https://x.com/MitchMartan98/status/2033511622422004074](https://x.com/MitchMartan98/status/2033511622422004074)  


> 
> "$NBIS aged well so far.. lucky timing with the $META deal but nonetheless good to see."


### Post #185 by @InvestNorthwise
> **Author:** Northwise Project ([@InvestNorthwise](https://x.com/InvestNorthwise))  
> **Metrics:** 46 likes · 6 retweets · 0 comments · 1.9K views  

> **Posted:** 2026-03-16T12:26:48+00:00  


> **Source Link:** [https://x.com/InvestNorthwise/status/2033520357047435549](https://x.com/InvestNorthwise/status/2033520357047435549)  


> 
> "Congratulations $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"


### Post #186 by @StockChaser_
> **Author:** StockChaser ([@StockChaser_](https://x.com/StockChaser_))  
> **Metrics:** 30 likes · 3 retweets · 0 comments · 1.9K views  

> **Posted:** 2026-03-16T22:20:19+00:00  


> **Source Link:** [https://x.com/StockChaser_/status/2033669717898977481](https://x.com/StockChaser_/status/2033669717898977481)  


> 
> "$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"


### Post #187 by @geokoutalidis
> **Author:** George Koutalidis ([@geokoutalidis](https://x.com/geokoutalidis))  
> **Metrics:** 40 likes · 3 retweets · 2 comments · 1.9K views  

> **Posted:** 2026-03-16T12:12:43+00:00  


> **Source Link:** [https://x.com/geokoutalidis/status/2033516812747305346](https://x.com/geokoutalidis/status/2033516812747305346)  


> 
> "$C with a $169 PT for $NBIS"


### Post #188 by @tradepal_app
> **Author:** Tradepal ([@tradepal_app](https://x.com/tradepal_app))  
> **Metrics:** 44 likes · 6 retweets · 2 comments · 1.8K views  

> **Posted:** 2026-03-16T13:17:13+00:00  


> **Source Link:** [https://x.com/tradepal_app/status/2033533045634941053](https://x.com/tradepal_app/status/2033533045634941053)  


> 
> "Congrats $NBIS holders wow what a deal. $IREN is up next"


### Post #189 by @beavinvests
> **Author:** Beav Invests ([@beavinvests](https://x.com/beavinvests))  
> **Metrics:** 20 likes · 2 retweets · 2 comments · 1.8K views  

> **Posted:** 2026-03-16T12:09:05+00:00  


> **Source Link:** [https://x.com/beavinvests/status/2033515895407133104](https://x.com/beavinvests/status/2033515895407133104)  


> 
> "Demand 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."


### Post #190 by @borex_investing
> **Author:** Borex Investing ([@borex_investing](https://x.com/borex_investing))  
> **Metrics:** 69 likes · 1 retweets · 10 comments · 1.8K views  

> **Posted:** 2026-03-16T10:32:42+00:00  


> **Source Link:** [https://x.com/borex_investing/status/2033491640350908766](https://x.com/borex_investing/status/2033491640350908766)  


> 
> "$NBIS investors, how are we feeling today? 

New deal with $META and GTC today. Nice."


### Post #191 by @HyperAICapital
> **Author:** Jordan | AI Investor ([@HyperAICapital](https://x.com/HyperAICapital))  
> **Metrics:** 24 likes · 1 retweets · 1 comments · 1.8K views  

> **Posted:** 2026-03-16T20:37:59+00:00  


> **Source Link:** [https://x.com/HyperAICapital/status/2033643966441410613](https://x.com/HyperAICapital/status/2033643966441410613)  


> 
> "$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"


### Post #192 by @MktMavPro
> **Author:** MarketMaverick ([@MktMavPro](https://x.com/MktMavPro))  
> **Metrics:** 68 likes · 1 retweets · 8 comments · 1.8K views  

> **Posted:** 2026-03-16T11:16:59+00:00  


> **Source Link:** [https://x.com/MktMavPro/status/2033502784792793267](https://x.com/MktMavPro/status/2033502784792793267)  


> 
> "Feels 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!"


### Post #193 by @nbisinvestor200
> **Author:** Mr Kneebius ([@nbisinvestor200](https://x.com/nbisinvestor200))  
> **Metrics:** 23 likes · 1 retweets · 0 comments · 1.8K views  

> **Posted:** 2026-03-16T04:46:51+00:00  


> **Source Link:** [https://x.com/nbisinvestor200/status/2033404606169207168](https://x.com/nbisinvestor200/status/2033404606169207168)  


> 
> "$NBIS once you sees it, you cant undo it."


### Post #194 by @topsecretstocks
> **Author:** TopSecretStocks ([@topsecretstocks](https://x.com/topsecretstocks))  
> **Metrics:** 52 likes · 3 retweets · 2 comments · 1.8K views  

> **Posted:** 2026-03-16T11:10:40+00:00  


> **Source Link:** [https://x.com/topsecretstocks/status/2033501197353549844](https://x.com/topsecretstocks/status/2033501197353549844)  


> 
> "$NBIS is a BEAST"


### Post #195 by @AlvaroMysterio
> **Author:** Alvaro Mysterio ([@AlvaroMysterio](https://x.com/AlvaroMysterio))  
> **Metrics:** 39 likes · 0 retweets · 1 comments · 1.7K views  

> **Posted:** 2026-03-16T11:02:05+00:00  


> **Source Link:** [https://x.com/AlvaroMysterio/status/2033499038239150341](https://x.com/AlvaroMysterio/status/2033499038239150341)  


> 
> "I feel for the guys at Arete Research … they must be tired of upgrading $NBIS price targets every month"


### Post #196 by @AlvaroMysterio
> **Author:** Alvaro Mysterio ([@AlvaroMysterio](https://x.com/AlvaroMysterio))  
> **Metrics:** 24 likes · 0 retweets · 0 comments · 1.7K views  

> **Posted:** 2026-03-16T10:44:10+00:00  


> **Source Link:** [https://x.com/AlvaroMysterio/status/2033494527776903271](https://x.com/AlvaroMysterio/status/2033494527776903271)  


> 
> "$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."


### Post #197 by @FranVezz
> **Author:** Francesco ([@FranVezz](https://x.com/FranVezz))  
> **Metrics:** 10 likes · 1 retweets · 0 comments · 1.7K views  

> **Posted:** 2026-03-16T23:16:18+00:00  


> **Source Link:** [https://x.com/FranVezz/status/2033683809682501991](https://x.com/FranVezz/status/2033683809682501991)  


> 
> "Newsletter 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"


### Post #198 by @TheRayMyers
> **Author:** Ray Myers ([@TheRayMyers](https://x.com/TheRayMyers))  
> **Metrics:** 52 likes · 2 retweets · 0 comments · 1.7K views  

> **Posted:** 2026-03-16T10:38:58+00:00  


> **Source Link:** [https://x.com/TheRayMyers/status/2033493219544060219](https://x.com/TheRayMyers/status/2033493219544060219)  


> 
> "$NBIS SINGS A MONSTER $27B DEAL WITH META!"


### Post #199 by @nbisinvestor200
> **Author:** Mr Kneebius ([@nbisinvestor200](https://x.com/nbisinvestor200))  
> **Metrics:** 47 likes · 1 retweets · 2 comments · 1.7K views  

> **Posted:** 2026-03-16T11:05:17+00:00  


> **Source Link:** [https://x.com/nbisinvestor200/status/2033499841951875076](https://x.com/nbisinvestor200/status/2033499841951875076)  


> 
> "BREAKING : $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."


### Post #200 by @TopTechStocksUS
> **Author:** Top Stocks ([@TopTechStocksUS](https://x.com/TopTechStocksUS))  
> **Metrics:** 24 likes · 4 retweets · 3 comments · 1.7K views  

> **Posted:** 2026-03-16T22:05:17+00:00  


> **Source Link:** [https://x.com/TopTechStocksUS/status/2033665934137696282](https://x.com/TopTechStocksUS/status/2033665934137696282)  


> 
> "$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"


### Post #201 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 47 likes · 1 retweets · 0 comments · 1.7K views  

> **Posted:** 2026-03-16T13:09:51+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2033531188258771117](https://x.com/longinvest32/status/2033531188258771117)  


> 
> "$nbis will be a millionaire maker into 2031 most since $pltr at 8"


### Post #202 by @LoneStockTrader
> **Author:** Lone Stock Trader ([@LoneStockTrader](https://x.com/LoneStockTrader))  
> **Metrics:** 14 likes · 0 retweets · 1 comments · 1.7K views  

> **Posted:** 2026-03-16T13:35:32+00:00  


> **Source Link:** [https://x.com/LoneStockTrader/status/2033537652235145653](https://x.com/LoneStockTrader/status/2033537652235145653)  


> 
> "$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."


### Post #203 by @AlexfromBabylon
> **Author:** Alexander ([@AlexfromBabylon](https://x.com/AlexfromBabylon))  
> **Metrics:** 27 likes · 0 retweets · 1 comments · 1.6K views  

> **Posted:** 2026-03-16T10:46:49+00:00  


> **Source Link:** [https://x.com/AlexfromBabylon/status/2033495192846639431](https://x.com/AlexfromBabylon/status/2033495192846639431)  


> 
> "$NBIS What a week as a Nebius investor! Again said this before this will be a megacap in the future."


### Post #204 by @MB_Hogan
> **Author:** Mark Hogan ([@MB_Hogan](https://x.com/MB_Hogan))  
> **Metrics:** 15 likes · 0 retweets · 2 comments · 1.6K views  

> **Posted:** 2026-03-16T21:01:58+00:00  


> **Source Link:** [https://x.com/MB_Hogan/status/2033650003307335837](https://x.com/MB_Hogan/status/2033650003307335837)  


> 
> "Excellent 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"


### Post #205 by @trevhesinvests
> **Author:** Trevor Heslop ([@trevhesinvests](https://x.com/trevhesinvests))  
> **Metrics:** 23 likes · 1 retweets · 1 comments · 1.6K views  

> **Posted:** 2026-03-16T10:29:51+00:00  


> **Source Link:** [https://x.com/trevhesinvests/status/2033490923749810234](https://x.com/trevhesinvests/status/2033490923749810234)  


> 
> "How’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"


### Post #206 by @MarketMatrixs
> **Author:** The Market Matrix ([@MarketMatrixs](https://x.com/MarketMatrixs))  
> **Metrics:** 44 likes · 1 retweets · 2 comments · 1.6K views  

> **Posted:** 2026-03-16T12:08:48+00:00  


> **Source Link:** [https://x.com/MarketMatrixs/status/2033515824129151178](https://x.com/MarketMatrixs/status/2033515824129151178)  


> 
> "BREAKING NEWS: 

Nebius Group $NBIS signs a 5-year AI infrastructure deal with Meta Platforms $META worth up to $27B.

$NBIS SOARING PRE-MARKET +14%"


### Post #207 by @MarketMatrixs
> **Author:** The Market Matrix ([@MarketMatrixs](https://x.com/MarketMatrixs))  
> **Metrics:** 33 likes · 0 retweets · 1 comments · 1.5K views  

> **Posted:** 2026-03-16T14:03:12+00:00  


> **Source Link:** [https://x.com/MarketMatrixs/status/2033544615396286966](https://x.com/MarketMatrixs/status/2033544615396286966)  


> 
> "$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
…"


### Post #208 by @retail_mourinho
> **Author:** Retail Mourinho ([@retail_mourinho](https://x.com/retail_mourinho))  
> **Metrics:** 28 likes · 2 retweets · 3 comments · 1.4K views  

> **Posted:** 2026-03-16T10:27:40+00:00  


> **Source Link:** [https://x.com/retail_mourinho/status/2033490374300172750](https://x.com/retail_mourinho/status/2033490374300172750)  


> 
> "$NBIS"


### Post #209 by @JohnMuchow
> **Author:** John Muchow, MSCS ([@JohnMuchow](https://x.com/JohnMuchow))  
> **Metrics:** 21 likes · 1 retweets · 0 comments · 1.4K views  

> **Posted:** 2026-03-16T12:20:26+00:00  


> **Source Link:** [https://x.com/JohnMuchow/status/2033518753707913466](https://x.com/JohnMuchow/status/2033518753707913466)  


> 
> "$NBIS on a tear premarket after announcing a 5-year AI infrastructure agreement with Meta.

Short interest of 20%+ only adds to the"


### Post #210 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 12 likes · 0 retweets · 2 comments · 1.3K views  

> **Posted:** 2026-03-16T10:05:12+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2033484721808724083](https://x.com/longinvest32/status/2033484721808724083)  


> 
> "Glitch or sorry $iren 

Long mf $nbis"


### Post #211 by @BastianelliLore
> **Author:** Lorenzo2cents ([@BastianelliLore](https://x.com/BastianelliLore))  
> **Metrics:** 8 likes · 1 retweets · 0 comments · 1.3K views  

> **Posted:** 2026-03-16T10:08:57+00:00  


> **Source Link:** [https://x.com/BastianelliLore/status/2033485663174103399](https://x.com/BastianelliLore/status/2033485663174103399)  


> 
> "OMG $NBIS"


### Post #212 by @BornInvestor
> **Author:** Irish Born Investor ([@BornInvestor](https://x.com/BornInvestor))  
> **Metrics:** 21 likes · 0 retweets · 1 comments · 1.3K views  

> **Posted:** 2026-03-16T10:31:57+00:00  


> **Source Link:** [https://x.com/BornInvestor/status/2033491454304092370](https://x.com/BornInvestor/status/2033491454304092370)  


> 
> "$NBIS Beautiful follow on catalyst with $META this morning I'm long since March 11th as published before the market opened on that day."


### Post #213 by @MB_Hogan
> **Author:** Mark Hogan ([@MB_Hogan](https://x.com/MB_Hogan))  
> **Metrics:** 41 likes · 0 retweets · 1 comments · 1.2K views  

> **Posted:** 2026-03-16T14:24:55+00:00  


> **Source Link:** [https://x.com/MB_Hogan/status/2033550079500423215](https://x.com/MB_Hogan/status/2033550079500423215)  


> 
> "$NBIS has been crushing it lately and lifting the whole Ai infrastructure sector, giving $IREN a hand too"


### Post #214 by @CernunnosCap
> **Author:** Cernunnos Capital ([@CernunnosCap](https://x.com/CernunnosCap))  
> **Metrics:** 13 likes · 1 retweets · 1 comments · 1.2K views  

> **Posted:** 2026-03-16T10:17:08+00:00  


> **Source Link:** [https://x.com/CernunnosCap/status/2033487722464116859](https://x.com/CernunnosCap/status/2033487722464116859)  


> 
> "$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"


### Post #215 by @DrTomsLens
> **Author:** Dr. Tomislav Marinovic ([@DrTomsLens](https://x.com/DrTomsLens))  
> **Metrics:** 17 likes · 0 retweets · 1 comments · 1.2K views  

> **Posted:** 2026-03-16T17:06:40+00:00  


> **Source Link:** [https://x.com/DrTomsLens/status/2033590787661877355](https://x.com/DrTomsLens/status/2033590787661877355)  


> 
> "$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."


### Post #216 by @MB_Hogan
> **Author:** Mark Hogan ([@MB_Hogan](https://x.com/MB_Hogan))  
> **Metrics:** 16 likes · 0 retweets · 1 comments · 1.2K views  

> **Posted:** 2026-03-16T13:05:34+00:00  


> **Source Link:** [https://x.com/MB_Hogan/status/2033530110674894907](https://x.com/MB_Hogan/status/2033530110674894907)  


> 
> "$NBIS an elite sponsor for Nvidia GTC"


### Post #217 by @nbisinvestor200
> **Author:** Mr Kneebius ([@nbisinvestor200](https://x.com/nbisinvestor200))  
> **Metrics:** 27 likes · 0 retweets · 0 comments · 1.1K views  

> **Posted:** 2026-03-16T11:10:17+00:00  


> **Source Link:** [https://x.com/nbisinvestor200/status/2033501100482203858](https://x.com/nbisinvestor200/status/2033501100482203858)  


> 
> "1. 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."


### Post #218 by @0xTorii
> **Author:** 0xTorii ([@0xTorii](https://x.com/0xTorii))  
> **Metrics:** 22 likes · 0 retweets · 3 comments · 1.1K views  

> **Posted:** 2026-03-16T10:17:08+00:00  


> **Source Link:** [https://x.com/0xTorii/status/2033487723462381922](https://x.com/0xTorii/status/2033487723462381922)  


> 
> "IM NOT FUCKING SELLING $NBIS"


### Post #219 by @AlvaroMysterio
> **Author:** Alvaro Mysterio ([@AlvaroMysterio](https://x.com/AlvaroMysterio))  
> **Metrics:** 25 likes · 1 retweets · 2 comments · 1.1K views  

> **Posted:** 2026-03-16T10:30:38+00:00  


> **Source Link:** [https://x.com/AlvaroMysterio/status/2033491122941481129](https://x.com/AlvaroMysterio/status/2033491122941481129)  


> 
> "$NBIS Beautiful"


### Post #220 by @thekriskay
> **Author:** Kris Kay | ([@thekriskay](https://x.com/thekriskay))  
> **Metrics:** 23 likes · 1 retweets · 2 comments · 1.1K views  

> **Posted:** 2026-03-16T16:35:02+00:00  


> **Source Link:** [https://x.com/thekriskay/status/2033582826935783913](https://x.com/thekriskay/status/2033582826935783913)  


> 
> "$NBIS now outperforming the highly popular memory names on the 1 year chart.

$MU +342%
Hynix +380%
$NBIS 385%"


### Post #221 by @InvestNorthwise
> **Author:** Northwise Project ([@InvestNorthwise](https://x.com/InvestNorthwise))  
> **Metrics:** 17 likes · 2 retweets · 1 comments · 1.1K views  

> **Posted:** 2026-03-16T00:01:00+00:00  


> **Source Link:** [https://x.com/InvestNorthwise/status/2033332669023727684](https://x.com/InvestNorthwise/status/2033332669023727684)  


> 
> "$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"


### Post #222 by @B__Digs
> **Author:** BDigs ([@B__Digs](https://x.com/B__Digs))  
> **Metrics:** 18 likes · 2 retweets · 5 comments · 1.1K views  

> **Posted:** 2026-03-16T21:18:19+00:00  


> **Source Link:** [https://x.com/B__Digs/status/2033654117579489615](https://x.com/B__Digs/status/2033654117579489615)  


> 
> "What'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."


### Post #223 by @clockworksantos
> **Author:** santos ([@clockworksantos](https://x.com/clockworksantos))  
> **Metrics:** 35 likes · 0 retweets · 3 comments · 1.1K views  

> **Posted:** 2026-03-16T10:08:25+00:00  


> **Source Link:** [https://x.com/clockworksantos/status/2033485529904230676](https://x.com/clockworksantos/status/2033485529904230676)  


> 
> "$NBIS at 130 again$"


### Post #224 by @midlevelcruiser
> **Author:** Mid-Level Cruiser ([@midlevelcruiser](https://x.com/midlevelcruiser))  
> **Metrics:** 15 likes · 0 retweets · 0 comments · 1.1K views  

> **Posted:** 2026-03-16T10:23:18+00:00  


> **Source Link:** [https://x.com/midlevelcruiser/status/2033489274944061771](https://x.com/midlevelcruiser/status/2033489274944061771)  


> 
> "Congrats to all $NBIS shareholders, lots of momentum lately and this is a massive top line number"


### Post #225 by @pumpkinpuripuri
> **Author:** うみ＠Future Stock ([@pumpkinpuripuri](https://x.com/pumpkinpuripuri))  
> **Metrics:** 26 likes · 0 retweets · 0 comments · 1.0K views  

> **Posted:** 2026-03-16T11:45:28+00:00  


> **Source Link:** [https://x.com/pumpkinpuripuri/status/2033509952879550904](https://x.com/pumpkinpuripuri/status/2033509952879550904)  


> 
> "Investment in $NBIS keeps going   
Can it break to new highs"


### Post #226 by @AlexfromBabylon
> **Author:** Alexander ([@AlexfromBabylon](https://x.com/AlexfromBabylon))  
> **Metrics:** 18 likes · 0 retweets · 2 comments · 1.0K views  

> **Posted:** 2026-03-16T11:14:30+00:00  


> **Source Link:** [https://x.com/AlexfromBabylon/status/2033502162748100863](https://x.com/AlexfromBabylon/status/2033502162748100863)  


> 
> "$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."


### Post #227 by @NeuralCadence
> **Author:** Marc ([@NeuralCadence](https://x.com/NeuralCadence))  
> **Metrics:** 20 likes · 0 retweets · 1 comments · 978 views  

> **Posted:** 2026-03-16T22:01:08+00:00  


> **Source Link:** [https://x.com/NeuralCadence/status/2033664890229993911](https://x.com/NeuralCadence/status/2033664890229993911)  


> 
> "I can wait for all the price targets te get updated tomorrow. $NBIS"


### Post #228 by @FrameworkWisely
> **Author:** Framework A³C³E ([@FrameworkWisely](https://x.com/FrameworkWisely))  
> **Metrics:** 13 likes · 1 retweets · 1 comments · 964 views  

> **Posted:** 2026-03-16T11:07:31+00:00  


> **Source Link:** [https://x.com/FrameworkWisely/status/2033500404055474246](https://x.com/FrameworkWisely/status/2033500404055474246)  


> 
> "$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,"


### Post #229 by @SergeyCYW
> **Author:** Sergey ([@SergeyCYW](https://x.com/SergeyCYW))  
> **Metrics:** 12 likes · 2 retweets · 0 comments · 951 views  

> **Posted:** 2026-03-16T13:15:55+00:00  


> **Source Link:** [https://x.com/SergeyCYW/status/2033532715765776646](https://x.com/SergeyCYW/status/2033532715765776646)  


> 
> "$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"


### Post #230 by @retail_mourinho
> **Author:** Retail Mourinho ([@retail_mourinho](https://x.com/retail_mourinho))  
> **Metrics:** 26 likes · 0 retweets · 3 comments · 880 views  

> **Posted:** 2026-03-16T10:07:53+00:00  


> **Source Link:** [https://x.com/retail_mourinho/status/2033485395913052467](https://x.com/retail_mourinho/status/2033485395913052467)  


> 
> "Portfolio new ATH
THANK YOU $NBIS"


### Post #231 by @TopTechStocksUS
> **Author:** Top Stocks ([@TopTechStocksUS](https://x.com/TopTechStocksUS))  
> **Metrics:** 18 likes · 0 retweets · 0 comments · 823 views  

> **Posted:** 2026-03-16T21:16:15+00:00  


> **Source Link:** [https://x.com/TopTechStocksUS/status/2033653597125107800](https://x.com/TopTechStocksUS/status/2033653597125107800)  


> 
> "$NBIS Another home run for Physical AI with $NVDA"


### Post #232 by @AlvaroMysterio
> **Author:** Alvaro Mysterio ([@AlvaroMysterio](https://x.com/AlvaroMysterio))  
> **Metrics:** 10 likes · 0 retweets · 0 comments · 782 views  

> **Posted:** 2026-03-16T10:13:39+00:00  


> **Source Link:** [https://x.com/AlvaroMysterio/status/2033486848559825079](https://x.com/AlvaroMysterio/status/2033486848559825079)  


> 
> "$NBIS"


### Post #233 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 16 likes · 1 retweets · 3 comments · 723 views  

> **Posted:** 2026-03-16T02:43:54+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2033373664008122501](https://x.com/longinvest32/status/2033373664008122501)  


> 
> "LFG $nbis"


### Post #234 by @HyperAICapital
> **Author:** Jordan | AI Investor ([@HyperAICapital](https://x.com/HyperAICapital))  
> **Metrics:** 22 likes · 1 retweets · 0 comments · 671 views  

> **Posted:** 2026-03-16T15:43:18+00:00  


> **Source Link:** [https://x.com/HyperAICapital/status/2033569807992545651](https://x.com/HyperAICapital/status/2033569807992545651)  


> 
> "The $NBIS winning continues"


### Post #235 by @Para_Capital
> **Author:** Paradise Capital ([@Para_Capital](https://x.com/Para_Capital))  
> **Metrics:** 8 likes · 0 retweets · 0 comments · 663 views  

> **Posted:** 2026-03-16T10:10:43+00:00  


> **Source Link:** [https://x.com/Para_Capital/status/2033486109468955070](https://x.com/Para_Capital/status/2033486109468955070)  


> 
> "$NBIS being an absolute monster over and over."


### Post #236 by @CernunnosCap
> **Author:** Cernunnos Capital ([@CernunnosCap](https://x.com/CernunnosCap))  
> **Metrics:** 11 likes · 2 retweets · 1 comments · 657 views  

> **Posted:** 2026-03-16T03:03:43+00:00  


> **Source Link:** [https://x.com/CernunnosCap/status/2033378650779951343](https://x.com/CernunnosCap/status/2033378650779951343)  


> 
> "$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"


### Post #237 by @nbisinvestor200
> **Author:** Mr Kneebius ([@nbisinvestor200](https://x.com/nbisinvestor200))  
> **Metrics:** 16 likes · 0 retweets · 0 comments · 609 views  

> **Posted:** 2026-03-16T20:41:50+00:00  


> **Source Link:** [https://x.com/nbisinvestor200/status/2033644934964957272](https://x.com/nbisinvestor200/status/2033644934964957272)  


> 
> "It keep coming in  $NBIS"


### Post #238 by @otium33
> **Author:** otium ([@otium33](https://x.com/otium33))  
> **Metrics:** 5 likes · 0 retweets · 2 comments · 592 views  

> **Posted:** 2026-03-16T10:54:15+00:00  


> **Source Link:** [https://x.com/otium33/status/2033497065821766068](https://x.com/otium33/status/2033497065821766068)  


> 
> "if you own $nbis now is the time to sell all your shares and pivot to 
.
.
.
.
.
.
.
$duol. one must remain capital efficient."


### Post #239 by @MktMavPro
> **Author:** MarketMaverick ([@MktMavPro](https://x.com/MktMavPro))  
> **Metrics:** 17 likes · 0 retweets · 0 comments · 578 views  

> **Posted:** 2026-03-16T10:31:35+00:00  


> **Source Link:** [https://x.com/MktMavPro/status/2033491361861689466](https://x.com/MktMavPro/status/2033491361861689466)  


> 
> "$nbis"


### Post #240 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 12 likes · 0 retweets · 1 comments · 574 views  

> **Posted:** 2026-03-16T10:59:27+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2033498372011606202](https://x.com/longinvest32/status/2033498372011606202)  


> 
> "$iren boys it’s time 

Bend the knee gracefully 

$nbis"


### Post #241 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 12 likes · 0 retweets · 2 comments · 512 views  

> **Posted:** 2026-03-16T08:18:27+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2033457855257293137](https://x.com/longinvest32/status/2033457855257293137)  


> 
> "$nbis"


### Post #242 by @NeuralCadence
> **Author:** Marc ([@NeuralCadence](https://x.com/NeuralCadence))  
> **Metrics:** 14 likes · 0 retweets · 1 comments · 468 views  

> **Posted:** 2026-03-16T10:28:06+00:00  


> **Source Link:** [https://x.com/NeuralCadence/status/2033490484077666728](https://x.com/NeuralCadence/status/2033490484077666728)  


> 
> "What a way to start the week. $NBIS"


### Post #243 by @noegrs_research
> **Author:** Noé ([@noegrs_research](https://x.com/noegrs_research))  
> **Metrics:** 13 likes · 0 retweets · 0 comments · 405 views  

> **Posted:** 2026-03-16T11:00:51+00:00  


> **Source Link:** [https://x.com/noegrs_research/status/2033498726480683185](https://x.com/noegrs_research/status/2033498726480683185)  


> 
> "$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"


### Post #244 by @itsalasdairmann
> **Author:** Alasdair Mann ([@itsalasdairmann](https://x.com/itsalasdairmann))  
> **Metrics:** 4 likes · 0 retweets · 2 comments · 334 views  

> **Posted:** 2026-03-16T10:53:32+00:00  


> **Source Link:** [https://x.com/itsalasdairmann/status/2033496884443287913](https://x.com/itsalasdairmann/status/2033496884443287913)  


> 
> "If $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)"


### Post #245 by @noegrs_research
> **Author:** Noé ([@noegrs_research](https://x.com/noegrs_research))  
> **Metrics:** 8 likes · 0 retweets · 0 comments · 329 views  

> **Posted:** 2026-03-16T10:32:18+00:00  


> **Source Link:** [https://x.com/noegrs_research/status/2033491540564169033](https://x.com/noegrs_research/status/2033491540564169033)  


> 
> "JUST 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"


### Post #246 by @TheStoicCapital
> **Author:** Stoic Cap ([@TheStoicCapital](https://x.com/TheStoicCapital))  
> **Metrics:** 10 likes · 1 retweets · 0 comments · 319 views  

> **Posted:** 2026-03-16T10:29:34+00:00  


> **Source Link:** [https://x.com/TheStoicCapital/status/2033490854015361190](https://x.com/TheStoicCapital/status/2033490854015361190)  


> 
> "$META SIGNS $27 Billion cumulative AI spend contract with $NBIS!

HUGE."


### Post #247 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 16 likes · 0 retweets · 4 comments · 314 views  

> **Posted:** 2026-03-16T10:21:10+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2033488740341916039](https://x.com/longinvest32/status/2033488740341916039)  


> 
> "Happy Monday $nbis investors"


### Post #248 by @wienglischmann
> **Author:** Peter Morley ([@wienglischmann](https://x.com/wienglischmann))  
> **Metrics:** 9 likes · 0 retweets · 2 comments · 250 views  

> **Posted:** 2026-03-16T10:29:11+00:00  


> **Source Link:** [https://x.com/wienglischmann/status/2033490757491789973](https://x.com/wienglischmann/status/2033490757491789973)  


> 
> "Good morning. Here is the news from Nebius.
nebius.com/newsroom/nebiu
…

$NBIS"


### Post #249 by @YeeTak8
> **Author:** Yee ([@YeeTak8](https://x.com/YeeTak8))  
> **Metrics:** 5 likes · 0 retweets · 0 comments · 224 views  

> **Posted:** 2026-03-16T18:29:55+00:00  


> **Source Link:** [https://x.com/YeeTak8/status/2033611737875026187](https://x.com/YeeTak8/status/2033611737875026187)  


> 
> "$OPEN is up nice today. But, it needs to hurry up. In the pace, $NBIS will take over #1 Spot!"


### Post #250 by @TradeIdeasLLC
> **Author:** TradeIdeasTV ([@TradeIdeasLLC](https://x.com/TradeIdeasLLC))  
> **Metrics:** 3 likes · 1 retweets · 0 comments · 218 views  

> **Posted:** 2026-03-16T12:26:21+00:00  


> **Source Link:** [https://x.com/TradeIdeasLLC/status/2033520241506930976](https://x.com/TradeIdeasLLC/status/2033520241506930976)  


> 
> "Andy's TI Trader Eye - Swing Setups  3/16...  $POWI  $TIGO  $IREN  $INTC  $SUN  $COIN  $MARA  $IBIT  $CAVA  $IHS  $NBIS"


### Post #251 by @ProblemSniper
> **Author:** ProblemSniper ([@ProblemSniper](https://x.com/ProblemSniper))  
> **Metrics:** 5 likes · 2 retweets · 0 comments · 124 views  

> **Posted:** 2026-03-16T10:37:55+00:00  


> **Source Link:** [https://x.com/ProblemSniper/status/2033492954267238699](https://x.com/ProblemSniper/status/2033492954267238699)  


> 
> "$NBIS secures $27 billion AI infrastructure deal with Meta"




---

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