$NBIS Catalyst Posts
March 30, 2026Single-day social intelligence recap and verified catalyst posts · ← Back to $NBIS Profile · Market Rankings
💬 Curated Viral Posts & Community Evidence
39 source posts analyzed· 2026-03-30T17:31:27+00:00Two weeks ago $NBIS signed a $27 billion deal with Meta. The company’s market cap right now is $22 billion. Meta just committed $27 billion to a company you can buy the entire thing for $22 billion. The contract is worth more than the stock. And that is not even the full
· 2026-03-30T17:38:00+00:00Do you guys think there’s only $5,650,000,000 dilution to go with $IREN? Very surprising that people haven’t switched to $NBIS or other names if you’re long Neoclouds. One already has confirmed funding with $NVDA + convertibles from institutions. The other is likely actively
· 2026-03-30T17:12:03+00:00$NBIS down almost 10% today! I believe Nebius will become a $1T company. Today it sounds crazy. Soon it will be obvious. Great moment to publish part 1 of my Nebius deep dive for everyone who is considering what to buy and first wants to build conviction and do proper research
· 2026-03-30T13:43:37+00:00$NBIS $96 now $NBIS has given you two opportunities not to chase
· 2026-03-30T15:56:02+00:00$NBIS So it’s happening Schiphol expansion coming in HOT $IREN $CRWV #ai #DataCenters
· 2026-03-30T17:59:41+00:00Nebius Group - ( $NBIS ) It's down 22% in 5 days and getting closer to our target area. Trading at roughly 3x forward ARR. 2025 ARR already exceeded $1.25 billion. Management targets $7-9 billion ARR by end of 2026. Sold-out GPU clusters across multiple data centers. Major
· 2026-03-30T15:25:54+00:00Iren - ( $IREN ) & Nerius Group - ( $NBIS) Both keep dropping towards our targets. Both are currently working through W-(C) and both will bottom around the same time. Fundamentals will serve you to pick the long-term winner between the two. Personally I see both succeeding so
· 2026-03-30T15:45:19+00:00What the fuck? Guess I’ll buy more $NBIS. This market is cooked right now
· 2026-03-30T05:14:40+00:00$NBIS is a coiled spring right now - it wants up but macro is pushing down, once the Iran war is over, this will blow up, position accordingly. I own $NBIS stock, CSPs and CCs
· 2026-03-30T16:19:58+00:00$NBIS under $95 while the company is guiding to a $7B-$9B ARR exit rate by the end of 2026 is exactly the kind of disconnect I look for. You’re talking about a company that just expanded its $META deal to up to $27B over 5 years and also landed a $2B strategic investment from
· 2026-03-30T13:43:12+00:00$NBIS below $100
· 2026-03-30T17:08:01+00:00$NBIS down 30% in two weeks, just brutal
· 2026-03-30T13:44:20+00:00Time to full port $NBIS?
· 2026-03-30T19:47:51+00:00$NBIS has legitimate potential to become a trillion-dollar company. This AI cloud/infrastructure play is already securing billions in deals and GPU capacity, yet it trades at what looks like a deeply discounted valuation relative to its growth runway in the exploding AI data
· 2026-03-30T15:21:26+00:00$NBIS Sign a 27 Billion dollar agreement - get back to < 20 Billion MC About 50 Billion in Signed contracts for next 5 years.
· 2026-03-30T17:24:50+00:00$IREN Bull thesis keeps getting killed - More and More BTM solutions will come online. - Companies like $NBIS will deploy faster with colocation and get contracts faster. Grid connectivity may be a near-term issue. But that cannot be a company’s bull thesis. How companies
· 2026-03-30T01:31:47+00:00$NBIS under $100 is a gift. Don’t ignore it
· 2026-03-30T19:52:08+00:00$NBIS UPDATE: Holland Ai data center happening soon?
· 2026-03-30T13:40:57+00:00$NBIS Let's see if it bounces here soon Right at the 20 weekly ema Tracking an ending diagonal pattern if 20 ema is held, target 145 - 155
· 2026-03-30T20:40:21+00:00I mentioned I went long $NBIS into the 21 day and I was stopped out today as we lost the 50. It was annoying but better than prayer.
· 2026-03-30T14:28:57+00:00$NBIS Price action sliced thru its range of confluence, invalidating the Subwave 4 higher low. The entire DC complex is paying a toll today. Perhaps due to OpenAI shuttering Sora? Keep your eyes on the breakout retest and Daily 200MA between $88-$92 here. It must hold.
· 2026-03-30T13:42:19+00:00Sold $NBIS $84 CSPs for this Friday .57 per contract
· 2026-03-30T19:37:27+00:00$NBIS getting rekt
· 2026-03-30T12:45:24+00:00Was that a $nbis glitch to 115$?
· 2026-03-30T15:31:44+00:00Brutal day $NBIS -8% $IREN - 5% $KRKNF -6% Hold tight guys
· 2026-03-30T17:30:51+00:00Sold 10 $NBIS puts of April 17 $85 (CSPs) Premium: $5.2 It's a small bet that we'll have peace talks progression, and if not, it's like buying $NBIS at $80.
· 2026-03-30T16:45:20+00:00Once these War jitters and sell-offs are over, people in 2027-28 won't believe that you could pick up $NBIS for $100. Since the War started $NBIS: - $2B investment from $NVDA - Working on robotics with $NVDA - $27B deal with $META - $4.3B funding raised - Hired a team in Asia
· 2026-03-30T18:51:48+00:00$NBIS free falling
· 2026-03-30T11:35:29+00:00$NBIS There is no deterioration in the outlook. It is expanding the consolidation
· 2026-03-30T08:27:20+00:00My whole feed is Japanese now. Lets go Japan $NBIS investors
· 2026-03-30T19:46:43+00:00Being able to buy $NBIS at $90 again is a god send! Whoever is selling their shares wtf but thank you
· 2026-03-30T17:21:14+00:00For those wondering why $NBIS is down today, recent company disclosure shows that CEO Arkady Volozh sold 38 thousand shares ( ir-api.eqs.com/feeds/sec-fili …) In addition to upward pressure on rates not mixing well with Nebius’ capital intensive business model, the stock has been hit
· 2026-03-30T21:20:00+00:00$NBIS is down 10% today. No company news. No earnings miss. No guidance cut. Just macro: Iran, oil, market-wide selloff. Still: $27B Meta contract. $17.4B Microsoft contract. 1.2GW factory approved. 3GW+ power targeted by year-end. CEO targeting "fourth hyperscaler." The
· 2026-03-30T22:33:44+00:00$27B Meta deal. $19.4B Microsoft deal. $2B Nvidia investment. And you are selling $nbis Hope it’s no one on here
· 2026-03-30T15:04:42+00:00$NBIS average analyst price target = $172 (Implying +82% upside) $NBIS highest analyst target = $291. (implying +207% upside)
· 2026-03-30T12:48:49+00:00$NBIS $IREN I’ve seen a ton of “IREN is cheaper” takes.. does anyone have an opinion on why Nebius got a 55% premium on their convertible bond prices and IRENs recent bond had a 25% premium. Tells me smart $ sees higher upside on Nebius.. or am I looking at it incorrectly?
· 2026-03-30T15:03:11+00:00Ready for more $nbis ready to buy
· 2026-03-30T16:31:37+00:00The market obliterating $NBIS gains after the $META deal and $NVDA investment is just adorable. That's why I've always valued $NBIS based on future EARNINGS, and not on some lazy revenue / ARR multiple. People were slapping on Neoclouds 10x 20x or even in some cases 30x ARR
· 2026-03-30T10:38:18+00:00Say it with me war doesn’t matter $nbis global War doesn’t matter nebius global Funding secured for 2026 Doubt atm being used this year Cheers all of you