$NBIS Catalyst Posts
March 27, 2026Single-day social intelligence recap and verified catalyst posts · ← Back to $NBIS Profile · Market Rankings
💬 Curated Viral Posts & Community Evidence
33 source posts analyzed· 2026-03-27T02:34:16+00:00But you were publicly buying $ZETA $IREN $OSCR $NBIS for the last 2-3 months & you posted opening new LEAP positions last month. If you follow your strategy & indicators why buy & not move to cash months ago ? And if you did move to cash why not share your cash position ? Kind of
· 2026-03-27T16:38:49+00:00$IREN now trading at $11.8B market cap Guiding for $3.7B ARR = approximately 3.18X end of 2026 ARR $NBIS now trading at $25.8B market cap Guiding for $8B ARR (midpoint of $7-9B range) = approximately 3.22X end of 2026 ARR
· 2026-03-27T14:12:43+00:00If we see a legit bear market, we may see $NBIS down in the $60s again. Would be the opportunity of a lifetime IMO.
· 2026-03-27T13:02:09+00:00$NBIS is planning $16-20B in capex for 2026 as it scales AI infrastructure capacity to support multi-billion-dollar ARR targets tied to GPU clusters and datacenter expansion. This level of spending reflects how capital intensity across AI compute
· 2026-03-27T04:36:05+00:00$NBIS JUST IN: Nebius gets approval for substation special permit for Birmingham Ai Factory!! Massively bullish
· 2026-03-27T14:58:16+00:00Hmm $NBIS
· 2026-03-27T20:52:54+00:00$NBIS is my favorite neo-cloud company — and my biggest position. There are several reasons, but one that stands out: it doesn’t have to rely on dilution as much as others. While most neo-cloud players depend almost entirely on raising capital, $NBIS can leverage what it
· 2026-03-27T00:05:06+00:00$SOFI - can still easily go to $13-$14 $IREN - the bullish strucure remains intact if it keeps holding above the 200EMA at the low $38's. $ONDS - setup remains bullish unless that mid-$9 support is rejected. $NBIS - nearing the $100 level again, ffs. (IYKYK)
· 2026-03-27T15:55:42+00:00Hitting extreme fear, sea of red I bought more $NBIS $IREN
· 2026-03-27T19:05:43+00:00Despite the drawdowns, I'm up 30% YTD mainly due to option selling on $NBIS and $IREN. $NBIS is up 12% YTD $IREN is down 18% YTD I share my option selling here free, consider following if interested
· 2026-03-27T14:41:41+00:00$NBIS goes below $100 best believe I'm loading the boat CEO sees this company as the fourth hyperscaler, let that sink in
· 2026-03-27T14:17:35+00:00People saying $NBIS can’t scale because doesn’t have enough power, while $IREN will because they have land and power, will learn the hard way how economy works. Supply of power will grow so much in the following months and eventually will catch up with demand, or, even if it
· 2026-03-27T14:34:21+00:00My $140 $NBIS calls don’t mind this price action LOL They’re up 83% since I rolled them 2 weeks ago
· 2026-03-27T12:33:26+00:00$NBIS Birmingham site is still underway after adding a “noise reduction” amendment. Great coverage from wealth lab here. Give him a follow
· 2026-03-27T14:29:11+00:00I think once $NBIS proves they can deliver compute ON TIME at their two massive new US sites - Birmingham and Independence - Its off to the races. Independence gets initial power H2 2026, first major tranche by late 2027. Birmingham targeting 2028. Full ramps stretch into 2029.
· 2026-03-27T04:10:24+00:00Nvidia just invested $2 billion into $NBIS. Not a loan. An investment. When Nvidia puts $2 billion behind a company, I'm watching closely.
· 2026-03-27T18:42:22+00:00Super bullish on $NBIS, hold tight guys they will prove themselves.
· 2026-03-27T04:18:39+00:00$NBIS Nebius's Alabama Birmingham AI Data Center Plan Moves Forward The local zoning committee has officially approved the "substation" required for the project. This clears a major permitting hurdle for the approximately 300MW-scale AI factory project However, local
· 2026-03-27T23:00:00+00:00People say $NBIS can't scale because it doesn't own power infrastructure like $IREN. Here's the thing: power supply will grow. That constraint is temporary. $NBIS has a $27B Meta contract and $17.4B from Microsoft. That demand is locked in. You can build power plants. You
· 2026-03-27T19:28:25+00:00Look on the bright side: when $NBIS becomes a hyperscaler, $IREN can power their data centers
· 2026-03-27T19:22:44+00:00Bullish $NBIS
· 2026-03-27T11:35:10+00:00I'm buying one or the other today. $NBIS or $IREN
· 2026-03-27T13:29:27+00:00What I’m seeing on $NBIS isn’t just higher price targets… it’s repositioning under the surface. The average PT just jumped to ~$170 (+18%), with a range from ~$79 to $305, which tells you one thing clearly: the Street still has no consensus on what this is worth. That’s not
· 2026-03-27T19:09:38+00:00Who likes: $ASTS at $79 $NBIS at $99 $ONDS at $8 $RKLB at $59 ? I do. -RM
· 2026-03-27T17:28:11+00:00$NBIS is cheap at $100
· 2026-03-27T03:04:48+00:00$IREN investors should stop the simplistic $NBIS vs. $IREN debate about which is better and instead learn to read what $IREN's future might look like through the lens of what neocloud executives like $NBIS management are saying The two core bottlenecks in data centers right now
· 2026-03-27T16:02:00+00:00$IREN $NBIS $CRWV: Three AI infrastructure names riding the same wave, yet the market can’t seem to make up its mind. $IREN quietly stacking renewable-powered data centers and delivering real execution. $NBIS just landed serious $NVDA backing plus massive buildout deals. $CRWV
· 2026-03-27T04:12:32+00:00$NBIS Birmingham ZBA approved the substation special permit for the Oxmoor AI Factory : 3-1-1 vote after a wild procedural flip. Two board members who initially wanted to deny switched to approve after a noise amendment was added. Initially rejected, the project got a 'yes'
· 2026-03-27T03:56:57+00:00$NBIS Earlier today, the zoning board has approved the request to build the new substation for Nebius’ Birmingham DC project. Another 300MW capacity project all set to go.
· 2026-03-27T15:26:41+00:00$NBIS is proving that good businesses thrive on substance. Buy the actual best, not just the ones with the loudest marketing teams. $IREN $CRWV $CIFR
· 2026-03-27T19:40:18+00:00$NBIS Rolled my 5/1 $140 calls back to 4/10 $117 for a net credit .25 per contract $99 CSPs expiring worthless
· 2026-03-27T14:08:57+00:00I kind of forgot about it, but on May 15, 2025, I emailed a Dutch investor podcast suggesting they should cover Nebius. Yesterday, they emailed me saying they made an episode about $NBIS.
· 2026-03-27T12:01:00+00:00$NBIS embeds a portfolio construction advantage through its ClickHouse stake, pairing a capital-intensive infrastructure build with a high-growth, software-driven asset that operates on a different margin and scaling profile. This combination introduces financial flexibility,