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

> **Asset:** $NBIS  
> **Date:** 2026-05-03 (May 03, 2026)  
> **Canonical URL:** https://cryptitalk.com/tokens/nbis/2026-05-03  
> **Token Profile:** https://cryptitalk.com/tokens/nbis.md  
> **Market Rankings:** https://cryptitalk.com/rankings.md  

---



## Curated Viral Posts & Community Evidence


### Post #1 by @zen_tropy
> **Author:** shoshin ([@zen_tropy](https://x.com/zen_tropy))  
> **Metrics:** 378 likes · 84 retweets · 21 comments · 350.9K views  

> **Posted:** 2026-05-03T14:27:05+00:00  


> **Source Link:** [https://x.com/zen_tropy/status/2050945242384277876](https://x.com/zen_tropy/status/2050945242384277876)  


> 
> "$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"


### Post #2 by @StockSavvyShay
> **Author:** Shay Boloor ([@StockSavvyShay](https://x.com/StockSavvyShay))  
> **Metrics:** 1.3K likes · 115 retweets · 45 comments · 265.3K views  

> **Posted:** 2026-05-03T17:27:59+00:00  


> **Source Link:** [https://x.com/StockSavvyShay/status/2050990768920441086](https://x.com/StockSavvyShay/status/2050990768920441086)  


> 
> "$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."


### Post #3 by @retail_mourinho
> **Author:** Retail Mourinho ([@retail_mourinho](https://x.com/retail_mourinho))  
> **Metrics:** 905 likes · 37 retweets · 25 comments · 147.1K views  

> **Posted:** 2026-05-03T18:40:47+00:00  


> **Source Link:** [https://x.com/retail_mourinho/status/2051009088423673980](https://x.com/retail_mourinho/status/2051009088423673980)  


> 
> "$NBIS
 could pull a 
$SNDK
 like run"


### Post #4 by @MB_Hogan
> **Author:** Mark Hogan ([@MB_Hogan](https://x.com/MB_Hogan))  
> **Metrics:** 407 likes · 36 retweets · 25 comments · 69.6K views  

> **Posted:** 2026-05-03T14:58:26+00:00  


> **Source Link:** [https://x.com/MB_Hogan/status/2050953135170936944](https://x.com/MB_Hogan/status/2050953135170936944)  


> 
> "$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)."


### Post #5 by @Ren_aramb
> **Author:** Ren ([@Ren_aramb](https://x.com/Ren_aramb))  
> **Metrics:** 323 likes · 35 retweets · 10 comments · 68.3K views  

> **Posted:** 2026-05-03T04:03:57+00:00  


> **Source Link:** [https://x.com/Ren_aramb/status/2050788428287996105](https://x.com/Ren_aramb/status/2050788428287996105)  


> 
> "$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."


### Post #6 by @daniel_koss
> **Author:** Daniel Koss ([@daniel_koss](https://x.com/daniel_koss))  
> **Metrics:** 879 likes · 42 retweets · 42 comments · 60.5K views  

> **Posted:** 2026-05-03T16:22:44+00:00  


> **Source Link:** [https://x.com/daniel_koss/status/2050974348886806732](https://x.com/daniel_koss/status/2050974348886806732)  


> 
> "Life 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."


### Post #7 by @EndicottInvests
> **Author:** Nate Endicott ([@EndicottInvests](https://x.com/EndicottInvests))  
> **Metrics:** 349 likes · 10 retweets · 14 comments · 54.3K views  

> **Posted:** 2026-05-03T15:56:42+00:00  


> **Source Link:** [https://x.com/EndicottInvests/status/2050967795068805199](https://x.com/EndicottInvests/status/2050967795068805199)  


> 
> "WOW. 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"


### Post #8 by @MMatters22596
> **Author:** The Analyst ([@MMatters22596](https://x.com/MMatters22596))  
> **Metrics:** 502 likes · 34 retweets · 36 comments · 50.4K views  

> **Posted:** 2026-05-03T17:39:04+00:00  


> **Source Link:** [https://x.com/MMatters22596/status/2050993556290965806](https://x.com/MMatters22596/status/2050993556290965806)  


> 
> "Missed 
$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
?"


### Post #9 by @mvcinvesting
> **Author:** M. V. Cunha ([@mvcinvesting](https://x.com/mvcinvesting))  
> **Metrics:** 803 likes · 42 retweets · 23 comments · 49.8K views  

> **Posted:** 2026-05-03T18:58:18+00:00  


> **Source Link:** [https://x.com/mvcinvesting/status/2051013498616857048](https://x.com/mvcinvesting/status/2051013498616857048)  


> 
> "Bears 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"


### Post #10 by @FransBakker9812
> **Author:** Frans Bakker ([@FransBakker9812](https://x.com/FransBakker9812))  
> **Metrics:** 284 likes · 10 retweets · 26 comments · 38.8K views  

> **Posted:** 2026-05-03T17:35:13+00:00  


> **Source Link:** [https://x.com/FransBakker9812/status/2050992590666035648](https://x.com/FransBakker9812/status/2050992590666035648)  


> 
> "Since 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"


### Post #11 by @Gubloinvestor
> **Author:** Gublo ([@Gubloinvestor](https://x.com/Gubloinvestor))  
> **Metrics:** 209 likes · 20 retweets · 39 comments · 37.8K views  

> **Posted:** 2026-05-03T15:00:00+00:00  


> **Source Link:** [https://x.com/Gubloinvestor/status/2050953529498407407](https://x.com/Gubloinvestor/status/2050953529498407407)  


> 
> "$NBIS
 will report its Q1 2026 results on May 13, before the market open.

What is your expectation? new all time high or pullback?"


### Post #12 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 304 likes · 6 retweets · 12 comments · 37.6K views  

> **Posted:** 2026-05-03T11:11:17+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2050895970083152341](https://x.com/longinvest32/status/2050895970083152341)  


> 
> "The most insane development yet

And your bearish ? 
$NBIS
 will be 1 trillion Mc"


### Post #13 by @SmallCapSnipa
> **Author:** Small Cap Snipa ([@SmallCapSnipa](https://x.com/SmallCapSnipa))  
> **Metrics:** 197 likes · 22 retweets · 8 comments · 36.0K views  

> **Posted:** 2026-05-03T18:05:44+00:00  


> **Source Link:** [https://x.com/SmallCapSnipa/status/2051000268616274078](https://x.com/SmallCapSnipa/status/2051000268616274078)  


> 
> "$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"


### Post #14 by @CaesarCapitalz
> **Author:** Caesar Capital ([@CaesarCapitalz](https://x.com/CaesarCapitalz))  
> **Metrics:** 153 likes · 12 retweets · 1 comments · 29.2K views  

> **Posted:** 2026-05-03T10:31:28+00:00  


> **Source Link:** [https://x.com/CaesarCapitalz/status/2050885948917911799](https://x.com/CaesarCapitalz/status/2050885948917911799)  


> 
> "OpenAI is shifting away from 
$DDOG
 in order to adopt ClickHouse!

Yes, 
$NBIS
 owns 27% of ClickHouse 

Great find 
@Sean14978416
!"


### Post #15 by @EndicottInvests
> **Author:** Nate Endicott ([@EndicottInvests](https://x.com/EndicottInvests))  
> **Metrics:** 197 likes · 1 retweets · 11 comments · 28.5K views  

> **Posted:** 2026-05-03T17:40:33+00:00  


> **Source Link:** [https://x.com/EndicottInvests/status/2050993929928028219](https://x.com/EndicottInvests/status/2050993929928028219)  


> 
> "Okay I did not expect the 40% upfront payment to be turned into something bearish for 
$NBIS
 

This is getting comical at this point"


### Post #16 by @EndicottInvests
> **Author:** Nate Endicott ([@EndicottInvests](https://x.com/EndicottInvests))  
> **Metrics:** 370 likes · 10 retweets · 13 comments · 24.6K views  

> **Posted:** 2026-05-03T22:25:53+00:00  


> **Source Link:** [https://x.com/EndicottInvests/status/2051065736169189733](https://x.com/EndicottInvests/status/2051065736169189733)  


> 
> "$NBIS
 is only a 40B company that will be doing 8B+ in revenue in 2027

Their Clickhouse stake will be worth 6-10B too"


### Post #17 by @EndicottInvests
> **Author:** Nate Endicott ([@EndicottInvests](https://x.com/EndicottInvests))  
> **Metrics:** 256 likes · 11 retweets · 3 comments · 24.5K views  

> **Posted:** 2026-05-03T04:16:02+00:00  


> **Source Link:** [https://x.com/EndicottInvests/status/2050791467438772357](https://x.com/EndicottInvests/status/2050791467438772357)  


> 
> "Clickhouse might hit a $7B ARR before 
$NBIS
 at this rate 

And 
$NBIS
 owns a 1/4 of it"


### Post #18 by @MB_Hogan
> **Author:** Mark Hogan ([@MB_Hogan](https://x.com/MB_Hogan))  
> **Metrics:** 111 likes · 5 retweets · 6 comments · 17.9K views  

> **Posted:** 2026-05-03T18:30:16+00:00  


> **Source Link:** [https://x.com/MB_Hogan/status/2051006443558515059](https://x.com/MB_Hogan/status/2051006443558515059)  


> 
> "$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"


### Post #19 by @jaysyoon
> **Author:** Jay Yoon ([@jaysyoon](https://x.com/jaysyoon))  
> **Metrics:** 107 likes · 6 retweets · 2 comments · 16.9K views  

> **Posted:** 2026-05-03T17:29:20+00:00  


> **Source Link:** [https://x.com/jaysyoon/status/2050991106888749381](https://x.com/jaysyoon/status/2050991106888749381)  


> 
> "As 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..."


### Post #20 by @JEFETRADES
> **Author:** JEFE TRADES ([@JEFETRADES](https://x.com/JEFETRADES))  
> **Metrics:** 118 likes · 11 retweets · 14 comments · 16.8K views  

> **Posted:** 2026-05-03T15:56:00+00:00  


> **Source Link:** [https://x.com/JEFETRADES/status/2050967619264458915](https://x.com/JEFETRADES/status/2050967619264458915)  


> 
> "THEY 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"


### Post #21 by @Sam_Badawi
> **Author:** Sam Badawi ([@Sam_Badawi](https://x.com/Sam_Badawi))  
> **Metrics:** 133 likes · 2 retweets · 6 comments · 16.5K views  

> **Posted:** 2026-05-03T17:44:32+00:00  


> **Source Link:** [https://x.com/Sam_Badawi/status/2050994933373497613](https://x.com/Sam_Badawi/status/2050994933373497613)  


> 
> "$NBIS
 just casually owns 28% of ClickHouse btw"


### Post #22 by @AlexfromBabylon
> **Author:** Alexander ([@AlexfromBabylon](https://x.com/AlexfromBabylon))  
> **Metrics:** 95 likes · 1 retweets · 6 comments · 14.5K views  

> **Posted:** 2026-05-03T16:46:17+00:00  


> **Source Link:** [https://x.com/AlexfromBabylon/status/2050980273437753618](https://x.com/AlexfromBabylon/status/2050980273437753618)  


> 
> "$NBIS
 + Undisclosed that Nebius  Microsoft deal was expanded with two additional tranches in Q1 2026. Company does not even PR that."


### Post #23 by @_LEAPOptionsCP_
> **Author:** Investing with CP ([@_LEAPOptionsCP_](https://x.com/_LEAPOptionsCP_))  
> **Metrics:** 155 likes · 1 retweets · 14 comments · 14.2K views  

> **Posted:** 2026-05-03T15:32:57+00:00  


> **Source Link:** [https://x.com/_LEAPOptionsCP_/status/2050961818839859412](https://x.com/_LEAPOptionsCP_/status/2050961818839859412)  


> 
> "$NBIS
 will have a 100b market cap before EOY 2027. 

If I’m wrong I’ll do whatever the top comment says."


### Post #24 by @DrTomsLens
> **Author:** Dr. Tomislav Marinovic ([@DrTomsLens](https://x.com/DrTomsLens))  
> **Metrics:** 47 likes · 2 retweets · 4 comments · 13.1K views  

> **Posted:** 2026-05-03T18:31:35+00:00  


> **Source Link:** [https://x.com/DrTomsLens/status/2051006773020999767](https://x.com/DrTomsLens/status/2051006773020999767)  


> 
> "Believe 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."


### Post #25 by @LukasFrije1re
> **Author:** Lukas Frijek ([@LukasFrije1re](https://x.com/LukasFrije1re))  
> **Metrics:** 120 likes · 1 retweets · 2 comments · 12.7K views  

> **Posted:** 2026-05-03T17:10:54+00:00  


> **Source Link:** [https://x.com/LukasFrije1re/status/2050986470614192303](https://x.com/LukasFrije1re/status/2050986470614192303)  


> 
> "$NBIS
 already net income profitable??

lol (its clickhouse equity appreciation)"


### Post #26 by @CKCapitalxx
> **Author:** CK Capital ([@CKCapitalxx](https://x.com/CKCapitalxx))  
> **Metrics:** 144 likes · 10 retweets · 7 comments · 12.2K views  

> **Posted:** 2026-05-03T17:26:18+00:00  


> **Source Link:** [https://x.com/CKCapitalxx/status/2050990344137802162](https://x.com/CKCapitalxx/status/2050990344137802162)  


> 
> "People 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."


### Post #27 by @beauty_oe
> **Author:** みみりん@投資系女子 ([@beauty_oe](https://x.com/beauty_oe))  
> **Metrics:** 87 likes · 3 retweets · 1 comments · 11.4K views  

> **Posted:** 2026-05-03T22:20:57+00:00  


> **Source Link:** [https://x.com/beauty_oe/status/2051064495460831480](https://x.com/beauty_oe/status/2051064495460831480)  


> 
> "$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"


### Post #28 by @HyperTechInvest
> **Author:** Daniel Romero ([@HyperTechInvest](https://x.com/HyperTechInvest))  
> **Metrics:** 109 likes · 3 retweets · 9 comments · 11.1K views  

> **Posted:** 2026-05-03T22:12:15+00:00  


> **Source Link:** [https://x.com/HyperTechInvest/status/2051062307816345654](https://x.com/HyperTechInvest/status/2051062307816345654)  


> 
> "Turns out 
$IREN
 got 20% upfront, while 
$NBIS
 got 40% from 
$MSFT
Nebius has the best management team in the neocloud space"


### Post #29 by @LukasFrije1re
> **Author:** Lukas Frijek ([@LukasFrije1re](https://x.com/LukasFrije1re))  
> **Metrics:** 58 likes · 1 retweets · 5 comments · 10.8K views  

> **Posted:** 2026-05-03T17:43:12+00:00  


> **Source Link:** [https://x.com/LukasFrije1re/status/2050994598466539875](https://x.com/LukasFrije1re/status/2050994598466539875)  


> 
> "I'm so tired of winning as a 
$NBIS
 investors

I remember 
$IREN
 investors showing off their 20% prepayment, this is 2x that lol"


### Post #30 by @_LEAPOptionsCP_
> **Author:** Investing with CP ([@_LEAPOptionsCP_](https://x.com/_LEAPOptionsCP_))  
> **Metrics:** 173 likes · 3 retweets · 10 comments · 10.6K views  

> **Posted:** 2026-05-03T19:37:21+00:00  


> **Source Link:** [https://x.com/_LEAPOptionsCP_/status/2051023325896274205](https://x.com/_LEAPOptionsCP_/status/2051023325896274205)  


> 
> "I think 
$NBIS
 might touch ATH tomorrow   

Conviction has never been stronger, let’s goo"


### Post #31 by @beauty_oe
> **Author:** みみりん@投資系女子 ([@beauty_oe](https://x.com/beauty_oe))  
> **Metrics:** 163 likes · 5 retweets · 5 comments · 8.9K views  

> **Posted:** 2026-05-03T22:39:54+00:00  


> **Source Link:** [https://x.com/beauty_oe/status/2051069263507853543](https://x.com/beauty_oe/status/2051069263507853543)  


> 
> "$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"


### Post #32 by @Fibonacci_TA
> **Author:** Fibby. ([@Fibonacci_TA](https://x.com/Fibonacci_TA))  
> **Metrics:** 51 likes · 3 retweets · 5 comments · 8.3K views  

> **Posted:** 2026-05-03T16:00:01+00:00  


> **Source Link:** [https://x.com/Fibonacci_TA/status/2050968629290659864](https://x.com/Fibonacci_TA/status/2050968629290659864)  


> 
> "$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"


### Post #33 by @MB_Hogan
> **Author:** Mark Hogan ([@MB_Hogan](https://x.com/MB_Hogan))  
> **Metrics:** 195 likes · 4 retweets · 10 comments · 8.3K views  

> **Posted:** 2026-05-03T17:17:17+00:00  


> **Source Link:** [https://x.com/MB_Hogan/status/2050988074042061207](https://x.com/MB_Hogan/status/2050988074042061207)  


> 
> "$NBIS
 just too much winning.  I don’t know if I can take it anymore"


### Post #34 by @enrichtrades
> **Author:** Enrich Trades ([@enrichtrades](https://x.com/enrichtrades))  
> **Metrics:** 173 likes · 26 retweets · 10 comments · 7.7K views  

> **Posted:** 2026-05-03T20:50:45+00:00  


> **Source Link:** [https://x.com/enrichtrades/status/2051041796839383550](https://x.com/enrichtrades/status/2051041796839383550)  


> 
> "$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"


### Post #35 by @acoscap18259
> **Author:** ACOSCAP ([@acoscap18259](https://x.com/acoscap18259))  
> **Metrics:** 62 likes · 1 retweets · 0 comments · 7.2K views  

> **Posted:** 2026-05-03T17:29:25+00:00  


> **Source Link:** [https://x.com/acoscap18259/status/2050991128585924808](https://x.com/acoscap18259/status/2050991128585924808)  


> 
> "$NBIS
 No sellside analyst modeled 40% upfront. NOT ONE. They all did 5 year Linear."


### Post #36 by @MirageWL8
> **Author:** Mirage ([@MirageWL8](https://x.com/MirageWL8))  
> **Metrics:** 112 likes · 1 retweets · 7 comments · 5.8K views  

> **Posted:** 2026-05-03T16:48:12+00:00  


> **Source Link:** [https://x.com/MirageWL8/status/2050980757058011246](https://x.com/MirageWL8/status/2050980757058011246)  


> 
> "My news feed just rippin with 
$NBIS
 news right now lol.

Would kinda be surprised if the stock doesn’t gap up 5%+ tomorrow"


### Post #37 by @MarkosAAIG
> **Author:** Markos ([@MarkosAAIG](https://x.com/MarkosAAIG))  
> **Metrics:** 21 likes · 1 retweets · 0 comments · 5.1K views  

> **Posted:** 2026-05-03T20:26:56+00:00  


> **Source Link:** [https://x.com/MarkosAAIG/status/2051035804827357499](https://x.com/MarkosAAIG/status/2051035804827357499)  


> 
> "Substitution clauses and upgrades for 
$IREN
 and 
$NBIS"


### Post #38 by @AlexfromBabylon
> **Author:** Alexander ([@AlexfromBabylon](https://x.com/AlexfromBabylon))  
> **Metrics:** 36 likes · 1 retweets · 1 comments · 5.1K views  

> **Posted:** 2026-05-03T16:11:09+00:00  


> **Source Link:** [https://x.com/AlexfromBabylon/status/2050971431249260566](https://x.com/AlexfromBabylon/status/2050971431249260566)  


> 
> "$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"


### Post #39 by @LeaderInvests
> **Author:** TheGentleTraveler ([@LeaderInvests](https://x.com/LeaderInvests))  
> **Metrics:** 26 likes · 1 retweets · 2 comments · 4.8K views  

> **Posted:** 2026-05-03T20:02:09+00:00  


> **Source Link:** [https://x.com/LeaderInvests/status/2051029568085958946](https://x.com/LeaderInvests/status/2051029568085958946)  


> 
> "$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"


### Post #40 by @HyperTechInvest
> **Author:** Daniel Romero ([@HyperTechInvest](https://x.com/HyperTechInvest))  
> **Metrics:** 51 likes · 8 retweets · 3 comments · 4.7K views  

> **Posted:** 2026-05-03T02:50:52+00:00  


> **Source Link:** [https://x.com/HyperTechInvest/status/2050770034612453426](https://x.com/HyperTechInvest/status/2050770034612453426)  


> 
> "OpenAI is transitioning away from Datadog and into ClickHouse services, where 
$NBIS
 holds a 28% stake"


### Post #41 by @ThePupOfWallSt
> **Author:** Danny Naz ([@ThePupOfWallSt](https://x.com/ThePupOfWallSt))  
> **Metrics:** 54 likes · 3 retweets · 2 comments · 4.6K views  

> **Posted:** 2026-05-03T18:28:05+00:00  


> **Source Link:** [https://x.com/ThePupOfWallSt/status/2051005892368253135](https://x.com/ThePupOfWallSt/status/2051005892368253135)  


> 
> "$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."


### Post #42 by @MarketMatrixs
> **Author:** The Market Matrix ([@MarketMatrixs](https://x.com/MarketMatrixs))  
> **Metrics:** 19 likes · 0 retweets · 3 comments · 4.5K views  

> **Posted:** 2026-05-03T17:43:59+00:00  


> **Source Link:** [https://x.com/MarketMatrixs/status/2050994795938791602](https://x.com/MarketMatrixs/status/2050994795938791602)  


> 
> "$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%"


### Post #43 by @MB_Hogan
> **Author:** Mark Hogan ([@MB_Hogan](https://x.com/MB_Hogan))  
> **Metrics:** 91 likes · 0 retweets · 2 comments · 4.5K views  

> **Posted:** 2026-05-03T20:01:17+00:00  


> **Source Link:** [https://x.com/MB_Hogan/status/2051029349533434170](https://x.com/MB_Hogan/status/2051029349533434170)  


> 
> "$NBIS
 owns 25% of ClickHouse

Bullish as hell"


### Post #44 by @Lazarus_Capital
> **Author:** Lazarus ([@Lazarus_Capital](https://x.com/Lazarus_Capital))  
> **Metrics:** 71 likes · 0 retweets · 11 comments · 4.4K views  

> **Posted:** 2026-05-03T18:13:11+00:00  


> **Source Link:** [https://x.com/Lazarus_Capital/status/2051002144409502045](https://x.com/Lazarus_Capital/status/2051002144409502045)  


> 
> "Live look at 
$IREN
 bulls after 
$NBIS
 20F drops"


### Post #45 by @StockOptionCole
> **Author:** Cole ([@StockOptionCole](https://x.com/StockOptionCole))  
> **Metrics:** 60 likes · 4 retweets · 5 comments · 4.3K views  

> **Posted:** 2026-05-03T21:36:02+00:00  


> **Source Link:** [https://x.com/StockOptionCole/status/2051053194395173207](https://x.com/StockOptionCole/status/2051053194395173207)  


> 
> "$CRWV
 Another Data Center / AI Infrastructure setup to watch along 
$NBIS
5/8 125C can work above 119 127, 133 before earnings is possible"


### Post #46 by @801010athlete
> **Author:** PBA ([@801010athlete](https://x.com/801010athlete))  
> **Metrics:** 21 likes · 0 retweets · 2 comments · 4.1K views  

> **Posted:** 2026-05-03T18:53:08+00:00  


> **Source Link:** [https://x.com/801010athlete/status/2051012195979333647](https://x.com/801010athlete/status/2051012195979333647)  


> 
> "4/2 Bought 
$NBIS
 $DELL
 this day:) 

Was called a moron, and idiot. I love when that happens and names set up."


### Post #47 by @Nice_Stock_
> **Author:** 골안아파덕 ([@Nice_Stock_](https://x.com/Nice_Stock_))  
> **Metrics:** 40 likes · 3 retweets · 4 comments · 3.8K views  

> **Posted:** 2026-05-03T05:57:47+00:00  


> **Source Link:** [https://x.com/Nice_Stock_/status/2050817072566063208](https://x.com/Nice_Stock_/status/2050817072566063208)  


> 
> "The 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."


### Post #48 by @buyerofponzi
> **Author:** Ponzi Trader ([@buyerofponzi](https://x.com/buyerofponzi))  
> **Metrics:** 29 likes · 0 retweets · 2 comments · 3.8K views  

> **Posted:** 2026-05-03T22:53:35+00:00  


> **Source Link:** [https://x.com/buyerofponzi/status/2051072709384142934](https://x.com/buyerofponzi/status/2051072709384142934)  


> 
> "$NBIS
 with a textbook retest continuation setup for higher

Will be chatting about this and others on stream in 7 minutes"


### Post #49 by @AlexfromBabylon
> **Author:** Alexander ([@AlexfromBabylon](https://x.com/AlexfromBabylon))  
> **Metrics:** 34 likes · 4 retweets · 3 comments · 3.6K views  

> **Posted:** 2026-05-03T15:42:17+00:00  


> **Source Link:** [https://x.com/AlexfromBabylon/status/2050964166597362072](https://x.com/AlexfromBabylon/status/2050964166597362072)  


> 
> "$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"


### Post #50 by @AlphaOwlTrading
> **Author:** AlphaOwlTrading ([@AlphaOwlTrading](https://x.com/AlphaOwlTrading))  
> **Metrics:** 92 likes · 8 retweets · 4 comments · 3.5K views  

> **Posted:** 2026-05-03T14:33:48+00:00  


> **Source Link:** [https://x.com/AlphaOwlTrading/status/2050946932604899471](https://x.com/AlphaOwlTrading/status/2050946932604899471)  


> 
> "OpenAI now runs on ClickHouse.

Anthropic already runs on ClickHouse.

The same ClickHouse that 
$NBIS
 owns 25% of...

Yes I'm very bullish on Nebius."


### Post #51 by @turkishwarsh
> **Author:** Warsh’s portfolio ([@turkishwarsh](https://x.com/turkishwarsh))  
> **Metrics:** 47 likes · 0 retweets · 0 comments · 3.3K views  

> **Posted:** 2026-05-03T17:37:02+00:00  


> **Source Link:** [https://x.com/turkishwarsh/status/2050993045189832988](https://x.com/turkishwarsh/status/2050993045189832988)  


> 
> "$NBIS
 has a big amount of cash…

They can acquire more startups like Eigen AI."


### Post #52 by @yianisz
> **Author:** Yiannis Zourmpanos ([@yianisz](https://x.com/yianisz))  
> **Metrics:** 24 likes · 2 retweets · 9 comments · 3.3K views  

> **Posted:** 2026-05-03T16:45:23+00:00  


> **Source Link:** [https://x.com/yianisz/status/2050980050195902802](https://x.com/yianisz/status/2050980050195902802)  


> 
> "3 months ago the market ignored 
$NBIS
 at $70s.. now it’s chasing $155. 

time flies."


### Post #53 by @AlexfromBabylon
> **Author:** Alexander ([@AlexfromBabylon](https://x.com/AlexfromBabylon))  
> **Metrics:** 23 likes · 2 retweets · 3 comments · 3.1K views  

> **Posted:** 2026-05-03T18:15:41+00:00  


> **Source Link:** [https://x.com/AlexfromBabylon/status/2051002771080425738](https://x.com/AlexfromBabylon/status/2051002771080425738)  


> 
> "$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"


### Post #54 by @TENETTRADEGROUP
> **Author:** TENET ([@TENETTRADEGROUP](https://x.com/TENETTRADEGROUP))  
> **Metrics:** 11 likes · 1 retweets · 0 comments · 2.7K views  

> **Posted:** 2026-05-03T14:30:00+00:00  


> **Source Link:** [https://x.com/TENETTRADEGROUP/status/2050945977012335046](https://x.com/TENETTRADEGROUP/status/2050945977012335046)  


> 
> "Trading 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"


### Post #55 by @yianisz
> **Author:** Yiannis Zourmpanos ([@yianisz](https://x.com/yianisz))  
> **Metrics:** 46 likes · 1 retweets · 8 comments · 2.5K views  

> **Posted:** 2026-05-03T15:55:00+00:00  


> **Source Link:** [https://x.com/yianisz/status/2050967367648456761](https://x.com/yianisz/status/2050967367648456761)  


> 
> "Eigen + 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,"


### Post #56 by @Lazarus_Capital
> **Author:** Lazarus ([@Lazarus_Capital](https://x.com/Lazarus_Capital))  
> **Metrics:** 11 likes · 1 retweets · 2 comments · 2.4K views  

> **Posted:** 2026-05-03T17:49:29+00:00  


> **Source Link:** [https://x.com/Lazarus_Capital/status/2050996178993492222](https://x.com/Lazarus_Capital/status/2050996178993492222)  


> 
> "Thanks 
@zen_tropy
 

These 
$NBIS
 disclosures broke my model.

Had to update to exclude residuals values and im still getting an 88% unleveled IRR"


### Post #57 by @AlexfromBabylon
> **Author:** Alexander ([@AlexfromBabylon](https://x.com/AlexfromBabylon))  
> **Metrics:** 21 likes · 2 retweets · 0 comments · 2.4K views  

> **Posted:** 2026-05-03T17:05:16+00:00  


> **Source Link:** [https://x.com/AlexfromBabylon/status/2050985050754167131](https://x.com/AlexfromBabylon/status/2050985050754167131)  


> 
> "$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?"


### Post #58 by @AlexfromBabylon
> **Author:** Alexander ([@AlexfromBabylon](https://x.com/AlexfromBabylon))  
> **Metrics:** 17 likes · 0 retweets · 0 comments · 2.4K views  

> **Posted:** 2026-05-03T18:57:17+00:00  


> **Source Link:** [https://x.com/AlexfromBabylon/status/2051013240918851728](https://x.com/AlexfromBabylon/status/2051013240918851728)  


> 
> "$NBIS
 Makes a ton of sense. Just called this 30 min ago"


### Post #59 by @Craaazy1231
> **Author:** Crazy ([@Craaazy1231](https://x.com/Craaazy1231))  
> **Metrics:** 37 likes · 1 retweets · 0 comments · 2.3K views  

> **Posted:** 2026-05-03T03:41:04+00:00  


> **Source Link:** [https://x.com/Craaazy1231/status/2050782666593628370](https://x.com/Craaazy1231/status/2050782666593628370)  


> 
> "$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…"


### Post #60 by @MarketMatrixs
> **Author:** The Market Matrix ([@MarketMatrixs](https://x.com/MarketMatrixs))  
> **Metrics:** 10 likes · 0 retweets · 2 comments · 2.2K views  

> **Posted:** 2026-05-03T17:50:10+00:00  


> **Source Link:** [https://x.com/MarketMatrixs/status/2050996352608608738](https://x.com/MarketMatrixs/status/2050996352608608738)  


> 
> "Btw the “common” 15%-25% is likely what 
$CRWV
 & 
$IREN
 have been paid.

Another W for 
$NBIS
."


### Post #61 by @FranVezz
> **Author:** Francesco ([@FranVezz](https://x.com/FranVezz))  
> **Metrics:** 17 likes · 1 retweets · 0 comments · 2.1K views  

> **Posted:** 2026-05-03T12:29:40+00:00  


> **Source Link:** [https://x.com/FranVezz/status/2050915695911678266](https://x.com/FranVezz/status/2050915695911678266)  


> 
> "$NBIS
 took her time, but finally made the big MA reclaim.

Ready for another run before earnings?"


### Post #62 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 29 likes · 0 retweets · 9 comments · 2.0K views  

> **Posted:** 2026-05-03T18:03:02+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2050999587683311929](https://x.com/longinvest32/status/2050999587683311929)  


> 
> "If 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"


### Post #63 by @LEAPTRADER_
> **Author:** LEAPTRADER ([@LEAPTRADER_](https://x.com/LEAPTRADER_))  
> **Metrics:** 29 likes · 1 retweets · 5 comments · 1.9K views  

> **Posted:** 2026-05-03T22:32:53+00:00  


> **Source Link:** [https://x.com/LEAPTRADER_/status/2051067499903328265](https://x.com/LEAPTRADER_/status/2051067499903328265)  


> 
> "$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"


### Post #64 by @DrTomsLens
> **Author:** Dr. Tomislav Marinovic ([@DrTomsLens](https://x.com/DrTomsLens))  
> **Metrics:** 17 likes · 1 retweets · 1 comments · 1.8K views  

> **Posted:** 2026-05-03T17:34:35+00:00  


> **Source Link:** [https://x.com/DrTomsLens/status/2050992428706939293](https://x.com/DrTomsLens/status/2050992428706939293)  


> 
> "After 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.)"


### Post #65 by @McnallieM
> **Author:** McNallie Money ([@McnallieM](https://x.com/McnallieM))  
> **Metrics:** 22 likes · 0 retweets · 0 comments · 1.8K views  

> **Posted:** 2026-05-03T21:44:32+00:00  


> **Source Link:** [https://x.com/McnallieM/status/2051055331372138751](https://x.com/McnallieM/status/2051055331372138751)  


> 
> "$NBIS"


### Post #66 by @HeeraniPK
> **Author:** Parkash Heerani ([@HeeraniPK](https://x.com/HeeraniPK))  
> **Metrics:** 21 likes · 0 retweets · 0 comments · 1.7K views  

> **Posted:** 2026-05-03T19:04:59+00:00  


> **Source Link:** [https://x.com/HeeraniPK/status/2051015181195477496](https://x.com/HeeraniPK/status/2051015181195477496)  


> 
> "BIG 
$NBIS"


### Post #67 by @MirageWL8
> **Author:** Mirage ([@MirageWL8](https://x.com/MirageWL8))  
> **Metrics:** 37 likes · 0 retweets · 7 comments · 1.7K views  

> **Posted:** 2026-05-03T16:21:13+00:00  


> **Source Link:** [https://x.com/MirageWL8/status/2050973967796838906](https://x.com/MirageWL8/status/2050973967796838906)  


> 
> "$NBIS
Anybody else remember the FUD surrounding the MSFT deal prepayment? Looking pretty silly right now"


### Post #68 by @CaesarCapitalz
> **Author:** Caesar Capital ([@CaesarCapitalz](https://x.com/CaesarCapitalz))  
> **Metrics:** 7 likes · 0 retweets · 1 comments · 1.7K views  

> **Posted:** 2026-05-03T22:51:02+00:00  


> **Source Link:** [https://x.com/CaesarCapitalz/status/2051072067085213869](https://x.com/CaesarCapitalz/status/2051072067085213869)  


> 
> "$NBIS"


### Post #69 by @ilzmcfly
> **Author:** McFly ([@ilzmcfly](https://x.com/ilzmcfly))  
> **Metrics:** 13 likes · 2 retweets · 2 comments · 1.6K views  

> **Posted:** 2026-05-03T21:42:16+00:00  


> **Source Link:** [https://x.com/ilzmcfly/status/2051054760829006128](https://x.com/ilzmcfly/status/2051054760829006128)  


> 
> "$NBIS
 20-F Highlights power constraints, public datacenter opposition, competition for sites and third party reliability as execution risks"


### Post #70 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 21 likes · 1 retweets · 2 comments · 1.5K views  

> **Posted:** 2026-05-03T11:17:34+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2050897550966706419](https://x.com/longinvest32/status/2050897550966706419)  


> 
> "Clickhouse 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"


### Post #71 by @HeeraniPK
> **Author:** Parkash Heerani ([@HeeraniPK](https://x.com/HeeraniPK))  
> **Metrics:** 32 likes · 0 retweets · 0 comments · 1.5K views  

> **Posted:** 2026-05-03T18:58:53+00:00  


> **Source Link:** [https://x.com/HeeraniPK/status/2051013644142404067](https://x.com/HeeraniPK/status/2051013644142404067)  


> 
> "$NBIS"


### Post #72 by @CaesarCapitalz
> **Author:** Caesar Capital ([@CaesarCapitalz](https://x.com/CaesarCapitalz))  
> **Metrics:** 14 likes · 0 retweets · 2 comments · 1.4K views  

> **Posted:** 2026-05-03T19:54:26+00:00  


> **Source Link:** [https://x.com/CaesarCapitalz/status/2051027625695404505](https://x.com/CaesarCapitalz/status/2051027625695404505)  


> 
> "It’s good to be a 
$NBIS
 investor"


### Post #73 by @AdityaInvests90
> **Author:** Aditya R ([@AdityaInvests90](https://x.com/AdityaInvests90))  
> **Metrics:** 18 likes · 0 retweets · 5 comments · 1.4K views  

> **Posted:** 2026-05-03T17:56:14+00:00  


> **Source Link:** [https://x.com/AdityaInvests90/status/2050997880127655936](https://x.com/AdityaInvests90/status/2050997880127655936)  


> 
> "This 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."


### Post #74 by @pepe_maltese
> **Author:** Pepe Maltese ([@pepe_maltese](https://x.com/pepe_maltese))  
> **Metrics:** 20 likes · 1 retweets · 2 comments · 1.3K views  

> **Posted:** 2026-05-03T21:23:12+00:00  


> **Source Link:** [https://x.com/pepe_maltese/status/2051049963543765391](https://x.com/pepe_maltese/status/2051049963543765391)  


> 
> "My 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"


### Post #75 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 22 likes · 0 retweets · 10 comments · 1.3K views  

> **Posted:** 2026-05-03T10:45:30+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2050889481536885130](https://x.com/longinvest32/status/2050889481536885130)  


> 
> "About to sell all my physical silver and baseball cards for more 
$NBIS"


### Post #76 by @HeeraniPK
> **Author:** Parkash Heerani ([@HeeraniPK](https://x.com/HeeraniPK))  
> **Metrics:** 24 likes · 0 retweets · 0 comments · 1.3K views  

> **Posted:** 2026-05-03T23:11:56+00:00  


> **Source Link:** [https://x.com/HeeraniPK/status/2051077327388328014](https://x.com/HeeraniPK/status/2051077327388328014)  


> 
> "$NBIS"


### Post #77 by @MarketMatrixs
> **Author:** The Market Matrix ([@MarketMatrixs](https://x.com/MarketMatrixs))  
> **Metrics:** 17 likes · 0 retweets · 0 comments · 1.3K views  

> **Posted:** 2026-05-03T23:37:11+00:00  


> **Source Link:** [https://x.com/MarketMatrixs/status/2051083681096421659](https://x.com/MarketMatrixs/status/2051083681096421659)  


> 
> "Excited to see what 
$NBIS
 opens in overnight trading"


### Post #78 by @_Sgr_A_Star
> **Author:** The God Particle ([@_Sgr_A_Star](https://x.com/_Sgr_A_Star))  
> **Metrics:** 23 likes · 1 retweets · 5 comments · 1.3K views  

> **Posted:** 2026-05-03T22:47:05+00:00  


> **Source Link:** [https://x.com/_Sgr_A_Star/status/2051071072901247238](https://x.com/_Sgr_A_Star/status/2051071072901247238)  


> 
> "$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."


### Post #79 by @Para_Capital
> **Author:** Paradise Capital ([@Para_Capital](https://x.com/Para_Capital))  
> **Metrics:** 19 likes · 0 retweets · 0 comments · 1.2K views  

> **Posted:** 2026-05-03T16:07:28+00:00  


> **Source Link:** [https://x.com/Para_Capital/status/2050970507734852096](https://x.com/Para_Capital/status/2050970507734852096)  


> 
> "This is sensational news 
$NBIS
.

It isn’t even an argument which DC player is best."


### Post #80 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 14 likes · 0 retweets · 0 comments · 1.2K views  

> **Posted:** 2026-05-03T17:55:02+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2050997574979481893](https://x.com/longinvest32/status/2050997574979481893)  


> 
> "Only the beginning 
$NBIS"


### Post #81 by @Para_Capital
> **Author:** Paradise Capital ([@Para_Capital](https://x.com/Para_Capital))  
> **Metrics:** 6 likes · 1 retweets · 0 comments · 1.2K views  

> **Posted:** 2026-05-03T20:32:01+00:00  


> **Source Link:** [https://x.com/Para_Capital/status/2051037082185838994](https://x.com/Para_Capital/status/2051037082185838994)  


> 
> "So basically why 
$NBIS
 rocks…"


### Post #82 by @Hydra_XT
> **Author:** Hydra ([@Hydra_XT](https://x.com/Hydra_XT))  
> **Metrics:** 30 likes · 1 retweets · 0 comments · 1.1K views  

> **Posted:** 2026-05-03T00:34:10+00:00  


> **Source Link:** [https://x.com/Hydra_XT/status/2050735634751598833](https://x.com/Hydra_XT/status/2050735634751598833)  


> 
> "$NBIS
 - Watching this one closely, forming a nice flag"


### Post #83 by @DrTomsLens
> **Author:** Dr. Tomislav Marinovic ([@DrTomsLens](https://x.com/DrTomsLens))  
> **Metrics:** 32 likes · 1 retweets · 6 comments · 1.1K views  

> **Posted:** 2026-05-03T18:05:22+00:00  


> **Source Link:** [https://x.com/DrTomsLens/status/2051000176119370129](https://x.com/DrTomsLens/status/2051000176119370129)  


> 
> "With 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"


### Post #84 by @Spiralout_one
> **Author:** Tobacco Barn ([@Spiralout_one](https://x.com/Spiralout_one))  
> **Metrics:** 12 likes · 0 retweets · 2 comments · 1.0K views  

> **Posted:** 2026-05-03T15:23:40+00:00  


> **Source Link:** [https://x.com/Spiralout_one/status/2050959485531816166](https://x.com/Spiralout_one/status/2050959485531816166)  


> 
> "$NBIS
 $IREN
 $CRWV
Incredible work by the best investor community investing in the best ai factory, Neo cloud, future hyperscaler"


### Post #85 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 13 likes · 0 retweets · 0 comments · 993 views  

> **Posted:** 2026-05-03T10:45:10+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2050889394668638384](https://x.com/longinvest32/status/2050889394668638384)  


> 
> "Insanely bullish 
$NBIS"


### Post #86 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 6 likes · 0 retweets · 2 comments · 993 views  

> **Posted:** 2026-05-03T14:32:45+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2050946668690821289](https://x.com/longinvest32/status/2050946668690821289)  


> 
> "$NBIS
 software leader 

Subsidiaries imo more upside than Neo cloud business"


### Post #87 by @MktMavPro
> **Author:** MarketMaverick ([@MktMavPro](https://x.com/MktMavPro))  
> **Metrics:** 20 likes · 0 retweets · 2 comments · 985 views  

> **Posted:** 2026-05-03T16:05:34+00:00  


> **Source Link:** [https://x.com/MktMavPro/status/2050970027982049498](https://x.com/MktMavPro/status/2050970027982049498)  


> 
> "This is big…. 
$NBIS"


### Post #88 by @Lazarus_Capital
> **Author:** Lazarus ([@Lazarus_Capital](https://x.com/Lazarus_Capital))  
> **Metrics:** 15 likes · 0 retweets · 4 comments · 922 views  

> **Posted:** 2026-05-03T19:35:47+00:00  


> **Source Link:** [https://x.com/Lazarus_Capital/status/2051022930063319098](https://x.com/Lazarus_Capital/status/2051022930063319098)  


> 
> "Oh 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"


### Post #89 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 18 likes · 0 retweets · 1 comments · 878 views  

> **Posted:** 2026-05-03T16:15:37+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2050972556534931748](https://x.com/longinvest32/status/2050972556534931748)  


> 
> "Long 
$nbis"


### Post #90 by @MirageWL8
> **Author:** Mirage ([@MirageWL8](https://x.com/MirageWL8))  
> **Metrics:** 4 likes · 0 retweets · 0 comments · 873 views  

> **Posted:** 2026-05-03T03:02:42+00:00  


> **Source Link:** [https://x.com/MirageWL8/status/2050773011742232896](https://x.com/MirageWL8/status/2050773011742232896)  


> 
> "$NBIS
 a reminder of what separates this team

The contenders from the pretenders"


### Post #91 by @MirageWL8
> **Author:** Mirage ([@MirageWL8](https://x.com/MirageWL8))  
> **Metrics:** 16 likes · 0 retweets · 1 comments · 776 views  

> **Posted:** 2026-05-03T13:43:14+00:00  


> **Source Link:** [https://x.com/MirageWL8/status/2050934207153885308](https://x.com/MirageWL8/status/2050934207153885308)  


> 
> "I 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"


### Post #92 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 6 likes · 0 retweets · 0 comments · 702 views  

> **Posted:** 2026-05-03T23:02:22+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2051074918930899226](https://x.com/longinvest32/status/2051074918930899226)  


> 
> "$NBIS
 fixes this"


### Post #93 by @jaywhitcraft
> **Author:** Jonathan Whitcraft ([@jaywhitcraft](https://x.com/jaywhitcraft))  
> **Metrics:** 15 likes · 1 retweets · 0 comments · 700 views  

> **Posted:** 2026-05-03T18:38:19+00:00  


> **Source Link:** [https://x.com/jaywhitcraft/status/2051008470430908430](https://x.com/jaywhitcraft/status/2051008470430908430)  


> 
> "Focus 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
*"


### Post #94 by @Spiralout_one
> **Author:** Tobacco Barn ([@Spiralout_one](https://x.com/Spiralout_one))  
> **Metrics:** 5 likes · 0 retweets · 0 comments · 640 views  

> **Posted:** 2026-05-03T13:42:08+00:00  


> **Source Link:** [https://x.com/Spiralout_one/status/2050933933420728550](https://x.com/Spiralout_one/status/2050933933420728550)  


> 
> "$NBIS
 
Maybe this team knows a thing or 2 about ai and software"


### Post #95 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 14 likes · 0 retweets · 1 comments · 631 views  

> **Posted:** 2026-05-03T18:03:44+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2050999764808839480](https://x.com/longinvest32/status/2050999764808839480)  


> 
> "Betting against 
$PLTR
 is betting against America 

But 
$NBIS
 is inevitable 500+b mkt cap hmm"


### Post #96 by @MirageWL8
> **Author:** Mirage ([@MirageWL8](https://x.com/MirageWL8))  
> **Metrics:** 12 likes · 0 retweets · 2 comments · 601 views  

> **Posted:** 2026-05-03T13:08:36+00:00  


> **Source Link:** [https://x.com/MirageWL8/status/2050925491939619078](https://x.com/MirageWL8/status/2050925491939619078)  


> 
> "In my mind this is huge 
$NBIS"


### Post #97 by @bennybigbull
> **Author:** Benny The Bull ([@bennybigbull](https://x.com/bennybigbull))  
> **Metrics:** 12 likes · 0 retweets · 0 comments · 591 views  

> **Posted:** 2026-05-03T23:04:13+00:00  


> **Source Link:** [https://x.com/bennybigbull/status/2051075385131999585](https://x.com/bennybigbull/status/2051075385131999585)  


> 
> "$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"


### Post #98 by @RayT168
> **Author:** Ray.T168 ([@RayT168](https://x.com/RayT168))  
> **Metrics:** 10 likes · 0 retweets · 0 comments · 507 views  

> **Posted:** 2026-05-03T02:53:49+00:00  


> **Source Link:** [https://x.com/RayT168/status/2050770778963263895](https://x.com/RayT168/status/2050770778963263895)  


> 
> "$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
…"


### Post #99 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 13 likes · 0 retweets · 3 comments · 502 views  

> **Posted:** 2026-05-03T18:06:37+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2051000493242028120](https://x.com/longinvest32/status/2051000493242028120)  


> 
> "What you buying this week ? 

For 2026 I will only add 
$NBIS
 rest of year"


### Post #100 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 8 likes · 0 retweets · 0 comments · 362 views  

> **Posted:** 2026-05-03T11:01:13+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2050893436148986048](https://x.com/longinvest32/status/2050893436148986048)  


> 
> "I  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"


### Post #101 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 15 likes · 0 retweets · 1 comments · 362 views  

> **Posted:** 2026-05-03T18:01:45+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2050999265997078991](https://x.com/longinvest32/status/2050999265997078991)  


> 
> "$NBIS
 has never looked better"


### Post #102 by @RayT168
> **Author:** Ray.T168 ([@RayT168](https://x.com/RayT168))  
> **Metrics:** 7 likes · 0 retweets · 0 comments · 355 views  

> **Posted:** 2026-05-03T01:05:46+00:00  


> **Source Link:** [https://x.com/RayT168/status/2050743586921308279](https://x.com/RayT168/status/2050743586921308279)  


> 
> "“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"


### Post #103 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 12 likes · 0 retweets · 1 comments · 321 views  

> **Posted:** 2026-05-03T19:29:57+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2051021464162197894](https://x.com/longinvest32/status/2051021464162197894)  


> 
> "Bears have nothing left 
$NBIS"


### Post #104 by @_LEAPOptionsCP_
> **Author:** Investing with CP ([@_LEAPOptionsCP_](https://x.com/_LEAPOptionsCP_))  
> **Metrics:** 17 likes · 0 retweets · 0 comments · 309 views  

> **Posted:** 2026-05-03T15:28:53+00:00  


> **Source Link:** [https://x.com/_LEAPOptionsCP_/status/2050960797073817917](https://x.com/_LEAPOptionsCP_/status/2050960797073817917)  


> 
> "Holy sh*t

OpenAI is transitioning away from Datadog and into ClickHouse services, where 
$NBIS
 holds a 25% stake !"


### Post #105 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 12 likes · 0 retweets · 0 comments · 305 views  

> **Posted:** 2026-05-03T23:03:37+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2051075234032193736](https://x.com/longinvest32/status/2051075234032193736)  


> 
> "I love that 
$NBIS
 is global love meeting people all over the world on x 

Welcome all let’s goo!!!!"


### Post #106 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 5 likes · 0 retweets · 0 comments · 224 views  

> **Posted:** 2026-05-03T00:29:58+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2050734575970574834](https://x.com/longinvest32/status/2050734575970574834)  


> 
> "Only the beginning 
$NBIS"


### Post #107 by @hobbyinvestor25
> **Author:** HobbyInvestor ([@hobbyinvestor25](https://x.com/hobbyinvestor25))  
> **Metrics:** 7 likes · 0 retweets · 2 comments · 187 views  

> **Posted:** 2026-05-03T13:25:03+00:00  


> **Source Link:** [https://x.com/hobbyinvestor25/status/2050929634548539842](https://x.com/hobbyinvestor25/status/2050929634548539842)  


> 
> "8:25 in the morning on a Sunday and all I can think about is 
$NBIS"


### Post #108 by @mannuelcrypto
> **Author:** Mannuel Crypto ([@mannuelcrypto](https://x.com/mannuelcrypto))  
> **Metrics:** 0 likes · 0 retweets · 0 comments  

> **Posted:** 2026-05-03T12:13:25+00:00  


> **Source Link:** [https://x.com/mannuelcrypto/status/2050911603910988112](https://x.com/mannuelcrypto/status/2050911603910988112)  


> 
> "$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."




---

*Generated by Context Pilot Social Intelligence Engine.*