$NBIS Catalyst Posts
May 02, 2026Single-day social intelligence recap and verified catalyst posts · ← Back to $NBIS Profile · Market Rankings
💬 Curated Viral Posts & Community Evidence
36 source posts analyzed· 2026-05-02T05:56:50+00:00Credit Where Deserve: $NBIS acquires Eigen AI Eigen AI, founded by 3 MIT PhDs with strong background in ML Inference, is strong acquisition for $NBIS at 643M. Whereas, I didn't see how Tavily was worth 275M, I see Eigen AI being worth 1B. Eigen AI is competitive with
· 2026-05-02T06:13:45+00:00$NBIS EARNINGS PREDICTION! $NBIS reports on May 13 and I don't think the market knows what's about to hit. Let me explain why Q4 2025 was already wild. Revenue up 547% year on year. First ever positive group EBITDA. Sold out of capacity in Q3, Q4 and already sold out into
· 2026-05-02T13:28:36+00:00Another protest against $NBIS ? For the sake of God, can anyone tell $NBIS to stop building data centers in residential areas?
· 2026-05-02T16:49:39+00:00$NBIS was already 3rd Now they have 1st and 3rd Moved from already competive to the best as of March.
· 2026-05-02T02:51:53+00:00$NBIS is honestly one, if not the most impressing companies I've ever invested in. The management there is so visionary. I could easily see this $250 EOY. $400-700 is my PT for EOY 2027.
· 2026-05-02T16:23:45+00:00Seeing nonstop hate on $IREN and I’m genuinely confused… Are you guys insane? Just made over +100% on $NBIS recently, so hear me out: NBIS is an incredible company… but it’s priced like one right now $IREN on the other hand? Straight-up insane risk/reward. Chasing the
· 2026-05-02T11:25:00+00:00$NBIS the crazy thing here.... is you are not late...
· 2026-05-02T01:05:22+00:00$IREN currently has significantly more total energized power capacity across all sites than $NBIS (~2.2+ GW vs. ~850 MW+).
· 2026-05-02T16:47:31+00:00$NBIS Always said that Nebius will trade at a “premium” compared to players in the same industry with a different business model. That said I don’t think Nebius is a Neocloud. It was a mid tier hyperscaler (Yandex) that is just starting over. That’s completely different
· 2026-05-02T15:42:50+00:00Weekly charts of $NBIS and $IREN. I think $IREN looks lackluster on the chart because it's currently not seen as the leading stock in the neo-cloud sector. Confidence in $IREN is still low among everyone. Basically, I think we should follow the leader stocks.
· 2026-05-02T08:03:55+00:00$NBIS Earnings Report May 13th, before market open Notification received from official source
· 2026-05-02T14:06:13+00:00$NBIS Eigen AI was a perfect acquisition The synergies and now token factory can become a truly competitive offering Not to the mention the fact of how CHEAP of an acquisition it will be I still feel like I don’t own enough
· 2026-05-02T19:42:07+00:00$NBIS What most US-centric investors and analysts miss is that there literally is an entire continent (EU) looking to divest from US hyperscaler environments for more sovereign alternatives. Nebius will be the first real European hyperscaler for AI. That alone is valuable in its
· 2026-05-02T16:50:15+00:00$nbis All boats lifting, but at different rates. Token spend compounding, outrunning rise in underlying GPU rental $. Highest value moving up the stack to efficient inference platforms . . .
· 2026-05-02T13:10:00+00:00$NBIS working out well from my original buy point or add spot/ new buy pointed out with the arrow. Note to subs on chart
· 2026-05-02T00:11:16+00:00$NBIS is still an easy BUY in my opinion.
· 2026-05-02T08:24:19+00:00$NBIS Smart move also with Eigen AI. You cannot attract elite researchers, while in Amsterdam. The tax environment and unstable government will kill any interest. For a HQ its fine, but the engineering / research hubs should be in the US and Israel.
· 2026-05-02T07:50:17+00:00The closest analogy for $NBIS acquiring Eigen AI might be $NVDA acquiring Mellanox back in 2019. NVIDIA saw at the time that AI infrastructure would not be won with GPUs alone. As GPU clusters grew into giant distributed computers, the bottleneck moved to networking,
· 2026-05-02T15:00:01+00:00$NBIS (2W) — What a money maker this has been. The breakout of the diagonal was strong and delivered 50% after the retest. So we got confirmation of a breakout and the move that followed was +50%. Excellent work. Right now I'm waiting to see if we convert $141 into support.
· 2026-05-02T17:39:16+00:00Great Post!!! $CRWV $IREN $DOCN $WULF $CIFR $APLD $NBIS
· 2026-05-02T11:25:53+00:00Everyone's talking about $NBIS as a GPU cloud play. That's fine. But they're missing the product that could completely change how this company gets valued. Let me explain Token Factory! Most inference platforms rent GPUs from AWS or Azure and resell access on top. They're
· 2026-05-02T01:26:51+00:00Not sure how it’s possible but… I don’t think I own enough $NBIS . This interview gets me jacked up man! Great work @daniel_koss
· 2026-05-02T00:26:18+00:00$NBIS Nebius
· 2026-05-02T21:17:30+00:00$NBIS looks poised for $185+ after the small tweezer top led to a perfect backtest of the 1.272 log Fibonacci level at $133, forming a hammer candle that signals a higher low
· 2026-05-02T15:26:34+00:00Building Wealth $100 at a time | Episode 18 $META , $AMZN & $ZETA Crushed earnings. $HOOD missed. $NBIS is another step towards a top hyperscaler. Lots to talk about, give a watch!
· 2026-05-02T19:41:53+00:00Mega bullish for $NBIS
· 2026-05-02T17:10:06+00:00Nebius ($NBIS) acquired Eigen AI for $643M (cash + Class A shares). 20 researchers from MIT HAN Lab. ~$32M per head. Pure acqui-hire for the inference optimization stack. Why this matters: The Neocloud sector ( $NBIS , $IREN , $CIFR , $CRWV ) buys the same chips from the same
· 2026-05-02T20:33:25+00:00Long $NBIS Yeah I know guys my hair line is fucked not updating pic yet but $HIMS is fixing if w hair pills all the $iren boys do is say shit about my hair line bc nothing bad to say about nebius anymore
· 2026-05-02T05:22:02+00:00$NBIS To release it's Q1 earnings on 13th May before market opens !
· 2026-05-02T13:57:21+00:00$NBIS This is your IREN cult guru “Level headed take” is that Token Factory wasn’t competitive prior to this acquisition! Lol Here’s Jensen showing Nebius Fast as 3rd. There are so many customer testimonials of how game changing TF was for them as well.
· 2026-05-02T16:29:58+00:00$NBIS and $IREN investors are like an old married couple. $NBIS can’t stop nagging about how she is right and knows everything. $IREN are like would you shut the —— up already. You can’t see the forest for the trees. You’re welcome
· 2026-05-02T20:28:19+00:00$NBIS THOUGHTS: I've been pondering what Roman Chernin just days ago told @daniel_koss in an interview, an anecdote that Nebius was in talks with a company that is highly competent at running inference and Nebius shared a blueprint for how to replicate their own superior results
· 2026-05-02T09:25:14+00:00Only the beginning cheers $NBIS
· 2026-05-02T16:13:12+00:00Previously lacking ?????? Jim this is wild even for you Credibility = gone Long $NBIS
· 2026-05-02T03:51:28+00:00$NBIS A hyperscaler in the making
· 2026-05-02T16:09:57+00:00Can’t say it enough but the best opportunity on the market still $NBIS