$NBIS Catalyst Posts
April 20, 2026Single-day social intelligence recap and verified catalyst posts · ← Back to $NBIS Profile · Market Rankings
💬 Curated Viral Posts & Community Evidence
49 source posts analyzed· 2026-04-20T21:27:47+00:00SemiAnalysis published new rankings. Platinum: $CRWV Gold: $NBIS Not Recommended: $IREN Not even Silver or Bronze.
· 2026-04-20T20:35:53+00:00It’s coming… Who’s going to get it? $NBIS or $IREN?
· 2026-04-20T17:05:12+00:00Honestly? If you're a $NBIS or $IREN investor I think you should take 10min to read both sides. It will help you a ton to understand which thesis you want to underwrite and what the different views even are! I really like that Agrippa lays out his thoughts in detail and shares
· 2026-04-20T15:22:49+00:00People wonder how to catch next leaders. Let me make it simple - last month $MRVL $DELL $INTC $NBIS were showing signs. They are all significantly higher now. now I see similar action on $UUUU $CIFR $CRDO here's all y you need to look for: 1. Compression 2. Breakout with
· 2026-04-20T19:29:26+00:00Here is more information regarding the full $NBIS NJ Facility being currently delayed and relying on their Finland (75MW) Datacenter to deliver first tranche to Microsoft. As I mentioned in my post, the NJ DEP isn’t budging. They’ve issued at least two Technical Deficiency
· 2026-04-20T09:45:20+00:00NEBIUS LEADERSHIP SIGNALS MAJOR EXPANSION APAC PUSH “APAC will be our fastest-growing market this year… with potential to become second only to the US over time.” — John Haarer, General Manager for Asia-Pacific & Japan at $NBIS
· 2026-04-20T22:20:01+00:00New SemiAnalysis dropped. $CRWV is platinum and $NBIS is gold. $IREN is underperforming. Cue all the FinX posts calling the report rigged, and manipulated.
· 2026-04-20T15:40:00+00:00$NBIS could be end of wave 4 here
· 2026-04-20T21:38:08+00:00Big difference between people focusing on Quality stocks and people running their mouths while holding losers. Caught massive breakouts on $CRDO $MRVL $NBIS $INTC $DELL $ON $HUT $WULF $COHR $ALAB $PL $CLS- just this month alone. Ranging between 20% to a 60% run on them. Shared
· 2026-04-20T02:07:18+00:00$NBIS Protests against a Nebius data center in Alabama. Okay, $IREN shareholders. This is too far. On a serious note, these types of protests are going to become more commonplace for all data centers. @elonmusk proposed data centers in space which would alleviate NIMBYISM,
· 2026-04-20T20:59:30+00:00Europe… Wonder who has a European presence… $NBIS
· 2026-04-20T19:44:36+00:00$NBIS is guiding for 5GW by 2030 supported by $NVDA and mysterious secrets because they are obsessed with secrecy. In a few days, $IREN is expected to have a total of 2.2GW of operating power. That’s nearly 50% of $NBIS 2030 guidance. Whoever lies to $NBIS investors has to be
· 2026-04-20T06:38:54+00:00Will finally have time to continue my $NBIS deep dive this week! Please don't get confused: Yes, the stock had a massive run recently. No, it's not overvalued. Yes, there's still massive upside from here. I see $OUST as one of the stocks having the highest short-term (next
· 2026-04-20T16:58:17+00:00My general stance on $CRWV vs. $NBIS vs. $IREN debates is "comps going up = good". But if I had to highlight a risk for $CRWV & $NBIS it's simply this: they are signing deals, but there's a real risk they can't actually physically deliver the 3 GW of power they're each targeting
· 2026-04-20T10:55:45+00:00$NBIS John Haller, the General Manager for the Asia-Pacific Japan region, was appointed in March, huh? Cloudflare (2024-2026): Japan Representative Nebius (2026.03-): APJ General Manager
· 2026-04-20T13:45:00+00:00$NBIS (weekly) — Perfect example of a breakout, retest, hold and lift off. Simple pattern, pays when it works. Small loss when it fails. That's decent. For now bulls want to focus on flipping $141 from resistance to support and if they do that, that's a very solid and bullish
· 2026-04-20T16:15:37+00:00$NBIS $CRDO $BE slightly extended High tight flags. Makes it tough to buy but this is what makes them so powerful. People refuse to see these names digest very long!
· 2026-04-20T12:44:19+00:00Meta’s new president is the GOAT. She loves her some $NBIS Planning to spend $600B+ on compute. Every time $NBIS gets capacity she’s locking it up!
· 2026-04-20T02:03:35+00:00Just made this comparison comment in response to another rock for brains $IREN bull. $NBIS: ~$49b+ in hyperscaler contracts •Microsoft: up to $19.4B •Meta deal 1 (Nov 2025): $2.9B •Meta deal 2 (March 2026): up to $27B $IREN: ~$9.7B •Microsoft: $9.7B That doesn’t even
· 2026-04-20T19:15:32+00:00We got new rankings from @SemiAnalysis_ $CRWV $NBIS maintains $IREN still underperforming and NOT rec. Technical leadership matters. $BTC miners cannot escape this reality. #ai #DataCenters
· 2026-04-20T16:22:07+00:00$NBIS back above $160
· 2026-04-20T22:04:09+00:00What if Anthropic announces a major partnership with $NBIS in Europe? Investors are doing literally anything for Anthropic exposure right now! Everything it touches turns to gold. $AMZN just dropped up to $25B more into Anthropic and the stock is already +2.5% in AH. Anthropic
· 2026-04-20T16:45:36+00:00IREN and Nebius both flip red to GREEN, fully erasing the Strait of Hormuz weekend gap down Who says both can't get along? $IREN +0.86% $NBIS +0.76%
· 2026-04-20T14:23:46+00:00Perfect HTP setting up on $NBIS
· 2026-04-20T20:09:35+00:00$IREN investors obsession with $NBIS is pathetic “Mysterious secrets” These guys don't even understand what NDAs are. No wonder they have baited retail into buying a mediocre/wanna-be NeoCloud company. Iren in a nutshell - 1. Non-technical CEO 2. 0 experience in running a
· 2026-04-20T17:50:39+00:00$NBIS vs $IREN in 2025 and 2026 is the same as $SOFI vs $HOOD back in the 2023 and 2024 days Both sides are debating which one will win “more”. At the end of the day, we all will outperform the market
· 2026-04-20T14:24:09+00:00$NBIS more flagging while other names play catch up would be ideal. Highly considering adding eventually w the right r/r. Think top 2-3 name in market.
· 2026-04-20T18:21:51+00:00$NBIS guys who sold Are you praying for a big dip?
· 2026-04-20T19:54:17+00:00$IREN $NBIS $CRWV $ORCL GPU hourly rate Update time! Spot price rates for A100, H100, and B200's continue to remain very strong (elevated). Bubble schmubble!
· 2026-04-20T17:08:11+00:00The difference between $IREN & $NBIS Stock price is simple. The market is currently rewarding commercial negotiations, rather than execution and the ability to deliver on deadlines. This will all change when companies will have to report numbers and deliveries on ER. I
· 2026-04-20T09:08:00+00:00The same goes for AI factories like $NBIS. You learn by logging production data and using it to improve the workflows around models, so next time you can deliver faster, more reliable, and cheaper compute for your customers. It’s a self-reinforcing loop. If you only rent out
· 2026-04-20T15:49:02+00:00Just in : Cursor is reportedly raising $2B at a $50B valuation. Reminder : they use $NBIS for their AI compute workflow.
· 2026-04-20T23:44:13+00:00So far so good for $NBIS. This looks nice now, but another day or two tight and this becomes A+.
· 2026-04-20T14:24:19+00:00Sold $NBIS $134 Puts for this week .65 in premium per contract
· 2026-04-20T22:04:18+00:00$NBIS Flagging out well and so far refusing to lose the 5ema. Great action so far from the strong move to new highs
· 2026-04-20T02:57:43+00:00$NBIS undervalued
· 2026-04-20T18:25:52+00:00$NBIS @MB_Hogan with an excellent write up on one of the main reasons I’m invested in $NBIS, and that’s because of Arkady. M If you’ve done any reasonable amount of research on Arkady, you’ll come to the same conclusion both Mark and I have come to, and that’s is: Arkady is a
· 2026-04-20T17:22:55+00:00“Closed-source projects will be 10x more at risk than open-source projects.” From the CEO of Hugging Face. This is starting to feel unreal. So many new signals just keep landing in favor of $NBIS. Arkady’s early bet on open models may have positioned shareholders for
· 2026-04-20T20:37:37+00:00$NBIS Gold $IREN not recommended
· 2026-04-20T18:54:32+00:00$nbis How long before this shows up on Token Factory: 3-2-1 . . .
· 2026-04-20T16:11:17+00:00Was all in $NBIS last year like a rookie, sold 2/3 of my position in consolidation because I found $AMPX and had conviction, took a huge drawdown and I made it back even after taking out 3-4k. As someone who’s only invested for 2 years. I’m proud of what I’ve done. ATH
· 2026-04-20T15:54:31+00:00$NBIS TO $200 IN MAY
· 2026-04-20T22:42:01+00:00$NBIS Since hitting all-time-highs, the weekly RSI has been cooling off while the stock price is holding up. We go higher, not lower. $IREN $CRWV #ai #datacenters
· 2026-04-20T00:36:00+00:00The $NBIS Longcross facility treats AI infrastructure like an industrial energy conversion system, pulling in megawatt scale power, converting it to computation, and exhausting it as heat across 16MW of initial load spread over 126 racks in three halls. High density GPU racks
· 2026-04-20T14:47:40+00:00Get us back over 160 $NBIS
· 2026-04-20T14:11:24+00:00After an incredible run this month, $NBIS is taking a break. My second largest position $RKLB has taken over. I might trim again above 95-100. Forget $FLY or $IREN. Buy companies with the best engineers
· 2026-04-20T15:54:58+00:00New highs soon? Doesn’t matter to me wouldn’t sell shit anyways but would be cool to see!! $NBIS
· 2026-04-20T16:09:15+00:00Give us 180$ Sheng $NBIS
· 2026-04-20T23:15:01+00:00Well well. I’m not the only one who thinks $NBIS over $IREN. Updates from @SemiAnalysis_ Gold - NBIS Not recommended - Iren Couldn’t even hit bronze or silver, sad. Iren bulls will somehow try to spin this bullish.