$NBIS Catalyst Posts
May 04, 2026Single-day social intelligence recap and verified catalyst posts · ← Back to $NBIS Profile · Market Rankings
💬 Curated Viral Posts & Community Evidence
148 source posts analyzed· 2026-05-04T17:13:17+00:00This is my new 30% position. Insanely well-made article that shows what an incredible opportunity $CGEH is. I found this name, because I started getting worried about $NBIS running into capacity issues. The 30-50% data centers will be delayed headlines made their rounds. This
· 2026-05-04T17:09:55+00:00Glad to see $NBIS finally return 100%+ since my original thesis post back at ~$87. I covered Nebius a ton late last year and at the start of this year. Focusing on sum of parts from Avride to Clickhouse to how their balance sheet help them scale up their AI Cloud. Was a
· 2026-05-04T18:31:23+00:00$NBIS I will continue to fulfill my commitment to share this chart to those I told in September not to chase this and wait for a pull back to $80 before adding. You would have already doubled your position if you followed our instructions. Wave 3 is still at $280 Wave 5 is at
· 2026-05-04T13:42:43+00:00$NBIS JUST BROKE ABOVE $170 FOR THE FIRST TIME EVER
· 2026-05-04T20:06:03+00:00$NBIS had a good run, it’s time for $IREN to run to $160 next Rotation coming
· 2026-05-04T16:33:05+00:00$NBIS From $92 to $171
· 2026-05-04T13:42:08+00:00$NBIS just reached a new all-time high.
· 2026-05-04T04:40:57+00:00$NBIS Up 4.56% in the premarkets due to a couple of reasons: 1. OpenAI moving away from datadog and going for ClickHouse as their OLAP provider. 2. Microsoft having paid 40% of the contact value upfront to $NBIS
· 2026-05-04T17:21:40+00:00How many of you hold $NBIS in your portfolio?
· 2026-05-04T14:40:18+00:00Why is $NBIS flying today? Well, Eigen acquisition is more important than most people think. The market sees the strategic message $NBIS gives. Basically, $NBIS wants to be the infrastructure enabler for everybody, not just for the big AI labs. There will be two broad
· 2026-05-04T12:27:18+00:00Ok! I did the math If $NBIS hits $167 I’m at 25,000% gains from my original $50k I started with 12 years ago. To celebrate, if it hits that number this week, I’ll give $100 to a follower that likes and retweet this. Must have a Zelle account.
· 2026-05-04T13:55:25+00:00The fact that @zen_tropy discovered $7B that Wall Street couldn’t find and is still at 1.6k followers is blasphemy!! $NBIS is at an ATH, so if you are making money please follow Shoshin!
· 2026-05-04T22:20:27+00:00My swiss $NBIS friend @daniel_koss is cooking lately, I will have a look into his new stock: $CGEH
· 2026-05-04T00:09:16+00:00$NBIS up about $4 dollars in the overnight after a flurry of news snippets hit today…most notably the $MSFT pre payment of 40% and Opens AI pivoting to ClickHouse. $NBIS may make new ATHs this week. The story continues to get better and better.
· 2026-05-04T13:46:47+00:00$NBIS IS AT A NEW ATH This comes after discovery of an upfront 40% payment from $MSFT . Nice find, sir
· 2026-05-04T19:33:28+00:00$NBIS bulls out right now
· 2026-05-04T19:52:32+00:00$283,899 of $NBIS $225 calls were just purchased at $4.55 per contract. Expiring May 22, 2026.
· 2026-05-04T14:14:45+00:00$NBIS ATH Being transparent: This is a good time for me to trim, I trimmed 33% (now $NBIS is 40% of my port) Reasoning - I think market is overheated, and I'm trying to time the top basically, don't try this at home.
· 2026-05-04T14:12:54+00:00This was your sign to buy the dip ;) $NBIS Sold the top at $168 and bought the dip pretty perfectly at $136. The goal is always the same: get more Nebius shares. Nebiusmaxxing.
· 2026-05-04T19:26:40+00:00$NBIS +14.76% ATH
· 2026-05-04T08:37:32+00:00Latest Version Nebius Stock Price Ultra Bullish Grandpa Kawai Forecast for the Soul 2026 500$ 2027 1000$ 2028 1500$ 2029 2000$ 2030 3000$ I think the expected value for a tenbagger in the next 2 years is pretty high $NBIS $CRWV $IREN #ネオクラウド
· 2026-05-04T02:38:16+00:00$NBIS Zoom out… see you at $200+
· 2026-05-04T14:17:33+00:00Nebius $NBIS is impossible to ignore Nebius agreed to acquire Eigen AI for ~$643,000,000 Here's the top portfolios that own it: • @peterjwolff 's Wolff's Flagship Fund owns $7,500,000 • @ralliesarena 's ChatGPT Portfolio owns ~$265,000 • @WOLF_Financial 's AI Flagship Fund
· 2026-05-04T23:41:06+00:00What is happening with $NBIS would have been much more obvious if you had done your research a year ago The generational wealth opportunity was there. You just needed to lock in
· 2026-05-04T17:00:02+00:00Whale Watch — Top 3 most bullish reads today $NBIS — $160 calls went from $2M to $7.5M in six days. Still climbing. Price at $154. $CIFR — $3.2M loaded on $22 calls in one session while price sits at $17. Zero bear flow. $IREN — Three weeks, $20M+ in calls, whales held
· 2026-05-04T01:57:22+00:00Institutions should pump this to $200 by the end of the month $NBIS
· 2026-05-04T01:59:10+00:00Something else came out of that 20F for $NBIS ~$550M ARR exposed to spot pricing (MStanley) Mgmt confirmed most non-MSFT/Meta contracts are short term Guided $7-9B ARR by end of 2026 Why this matters more than people realize: When those short contracts roll and reprice into a
· 2026-05-04T23:05:10+00:00$NBIS +14.20% It seems the market is evaluating Nebius's acquisition of Eigen AI Eigen AI has secured the top spot in output speed among the 25 most widely used open-source models tracked by Artificial Analysis
· 2026-05-04T19:23:57+00:00$NBIS this was an understatement to the nth degree.
· 2026-05-04T11:40:04+00:00Dropped $HIMS at a small loss - cash was used to buy SK Square ($402340) today. My portfolio today: $NBIS 60% $KRKNF 4% $402340 (SK Square) 36% The rest of the small positions were dropped ( $SHMD , $OUST , $LPK and $SIVE)
· 2026-05-04T01:07:08+00:00Lots of talk around $NBIS over this weekend. Opens up almost 4% in overnight trading.
· 2026-05-04T02:36:54+00:00$ORCL OCI's revenue grew 84% year-over-year, showing high growth, but its profit margin is seen as relatively low compared to the big three cloud providers. $NBIS $CRWV has even higher capital expenditures and is not yet at a stage where we can discuss operating profit margins.
· 2026-05-04T19:15:33+00:00PSA: If $NBIS closes like this, I promise you tomorrow we are gapping up a third time.
· 2026-05-04T00:36:21+00:00$NBIS opens overnight trading +3% after $MSFT pays 40% of the contract value. +12% close on Friday now +3% overnight This name is putting on show for us!
· 2026-05-04T19:22:19+00:00$NBIS anyone else seeing this?!
· 2026-05-04T21:32:51+00:00$NBIS This stock, when you ask AI for its opinion, only spits out hopeless takes. The reason is that, somehow, AI operates under the premise that construction always comes with risks and assumes cancellation is a given. This time, plenty of folks probably sold off after hearing
· 2026-05-04T19:33:10+00:00I shared this alpha a month back. OpenAI just announced they switched from ddog to $nbis clickhouse.
· 2026-05-04T13:58:29+00:00$NBIS will go straight to $200
· 2026-05-04T18:47:40+00:00$NBIS & $IREN targets have not changed.
· 2026-05-04T15:00:03+00:00$NBIS Whale Watch $160 calls went from $2M to $7.5M in six days and are still climbing at the right edge, the most aggressive single-strike build on this chart by a wide margin. $200 calls accelerated hard in the final session to $4.5M. Price is at $154, and whales are
· 2026-05-04T19:41:50+00:00Oh hello $NBIS . Well, that’s my calculated implied price hit and smoked. $173: Onward towards the base case of $225? $NBIS
· 2026-05-04T13:41:39+00:00$NBIS breaking out of a HTF here. 2nd name today doing that, $BB as well.
· 2026-05-04T13:39:38+00:00$NBIS +27% since everyone was hating on this beast. Fresh all-time highs. So much for focusing on trees while missing the forest!
· 2026-05-04T20:11:56+00:00$NBIS made new high today Still think that it's in a corrective wave 4 that will retest the low from last week. This is the base case. Bullish case will raise the target much higher if this wave 3 extends. Will update if I think that is the case. So far this wave 5 is tracking
· 2026-05-04T09:23:03+00:00Today I will teach you a lesson about Alpha. Despite $IREN -40% from ATH. Negative sentiment. AND $NBIS almost at ATH. Positive sentiment. Know what you own and don‘t listen to the idiots who follow like sheep.
· 2026-05-04T13:32:47+00:00Will it ever stop? $NBIS
· 2026-05-04T20:31:18+00:00$NBIS +14.20% today Nebius nearly tagged $180 as the market continues to wake up to a simple reality: Hyperscalers are short on compute capacity Why today though?
· 2026-05-04T14:37:24+00:00$NBIS Now we’re talking… Take us to Valhalla
· 2026-05-04T19:23:44+00:00Hahahaha after today I could sell my stocks to pay off my house $NBIS Didn’t see that happening Would I do it NEVER NEBIUS IS GENERATIONAL
· 2026-05-04T20:20:21+00:00I can confirm - my wife likes her $NBIS shares (now $175). This was also your alpha.
· 2026-05-04T17:22:36+00:00Are we having fun today, $NBIS fam?
· 2026-05-04T14:23:45+00:00We gave you the roadmap. $NBIS now at $170, our target level.
· 2026-05-04T19:30:24+00:00$NBIS target pretty much reached
· 2026-05-04T13:42:04+00:00$NBIS there she goes. "What this means is that if you are positioned, this is not something you want to sell for 10% gain."
· 2026-05-04T19:42:21+00:00$NVDA $NBIS ... Nebius is now worth 45B... $NVDA stake worth 3.5B.
· 2026-05-04T19:51:07+00:00$NBIS +105% YTD $IREN +17% YTD - the nebius clown
· 2026-05-04T22:42:38+00:00$NBIS It has updated to an all-time high. How grateful, how grateful.
· 2026-05-04T13:53:10+00:00$NBIS momentum finally catching up..
· 2026-05-04T19:49:48+00:00$NBIS Beautiful Daily ATH breakout today Working as per plan Traders executing A+ Home run trade with confidence @TENETTRADEGROUP @RGV_TRADES @CandleTheTruth @Diontradez
· 2026-05-04T22:28:48+00:00Exactly the same thoughts as Ted here. The whole stack works but my favourites right now are $CIFR $NBIS (maybe less so after the run) and $GLXY
· 2026-05-04T11:35:01+00:00$IREN acquiring Sweetwater $NBIS 40% Microsoft prepayments Both bullish. Stop throwing dirt for the sake of throwing dirt lol
· 2026-05-04T11:23:11+00:00$NBIS Said it before, but the reason Nebius will win more then other Neoclouds and move so fast + has a shot of becoming an AI specialized hyperscaler is the extremely deep talent pool both in engineering and on management level. Except in Capital & Finance where IREN has a deep
· 2026-05-04T13:38:09+00:00$NBIS ALL TIME HIGH
· 2026-05-04T20:34:44+00:00$NBIS Finally hit a 6-bagger This stock is one that really tests your "unshakable conviction," huh. Long the good stocks with unshakable conviction. Whenever it drops, only negative talk comes up. You gotta figure out whether that's excessive worry or something to judge,
· 2026-05-04T14:15:22+00:00$NBIS just hit ATH today Are we surprised? Not at all We were early in the $90's now up ~75% since Currently mid wave 3, with a target around $282 Missed $NBIS ? Take a look at $IREN , just posted a chart
· 2026-05-04T20:24:19+00:00$NBIS Never bet against a hyper growth stock
· 2026-05-04T14:55:26+00:00It does $NBIS
· 2026-05-04T07:53:39+00:00I’ve got a feeling that if $NBIS were a private company preparing for an IPO today, with everything they have now, it could go public at $200B+, about 5x the current valuation. A 20x 2026 ARR multiple is not crazy for a company growing this fast, which gets you to $160B. Add
· 2026-05-04T18:05:51+00:00$NBIS
· 2026-05-04T13:43:53+00:00$NBIS NEW ALL THIME HIGH!!
· 2026-05-04T20:11:51+00:00$NBIS 6-Bagger Today's 14% explosive surge Congratulations to all holders
· 2026-05-04T13:37:57+00:00$NBIS What a move !!! WOW !!! BINGO !!
· 2026-05-04T13:55:13+00:00$NBIS (long) New ATH wow. I guess I will just hold through earnings.
· 2026-05-04T13:48:16+00:00$NBIS with an impulsive upward move above the resistance. The support of Nebius at $133 triggered an explosive move to new ATH. The origin correction assumption was hit exactly. A close above the ATH should trigger the start of the next wave leading to much higher prices. This
· 2026-05-04T11:35:55+00:00You’re not smarter than a raging bull market. Imagine if I tried to get cute and sell my $107+ $NBIS cost to buy back lower recently? I know a ton of traders that missed this and tried several times, trading is hard. If you get a great cost in a TML don’t F it up.
· 2026-05-04T14:03:21+00:00Imagine you buy $NBIS at $20 in 2025 and in 2026, it goes up by $20 in a day. Crazy to think
· 2026-05-04T14:50:45+00:00As expected today $NBIS is rallying on the back of the 40% $MSFT prepayment. $CRWV and $IREN following closely. The market is clearly frontrunning the pricing power thesis. Now, time for IRENs management to deliver on the earnings call. If they do a good job, we will break the
· 2026-05-04T21:36:49+00:00$NBIS Nebius is The Deployment Company for open source models. Deployment as per Anthropic and OpenAI moves are the real bottlenecks and they acted accordingly. Nebius is the open source equivalent. An acquisition on AI21 labs would seal this vision. As close model leaps slow
· 2026-05-04T13:15:29+00:00$nbis Re possible upside to expectations given the co.’s exposure to squeezed spot market pricing—it would not shock me for the effect here to be moderated. Nebius is nothing if not future-focused, and they may well be trading off some measure of premium in this market to bring
· 2026-05-04T17:45:08+00:00my liberation day era $NBIS buys up like 9x this thing was $19 ~12 months ago, lmao.
· 2026-05-04T14:38:13+00:00$NBIS
· 2026-05-04T23:23:10+00:00$NBIS made me a millionaire Thank you to: @aleabitoreddit @Sandeman52 @EndicottInvests
· 2026-05-04T13:54:36+00:00$NBIS Nebius is reaching new all-time highs. Congrats to all the shareholders. There's still a long way to go. Earnings May 13.
· 2026-05-04T19:44:38+00:00$IREN and $NBIS not aware of the red day in markets
· 2026-05-04T15:47:40+00:00I think Daniel's post here is underappreciated relative to $NBIS repricing today.
· 2026-05-04T14:00:51+00:00Happy $NBIS all-time high to those who celebrate!
· 2026-05-04T16:23:32+00:00I bought: $ASTS at $20 $NBIS at $40 $ONDS at $5 $KRKNF at $2 I am eyeing some new opportunities soon. -RM
· 2026-05-04T17:55:55+00:00Me monitoring the $NBIS price action as it goes super $170.
· 2026-05-04T23:08:23+00:00$NBIS New Highs
· 2026-05-04T22:32:12+00:00Only the beginning $NBIS
· 2026-05-04T14:12:03+00:00$NBIS - Happy all-time highs to those who celebrate…. $200+ here we come!!
· 2026-05-04T13:38:09+00:00$NBIS with new highs. Bottom is in.
· 2026-05-04T01:59:45+00:00$MSFT Prepaid 40% for the $NBIS contract. Nobody Else Got Close.
· 2026-05-04T19:48:42+00:00$NBIS
· 2026-05-04T12:46:04+00:00Are we going to see a $NBIS ATH this week?
· 2026-05-04T17:02:47+00:00Wild $NBIS is still just a $43B company. In my mind, $NBIS is a nexus point for the AI revolution. Focused purely on AI and AI workflows. From the ground up to the Application Layer to the Physical AI layer
· 2026-05-04T19:33:59+00:00Almost there $NBIS
· 2026-05-04T00:44:27+00:00$NBIS Here Roman once again re-iterated that the Meta deal and NVIDIA investment are connected. NVIDIA investment among other things comes with early collaboration on Vera Rubin platform, which is the key driver for the Meta deal. The early access nature for the Vera Rubin
· 2026-05-04T13:51:16+00:00$NBIS : Something about being greedy when others are fearful
· 2026-05-04T13:44:20+00:00$NBIS +11%
· 2026-05-04T13:00:02+00:00$NBIS here are some additional nuggets from the recent 20-F filing outside the 40% $MSFT prepayment 1, $NBIS exploring "brownfield" sites. "To accelerate speed to market, we also consider land that has existing assets already in place, including buildings, power facilities,
· 2026-05-04T22:00:31+00:00$NBIS What has been underestimated by most on FinX is that being one of two Neoclouds with early access to latest Nvidia gpu models matters even if volumes are small initially. Bare metal hyperscaler/ leading AI natives customers pay extra for those contracts that have Nvidia
· 2026-05-04T08:28:26+00:00300 end of year $NBIS
· 2026-05-04T15:08:12+00:00Seems like a great day to sell some covered calls on $NBIS Almost a 30% move in 2 days…
· 2026-05-04T10:10:27+00:00$NBIS premarket is looking quite good. The news related to OpenAI switching from DataDog to Clickhouse is very bullish. With this momentum it’s possible we hit ATH ($169) prior to our earnings on May 13 (unless external factors cause a sell off).
· 2026-05-04T11:27:49+00:00$NBIS Random customer story
· 2026-05-04T14:16:17+00:00$NBIS at new all-time highs! In the last few months, $NBIS : - Acquired Tavily - Acquired Eigen - Eyeing acquisition of AI21 Labs - Confirmed 40% $MSFT pre-payment - Got $2B from $NVDA - $27B Meta Deal - Raised $4.3B from notes - New Data Center in Finland All while investors
· 2026-05-04T19:19:11+00:00$NBIS is ripping today like those boomers running capital markets all installed X on the same day and discovered what’s happening in the real world outside Excel sheets.
· 2026-05-04T10:46:31+00:00First load LFG $nbis
· 2026-05-04T17:14:07+00:00I say we go higher. Risk on… $NBIS
· 2026-05-04T09:47:18+00:00$NBIS feels primed to go on a pre earnings run
· 2026-05-04T19:38:04+00:00holy $NBIS
· 2026-05-04T19:27:10+00:00$NBIS What did I say boys. That sort of volume speaks volumes. 2 hours since we spotted the six sigma spike in shares traded on the minute candle. About $3 higher now.
· 2026-05-04T13:45:19+00:00$NBIS was in the 60s in February
· 2026-05-04T13:50:06+00:00Such a beautiful sight this is $NBIS
· 2026-05-04T18:04:52+00:00$NBIS I like when Nebius is associated in same Tokens of Growth conference with Anthropic (Claude) not implying anything but… Session 1 is May 7. Leaders from @AnthropicAI , @togethercompute , and @nebiusai opening their laptops and walking you through exactly how they work
· 2026-05-04T09:32:52+00:00All time high today ? $NBIS
· 2026-05-04T14:20:34+00:00Congrats guys! $NBIS $IREN $CIFR
· 2026-05-04T13:59:39+00:00The funny thing, is that the higher $NBIS goes, the higher my portfolio concentration goes.
· 2026-05-04T01:05:46+00:00Im using @genZinvest0r 's numbers here for $NBIS . He broke down the number of nat gas generators being installed, what kind, their efficiency, climate cap, total power output, output per generator, and generators that will be running. Assuming 36 nat gas gens at 11.28mw, 90%
· 2026-05-04T16:36:01+00:00As expected a 10%+ move and new ATHs for $NBIS after the prepayment and Clickhouse news!!! Are you riding up to 200 or taking some off the table???
· 2026-05-04T19:53:52+00:00$NBIS Spent a good 30 minutes of my life trying to convince this guy to stop trying to scalp $NBIS and all in.
· 2026-05-04T19:13:25+00:00The naivete of new $NBIS investors is aggravating. I've followed the stock since Nov' 2024. Do not question my conviction.
· 2026-05-04T20:07:09+00:00It was an extraordinary day for the $NBIS lovers.
· 2026-05-04T23:54:25+00:00Long $NBIS
· 2026-05-04T20:03:00+00:00Generational. The latter is probably more likely, selling your house to buy more $NBIS
· 2026-05-04T17:37:17+00:00$NBIS breaking and breaking ATH. There's no way we don't hit $250 by EOY.
· 2026-05-04T08:43:44+00:00$NBIS will be undeniable
· 2026-05-04T13:42:11+00:00$200 soon $NBIS
· 2026-05-04T16:46:47+00:00$NBIS is a hold no trade Please listen
· 2026-05-04T14:15:48+00:00$NBIS x $IREN look we’re winning together
· 2026-05-04T19:32:45+00:00$NBIS up 15% and the story is just unfolding. As I’ve been preaching, $NBIS in my mind is as compelling of an investment as $TSLA was back in 2018
· 2026-05-04T13:35:14+00:00$NBIS about to retest ATHs!
· 2026-05-04T07:56:10+00:00$NBIS PSA: If you’re still using this Nebius logo with the stylised “U” in your posts, you’re behind the times. The refreshed ones are here for download: nebius.com/media-kit Also, the lime green versions are way cooler (IMHO)
· 2026-05-04T17:31:16+00:00If anyone has been watching $NBIS closely today, there was 50K volume on the 1 minute candle. That's a whale market market buying straight through all the existing asks in the order book. Re-approaching daily highs now.
· 2026-05-04T19:41:08+00:00$NBIS with a 16% day! Incredible
· 2026-05-04T14:00:12+00:00Lmfao LETS FICKINF GO $NBIS
· 2026-05-04T13:51:58+00:00We talked about $NBIS around $80.... Just broke $170 today! What happens when the host becomes the Sniper @ProblemSniper
· 2026-05-04T13:44:20+00:00$NBIS ATH Congrats shareholders It’s just the beginning $IREN $CRWV #ai #Datacenters
· 2026-05-04T16:43:24+00:00More and more are understanding $NBIS That’s why they buy
· 2026-05-04T13:53:34+00:00“Are you not entertained?” – Maximus, Gladiator $NBIS
· 2026-05-04T15:26:41+00:00God damn, that dopamine hit when $NBIS was at 175 was CRAZY lmao holding strong here
· 2026-05-04T10:48:47+00:00Great day ahead, $NBIS longs
· 2026-05-04T11:19:13+00:00Don’t let fear make you miss the real move $NBIS
· 2026-05-04T16:26:45+00:00Let’s gooo $NBIS team Only the beginning
· 2026-05-04T01:20:46+00:00$NBIS KEEP GROWING
· 2026-05-04T11:18:35+00:00$NBIS Thanks IRAN for those dips.
· 2026-05-04T23:46:16+00:00good night to all my $NBIS family