$NBIS Catalyst Posts
April 21, 2026Single-day social intelligence recap and verified catalyst posts · ← Back to $NBIS Profile · Market Rankings
💬 Curated Viral Posts & Community Evidence
39 source posts analyzed· 2026-04-21T06:01:15+00:00$NBIS might be COOKED, there is a high probability that the NJ Facility will be delayed for 12-24 months due to air permit issues. (All public Information) There is plenty of concrete evidence that the facility is not operational, let's go through the evidence below. But
· 2026-04-21T15:59:53+00:00$NBIS will acquire $IREN $NBIS has the demand and the value while $IREN has the power. If we are in a simulation (very likely), the most logical and entertaining outcome is for $NBIS to buy $IREN. $NBIS is worth $40B and $IREN is worth $15B, but if $IREN market cap gos
· 2026-04-21T14:36:42+00:001. $IREN has the potential to close 2027 with over 6GW. (Increased its capacity by 50% in Q1 2026 + its undisclosed multi GW pipeline is secured) 2. $NBIS has the potential to close 2030 with 5GW. (That’s their official guidance.) 3. The only neocloud that’s expected to have
· 2026-04-21T16:40:27+00:00$NBIS: We have PhDs, a Technical CEO with years of Machine Learning experience, and some of the best AI engineers on the planet, with a history of building a multi-billion-dollar company. $IREN: We have Land, Water, Concrete, Power, and Grid. We will become the biggest company
· 2026-04-21T05:39:23+00:00$IREN vs. $NBIS. The comparison nobody wants to make. Been going back and forth with NBIS bulls in the other thread all week. Let me say it straight: NBIS is a good company. $46B in contracted deals, NVIDIA backing, sold out capacity, 547% revenue growth YoY. Real execution. No
· 2026-04-21T17:33:45+00:00Hearing rumors $NBIS is facing major delays with their data centers
· 2026-04-21T12:31:10+00:00The secret to getting rich: Invest in unstoppable companies shaping inevitable futures. • Space → $RKLB $ASTS $PL $SATL • Photonics → $AAOI $AEHR $MRVL $POET • AI Infra → $NBIS • Robotics → $TSLA $SYM $KRKNF • Defense → $ONDS $KTOS $AVEX That’s where the next
· 2026-04-21T13:25:29+00:00$NBIS - almost tapped the 9EMA on daily yesterday. Names like $MRVL $ARM $NBIS - once they break out, look for tight flags. That’s where the real move comes. Same setup we saw in $CRDO and $ALAB - tight consolidation - explosive continuation. $200+ should come next!
· 2026-04-21T10:31:26+00:00$HIMS looks incredible bullish to me right now. Should I write down my quick thesis today? It's very short, concise and much simpler than my $NBIS thesis, promise lol.
· 2026-04-21T11:08:36+00:00$NBIS announced a 310MW Finland datacenter on March 31. The building permit granted two months earlier is for 60MW. The remaining 250MW has not had a permit filed. Thread on what's actually approved vs announced.
· 2026-04-21T13:45:00+00:00$NBIS (Max Pain $140 | Price $158) — Apr 24 expiry $18 over max pain. The $230 strike is at 1.7M. $NBIS has the widest call runway of the entire batch. At $158 they've been buying shares for weeks. The ramp from $165 to $230 builds at every strike and the top end is measured in
· 2026-04-21T13:39:20+00:00$NBIS consolidating here around the $160 range Wouldn’t be mad if we stay here for a few months
· 2026-04-21T13:53:04+00:00$NBIS love what this is doing. First to lead, now resting. Earnings mid next week, 4/29. This may get the rest of my $ eventually. 15% size currently.
· 2026-04-21T17:02:33+00:00The great thing about $NBIS and the reason why it’s not trading at $100B + yet on $50B in backlog is because they sold ALLOT of bare-metal to hyperscalers. They have the Nvidia partnership to funnel hardware to them. Stocks track FCF overtime and if you can model the FCF from
· 2026-04-21T19:59:43+00:00Most of my position is in $IREN, but unfortunately, I don't think this comparison is accurate. While IREN expects around $3.1 billion in revenue in the 2027 fiscal year (first photo); on the $NBIS side, this figure is expected to be around $10 billion in the same period (second
· 2026-04-21T11:41:11+00:00$NBIS Last exchange between the NJDEP and DataOne dates back to March 12th. For an untrained eye, things seem to be on track. Thoughts? @ilzmcfly @noegrs_research @zen_tropy
· 2026-04-21T00:13:01+00:00$HUT trying to break out of a massive base... Second highest close ever today Watch this one. Strong group. Neoclouds catching major bid $NBIS $CRWV $WULF
· 2026-04-21T08:42:50+00:00$NBIS $CRWV I also took profits, but jumped right back in. Same with semiconductor stocks. I think the key for future markets, if the uptrend continues, will be how well you can hold steady without cashing out. It's not about being greedy. It's not about bragging about
· 2026-04-21T10:37:18+00:00$NBIS It is not a metter of "if", it is a matter of when that Anthropic x $NBIS happens. Two years into existence, $40B valuation, $46B+ in contracted backlog, and deals with Meta, Microsoft, and Nvidia already locked in. Not to mention the other smaller upcoming AI companies
· 2026-04-21T14:33:38+00:00The thing that always baffles me is the majority of $NBIS investors, rage bait or not, always say $IREN is trash On the contrary, most $IREN investors, don’t believe $NBIS is trash. It’s about opportunity and entries, $IREN is better now $IREN = 4.5GW (4500MW) $NBIS = 75MW
· 2026-04-21T00:19:00+00:00$NBIS sitting at $160, where do we see it moving next?
· 2026-04-21T05:42:09+00:00$NBIS is Gold Tier, according to SemiAnalysis, the preeminent authority on all AI and semiconductors. If I say who made the “not recommended” list, I might get in trouble. So I won’t say that.
· 2026-04-21T13:11:53+00:001/ $NBIS is my top holding. I believe it will be a multi-bagger long term. But after a +80% move in the last 3 weeks, a short-term pullback looks likely. Part of my strategy to hedge without giving up upside? Selling covered calls on part of my position and collecting premium.
· 2026-04-21T14:31:50+00:00$NBIS May 16th. From my understanding, Vineland DC air permit is around the corner, with a requirement to assess and amend acrolein risks after 6 months of operation. The wording suggests that the permit will be delivered soon. Am I getting it right?
· 2026-04-21T20:18:12+00:00PORTFOLIO UPDATE 4/21 $ASML $LITE $ETHA $XYZ $MU $TPR $CAVA $ARM $SATS $BE $IBIT $GEV $VRT $GLW $CAT $TER $NBIS (Market was down at the time of that update, now back up already on another news... fck this market is too fast for me LOL) Hey guys!
· 2026-04-21T23:51:41+00:00$NBIS low volume pullback into the 9EMA on the daily… Next leg loading up
· 2026-04-21T22:44:33+00:00$NBIS DELAYS NJ datacenter and Likely further delay in other sites. $CRWV Can’t deliver as relying on third party vendors Ok $IREN will do the Job. Thank you for your attention to this matter.
· 2026-04-21T11:05:16+00:00A lot of people expected a $NBIS pullback after running 100% YTD straight to $168. It holds very well. Strength & Honor.
· 2026-04-21T23:14:43+00:00$NBIS Bill Ackman on growth capex vs maintenance capex Nebius is indeed in the growth capex category
· 2026-04-21T15:10:53+00:00This would be a big win for $IREN bulls. While $NBIS can thrive together with $IREN , it looks like $IREN needs $NBIS to fail in order to thrive. At this point they look so desperate that I feel for them and I almost hope it happens
· 2026-04-21T05:15:37+00:00$NBIS UPDATE: SemiAnalysis has rated Nebius cloud GOLD tier performance!
· 2026-04-21T06:22:11+00:00Wrote this about a month ago. With the release of Kimi K2.6, with an intelligence index of 54, open models are now on the verge of solving century-old math problems. $NBIS' big bet on open models is paying off big time.
· 2026-04-21T16:16:09+00:00You can talk all the shit tit want $IREN boys But $NBIS winning
· 2026-04-21T01:07:23+00:00$nbis $crwv $orcl Semianalysis April 2026 Clustermax Ratings
· 2026-04-21T01:00:44+00:00$nbis x.com/ilzmcfly/statu … Desperate FUD, here, from a disaffected irenite, and, at the same time, a cautionary example, for all of us, on how shallow access to and understanding of public records can supercharge confirmation biases. I say this as an iren shareholder,
· 2026-04-21T21:04:42+00:00Good consolidation $NBIS
· 2026-04-21T10:03:26+00:00Anyone hoping to sell last week and buy lower I am sorry maybe will still happen but looking like $NBIS next leg up coming Hope you held some for 2031 350b mkt cap
· 2026-04-21T23:13:55+00:00The ultimate Vibecoding terminal is coming together, and $NBIS is the engine. xAI locks in a massive $60B buyout option for Cursor. Zencoder scales a massive multi-agent platform, heavily integrating Grok, Claude, and OpenAI. The apps are getting the astronomical
· 2026-04-21T17:44:36+00:00300b mkt cap 2031 But can you hold $NBIS