$NBIS Catalyst Posts
March 17, 2026Single-day social intelligence recap and verified catalyst posts · ← Back to $NBIS Profile · Market Rankings
💬 Curated Viral Posts & Community Evidence
142 source posts analyzed· 2026-03-17T11:14:47+00:00$NBIS announces proposed private offering of $3.75B of convertible senior notes. - $2.0B due 2031 - $1.75B due 2033 Plus an overallotment option (~$560M extra) We need the deal to close first to see the interest rate and conversion price, the most important
· 2026-03-17T14:38:23+00:00Wait…so you’re telling me $NBIS just locked in a $27 BILLION deal with $META on Monday… …and the stock is trading 11% lower a day later because of a convertible note offering to fund the buildout? And on top of that, the market is willing to pay me $534 to potentially buy
· 2026-03-17T11:20:32+00:00$NBIS is raising $3.75B via converts. Another example of how aggressively capital is being deployed to fund AI compute capacity and infrastructure buildout.
· 2026-03-17T13:50:35+00:00You simply can't make this up. $NBIS
· 2026-03-17T12:12:26+00:00$CRWD and $NBIS announced a partnership to secure AI cloud infrastructure. CrowdStrike’s Falcon platform will be integrated into Nebius AI Cloud to provide unified visibility and AI-driven threat detection for training and inference workloads.
· 2026-03-17T11:54:25+00:00$NBIS just received two of the strongest demand signals in the neocloud category in the same week ($27B deal with $META & $2B investment from $NVDA). The conversion premium on these notes will likely be set well above the current share price as Nebius just announced a contract
· 2026-03-17T12:26:42+00:00The market is panic selling $NBIS again… but this is exactly where the misunderstanding is.. This convertible isn’t like $IREN's ATM and that difference is everything. $NBIS: 1. Raises $3.75B in convert debt 2. No immediate dilution 3. ~6% max dilution, only if stock is much
· 2026-03-17T11:22:48+00:00$NBIS Details Following the $27 billion hyperscaler contract with $META, $NBIS proposes a $3.75 billion convertible bond issuance to raise construction funds. The market is evaluating this more favorably than simple equity dilution through a public offering (ATM issuance).
· 2026-03-17T12:23:00+00:00$NBIS and $CRWD just announced a partnership. The partnership enables organizations to scale AI on high-performance infrastructure without disrupting their existing security architecture. By integrating the Falcon platform directly into Nebius’ AI cloud environment, this
· 2026-03-17T11:40:59+00:00$NBIS is down 6.5% pre-market following convertible bond offering announcement. It’ll offer notes in two series totaling $3.75 billion, with $2 billion in the first and $1.75 billion in the second. We have to see the conversion price but I think there’ll be a substantial
· 2026-03-17T14:55:41+00:00Retail Mourinho is a must follow on X $ASTS $NBIS $ONDS $RKLB $KRKNF
· 2026-03-17T14:49:10+00:00$NBIS down 11% after raising ~$3.8B via convertible notes
· 2026-03-17T11:27:02+00:00Nebius Group $NBIS announces a proposed private offering of $3.75 billion in convertible senior notes due 2030. Proceeds are intended to fund AI infrastructure expansion, including GPU clusters and data centers. Due to the sheer size of the $META deal yesterday (~$27b), this
· 2026-03-17T13:10:22+00:00More news from $NBIS! $NBIS announced the Enterprise Readiness Initiative, a hands-on acceleration program to help AI-native startups scale their products to win enterprise customers in collaboration with NVIDIA. Launched in partnership with Insight Partners, Accel, and
· 2026-03-17T12:37:23+00:00$NBIS A good chunk of yesterday’s gains given back today on the offering news. Well ya’ll wanted a dip in this wonderful name. Here’s your chance.
· 2026-03-17T18:49:52+00:00$NBIS $3.75B vs $IREN $6B
· 2026-03-17T07:29:45+00:00Another day, another big win for $NBIS! It’s official: financial superapp Revolut is building the future of finance on $NBIS AI cloud. The company is now using Nebius infrastructure and Token Factory to support 6 major use cases: 1. Revolut’s FinCrime AI agents for fraud
· 2026-03-17T02:10:15+00:00would you rather be: - all in $IREN - all in $NBIS at today's prices
· 2026-03-17T13:26:58+00:00$NBIS launches an Enterprise Readiness Initiative with $NVDA to help AI startups scale products for enterprise adoption. The program pairs teams with Nebius and NVIDIA engineers to optimize performance, security, and unit economics before entering enterprise sales.
· 2026-03-17T16:01:52+00:00You didn't chase yesterday And buy today You saved yourself 14%. $NBIS
· 2026-03-17T13:25:40+00:00$NBIS is starting to remind me of $HOOD in 2024 when they were announcing deal after deal and product after product all while executing relentlessly. Have to give credit where credit is due.
· 2026-03-17T13:31:08+00:00Nebius $NBIS announced today plans to offer $3.75 billion in convertible senior notes
· 2026-03-17T15:19:33+00:00YOU WERE WARNED $NBIS I’ve seen this before
· 2026-03-17T13:38:53+00:00$NBIS now moving into a very nice opportunity shortly
· 2026-03-17T13:40:33+00:00$NBIS launches an Enterprise Readiness Initiative with $NVDA to help AI startups scale into enterprise-ready products. Instead of just selling compute, Nebius is building the developer pipeline for the agentic AI economy and pulling future demand onto its platform.
· 2026-03-17T20:15:02+00:00The market is panic-selling $NBIS again, but this is exactly where the misunderstanding lies. This convertible bond is different from $IREN's ATM (at-the-market offering), and that's the whole story. $NBIS: ① Raising $3.75 billion in convertible bonds ② No immediate dilution
· 2026-03-17T13:39:46+00:00$NBIS opens down -9.5% after announcing a new senior convertible offering of $3.75 billion. This morning, they also announced a new partnership with CrowdStrike to bring the Falcon platform to Nebius' AI cloud. They also announced this morning a new Enterprise Readiness
· 2026-03-17T13:43:35+00:00$NBIS investors (I’m one myself) was SO great at explaining how sh*tty the $6B dollar ATM was for $IREN. Will be fun seeing them defend $NBIS almost $4B offering now. FYI. I’m invested in both. But fully aware that it cost money (offering, atm) to make money. That’s just the
· 2026-03-17T13:52:54+00:00$NBIS down by almost 10% now.. The market is overreacting. - No immediate dilution - Max dilution is about 6% - Comes after the $27 billion $META contract Proceeds will create much more shareholder value than dilution will destroy. Should be at least $190 stock.
· 2026-03-17T18:03:40+00:00“NEBIUS WILL TAKE CARE OF YOU.” - Jensen Huang. $NBIS winning!
· 2026-03-17T11:37:45+00:00$NBIS chart and commentary just shared in both groups now after $NBIS just issued a public offering You now have the support levels to add at next.
· 2026-03-17T12:19:56+00:00$NBIS Breaking News $CRWD CrowdStrike Announces Partnership to Strengthen Security for AI Cloud Infrastructure CrowdStrike's Falcon platform will be integrated into Nebius AI Cloud, providing unified visibility and AI-driven threat detection for training and inference
· 2026-03-17T11:25:10+00:00BREAKING: $NBIS Nebius intends to raise $3.75 billion via convertible loan following Meta, Nvidia deals $NBIS sold at the right moment. Will buy back in 80s. I LIKE $NBIS but they don’t have MW coming online till 2027-2029x
· 2026-03-17T03:07:17+00:00$NBIS (March 17, 2026) I just rechecked the Elliott Wave analysis telling us that $NBIS could pull back to $60, based on whatever wave and count. But my chart shows increasing momentum once those momentum bars are surpassed one by one (highlighted in white), and even the
· 2026-03-17T13:22:12+00:00I can’t keep up with all this $NBIS news. They’re trying to drown out the convertible note offering lol
· 2026-03-17T11:07:12+00:00$NBIS offering oh dear
· 2026-03-17T13:09:05+00:00$NBIS JUST IN: Nebius announces the Enterprise Readiness Initiative in collaboration with NVIDIA This acceleration program is designed to help AI-native startups scale their products effectively and win enterprise customers. Launched in partnership with Insight Partners,
· 2026-03-17T18:39:05+00:00$NBIS I don’t even know what to say.
· 2026-03-17T16:07:19+00:00$NBIS is down 12% today on a convertible notes offering and is now trading cheaper than it was before the $27 billion Meta deal was announced this yesterday. Let that sink in. Meta just committed $27 billion to this company. NVIDIA invested $2 billion last week. Microsoft is
· 2026-03-17T13:17:27+00:00$NBIS Latest News: Nebius Announces "Enterprise-Ready Initiative" in Collaboration with NVIDIA [In Simple Terms] A collaboration between NBIS and NVIDIA. They'll dispatch AI engineers from both companies to startups to help implement AI. [Details] This acceleration
· 2026-03-17T11:45:49+00:00$NBIS PROPOSES OFFERING OF $3.75B CONVERTIBLE SENIOR NOTES
· 2026-03-17T13:31:46+00:00$NBIS down 7.19% today. Jim Cramer never fails. On a serious note, NBIS did raise money after the massive $MSFT deal. So this recent raise, after securing a much larger deal with $META, was expected. Today they also announced: > Partnership with $CRWD > Launched new
· 2026-03-17T22:10:00+00:00$NBIS It's your fault.
· 2026-03-17T20:03:50+00:00$NBIS raised $2B from $NVDA last week and now announced ~$4B in convertibles. $IREN authorized up to $6B ATM, with a ~$14B market cap. If you’re investing in neo cloud, get used to dilution. As $CIFR CEO explained: “These massive capex projects are rarely debt financed.
· 2026-03-17T20:41:59+00:00Jensen is literally sending business to Nebius. What more do you want $NBIS - added more shares today btw.
· 2026-03-17T19:57:00+00:00Nebius Announces $3.75B Convertible Notes Just One Day After $27B Meta Deal | Fundraising "Chain Reaction" Keeps Rolling $NBIS $META Nebius Group $NBIS announced on March 17 a proposed private placement of $3.75 billion in convertible notes (two tranches maturing in 2031 and
· 2026-03-17T15:31:52+00:00I don’t own $NBIS, just becuase I think that sector will chop around until one of them ( $IREN $CRWV $NBIS) hits profit. But, if you are less concerned with immediate movement, this is probably an opportunity Multiple de-risking events and now it’s cheaper than it was before.
· 2026-03-17T19:12:56+00:00What Happend $NBIS GANG. I sold 80 % position at $130 + If drop below $90-100 I will buy more I guess.
· 2026-03-17T00:09:42+00:00$NBIS Massive breakout of the weekly base Big weekly gaps like this often lead to massive moves if they hold.. Targeting: $150+
· 2026-03-17T15:49:35+00:00Buying $NBIS on this dip. First add for me. Yes, they didn't share financial metrics with the 27B announcement - but I am not trying to bet against a Russian, Jewish, Israeli, Mathematician who is a hyper successful serial IT founder in this space.
· 2026-03-17T22:15:38+00:00$NBIS will take care of you
· 2026-03-17T07:13:20+00:00$NBIS dilution facts vs. FUD: 1. ATM Usage: The program announced in Nov '25 saw zero utilization through year-end 2025. Management is prioritizing non-dilutive asset-backed debt for CapEx. 2. Dilution Cap: Shareholders authorized a 20% issuance limit at the Aug '25 AGM, this
· 2026-03-17T11:41:52+00:00: $NBIS intends to raise $3.75 billion via convertible loan following Meta, Nvidia deals. The news follows two big announcements from Nebius this month, a deal worth up to $27 billion to provide AI computing power to Meta and a $2 billion investment from Nvidia. $3.75bn +
· 2026-03-17T20:42:58+00:00$NBIS heavy volume b4 the close
· 2026-03-17T12:08:53+00:00$NBIS raise is really no big news. In their last earnings call they announced $20B in capex. They described how they think about it and what methods they will use. Anyone surprised by companies doing what they said the'll do should maybe start listening instead of reacting.
· 2026-03-17T20:00:45+00:00$NBIS Looks like we got some buying at the close, huh?
· 2026-03-17T14:52:03+00:00$NBIS - I’m bullish…
· 2026-03-17T09:49:17+00:00$nbis 300b mkt cap by 2031 Agree or disagree ?
· 2026-03-17T22:56:48+00:00THIS IS THE CEO OF $NVDA, THE COMPANY LEADING THE AI REVOLUTION! What do you think will happen with $NBIS when Jensen Huang is referring customers to them?
· 2026-03-17T14:29:01+00:00$NBIS Nebius announced a $3.75B private placement of convertible senior notes, with $2B due 2031 and $1.75B due 2033, plus a $560M overallotment option to fund data center and GPU expansion.
· 2026-03-17T12:31:56+00:00More great news for $NBIS.. Nebius runs the infra, $NVDA owns the stack, and $CRWD secures it by default.
· 2026-03-17T14:21:37+00:00$IREN vs. $NBIS vs. $CRWV Made some good money on $NBIS in 2025, but after alot of research I believe $IREN is the better company with the best risk/reward, and have been rewarded since! Valuation as contracted capacity: CoreWeave: $44B/3,100 MW = $14.19 million per MW Nebius
· 2026-03-17T15:53:05+00:00How did $NBIS Bulls shit on $IREN for establishing a $6B ATM only to not need for it, primarily a backstop. Not only that but $NBIS is the one who is raising $3.75B through debt and $2B through dilution. Keep in mind $NBIS still has a 25M share ATM. Now they must raise capex
· 2026-03-17T12:17:36+00:00$NBIS You know, Arkady's like this techie dad type, y'know. Not the kind of thing where he's like a finance-world CEO, spouting stuff to make shareholders happy in the short term. He's this science-guy dad who prioritizes execution above all. The type who goes for long-term
· 2026-03-17T12:24:47+00:00$NBIS x $CRWD So difficult to keep up with $NBIS this week
· 2026-03-17T13:16:35+00:00: $NBIS announced partnership with $CRWD. Seems like today is also an NBIS day. Stock down -6.82% Pre-Market. “AI companies don’t just need more GPUs – they need infrastructure that performs predictably at scale and fits into how their organizations already operate,” said
· 2026-03-17T11:46:04+00:00I mean, I would have liked $NBIS to move closer to $142 before the offering but… I can’t blame them, it’s actually a smart move.
· 2026-03-17T12:25:04+00:00Called it yesterday! $NBIS has raised debt through senior convertible notes due 2031 and 2033. As Nebius fashion, no disclosure and transparency to shareholders on the details. $IREN $CRWV $NBIS
· 2026-03-17T16:06:43+00:00$IREN $NBIS In one week, NBIS sold $2B equity to NVDA at around $95 a pop. And then went onto issue $3.75B converts plus $450M additional post deal if there is an interest. This is $6.2B raise in just about a week to be closed. Contrast this to IREN optional $6B open shelf.
· 2026-03-17T14:25:56+00:00Alright $NBIS and $IREN crew I’m not sure how many times I have to say it… $6B ATM is NOT immediate dilution, Dan Roberts has said in spaces + interviews that they don’t need the cash now The Neocloud/Iaas sector is a capex game Great partnership with $CRWD btw, I want more
· 2026-03-17T16:05:39+00:00Remember when this guy started spewing bullshit about $IREN with his completely false bias take about $NBIS. Yeah I remember. Called him out.
· 2026-03-17T18:13:46+00:00“ $NBIS will take care of you,” — Jensen Huang, @NVIDIA ’s Founder and CEO
· 2026-03-17T20:43:33+00:00Just found out the real reason why $NBIS got smoked today Some events are catalysts, others are curses.
· 2026-03-17T17:39:43+00:00Understand $NBIS is now a different beast, even vs what it was 1 month ago. Very bullish here. 13% drop and its a buy on support.
· 2026-03-17T17:00:13+00:00BWS Financial is increasing $NBIS Price Target as a result of the $27B deal with $META. $130 $200 54% Upside
· 2026-03-17T13:48:26+00:00$NBIS I know this reads like a boring and empty PR headline, but hear me out for a second. They are actually doing this. I personally know people at Nebius who are proactively building a massive ecosystem. This is not a sexy headline that pumps the stock 10% in a day or adds
· 2026-03-17T12:36:30+00:00A couple of notes about the $NBIS 3.75B convertible offering that most are already missing: 1. Management clearly cares about investor dilution and equity protection. Stacking this issuance after two massively bullish news releases increases the conversion price for notes and
· 2026-03-17T15:30:17+00:00I got hit on the $NBIS offering. It's been a while since I got stuck in one of those. Blew her out soon after the bell. Part of the game.
· 2026-03-17T18:16:48+00:00Important to understand $NBIS
· 2026-03-17T18:44:37+00:00$IREN bulls are rejoicing in a 10% $NBIS pullback following the $3.75B raise, coming after a potential $27B deal, while $IREN is essentially trading as a proxy for $NBIS. Every move in $NBIS pulls $IREN with it. Can’t make this up.
· 2026-03-17T18:59:01+00:00Similar to OpenAI's recent pivot, I predict $NBIS will back off from the asset-heavy model and choose to lease data centers instead of owning and developing them; $NBIS will likely justify this move highlighting their "expertise" in software and the third-party execution risk is
· 2026-03-17T13:49:12+00:00I am pretty sure many of you was FOMO $NBIS & today regretted while it drops 10% due to dilution. For those haters & thought they were smart, How smart are you now? Today is the day to nibble more long term. My 2 cents.
· 2026-03-17T15:07:47+00:00$NBIS price action is normal. It’s what happens after brutal expansions, a healthy breather. Algos/short-term traders take profits, overwhelming buyers on any excuse. Today it’s convertible notes, which is ridiculous, but so what? Take advantage of it. Fundamentally,
· 2026-03-17T23:21:55+00:00$NBIS enough said
· 2026-03-17T12:29:25+00:00$CRWD X $NBIS ARE PARTNERING The partnership enables organizations to scale AI on high-performance infrastructure without disrupting their existing security architecture. Just one of the most important cybersecurity companies partnering with Nebius.
· 2026-03-17T19:13:54+00:00This is what you call $NBIS Bias. Completely forgot the $2B Equity Dilution from $NVDA & the 25M Share ATM that is still standing. He was also skeptical to invest into $NBIS last year when @mvcinvesting was talking about it.
· 2026-03-17T20:12:03+00:00CRAZY day for $NBIS, the market gives the market takes. A lot of Nebius news today. $NBIS launched an Enterprise Readiness Initiative with $NVDA to help AI startups scale into enterprise customers. $NBIS partnered with $CRWD to integrate Falcon security into its AI cloud for
· 2026-03-17T04:14:08+00:00$NBIS My favorite chart on the market…
· 2026-03-17T18:31:51+00:00$NBIS Co-Founder shares his thoughts on the Nebius news this week. Worth a read
· 2026-03-17T12:06:26+00:00Annnd there it is $NBIS
· 2026-03-17T12:46:29+00:00$NBIS According to the 26-year guide, CapEx is $16~20B Of that, 60% can be covered with cash + Q4 operating cash flow + advance payments from long-term contracts And the remaining 40% is to be covered using debt priority + collateral loans based on customer credit + ATM +
· 2026-03-17T19:59:03+00:00$NBIS bears in 2025-2026:
· 2026-03-17T18:39:21+00:00Let me get this straight $NBIS just announced $3.75B in convertible notes. Their third convert in under a year, ~$7.5B total. Accretes to 120% of principal at maturity. Stock is down 12% today. Most of their infrastructure is leased $IREN owns its land, substations, and power.
· 2026-03-17T15:33:39+00:00$NBIS announces intentions to offer $3.75 billion of convertible senior notes • $2B aggregate due 2031 • $1.75B aggregate due 2033 If Nebius is going to scale to 5+ GW for by 2030, funding is needed Investors made a lot of noise about $IREN ATM… This is the reality:
· 2026-03-17T13:34:25+00:00$NBIS: WHO IS BACKING NEBIUS ? The smartest and most successful tech companies and visionary CEOs are pouring tens of billions into Nebius and its ecosystem. When Nvidia, Microsoft, Meta, Jeff Bezos, and Uber, the elite tier that consistently picks winners in AI, cloud, data,
· 2026-03-17T11:11:44+00:00Nebius is raising $ 3.75B via convertible notes to further accelerate growth. No conversion price yet, but based on history expect a solid premium dilution only kicks in at much higher levels. $NBIS
· 2026-03-17T14:29:41+00:00$NBIS looked like it was going to rip and then poof
· 2026-03-17T12:10:16+00:00$NBIS officially announces Revolut as major new client for Ai compute and Nebius Token Factory
· 2026-03-17T14:03:55+00:00I’m so confused. Did investors think Arkady was going to bootstrap the entire $NBIS buildout? It’s honestly wild.
· 2026-03-17T18:00:02+00:00$NBIS community getting humbled today after all the $IREN dilution talk (I'm shareholder of both) REVERSE YESTERDAY: > $NBIS down 11% after DILUTION announcement > Taking $IREN (-4%) and $CIFR (-2%) with it Overreaction imo, convertible notes shouldn't take back 27B $META deal
· 2026-03-17T16:10:11+00:00$IREN Is now lagging $NBIS $CIFR is also lagging $NBIS Great day yesterday but need to follow it up to escape the wedge. Lag is where opportunity lives. I always emphasize that.
· 2026-03-17T18:59:32+00:00This is why you invest in $NBIS instead of $IREN. The grandfather of AI, Jensen Huang himself, gives Nebius the ultimate vouch, his recommendation for business. He never has, and never will say " Go work with $IREN, $IREN will take care of you!" because they only dilute you
· 2026-03-17T12:56:33+00:00My recommendation to BUY $NBIS last year when it was trading in $20’s..
· 2026-03-17T17:54:15+00:00Serious question: With what money did you think $NBIS was going to build the infrastructure to generate those $27B in revenue from Meta yesterday? Today they announce $3.75B in convertible senior notes — exactly to fund the data centers, power, and GPUs needed to deliver
· 2026-03-17T08:42:07+00:00Remember when I said that Chinese models are one the strongest tailwind for $NBIS?
· 2026-03-17T12:43:27+00:00$NBIS JUST IN: Nebius announces new partnership with Crowdstrike $CRWD and why it’s BULLISH Partnership summary: CrowdStrike is integrating its Falcon® platform directly into Nebius AI Cloud. This brings enterprise-grade, unified cybersecurity to Nebius's
· 2026-03-17T11:24:03+00:00$NBIS ... Nebius Group N.V. announces proposed private offering of $3.75 billion of convertible senior notes (129.85) Co announced its intention to offer, subject to market and other conditions, $3.75 billion aggregate original principal amount of convertible senior notes, in two
· 2026-03-17T12:34:12+00:00Two notable developments from $NBIS this morning: 1) $3.75B Convertible Offering Nebius plans to issue $2B of converts due 2031 and $1.75B due 2033 (with $560M potential overallotment). The capital will fund AI data center expansion, GPU procurement, and growth of its full-stack
· 2026-03-17T18:12:40+00:00$NBIS
· 2026-03-17T01:27:02+00:00$NBIS jumped up a massive 104 ranks on social chatter today. Both engagement and velocity through the roof! (source: paperpanda.io reddit score)
· 2026-03-17T16:40:16+00:00Execution continues $NBIS
· 2026-03-17T18:53:47+00:00$NBIS with a big reversal
· 2026-03-17T22:28:14+00:00Jensen Huang spending time at the Nebius booth at GTC. Not random. $NBIS $NVDA partnership keeps getting deeper.
· 2026-03-17T21:14:47+00:00$NBIS This is exactly why I am invested
· 2026-03-17T14:38:29+00:00It was obvious. He never misses. $NBIS
· 2026-03-17T17:04:20+00:00$NBIS holding the $115
· 2026-03-17T21:31:00+00:00$NBIS Jensen pumping his investment Kidding aside big endorsement on what the company is building from the big men himself! A lot of people on FinX still don’t get what Nebius is building. Jensen does obviously.
· 2026-03-17T00:49:48+00:00$NBIS continues to prove that they are a hyper scaler in the making. Only a matter of time
· 2026-03-17T18:25:44+00:00$NBIS
· 2026-03-17T19:03:07+00:00NEBIUS $NBIS Took advantage of this dip Added 50 shares at $115.95 Total shares : 1,300 Also sold 2x 4/10 puts at $115 strike price. Collected premiums: $2,010 Break Even: $104.95 I think the puts will do well as dilution dips tend to get bought up quickly. But also won’t
· 2026-03-17T01:48:06+00:00$NBIS X $NVDA
· 2026-03-17T18:18:01+00:00$NBIS x $META CONTRACTUAL UNKNOWNS: • Megawatts • Chips • Price/Hr • Price/MW • Pre-payment As much as I would like to know more details regarding this potential $27B deal, I understand the secrecy. Meta is committing massive amounts of volume and long-term usage which
· 2026-03-17T12:57:39+00:00More big news: we now have $NBIS x $CRWD. To borrow an iconic line from Casablanca: “Louis, I think this is the beginning of a beautiful friendship.”
· 2026-03-17T14:02:22+00:00$NBIS - Watch for reaction at 115 area
· 2026-03-17T16:44:48+00:00$NBIS is Stealing the Spotlight If you want to understand why @nebiusai is positioning itself as an absolute powerhouse in AI infrastructure, look no further than their massive @NexlaInc partnership unveiled at #NVIDIAGTC Most AI demos look amazing on stage but
· 2026-03-17T20:11:03+00:00For those criticizing $NBIS for how it’s funding growth, it’s worth remembering that even an asset-light business like $PLTR faced a real SBC/dilution issue from 2021 through 2023. In 2021, Palantir’s SBC was 50% of revenue, which improved to 30% in 2022 and 21% in 2023. That
· 2026-03-17T13:15:58+00:00$NBIS Nebius gives VC-backed growth-stage companies a fast track to enterprise adoption in collaboration with NVIDIA Enterprise Readiness Initiative brings together the Nebius Token Factory inference platform and NVIDIA inference platform to help AI-native companies optimize
· 2026-03-17T21:31:13+00:00$NBIS responds: "We will"
· 2026-03-17T16:29:25+00:00$NBIS is generally seen only as a GPU cloud company, but in reality, it operates as a broader AI ecosystem. The company not only provides cloud infrastructure but also invests in various artificial intelligence fields: ClickHouse (27% stake) – fast-growing data
· 2026-03-17T13:23:03+00:00$NBIS $CRWD
· 2026-03-17T11:58:52+00:00$NBIS announces proposed private offering of $3.75 billion of convertible senior notes. This was expected and aligns with their aggressive 2026 capex build. Scaling AI infrastructure at this pace requires capital, and this is part of the plan.
· 2026-03-17T18:38:05+00:00$NBIS This is $NVDA CEO Jensen Huang’s advice…
· 2026-03-17T13:04:08+00:00Nebius Group NV $NBIS announces proposed private offering of $3.75 billion of convertible senior notes.
· 2026-03-17T15:02:26+00:000 doubts about $nbis execution Algos selling on key word dilution Long $nbis Know what you own
· 2026-03-17T14:59:49+00:00With $NBIS announcing a $3.75B convertible note offering today to fund its massive $META $NVDA infrastructure deals, we're seeing some expected volatility. But let's look at the history: Sept 2025: Nebius raised $3.75B (public + private). The Dip: Briefly dropped below the
· 2026-03-17T07:02:37+00:00$NBIS GTC booth is a knockout
· 2026-03-17T00:02:00+00:00$NBIS secured its footprint at Masmiyya without ever acquiring the land, instead partnering with Mega Or Holdings, a TASE-listed developer that brings zoning access, grid relationships, and local regulatory fluency that no foreign compute operator could replicate at speed. The
· 2026-03-17T12:28:29+00:00What did I told ya? This is what I meant by wave down. 6% now. This is where you add in $NBIS
· 2026-03-17T00:11:59+00:00Jensen Huang spotted at the GTC Nebius booth $NBIS $NVDA
· 2026-03-17T13:24:17+00:00$NBIS x $CRWD announces partnership $IREN $CRWV $CIFR $ORCL
· 2026-03-17T18:11:51+00:00$NBIS x $NVDA Jensen is our Cheerleader - “Nebius will take care of you” Thank you Jensen When the Godfather of AI is your cheerleader, there isn’t a better MOAT $IREN $CRWV $ORCL $CIFR
· 2026-03-17T13:04:08+00:00You know business is going well when you get multiple Nebius updates on consecutive days. $NBIS