# $NBIS Catalyst Posts & Social Intelligence Recap — April 03, 2026

> **Asset:** $NBIS  
> **Date:** 2026-04-03 (April 03, 2026)  
> **Canonical URL:** https://cryptitalk.com/tokens/nbis/2026-04-03  
> **Token Profile:** https://cryptitalk.com/tokens/nbis.md  
> **Market Rankings:** https://cryptitalk.com/rankings.md  

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## Curated Viral Posts & Community Evidence


### Post #1 by @BastianelliLore
> **Author:** Lorenzo2cents ([@BastianelliLore](https://x.com/BastianelliLore))  
> **Metrics:** 88 likes · 4 retweets · 15 comments · 14.7K views  

> **Posted:** 2026-04-03T20:00:00+00:00  


> **Source Link:** [https://x.com/BastianelliLore/status/2040157388213297647](https://x.com/BastianelliLore/status/2040157388213297647)  


> 
> "$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."


### Post #2 by @Sandeman52
> **Author:** SandemanStocks ([@Sandeman52](https://x.com/Sandeman52))  
> **Metrics:** 102 likes · 1 retweets · 7 comments · 13.3K views  

> **Posted:** 2026-04-03T11:35:31+00:00  


> **Source Link:** [https://x.com/Sandeman52/status/2040030432968823049](https://x.com/Sandeman52/status/2040030432968823049)  


> 
> "$NBIS is a no brainer.  65,000 shares and chilling."


### Post #3 by @MikePLTR
> **Author:** Mike Romano ([@MikePLTR](https://x.com/MikePLTR))  
> **Metrics:** 75 likes · 2 retweets · 34 comments · 11.8K views  

> **Posted:** 2026-04-03T13:47:21+00:00  


> **Source Link:** [https://x.com/MikePLTR/status/2040063607161987309](https://x.com/MikePLTR/status/2040063607161987309)  


> 
> "Genuinely 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."


### Post #4 by @SohoNehel
> **Author:** Adrian Soweski ([@SohoNehel](https://x.com/SohoNehel))  
> **Metrics:** 34 likes · 0 retweets · 44 comments · 8.2K views  

> **Posted:** 2026-04-03T05:57:59+00:00  


> **Source Link:** [https://x.com/SohoNehel/status/2039945490008035468](https://x.com/SohoNehel/status/2039945490008035468)  


> 
> "Should I sell al my $IREN (admittedly not a lot) to buy $NBIS?
Serious question"


### Post #5 by @daniel_koss
> **Author:** Daniel Koss ([@daniel_koss](https://x.com/daniel_koss))  
> **Metrics:** 101 likes · 6 retweets · 12 comments · 5.6K views  

> **Posted:** 2026-04-03T09:37:25+00:00  


> **Source Link:** [https://x.com/daniel_koss/status/2040000711983759367](https://x.com/daniel_koss/status/2040000711983759367)  


> 
> "It'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"


### Post #6 by @1xStrateg1x
> **Author:** Strateg 1x ([@1xStrateg1x](https://x.com/1xStrateg1x))  
> **Metrics:** 60 likes · 4 retweets · 8 comments · 4.6K views  

> **Posted:** 2026-04-03T16:19:21+00:00  


> **Source Link:** [https://x.com/1xStrateg1x/status/2040101861026349236](https://x.com/1xStrateg1x/status/2040101861026349236)  


> 
> "$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."


### Post #7 by @_Sgr_A_Star
> **Author:** The God Particle ([@_Sgr_A_Star](https://x.com/_Sgr_A_Star))  
> **Metrics:** 47 likes · 9 retweets · 3 comments · 4.2K views  

> **Posted:** 2026-04-03T18:07:33+00:00  


> **Source Link:** [https://x.com/_Sgr_A_Star/status/2040129088325894166](https://x.com/_Sgr_A_Star/status/2040129088325894166)  


> 
> "$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"


### Post #8 by @CKCapitalxx
> **Author:** CK Capital ([@CKCapitalxx](https://x.com/CKCapitalxx))  
> **Metrics:** 14 likes · 1 retweets · 6 comments · 3.2K views  

> **Posted:** 2026-04-03T05:20:33+00:00  


> **Source Link:** [https://x.com/CKCapitalxx/status/2039936068842082663](https://x.com/CKCapitalxx/status/2039936068842082663)  


> 
> "Luckily I own $NBIS and not $IREN"


### Post #9 by @MktMavPro
> **Author:** MarketMaverick ([@MktMavPro](https://x.com/MktMavPro))  
> **Metrics:** 14 likes · 0 retweets · 1 comments · 2.0K views  

> **Posted:** 2026-04-03T17:08:02+00:00  


> **Source Link:** [https://x.com/MktMavPro/status/2040114112827375891](https://x.com/MktMavPro/status/2040114112827375891)  


> 
> "But, but, energy is a bottleneck… $NBIS $IREN $CIFR"


### Post #10 by @daniel_koss
> **Author:** Daniel Koss ([@daniel_koss](https://x.com/daniel_koss))  
> **Metrics:** 34 likes · 0 retweets · 3 comments · 2.0K views  

> **Posted:** 2026-04-03T15:50:47+00:00  


> **Source Link:** [https://x.com/daniel_koss/status/2040094671469256828](https://x.com/daniel_koss/status/2040094671469256828)  


> 
> "Just 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."


### Post #11 by @CKCapitalxx
> **Author:** CK Capital ([@CKCapitalxx](https://x.com/CKCapitalxx))  
> **Metrics:** 14 likes · 0 retweets · 2 comments · 1.9K views  

> **Posted:** 2026-04-03T00:38:41+00:00  


> **Source Link:** [https://x.com/CKCapitalxx/status/2039865133912965300](https://x.com/CKCapitalxx/status/2039865133912965300)  


> 
> "Seeing 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"


### Post #12 by @DustinHuntwn
> **Author:** Dustin ([@DustinHuntwn](https://x.com/DustinHuntwn))  
> **Metrics:** 18 likes · 1 retweets · 0 comments · 1.8K views  

> **Posted:** 2026-04-03T03:38:54+00:00  


> **Source Link:** [https://x.com/DustinHuntwn/status/2039910485655769544](https://x.com/DustinHuntwn/status/2039910485655769544)  


> 
> "$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"


### Post #13 by @MB_Hogan
> **Author:** Mark Hogan ([@MB_Hogan](https://x.com/MB_Hogan))  
> **Metrics:** 35 likes · 0 retweets · 0 comments · 1.6K views  

> **Posted:** 2026-04-03T18:04:55+00:00  


> **Source Link:** [https://x.com/MB_Hogan/status/2040128426439213359](https://x.com/MB_Hogan/status/2040128426439213359)  


> 
> "$NBIS moving building the foundation of physical Ai with new partner Positronic"


### Post #14 by @NirAoo7
> **Author:** Nir ([@NirAoo7](https://x.com/NirAoo7))  
> **Metrics:** 17 likes · 1 retweets · 1 comments · 1.5K views  

> **Posted:** 2026-04-03T00:11:02+00:00  


> **Source Link:** [https://x.com/NirAoo7/status/2039858177731362964](https://x.com/NirAoo7/status/2039858177731362964)  


> 
> "DCR 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"


### Post #15 by @InvestNorthwise
> **Author:** Northwise Project ([@InvestNorthwise](https://x.com/InvestNorthwise))  
> **Metrics:** 22 likes · 4 retweets · 2 comments · 1.4K views  

> **Posted:** 2026-04-03T15:41:00+00:00  


> **Source Link:** [https://x.com/InvestNorthwise/status/2040092209555591509](https://x.com/InvestNorthwise/status/2040092209555591509)  


> 
> "We 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"


### Post #16 by @MktMavPro
> **Author:** MarketMaverick ([@MktMavPro](https://x.com/MktMavPro))  
> **Metrics:** 17 likes · 0 retweets · 2 comments · 1.2K views  

> **Posted:** 2026-04-03T12:47:08+00:00  


> **Source Link:** [https://x.com/MktMavPro/status/2040048455444275366](https://x.com/MktMavPro/status/2040048455444275366)  


> 
> "Oh, you have no idea… $NBIS"


### Post #17 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 17 likes · 0 retweets · 3 comments · 867 views  

> **Posted:** 2026-04-03T14:36:03+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2040075866269425976](https://x.com/longinvest32/status/2040075866269425976)  


> 
> "Imagine thinking $nbis price is too high"


### Post #18 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 9 likes · 0 retweets · 1 comments · 557 views  

> **Posted:** 2026-04-03T23:39:57+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2040212742380921248](https://x.com/longinvest32/status/2040212742380921248)  


> 
> "$nbis"


### Post #19 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 16 likes · 0 retweets · 1 comments · 528 views  

> **Posted:** 2026-04-03T09:01:26+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2039991653981638957](https://x.com/longinvest32/status/2039991653981638957)  


> 
> "180$ coming faster than you think 

$nbis"


### Post #20 by @InvestNorthwise
> **Author:** Northwise Project ([@InvestNorthwise](https://x.com/InvestNorthwise))  
> **Metrics:** 16 likes · 2 retweets · 0 comments · 455 views  

> **Posted:** 2026-04-03T13:57:31+00:00  


> **Source Link:** [https://x.com/InvestNorthwise/status/2040066166576591297](https://x.com/InvestNorthwise/status/2040066166576591297)  


> 
> "$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"


### Post #21 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 7 likes · 0 retweets · 0 comments · 299 views  

> **Posted:** 2026-04-03T23:24:44+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2040208911827939738](https://x.com/longinvest32/status/2040208911827939738)  


> 
> "If you trust the $nbis team will execute its a no brainer to buy"




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