$NBIS Catalyst Posts
May 03, 2026Single-day social intelligence recap and verified catalyst posts · ← Back to $NBIS Profile · Market Rankings
💬 Curated Viral Posts & Community Evidence
108 source posts analyzed· 2026-05-03T14:27:05+00:00$nbis Overlooked amidst recent press releases, co. dropped their 20-F late last week. Some news, confirmatory nuggets, & potential read-through for upcoming earnings: 1. Microsoft Deal: --Upfront prepayment pegged @ ~40% of TCV ($6.95B on $17.39B contact value), which MStanley
· 2026-05-03T17:27:59+00:00$MSFT prepaid $NBIS ~40% of the contract value upfront. That is well above the 15-25% range investors usually see in AI infrastructure deals and Nebius already delivered its second GPU tranche on time in February.
· 2026-05-03T18:40:47+00:00$NBIS could pull a $SNDK like run
· 2026-05-03T14:58:26+00:00$NBIS UPDATE: Nebius publicly disclosed receiving 40% pre payment in Microsoft deal Nebius 20-F filing reveals: (1). Microsoft deal now discloses $6.9B upfront prepayment (~40% of $17.4B TCV) for the first time. This crushes the typical 15-25% at $IREN and $CRWV (2).
· 2026-05-03T04:03:57+00:00$NBIS JPMorgan’s observability expert flagged OpenAI moving logs to ClickHouse (28% owned by $NBIS ) as a notable defection from Datadog at hyperscale. OpenAI defects from Datadog to ClickHouse because log ingestion + retention at scale is too expensive on third-party platforms.
· 2026-05-03T16:22:44+00:00Life of a $NBIS investor: scroll X and randomly learn 1. Microsoft pays them 40% upfront 2. They delivered the second tranche in time, in February 3. OpenAI now uses ClickHouse Just a normal weekend of winning, I guess.
· 2026-05-03T15:56:42+00:00WOW. WHAT A FIND $NBIS $MSFT prepaid 40% of their deal $6.95B upfront on $17.39B TCV For context $CRWV & $IREN prepayments run 15-25% $NBIS also delivered their second tranche to Microsoft as of February 26' Love this company. Great find @zen_tropy
· 2026-05-03T17:39:04+00:00Missed $NBIS ? Take a look at $IREN . My minimum target is $101.34 — which implies 100%+ upside from current levels on a mid-term basis. That says it all. Your thoughts on $IREN ?
· 2026-05-03T18:58:18+00:00Bears keep spreading FUD and even fabricating bad news, but $NBIS just keeps silently executing. From the recent 20-F filing: - 40% prepayment from Microsoft’s $17.4B contract, well above industry standards - Successfully delivered the 2nd of 9 tranches in February Good catch
· 2026-05-03T17:35:13+00:00Since everyone is dying to hear my thoughts on the 40% prepayment $NBIS got for their contract with $MSFT , I will say this much: Nebius has agreed to deliver a contract valued at almost 2x that of $IREN , in a relative similar time period. Microsoft is the ultimate beneficiary
· 2026-05-03T15:00:00+00:00$NBIS will report its Q1 2026 results on May 13, before the market open. What is your expectation? new all time high or pullback?
· 2026-05-03T11:11:17+00:00The most insane development yet And your bearish ? $NBIS will be 1 trillion Mc
· 2026-05-03T18:05:44+00:00$NBIS RECEIVED 40% PREPAYMENT FROM MICROSOFT Nebius just disclosed that’s Microsoft provided $6.95 billion upfront prepayment under their latest agreement AI Infrastructure providers are gaining leverage As hyperscalers race to secure AI compute capacity, contract terms are
· 2026-05-03T10:31:28+00:00OpenAI is shifting away from $DDOG in order to adopt ClickHouse! Yes, $NBIS owns 27% of ClickHouse Great find @Sean14978416 !
· 2026-05-03T17:40:33+00:00Okay I did not expect the 40% upfront payment to be turned into something bearish for $NBIS This is getting comical at this point
· 2026-05-03T22:25:53+00:00$NBIS is only a 40B company that will be doing 8B+ in revenue in 2027 Their Clickhouse stake will be worth 6-10B too
· 2026-05-03T04:16:02+00:00Clickhouse might hit a $7B ARR before $NBIS at this rate And $NBIS owns a 1/4 of it
· 2026-05-03T18:30:16+00:00$NBIS UPDATE: Latest filing also indicates Nebius now exploring new 3rd party investment in Avride that may cede control At current ~83% ownership of Avride, Nebius could potentially see $1B + of new investment coming in soon dependi by on market value of Avride
· 2026-05-03T17:29:20+00:00As I posted previously, $NBIS has the most exposure to the spot market amongst the neoclouds, and thus stand to benefit the most from the surge in GPU/hr pricing. Morgan Stanley finally catching on...
· 2026-05-03T15:56:00+00:00THEY JUST TOOK A BREAK, NEXT MOVE LOADING $NBIS broke ATH this past month and just gave a PERFECT retest of previous highs, NOW $ORCL is finding buyers along with $CRWV & $IREN ... These Datacenter stocks are JUST HEATING UP This SECTOR LOOKS READY TO EXPLODE
· 2026-05-03T17:44:32+00:00$NBIS just casually owns 28% of ClickHouse btw
· 2026-05-03T16:46:17+00:00$NBIS + Undisclosed that Nebius Microsoft deal was expanded with two additional tranches in Q1 2026. Company does not even PR that.
· 2026-05-03T15:32:57+00:00$NBIS will have a 100b market cap before EOY 2027. If I’m wrong I’ll do whatever the top comment says.
· 2026-05-03T18:31:35+00:00Believe it or not, $NBIS short interest is about 21%, with less than four days to cover. Not great, bur also not extreme, unless the catalysts keep hitting. In any case, can’t be this dumb, damn.
· 2026-05-03T17:10:54+00:00$NBIS already net income profitable?? lol (its clickhouse equity appreciation)
· 2026-05-03T17:26:18+00:00People on X have been digging through the $NBIS 20-F and what they found is hard to overlook. Great find from @zen_tropy The Microsoft deal details are more bullish than the headline number suggested. Microsoft committed $17.39 billion irrespective of actual GPU utilization.
· 2026-05-03T22:20:57+00:00$NBIS Princess's Weather Forecast From an options position perspective, $200 seems like a strong inflection point, and it looks like supply and demand are structured to head toward it. Short-term, the upside feels heavy, but heading into mid-June, there's a bias toward
· 2026-05-03T22:12:15+00:00Turns out $IREN got 20% upfront, while $NBIS got 40% from $MSFT Nebius has the best management team in the neocloud space
· 2026-05-03T17:43:12+00:00I'm so tired of winning as a $NBIS investors I remember $IREN investors showing off their 20% prepayment, this is 2x that lol
· 2026-05-03T19:37:21+00:00I think $NBIS might touch ATH tomorrow Conviction has never been stronger, let’s goo
· 2026-05-03T22:39:54+00:00$NBIS It has been revealed that Microsoft made a prepayment of about 40% (approximately $7B) of the total contract amount for the AI infrastructure contract with $NBIS (total amount approximately $17.4B) The contract was announced last September, but the prepayment came to
· 2026-05-03T16:00:01+00:00$NBIS (Max Pain $140 | Price $154) — May 8 expiry 1.55M stacked at $245 and price is $14 past the pin. The forced buying has been running and the structure keeps pulling higher. Puts are a wall below $140 — 1.65M at $60, still heavy through $118, then they vanish. Calls are
· 2026-05-03T17:17:17+00:00$NBIS just too much winning. I don’t know if I can take it anymore
· 2026-05-03T20:50:45+00:00$NBIS Weekly charts don’t get much better than this Hammer candle off the 9 EMA, previous ATH, & major support Clocked this for over 300% on Friday, looking to run it back all week $IREN earnings as well coming up Over $156 for calls
· 2026-05-03T17:29:25+00:00$NBIS No sellside analyst modeled 40% upfront. NOT ONE. They all did 5 year Linear.
· 2026-05-03T16:48:12+00:00My news feed just rippin with $NBIS news right now lol. Would kinda be surprised if the stock doesn’t gap up 5%+ tomorrow
· 2026-05-03T20:26:56+00:00Substitution clauses and upgrades for $IREN and $NBIS
· 2026-05-03T16:11:09+00:00$NBIS For management team that does not disclose their deal terms again Morgan Stabley thinks the Meta backstop is brilliant in the sense that for the AI Cloud business you can take on more risky short term contracts. This allows for higher spot pricing and increases revenue. If
· 2026-05-03T20:02:09+00:00$MSFT paying $NBIS 40% of the contract value upfront is very insane to see. Was this already public out? Very interesting to see what kind of deals $IREN - $CIFR - $CLSK - $KEEL will be able to pull and on what conditions. MW's are scarce and BIG tech has enough money to
· 2026-05-03T02:50:52+00:00OpenAI is transitioning away from Datadog and into ClickHouse services, where $NBIS holds a 28% stake
· 2026-05-03T18:28:05+00:00$NBIS ATH backtest bounce is exactly what bulls wanted to see. • $136.13 / $141.42 held as the retest zone. • Price reclaimed the 10/21 EMA cloud. • Momentum is trying to curl back up. Above $169.27 opens room to $186.47, while losing $136 puts the setup back in repair mode.
· 2026-05-03T17:43:59+00:00$NBIS | $MSFT “Subject to the satisfaction of deployment and availability of the Microsoft GPU Services Microsoft has committed to pay the Group (Nebius) fees under the Microsoft Agreement” That means $MSFT prepaid $NBIS ~40% of the contract value well above the common 15%-25%
· 2026-05-03T20:01:17+00:00$NBIS owns 25% of ClickHouse Bullish as hell
· 2026-05-03T18:13:11+00:00Live look at $IREN bulls after $NBIS 20F drops
· 2026-05-03T21:36:02+00:00$CRWV Another Data Center / AI Infrastructure setup to watch along $NBIS 5/8 125C can work above 119 127, 133 before earnings is possible
· 2026-05-03T18:53:08+00:004/2 Bought $NBIS $DELL this day:) Was called a moron, and idiot. I love when that happens and names set up.
· 2026-05-03T05:57:47+00:00The market's attention on NeoCloud $NBIS $CRWV $IREN has a distinctly different vibe from 2025. Just last year, posts related to NeoCloud, especially Nebius $NBIS posts, didn't get much traction. There weren't even any Korean X accounts consistently covering NeoCloud.
· 2026-05-03T22:53:35+00:00$NBIS with a textbook retest continuation setup for higher Will be chatting about this and others on stream in 7 minutes
· 2026-05-03T15:42:17+00:00$NBIS Upfront prepayment for Microsoft deal pegged @ ~40% of TCV ($6.95B on $17.39B contact value), which MStanley sees as significantly “higher than expected” and well above crwv’s referenced 15-25% prepayments. I now understand why Microsoft does not want Nebius to disclose
· 2026-05-03T14:33:48+00:00OpenAI now runs on ClickHouse. Anthropic already runs on ClickHouse. The same ClickHouse that $NBIS owns 25% of... Yes I'm very bullish on Nebius.
· 2026-05-03T17:37:02+00:00$NBIS has a big amount of cash… They can acquire more startups like Eigen AI.
· 2026-05-03T16:45:23+00:003 months ago the market ignored $NBIS at $70s.. now it’s chasing $155. time flies.
· 2026-05-03T18:15:41+00:00$NBIS The more I read about Clickhouse the less it makes sense to sell the stake. This is a strategic asset to be held in my view. TripleTen & Toloka also have strategic value for the Nebius platform. Avride seems the most likely sale candidate, since it does not match the core
· 2026-05-03T14:30:00+00:00Trading Hot Sectors For A Living Neo Clouds Day 2 $CRWV $NBIS $IREN Watch the video to learn how to trade this repeatable pattern @ripster47 | @tenet_research | @TenetCharts
· 2026-05-03T15:55:00+00:00Eigen + AWQ means $NBIS gets more tokens per GPU, so they’re not buying growth anymore.. they’re extracting it. Same hardware, same capex… but higher throughput, lower cost per inference, and stronger pricing power. that’s invisible capacity expansion. Margins move first,
· 2026-05-03T17:49:29+00:00Thanks @zen_tropy These $NBIS disclosures broke my model. Had to update to exclude residuals values and im still getting an 88% unleveled IRR
· 2026-05-03T17:05:16+00:00$NBIS Who would have thought that Arkady with 25+ years experience of running Yandex (mini Google) would know when and how to sign the best deals with hyperscalers versus unexperienced competition. That was completely unpredictable right?
· 2026-05-03T18:57:17+00:00$NBIS Makes a ton of sense. Just called this 30 min ago
· 2026-05-03T03:41:04+00:00$NBIS just made a key move: Acquiring Eigen AI (~$600M) to improve inference efficiency Faster models, lower cost per token. That’s exactly where AI is heading. With hyperscaler relationships + $NVDA backing…
· 2026-05-03T17:50:10+00:00Btw the “common” 15%-25% is likely what $CRWV & $IREN have been paid. Another W for $NBIS .
· 2026-05-03T12:29:40+00:00$NBIS took her time, but finally made the big MA reclaim. Ready for another run before earnings?
· 2026-05-03T18:03:02+00:00If I sell off the rest of my single stock portfolio for all in $NBIS I’ll get about 400 more shares would put me at 1221 total Hmm
· 2026-05-03T22:32:53+00:00$NBIS just bought Eigen AI, the #1 inference speed leader highlighted by Jensen Huang himself at GTC 2026! Take a look at this. Eigen AI crushes it at 439 tokens/sec, topping every major inference endpoint on $NVDA hardware. Jensen called out Eigen as the global speed king in
· 2026-05-03T17:34:35+00:00After details of the $NBIS deal with $MSFT came out, and given the leverage the company seems to have in negotiations with hyperscalers, $NBIS ' low-end intrinsic value is probably north of $200. (Not investment advice.)
· 2026-05-03T21:44:32+00:00$NBIS
· 2026-05-03T19:04:59+00:00BIG $NBIS
· 2026-05-03T16:21:13+00:00$NBIS Anybody else remember the FUD surrounding the MSFT deal prepayment? Looking pretty silly right now
· 2026-05-03T22:51:02+00:00$NBIS
· 2026-05-03T21:42:16+00:00$NBIS 20-F Highlights power constraints, public datacenter opposition, competition for sites and third party reliability as execution risks
· 2026-05-03T11:17:34+00:00Clickhouse powers open ai wow $NBIS The calm before the storm the re rate is about to get violent If you are short nebius I urge you re consider
· 2026-05-03T18:58:53+00:00$NBIS
· 2026-05-03T19:54:26+00:00It’s good to be a $NBIS investor
· 2026-05-03T17:56:14+00:00This is insanely bullish for $NBIS $MSFT paid them around 40% of the contract value upfront. This is way higher than the 15-25% range people usually see in AI infrastructure deals across other companies and Nebius already delivered its second GPU tranche on time in February.
· 2026-05-03T21:23:12+00:00My take on what the $NBIS generous prepayment will mean for $IREN is simple There is a high chance that the market will see NBIS structure as evidence the market has moved and that hyperscalers are willing to pay up when the capacity being offered solves a bigger near term
· 2026-05-03T10:45:30+00:00About to sell all my physical silver and baseball cards for more $NBIS
· 2026-05-03T23:11:56+00:00$NBIS
· 2026-05-03T23:37:11+00:00Excited to see what $NBIS opens in overnight trading
· 2026-05-03T22:47:05+00:00$IREN $NBIS $CRWV $ORCL As if we needed another metric showing us just how parabolic things have become on the AI spend front, here's another: This is an LLM Token Expenditure Index - it's an index designed to capture the cost of 1 million tokens across the broad LLM market.
· 2026-05-03T16:07:28+00:00This is sensational news $NBIS . It isn’t even an argument which DC player is best.
· 2026-05-03T17:55:02+00:00Only the beginning $NBIS
· 2026-05-03T20:32:01+00:00So basically why $NBIS rocks…
· 2026-05-03T00:34:10+00:00$NBIS - Watching this one closely, forming a nice flag
· 2026-05-03T18:05:22+00:00With all the winning by $NBIS this week, we also know Anthropic is desperately looking for compute, and $NBIS has reportedly been in talks for an Asia / Australia data center. I’m not implying anything, and I haven’t tracked this closely. How much can anyone really track with a
· 2026-05-03T15:23:40+00:00$NBIS $IREN $CRWV Incredible work by the best investor community investing in the best ai factory, Neo cloud, future hyperscaler
· 2026-05-03T10:45:10+00:00Insanely bullish $NBIS
· 2026-05-03T14:32:45+00:00$NBIS software leader Subsidiaries imo more upside than Neo cloud business
· 2026-05-03T16:05:34+00:00This is big…. $NBIS
· 2026-05-03T19:35:47+00:00Oh man @FransBakker9812 #1 $IREN cheerleader is trying to argue that the reason $NBIS got a 40% upfront payment is because they were delivering over 2x capacity (compared to IREN) and that $IREN chose to undersell the capacity. LOL. Let’s say $IREN doubled their capacity
· 2026-05-03T16:15:37+00:00Long $nbis
· 2026-05-03T03:02:42+00:00$NBIS a reminder of what separates this team The contenders from the pretenders
· 2026-05-03T13:43:14+00:00I was all in $TSLA from 2016 to 2022, and today $NBIS seems like the closest parallel to $TSLA back in the day, in fact $NBIS seems even more obvious than Tesla was. Why? - First and foremost the founders and the DNA of the team. Arkady is that good, a visionary genius. The DNA
· 2026-05-03T23:02:22+00:00$NBIS fixes this
· 2026-05-03T18:38:19+00:00Focus for the week – $ALAB * $COHR * $CRDO $CRWV $DOCN * $GOOGL $HUT $LITE $MOD $NBIS $NVDA $RKLB $TER $TSLA &USAR $XNDU Secondary of Interest – $AAOI $AROC * $ATOM $AVGO $AXTI $BE $CAT $EWY $GLW $HIMS $ICHR * $LSCC * $MU $SNDK $SOLS * $WOLF *
· 2026-05-03T13:42:08+00:00$NBIS Maybe this team knows a thing or 2 about ai and software
· 2026-05-03T18:03:44+00:00Betting against $PLTR is betting against America But $NBIS is inevitable 500+b mkt cap hmm
· 2026-05-03T13:08:36+00:00In my mind this is huge $NBIS
· 2026-05-03T23:04:13+00:00$NBIS perfect breakout and backtest of previous ATHs last week, with that long wick almost hitting the 9EMA. Providing we continue to hold $141 as support, then we’ll be making our way up to $182 at the 1.618 golden fib in the coming weeks. Earnings in 2 weeks could be the
· 2026-05-03T02:53:49+00:00$NBIS i shared & explained many times before that @nebiusai is both muscles & brains. Nebius is creating the whole AI bottom-up layers. "AI stack" Just being an AI infrastructure alone isn't enough to become a hyperscaler. facebook.com/share/v/184dw7 …
· 2026-05-03T18:06:37+00:00What you buying this week ? For 2026 I will only add $NBIS rest of year
· 2026-05-03T11:01:13+00:00I today’s world every stock is gonna the next 100x or crypto whatever Blinders on Stay the course Best risk reward available generational opportunity is $NBIS I know generational is said on this app with every ticker It’s true with nebius small research reveals this
· 2026-05-03T18:01:45+00:00$NBIS has never looked better
· 2026-05-03T01:05:46+00:00“Im going on in when it comes down to $100,110,120” I heard it all.. too bad. If you cant catch time the bottom, you just have to buy like Saylor. Up > buy Down > buy You wont miss both upside and downside. NEBIUS FOR LIFE $NBIS
· 2026-05-03T19:29:57+00:00Bears have nothing left $NBIS
· 2026-05-03T15:28:53+00:00Holy sh*t OpenAI is transitioning away from Datadog and into ClickHouse services, where $NBIS holds a 25% stake !
· 2026-05-03T23:03:37+00:00I love that $NBIS is global love meeting people all over the world on x Welcome all let’s goo!!!!
· 2026-05-03T00:29:58+00:00Only the beginning $NBIS
· 2026-05-03T13:25:03+00:008:25 in the morning on a Sunday and all I can think about is $NBIS
· 2026-05-03T12:13:25+00:00$META , $NBIS , and $MSFT are on sale. $AMD is on fire sale the other way. Buy the cheap ones, skip the expensive one. Simple as that.