# $NBIS Catalyst Posts & Social Intelligence Recap — March 30, 2026

> **Asset:** $NBIS  
> **Date:** 2026-03-30 (March 30, 2026)  
> **Canonical URL:** https://cryptitalk.com/tokens/nbis/2026-03-30  
> **Token Profile:** https://cryptitalk.com/tokens/nbis.md  
> **Market Rankings:** https://cryptitalk.com/rankings.md  

---



## Curated Viral Posts & Community Evidence


### Post #1 by @CKCapitalxx
> **Author:** CK Capital ([@CKCapitalxx](https://x.com/CKCapitalxx))  
> **Metrics:** 1.4K likes · 139 retweets · 139 comments · 364.3K views  

> **Posted:** 2026-03-30T17:31:27+00:00  


> **Source Link:** [https://x.com/CKCapitalxx/status/2038670452978028757](https://x.com/CKCapitalxx/status/2038670452978028757)  


> 
> "Two 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"


### Post #2 by @aleabitoreddit
> **Author:** Serenity ([@aleabitoreddit](https://x.com/aleabitoreddit))  
> **Metrics:** 289 likes · 17 retweets · 61 comments · 89.2K views  

> **Posted:** 2026-03-30T17:38:00+00:00  


> **Source Link:** [https://x.com/aleabitoreddit/status/2038672101717274941](https://x.com/aleabitoreddit/status/2038672101717274941)  


> 
> "Do 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"


### Post #3 by @daniel_koss
> **Author:** Daniel Koss ([@daniel_koss](https://x.com/daniel_koss))  
> **Metrics:** 347 likes · 25 retweets · 14 comments · 56.8K views  

> **Posted:** 2026-03-30T17:12:03+00:00  


> **Source Link:** [https://x.com/daniel_koss/status/2038665571827409100](https://x.com/daniel_koss/status/2038665571827409100)  


> 
> "$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"


### Post #4 by @TheLongInvest
> **Author:** The Long Investor ([@TheLongInvest](https://x.com/TheLongInvest))  
> **Metrics:** 97 likes · 0 retweets · 6 comments · 32.8K views  

> **Posted:** 2026-03-30T13:43:37+00:00  


> **Source Link:** [https://x.com/TheLongInvest/status/2038613116875854321](https://x.com/TheLongInvest/status/2038613116875854321)  


> 
> "$NBIS $96 now

$NBIS has given you two opportunities not to chase"


### Post #5 by @CernunnosCap
> **Author:** Cernunnos Capital ([@CernunnosCap](https://x.com/CernunnosCap))  
> **Metrics:** 158 likes · 14 retweets · 7 comments · 20.0K views  

> **Posted:** 2026-03-30T15:56:02+00:00  


> **Source Link:** [https://x.com/CernunnosCap/status/2038646439543525706](https://x.com/CernunnosCap/status/2038646439543525706)  


> 
> "$NBIS So it’s happening 

Schiphol  expansion coming in HOT

$IREN $CRWV #ai #DataCenters"


### Post #6 by @MauroBianchi24
> **Author:** Mauro ([@MauroBianchi24](https://x.com/MauroBianchi24))  
> **Metrics:** 95 likes · 9 retweets · 12 comments · 18.4K views  

> **Posted:** 2026-03-30T17:59:41+00:00  


> **Source Link:** [https://x.com/MauroBianchi24/status/2038677558078955587](https://x.com/MauroBianchi24/status/2038677558078955587)  


> 
> "Nebius 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"


### Post #7 by @MauroBianchi24
> **Author:** Mauro ([@MauroBianchi24](https://x.com/MauroBianchi24))  
> **Metrics:** 138 likes · 16 retweets · 27 comments · 18.1K views  

> **Posted:** 2026-03-30T15:25:54+00:00  


> **Source Link:** [https://x.com/MauroBianchi24/status/2038638859861581870](https://x.com/MauroBianchi24/status/2038638859861581870)  


> 
> "Iren - ( $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"


### Post #8 by @HyperAICapital
> **Author:** Jordan ([@HyperAICapital](https://x.com/HyperAICapital))  
> **Metrics:** 106 likes · 2 retweets · 17 comments · 17.7K views  

> **Posted:** 2026-03-30T15:45:19+00:00  


> **Source Link:** [https://x.com/HyperAICapital/status/2038643743625207820](https://x.com/HyperAICapital/status/2038643743625207820)  


> 
> "What the fuck? Guess I’ll buy more $NBIS. This market is cooked right now"


### Post #9 by @babyfolio
> **Author:** Babyfolio ([@babyfolio](https://x.com/babyfolio))  
> **Metrics:** 149 likes · 1 retweets · 5 comments · 14.9K views  

> **Posted:** 2026-03-30T05:14:40+00:00  


> **Source Link:** [https://x.com/babyfolio/status/2038485037142655257](https://x.com/babyfolio/status/2038485037142655257)  


> 
> "$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"


### Post #10 by @TheStockerMan
> **Author:** Stocker-Man ([@TheStockerMan](https://x.com/TheStockerMan))  
> **Metrics:** 124 likes · 3 retweets · 8 comments · 12.3K views  

> **Posted:** 2026-03-30T16:19:58+00:00  


> **Source Link:** [https://x.com/TheStockerMan/status/2038652462937108538](https://x.com/TheStockerMan/status/2038652462937108538)  


> 
> "$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"


### Post #11 by @Gubloinvestor
> **Author:** Gublo ([@Gubloinvestor](https://x.com/Gubloinvestor))  
> **Metrics:** 60 likes · 1 retweets · 11 comments · 11.4K views  

> **Posted:** 2026-03-30T13:43:12+00:00  


> **Source Link:** [https://x.com/Gubloinvestor/status/2038613013079506944](https://x.com/Gubloinvestor/status/2038613013079506944)  


> 
> "$NBIS below $100"


### Post #12 by @retail_mourinho
> **Author:** Retail Mourinho ([@retail_mourinho](https://x.com/retail_mourinho))  
> **Metrics:** 117 likes · 7 retweets · 20 comments · 9.8K views  

> **Posted:** 2026-03-30T17:08:01+00:00  


> **Source Link:** [https://x.com/retail_mourinho/status/2038664557086822685](https://x.com/retail_mourinho/status/2038664557086822685)  


> 
> "$NBIS down 30% in two weeks, just brutal"


### Post #13 by @MktMavPro
> **Author:** MarketMaverick ([@MktMavPro](https://x.com/MktMavPro))  
> **Metrics:** 66 likes · 1 retweets · 13 comments · 9.0K views  

> **Posted:** 2026-03-30T13:44:20+00:00  


> **Source Link:** [https://x.com/MktMavPro/status/2038613298908705080](https://x.com/MktMavPro/status/2038613298908705080)  


> 
> "Time to full port $NBIS?"


### Post #14 by @ACInvestorBlog
> **Author:** Antonio Costa ([@ACInvestorBlog](https://x.com/ACInvestorBlog))  
> **Metrics:** 57 likes · 2 retweets · 8 comments · 8.6K views  

> **Posted:** 2026-03-30T19:47:51+00:00  


> **Source Link:** [https://x.com/ACInvestorBlog/status/2038704778792796502](https://x.com/ACInvestorBlog/status/2038704778792796502)  


> 
> "$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"


### Post #15 by @ayanjainhere
> **Author:** Ayan Jain ([@ayanjainhere](https://x.com/ayanjainhere))  
> **Metrics:** 61 likes · 0 retweets · 5 comments · 8.3K views  

> **Posted:** 2026-03-30T15:21:26+00:00  


> **Source Link:** [https://x.com/ayanjainhere/status/2038637735536480591](https://x.com/ayanjainhere/status/2038637735536480591)  


> 
> "$NBIS


Sign a 27 Billion dollar agreement - get back to < 20 Billion MC

About 50 Billion in Signed contracts for next 5 years."


### Post #16 by @CernunnosCap
> **Author:** Cernunnos Capital ([@CernunnosCap](https://x.com/CernunnosCap))  
> **Metrics:** 12 likes · 1 retweets · 6 comments · 6.6K views  

> **Posted:** 2026-03-30T17:24:50+00:00  


> **Source Link:** [https://x.com/CernunnosCap/status/2038668789093683582](https://x.com/CernunnosCap/status/2038668789093683582)  


> 
> "$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"


### Post #17 by @HyperAICapital
> **Author:** Jordan ([@HyperAICapital](https://x.com/HyperAICapital))  
> **Metrics:** 86 likes · 5 retweets · 5 comments · 6.1K views  

> **Posted:** 2026-03-30T01:31:47+00:00  


> **Source Link:** [https://x.com/HyperAICapital/status/2038428945893433828](https://x.com/HyperAICapital/status/2038428945893433828)  


> 
> "$NBIS under $100 is a gift. Don’t ignore it"


### Post #18 by @MB_Hogan
> **Author:** Mark Hogan ([@MB_Hogan](https://x.com/MB_Hogan))  
> **Metrics:** 66 likes · 0 retweets · 4 comments · 6.0K views  

> **Posted:** 2026-03-30T19:52:08+00:00  


> **Source Link:** [https://x.com/MB_Hogan/status/2038705858641539496](https://x.com/MB_Hogan/status/2038705858641539496)  


> 
> "$NBIS UPDATE: Holland Ai data center happening soon?"


### Post #19 by @investwithsheng
> **Author:** sheng ([@investwithsheng](https://x.com/investwithsheng))  
> **Metrics:** 50 likes · 3 retweets · 5 comments · 5.8K views  

> **Posted:** 2026-03-30T13:40:57+00:00  


> **Source Link:** [https://x.com/investwithsheng/status/2038612447137865823](https://x.com/investwithsheng/status/2038612447137865823)  


> 
> "$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"


### Post #20 by @epictrades1
> **Author:** The Inner Circle Trading Group DP David Prince ([@epictrades1](https://x.com/epictrades1))  
> **Metrics:** 62 likes · 1 retweets · 3 comments · 5.2K views  

> **Posted:** 2026-03-30T20:40:21+00:00  


> **Source Link:** [https://x.com/epictrades1/status/2038717990141567287](https://x.com/epictrades1/status/2038717990141567287)  


> 
> "I 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."


### Post #21 by @Chartradamus
> **Author:** Ch ([@Chartradamus](https://x.com/Chartradamus))  
> **Metrics:** 23 likes · 0 retweets · 2 comments · 5.2K views  

> **Posted:** 2026-03-30T14:28:57+00:00  


> **Source Link:** [https://x.com/Chartradamus/status/2038624524447703088](https://x.com/Chartradamus/status/2038624524447703088)  


> 
> "$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."


### Post #22 by @EndicottInvests
> **Author:** Nate Endicott ([@EndicottInvests](https://x.com/EndicottInvests))  
> **Metrics:** 23 likes · 0 retweets · 3 comments · 4.9K views  

> **Posted:** 2026-03-30T13:42:19+00:00  


> **Source Link:** [https://x.com/EndicottInvests/status/2038612788579328239](https://x.com/EndicottInvests/status/2038612788579328239)  


> 
> "Sold $NBIS $84 CSPs for this Friday 

.57 per contract"


### Post #23 by @EndicottInvests
> **Author:** Nate Endicott ([@EndicottInvests](https://x.com/EndicottInvests))  
> **Metrics:** 61 likes · 0 retweets · 11 comments · 4.4K views  

> **Posted:** 2026-03-30T19:37:27+00:00  


> **Source Link:** [https://x.com/EndicottInvests/status/2038702163199676577](https://x.com/EndicottInvests/status/2038702163199676577)  


> 
> "$NBIS getting rekt"


### Post #24 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 17 likes · 0 retweets · 2 comments · 4.1K views  

> **Posted:** 2026-03-30T12:45:24+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2038598466566308206](https://x.com/longinvest32/status/2038598466566308206)  


> 
> "Was that a $nbis glitch to 115$?"


### Post #25 by @babyfolio
> **Author:** Babyfolio ([@babyfolio](https://x.com/babyfolio))  
> **Metrics:** 57 likes · 1 retweets · 7 comments · 4.0K views  

> **Posted:** 2026-03-30T15:31:44+00:00  


> **Source Link:** [https://x.com/babyfolio/status/2038640326881988913](https://x.com/babyfolio/status/2038640326881988913)  


> 
> "Brutal day
$NBIS -8%
$IREN - 5%
$KRKNF -6%

Hold tight guys"


### Post #26 by @babyfolio
> **Author:** Babyfolio ([@babyfolio](https://x.com/babyfolio))  
> **Metrics:** 28 likes · 0 retweets · 4 comments · 3.3K views  

> **Posted:** 2026-03-30T17:30:51+00:00  


> **Source Link:** [https://x.com/babyfolio/status/2038670301496475974](https://x.com/babyfolio/status/2038670301496475974)  


> 
> "Sold 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."


### Post #27 by @TheRayMyers
> **Author:** Ray Myers ([@TheRayMyers](https://x.com/TheRayMyers))  
> **Metrics:** 29 likes · 2 retweets · 5 comments · 3.3K views  

> **Posted:** 2026-03-30T16:45:20+00:00  


> **Source Link:** [https://x.com/TheRayMyers/status/2038658846399336684](https://x.com/TheRayMyers/status/2038658846399336684)  


> 
> "Once 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"


### Post #28 by @retail_mourinho
> **Author:** Retail Mourinho ([@retail_mourinho](https://x.com/retail_mourinho))  
> **Metrics:** 37 likes · 1 retweets · 6 comments · 2.9K views  

> **Posted:** 2026-03-30T18:51:48+00:00  


> **Source Link:** [https://x.com/retail_mourinho/status/2038690673512104135](https://x.com/retail_mourinho/status/2038690673512104135)  


> 
> "$NBIS free falling"


### Post #29 by @MarketMaestro1
> **Author:** MarketMaestro ([@MarketMaestro1](https://x.com/MarketMaestro1))  
> **Metrics:** 42 likes · 2 retweets · 0 comments · 2.9K views  

> **Posted:** 2026-03-30T11:35:29+00:00  


> **Source Link:** [https://x.com/MarketMaestro1/status/2038580869854638156](https://x.com/MarketMaestro1/status/2038580869854638156)  


> 
> "$NBIS
There is no deterioration in the outlook. It is expanding the consolidation"


### Post #30 by @babyfolio
> **Author:** Babyfolio ([@babyfolio](https://x.com/babyfolio))  
> **Metrics:** 34 likes · 0 retweets · 2 comments · 2.6K views  

> **Posted:** 2026-03-30T08:27:20+00:00  


> **Source Link:** [https://x.com/babyfolio/status/2038533524148326715](https://x.com/babyfolio/status/2038533524148326715)  


> 
> "My whole feed is Japanese now.
Lets go Japan $NBIS investors"


### Post #31 by @AlphaOwlTrading
> **Author:** AlphaOwlTrading ([@AlphaOwlTrading](https://x.com/AlphaOwlTrading))  
> **Metrics:** 31 likes · 0 retweets · 8 comments · 2.4K views  

> **Posted:** 2026-03-30T19:46:43+00:00  


> **Source Link:** [https://x.com/AlphaOwlTrading/status/2038704494557397475](https://x.com/AlphaOwlTrading/status/2038704494557397475)  


> 
> "Being able to buy $NBIS at $90 again is a god send!

Whoever is selling their shares wtf but thank you"


### Post #32 by @CWB_Research
> **Author:** CWB Research ([@CWB_Research](https://x.com/CWB_Research))  
> **Metrics:** 11 likes · 0 retweets · 5 comments · 2.3K views  

> **Posted:** 2026-03-30T17:21:14+00:00  


> **Source Link:** [https://x.com/CWB_Research/status/2038667882242920917](https://x.com/CWB_Research/status/2038667882242920917)  


> 
> "For 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"


### Post #33 by @BastianelliLore
> **Author:** Lorenzo2cents ([@BastianelliLore](https://x.com/BastianelliLore))  
> **Metrics:** 27 likes · 2 retweets · 3 comments · 2.2K views  

> **Posted:** 2026-03-30T21:20:00+00:00  


> **Source Link:** [https://x.com/BastianelliLore/status/2038727969372279052](https://x.com/BastianelliLore/status/2038727969372279052)  


> 
> "$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"


### Post #34 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 34 likes · 0 retweets · 5 comments · 2.2K views  

> **Posted:** 2026-03-30T22:33:44+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2038746526537674817](https://x.com/longinvest32/status/2038746526537674817)  


> 
> "$27B Meta deal.

$19.4B Microsoft deal.

$2B Nvidia investment.

And you are selling $nbis 
Hope it’s no one on here"


### Post #35 by @thekriskay
> **Author:** Kris Kay | ([@thekriskay](https://x.com/thekriskay))  
> **Metrics:** 15 likes · 0 retweets · 1 comments · 1.6K views  

> **Posted:** 2026-03-30T15:04:42+00:00  


> **Source Link:** [https://x.com/thekriskay/status/2038633524475900040](https://x.com/thekriskay/status/2038633524475900040)  


> 
> "$NBIS average analyst price target = $172
(Implying +82% upside)

$NBIS highest analyst target = $291.
(implying +207% upside)"


### Post #36 by @Spiralout_one
> **Author:** Tobacco Barn ([@Spiralout_one](https://x.com/Spiralout_one))  
> **Metrics:** 12 likes · 0 retweets · 2 comments · 1.4K views  

> **Posted:** 2026-03-30T12:48:49+00:00  


> **Source Link:** [https://x.com/Spiralout_one/status/2038599327241625843](https://x.com/Spiralout_one/status/2038599327241625843)  


> 
> "$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?"


### Post #37 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 12 likes · 0 retweets · 1 comments · 1.1K views  

> **Posted:** 2026-03-30T15:03:11+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2038633143318520071](https://x.com/longinvest32/status/2038633143318520071)  


> 
> "Ready for more $nbis ready to buy"


### Post #38 by @penguinvesting
> **Author:** The King Penguin ([@penguinvesting](https://x.com/penguinvesting))  
> **Metrics:** 15 likes · 0 retweets · 1 comments · 692 views  

> **Posted:** 2026-03-30T16:31:37+00:00  


> **Source Link:** [https://x.com/penguinvesting/status/2038655397326942660](https://x.com/penguinvesting/status/2038655397326942660)  


> 
> "The 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"


### Post #39 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 7 likes · 0 retweets · 0 comments · 425 views  

> **Posted:** 2026-03-30T10:38:18+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2038566479658893826](https://x.com/longinvest32/status/2038566479658893826)  


> 
> "Say 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"




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