$NBIS Catalyst Posts
April 03, 2026Single-day social intelligence recap and verified catalyst posts · ← Back to $NBIS Profile · Market Rankings
💬 Curated Viral Posts & Community Evidence
21 source posts analyzed· 2026-04-03T20:00:00+00:00$NBIS has two revenue contracts: $17.4B with Microsoft (through 2031) $27B with Meta (over 5 years) Total contracted revenue: $44.4B Market cap today: ~$28B. You are paying $28B for a company with $44.4B already contracted. The math is broken. In your favor.
· 2026-04-03T11:35:31+00:00$NBIS is a no brainer. 65,000 shares and chilling.
· 2026-04-03T13:47:21+00:00Genuinely curious… Why are $NBIS investors so obsessed with hating on $IREN investors? I do not see $IREN investors EVER going after $NBIS investors… To me at least, it seems like a situation where one company is ahead while the other needs more time. Both will win.
· 2026-04-03T05:57:59+00:00Should I sell al my $IREN (admittedly not a lot) to buy $NBIS? Serious question
· 2026-04-03T09:37:25+00:00It's so freaking obvious $NBIS is going to $500. If you don't have Nebius in your portfolio, seriously - wtf are you doing? The disconnect between the market still thinking $NBIS is a money-burning, high-risk business and the reality that they're building a freaking AI platform
· 2026-04-03T16:19:21+00:00$NBIS and $IREN X users need to change their communication tactics. Enough of this unjustified aggression. We're in the same boat, and our growth depends on us, our value depends on each other. Aggression benefits no one. Instead, unite and let's grow together.
· 2026-04-03T18:07:33+00:00$IREN $NBIS $CRWV $ORCL Data Centers Dynamics conference was a couple of weeks ago and firms have started publishing their takeaways. I'll be sharing excerpts as I come across them - here's a few : ] DEMAND - Speed and flexibility remain the top considerations for hyperscale
· 2026-04-03T05:20:33+00:00Luckily I own $NBIS and not $IREN
· 2026-04-03T17:08:02+00:00But, but, energy is a bottleneck… $NBIS $IREN $CIFR
· 2026-04-03T15:50:47+00:00Just FYI I will not address all the $NBIS bear cases etc. under my posts because I will go over all the risks in detail in my deep dive. No point addressing the same points 100 x seperately.
· 2026-04-03T00:38:41+00:00Seeing a lot of people posting about this. If anyone actually took the time to look into it they’d know they sold for Tax reason. Bunch of nonsense $NBIS
· 2026-04-03T03:38:54+00:00$NBIS Around six months ago the sp here was $128 - now think of all hyperscaler deals, new contracts and collaborations, investment by Nvidia and amazing NBIS technological innpvations since then. The sp should surely be $140+ by now... but the macro/geopolitical climate
· 2026-04-03T18:04:55+00:00$NBIS moving building the foundation of physical Ai with new partner Positronic
· 2026-04-03T00:11:02+00:00DCR scan for today 4/2: $AXTI $AAOI $LUNR $PL $LITE $COHR $CAR $TSEM $VIAV $CIEN $NBIS $INTC $SATS $SPHR $FRO $DAR - Price >200SMA, 50SMA & 21EMA - Stage: 2 & 2A - Price % change today > 4% - DCR >80% - Avg $ Vol 20d > $100M
· 2026-04-03T15:41:00+00:00We are expanding our $NBIS and $IREN coverage across more names in AI infrastructure, including $CIFR $WULF $CORZ $BE $BITF and more. If you'd like to get our analyses weekly before they hit X, check out our free newsletter in the first comment We strongly believe the AI
· 2026-04-03T12:47:08+00:00Oh, you have no idea… $NBIS
· 2026-04-03T14:36:03+00:00Imagine thinking $nbis price is too high
· 2026-04-03T23:39:57+00:00$nbis
· 2026-04-03T09:01:26+00:00180$ coming faster than you think $nbis
· 2026-04-03T13:57:31+00:00$NBIS continues to expand aggressively throughout Europe and the United States. It looks like the next expansion could be in Madrid, based on recent job postings. Whether you believe it or not, Arkady and management clearly see $NBIS as the next major hyperscaler. These
· 2026-04-03T23:24:44+00:00If you trust the $nbis team will execute its a no brainer to buy