$NBIS Catalyst Posts
March 18, 2026Single-day social intelligence recap and verified catalyst posts Β· β Back to $NBIS Profile Β· Market Rankings
π¬ Curated Viral Posts & Community Evidence
73 source posts analyzedΒ· 2026-03-18T19:36:51+00:00Why Iβm Not Invested in $NBIS First of all, let me make one thing clear: contrary to what you might think, Iβm not an $NBIS bear. But then again, Iβm not invested eitherβ¦ and for good reason. Nebius positions itself as a holistic cloud platform with superior software
Β· 2026-03-18T02:47:53+00:00Iβve said it before, & Iβll say it againβ¦ These 8 names will create generational wealth for many in 2026: 1. AST SpaceMobile ~ $ASTS 2. Ondas Holdings ~ $ONDS 3. Ishares Bitcoin ~ $IBIT 4. Rocket Labs ~ $RKLB 5. Nebius Group ~ $NBIS 6. Planet Labs ~ $PL 7. Intuitive Machines ~
Β· 2026-03-18T11:15:34+00:00$NBIS announces pricing of upsized private offering of $4B of convertible senior notes. - $2.25B due in 2031 at 1.25% interest - $1.75B due in 2033 at 2.625% interest Conversion prices: 2031 notes: ~$183/share (~57.5% premium to yesterday's close of $116.33) 2033 notes:
Β· 2026-03-18T18:32:40+00:00$NBIS GROUPβS CONVERT SAID TO END MULTIPLE TIMES OVERSUBSCRIBE
Β· 2026-03-18T18:43:26+00:00$NBIS $4B convertible notes offering was reportedly multiple times oversubscribed. That points to strong investor appetite for Nebiusβ next phase of AI infrastructure buildout.
Β· 2026-03-18T15:52:00+00:00I was asked if $NBIS is a buy here or if itβs better to waitβ¦ but if credit investors just put $4B at ~1β2.6% with conversion ~$180β220, theyβre literally pricing the upside already.. So honestly, what on earth are you waiting for?
Β· 2026-03-18T12:45:36+00:00$NBIS JUST IN : Nebius this morning priced an upsized $4B private offering of convertible senior notes The total blended market interest rate on the $4B is only 1.8516% Two Tranches: - $2.25B 1.25% notes due March 15, 2031 - $1.75B 2.625% notes due March 15, 2033
Β· 2026-03-18T20:54:43+00:00βWhy Iβm retarded and hereβs whyβ $NBIS
Β· 2026-03-18T18:21:00+00:00Nebius $NBIS recently signed a five year, $12 billion deal with Meta $META to provide dedicated capacity across multiple locations on Nvidiaβs $NVDA Vera Rubin platform, with deployments starting in early 2027. Meta also agreed to purchase up to $15 billion of any additional
Β· 2026-03-18T16:38:05+00:00$NBIS technical outlook. Next move upwards should take us to a minimum of $150. New ATH is the validation level for the bullish scenario. I generally believe that we are extremely early on $NBIS. This is has the potential to become a 10x from here. My long-term target for
Β· 2026-03-18T21:01:58+00:00$NBIS has expanded its fundraising scale. Due to stronger-than-expected demand from institutional investors, the transaction amount has been increased from $3.75 billion to $4 billion. What does that mean? Investors were willing to lend more funds at low interest rates
Β· 2026-03-18T22:21:34+00:00$NBIS Deconstructing the "Uninvestable" Bear Thesis authored by an $IREN Investor @Agrippa_Inv has a mathematically accurate bear thesis on Nebius. Thereβs just one massive problem: it applies a mature SaaS framework to a Tier-1 infrastructure land-grab. If you
Β· 2026-03-18T14:44:51+00:00The $NBIS $4 billion raise terms are insanely bullish! 1. Fast close. The convertible note offering got UPSIZED from $3.75B to $4B. In this credit environment. Where everyone is terrified of lending to AI companies. That tells you one thing: institutions were fighting to get
Β· 2026-03-18T11:22:36+00:00Nebius $NBIS priced an upsized $4 billion convertible notes offering, raised from $3.75 billion, with net proceeds of about $3.96 billion.
Β· 2026-03-18T15:24:22+00:00$NBIS Yesterday, Nebius announced $3.75b convertible note; investors screamed "DILUTION" (not untrue but warranted raise IMO after the Meta deal), stock falls ~12%. Today, Nebius announced they increased the offering to $4b, stock up ~2.75%. Investing is hard.
Β· 2026-03-18T13:15:00+00:00again.. for those who donβt yet see why this is very bullish for $NBIS β¦ look at who is funding them and at what terms.. They just raised $4B at ~1β2.6% with conversion at ~$180β220, meaning credit investors are comfortable taking minimal yield today because they expect equity
Β· 2026-03-18T13:23:16+00:00$NBIS now that all details are done, im looking for a potential increase on my position.
Β· 2026-03-18T03:52:10+00:00$NBIS could be a $1000 company one day. The next Tesla. One of the greatest AI stocks of this decade. Here's their most recent partnerships: - $27B infrastructure deal with Meta - $CRWD and $NBIS announced a partnership to secure AI cloud infrastructure. You are not ready
Β· 2026-03-18T16:27:10+00:00Solid reporting by @MB_Hogan on $NBIS closing convertible on good terms and speed. From this I see that the convertible market is pretty standardize with allowance for trade-offs. $NBIS gained higher strike premiums by trading off for 1.85% blended rates and 20% accretion.
Β· 2026-03-18T17:21:58+00:00$NBIS This was one smooth offering. #1 day dip & buying opportunity and now back to our regular scheduled programming.
Β· 2026-03-18T13:41:25+00:00$NBIS Keep in mind everyone they still have their ATM program and have said the following during last earnings: "As you all know, we launched our ATM program last quarter. As of today, we didn't use it at all. Actually, we don't have any concrete plans to use it also in the near
Β· 2026-03-18T19:23:29+00:00$NBIS terms announced: $2.01B at 1.25% $1.75B at 2.625% Initial conversion price is $183 (current price is $119) so ~52% ahead of stock price today. Dilution could be around 8-9% though $NBIS has the option to settle in cash, shares, or a mix which offers some nice
Β· 2026-03-18T18:36:30+00:00$NBIS Good News Investors wanting to invest in Nebius are flocking in droves. The offering slots have repeatedly fallen short, so they've increased the amount beyond the original plan.
Β· 2026-03-18T18:16:35+00:00ATH by Friday? $NBIS
Β· 2026-03-18T15:05:41+00:00$NBIS Strong, huh Yesterday's convertible bond drop was a buying opportunity Even more than that, the partnership news with $META is GOOD
Β· 2026-03-18T15:50:06+00:00$IREN has to 4x whilst $NBIS has to go up just 20%β¦ This is either pure engagement bait, or pure stupidity. Copium seems high with this one
Β· 2026-03-18T19:54:55+00:00Summary of all $NBIS converts and possible dilution Total possible dilution, including warrants: 26% Total capital raised: $10.8B Weighted average conversion price: $130/share 2029 Notes Principal: $500M Coupon: 2.00% Initial conversion price: $51.45 Effective conversion price
Β· 2026-03-18T18:37:29+00:00It is reported that the convertible bonds of the $NBIS Group were closed at a subscription ratio that significantly exceeded the offering limit.
Β· 2026-03-18T20:23:48+00:00Contrary to what the bears say, $NBIS' software cloud is structurally more defensible than most people realize. And the reason is simple: even if much of the cloud stack is built on open models and can be Claude coded in theory, the real differentiation is not the models
Β· 2026-03-18T16:25:29+00:00I think $IREN and $IRE could be an interesting play here. We seen $NBIS come out recently with a new $META partnership and share raise. I do believe $IREN is structured much better than them when it comes to infrastructure, power, land and GPUs. Also, they have a more stable
Β· 2026-03-18T14:03:34+00:00$NBIS just announced their $4 billion convertible note offering terms: - $2.25 bn maturing in 2031 with 1.25% interest rate - $1.75 bn maturing in 2033 with 2.62% interest rate - 2031 notes convertible at $183 per share - 2033 notes convertible at $181 per share For Comparison:
Β· 2026-03-18T19:24:19+00:00Honestly? Respect. Takes balls to not suffer from the sunk cost fallacy. Hard af! Also, more spend left for $NBIS infra hehe
Β· 2026-03-18T16:06:09+00:00Sold all $NBIS here that i added on the drawdown yesterday. Easiest play of my life for a quick 6% gains. $NBIS Just signed one of the biggest AI Infrastructure deals ever and sold off 15% from convertible notes.
Β· 2026-03-18T12:32:23+00:00Great write up regarding $NBIS dilution
Β· 2026-03-18T16:07:38+00:00$NBIS +3.5% trend still intact. As mentioned yesterday - donβt sweat one day price action. As long as itβs above the 50 & 200 SMA, both short and long-term trends remain strong.
Β· 2026-03-18T21:05:18+00:00But $NBIS isn't releasing all their contract terms!
Β· 2026-03-18T01:04:10+00:00$NBIS "Nebius supports you" Jensen Huang, @NVIDIA , at the Nebius booth of #NVIDIAGTC
Β· 2026-03-18T11:56:00+00:00How much actual dilution will happen on convertible notes of total 4B on $NBIS? They have announced in 2 tranches: 1. 2031 Notes ($2.25 B): Converts at $183.22 per share 2. 2033 Notes ($1.75 B): Converts at $180.31 per share If converted to share count meaning,
Β· 2026-03-18T23:04:24+00:00$NBIS partnership momentum lately: β’ NVDA - $2B strategic investment + AI cloud buildout β’ META - up to $27B AI compute deal (5 yrs) β’ CRWD - cybersecurity integration for AI cloud β’ NVDA ecosystem - AI startup deployment program $4B convertible notes offering was
Β· 2026-03-18T16:48:13+00:00$NBIS what a beauty !!
Β· 2026-03-18T01:02:12+00:00The baggie mobile $NBIS
Β· 2026-03-18T16:03:28+00:00$NBIS +3% $CRWV +2% $IREN -3% (fair value is $15)
Β· 2026-03-18T11:20:28+00:00$NBIS Financing secured at great terms!
Β· 2026-03-18T16:34:36+00:00$NBIS did it.. $IREN can too! Nebius with a nice follow up from that bloodbath yesterday +3%.
Β· 2026-03-18T22:23:44+00:00$NBIS Just Raised $4 BILLION Quick breakdown
Β· 2026-03-18T15:05:53+00:00$NBIS super strong
Β· 2026-03-18T23:54:11+00:00$IREN finally? Whoops, $NBIS again. Has $IREN figured out bare metal yet? Maybe, maybe not....
Β· 2026-03-18T18:00:15+00:00$NBIS priority allocation from Vera Rubin clearly signals that Nebius is being treated as a real partner That matters because in AI infrastructure, getting the newest GPUs early directly translates into attracting top customers and higher-margin workloads. This validates $NBIS
Β· 2026-03-18T16:34:24+00:00$NBIS inside day holding yesterday low. Iβd guess it makes a move around 2pm who knows what way yet
Β· 2026-03-18T14:13:50+00:00$NBIS Woke up this morning, still bullishβ¦. Please proceed.
Β· 2026-03-18T13:15:58+00:00$NBIS Diluting?!?
Β· 2026-03-18T12:10:14+00:00$NBIS all set $4B interest: 1.25% ~ 2.6% Letβs continue our journey
Β· 2026-03-18T14:40:05+00:00$NBIS $CRWV Holding well today in bloodbath!! Jensen pump helping Neo Cloud Sector! $IREN still weak
Β· 2026-03-18T13:33:18+00:00$NBIS Nebius just proved that in AI infrastructure, capital markets access is itself a moat. This is exactly our framework: long the bottleneck, short the cost of capital. What Nebius has just done is materially reduce the second problem. The first thing that jumps out is the
Β· 2026-03-18T14:05:08+00:00Glad this CapEx round is all done for $NBIS, now they can get back to executing. Next round will be easier and then the round after that.... etc.
Β· 2026-03-18T12:09:32+00:00Eigen AI already turbocharging $nbis benchmarks
Β· 2026-03-18T23:08:18+00:00A lot has been said lately about $NBIS' less-than-100% transparency around its deals. And if you ask me, Iβm perfectly fine with that. The people most obsessed with every missing detail seem to be $IREN bulls looking for validation that they made the right call betting on bare
Β· 2026-03-18T11:28:44+00:00This few weeks has been filled with nebius news including this. It will be fine long term. Nothing much to add on. Just be long term investor & you will be rewarded handsomely. $NBIS
Β· 2026-03-18T22:29:41+00:00$IREN $NBIS $CRWV $ORCL Another day, another recent high. Now up to $2.47/hr for an H100 GPU. Now up 26% from the lows in November. GPU obsolescence? Pfft! When will the neocloud charts start looking like this one?
Β· 2026-03-18T15:31:25+00:00$NBIS Convertible Note Offering Just Got Upsized from $3.75B to $4.0B
Β· 2026-03-18T21:56:35+00:00$NBIS
Β· 2026-03-18T00:05:00+00:00$NBIS Masmiyya was built around the assumption that GPU density would outpace conventional data center tolerances, making every structural, mechanical, and power decision at the site a direct response to that forecast rather than a legacy design inherited from general-purpose
Β· 2026-03-18T20:02:03+00:00$NBIS currently back testing the golden pocket, bouncing at $118.05, however it's rejecting the fib above at $120.43 so far... We may chop in this range until the 9ema catches up, but a close above $120.43 sets us up for a nice move to $135. could see a wick down to $115.95,
Β· 2026-03-18T00:51:01+00:00$nbis will be back to all time highs in 10 days if market cooperates
Β· 2026-03-18T08:44:25+00:00Who followed my trades over the last few weeks? $ASTS $NBIS $ONDS $RKLB $KRKNF $AAOI
Β· 2026-03-18T21:23:22+00:00AKA β I need 90 percent to get back to ATHβ Talk about IQ points $NBIS $IREN
Β· 2026-03-18T13:03:13+00:00Sooo institutions are more bullish than Us retail investors?! This is so ridiculously bullish. $nbis
Β· 2026-03-18T13:55:15+00:00$NBIS is ready for more, start buying fellas
Β· 2026-03-18T22:34:07+00:00Bullish $IREN congrats guys yall keep winning! $NBIS
Β· 2026-03-18T09:00:01+00:00$NBIS Revolut rebuilt its platform around AI and scaled from 30M to 70M users in just three years They are using Nebius TokenFactory to run FinCrime agents preventing millions of fraudulent transactions while also powering a support system handling around 1.2M tickets every
Β· 2026-03-18T19:11:43+00:00It doesn't get better! The street clearly has faith and tremendous trust in $NBIS and their future.
Β· 2026-03-18T13:10:36+00:00If you canβt hold it through dips then you donβt deserve all time highs $NBIS
Β· 2026-03-18T13:07:40+00:00LFG $nbis 1.85% is awesome