$NBIS Catalyst Posts
May 08, 2026Single-day social intelligence recap and verified catalyst posts · ← Back to $NBIS Profile · Market Rankings
💬 Curated Viral Posts & Community Evidence
43 source posts analyzed· 2026-05-08T18:45:49+00:00The deal between $IREN and $NVDA means everything for $IREN . Jensen already said: “If we didn’t help CoreWeave $CRWV exist, they would not exist. If we didn’t support $NBIS , they wouldn’t be where they are today. If we didn’t support Nscale, they wouldn’t be where they are
· 2026-05-08T16:35:32+00:00Some $NBIS weekend watching / listening. Enjoy. Thank you to Matt and the @Accel team!
· 2026-05-08T02:32:23+00:00$IREN earnings and the neocloud ecosystem! Did a deep dive today and it looks like management gave us a clear roadmap: $3.4B / 5 year managed AI cloud contract with $NVDA . Air-cooled Blackwell at Childress. Managed cloud, not bare metal... that’s the $CRWV / $NBIS margin
· 2026-05-08T08:26:31+00:0042% of $IREN 5GW capacity, which is $NBIS 2030 guidance, was added to the portfolio in the past 4 months, let alone the global (Europe + APAC + Americas) multi GW pipeline.
· 2026-05-08T03:20:00+00:00$NBIS Next week's Nebius earnings report. Here are the points I'm focusing on: ・Rather than the numbers themselves, this will be an earnings report that tests "proof of execution" ・Revenue is likely to exceed expectations ・New data center announcements. Candidates include
· 2026-05-08T03:50:23+00:00$NBIS . I have no position in any of them so no bias. But as of now this is the only company that looks very healthy on financials and also have the vertical integration so they are less reliable on 3rd party software. For the neoclouds, less leverage and lower debt is important
· 2026-05-08T08:48:56+00:00$NBIS Princess's Weather Forecast NBIS's big whale is still pretty bullish even in this downturn. Will the options crowd get burned, or will the short sellers get burned—this is the showdown NBIS earnings, honestly, I have no freaking clue. Last time, they
· 2026-05-08T11:56:04+00:00Since this post $NBIS has moved from $86 to $184 and is now only ~52% away from our wave 3 target Hope you caught this move Meanwhile, $IREN has moved from $41 to $62 and still has ~136% upside remaining until its wave 3 target A lot has changed since I first posted this
· 2026-05-08T15:16:00+00:00..but I still think I’ll outperform with $NBIS .
· 2026-05-08T20:43:10+00:00$RKLB $NBIS WILL BE THE NEXT $SNDK RUNNER
· 2026-05-08T16:07:47+00:00Just In: @ralliesarena 's ChatGPT Portfolio crossed $4,000,000 on Autopilot The portfolio is already up +69% Less than 2 months after launch and ChatGPT is moving Holdings: $CRDO , $GOOGL , $NBIS , $APH Autopilot the portfolio using the replied tweet
· 2026-05-08T18:15:07+00:00$IREN Doubled in less than 6 weeks; 62% YTD PS: 29 $NBIS +116% YTD PS: 87 One of them has the highest upside in the sector in 2026. So far, $CRWV outperformed as expected.
· 2026-05-08T20:17:03+00:00$NBIS adding Monday with clear funds 200$ after earnings
· 2026-05-08T20:32:07+00:00$NBIS +6% this week $IREN +27% this week, and highest daily volume in history today The rotation from $NBIS to $IREN is ACTIVELY HAPPENING!
· 2026-05-08T06:10:09+00:00$CRWV Q1 2026 Earnings Here I'll cover CRWV as it pertains to rest of Neocloud industry which would help $IREN / $NBIS investors too. Slides: s205.q4cdn.com/133937190/file … 1. Like NBIS, CRWV also signed additional 21B Meta contract in March on top of one they already have. 2. CRWV
· 2026-05-08T16:32:31+00:00New video is out and it seems to be a crowd favourite, hope you enjoy $NBIS bulls! @TheLongInvest @ShowXR m.youtube.com/watch?v=C-0yrb … $QQQ $SPY $CIFR $WULF $IREN
· 2026-05-08T12:06:20+00:00$NBIS TAKE : Should SpaceX sign a deal with Nebius?
· 2026-05-08T09:20:31+00:00Once again, $NBIS and their bulls were ahead of the curve. Sovereign AI is becoming the next big thing in AI, and the key to the global AI factory buildout. You don’t build globally unless builder nations can fully own their infrastructure and data. Sovereign ones, of course.
· 2026-05-08T12:06:07+00:00Interviewed @CABeyney , the guy building $NBIS’ 300 MW datacenter, with AI infra quant @daniel_koss This is a must watch for every AI investor not just $NBIS but $IREN , $CRWV , etc too Charles has built ~20 datacenters in the last ~20 years and is constantly told by customers
· 2026-05-08T15:59:11+00:00$NBIS always catching strays from $CRWV failings
· 2026-05-08T11:36:29+00:00Massive turn on $aaoi but the close is what matters. This one is wild! Was down to $131 last night. $nbis back to about flat premarket.
· 2026-05-08T17:42:11+00:00$NBIS Arkady said we might even have to go to space even. @VladSaigau seems like adoption
· 2026-05-08T17:05:15+00:00$NBIS This is so bullish The kind of dealmaking Nebius has done is unparalleled $iREN $CRWV #ai #DataCenters
· 2026-05-08T12:27:15+00:00$NBIS UPDATE: Daniel Koss upcoming interview with CEO of DataOne Charles Beyney hints at expanding partnership from 300MW at Vineland to 1GW+ with Nebius!! Can’t wait to listen to this!
· 2026-05-08T21:41:05+00:00$TSLA hit $NBIS was $2 off I’ll be better next week, sorry guys
· 2026-05-08T19:52:35+00:00$NBIS chilled out the rest of the week My covered calls aren’t complaining
· 2026-05-08T05:39:50+00:00I think $NBIS is a far better investment than $CRWV , but that being said, I believe this post-earnings selloff in Coreweave is a pretty big overreaction. Of course margins are going to look terrible when you are growing revenues exponentially because costs have to be front-loaded
· 2026-05-08T01:12:54+00:00Don’t think it’s actually possible for me to more bullish on $NBIS earnings next week w market at this stage due for a week or 2 of chop w $CRWV selling off on earnings today. Best scenario ever. Just observe for yourself how these themes react to each other during Earnings
· 2026-05-08T02:31:33+00:00$NBIS bullish.
· 2026-05-08T03:25:15+00:00$IREN targeted > $500MM in AI Cloud ARR by Q1 '26. Reality. $134MM in AI Cloud ARR. Some $IREN bulls have slandered $NBIS for "lack of evidence of execution" while Arkady and management have done nothing but deliver to the contrary. You can't miss your delivery target by 73%
· 2026-05-08T10:52:37+00:00Looking forward to this. $NBIS @daniel_koss keeps serving the hits.
· 2026-05-08T18:12:01+00:00$NBIS Physical + Agentic AI And you are not looking hard into Nebius future
· 2026-05-08T11:44:37+00:00I love you all, but I’m looking forward to deleting this account by year end. Hopefully we can have a $NBIS meetup before then….
· 2026-05-08T15:07:00+00:00$NBIS keep buying everyday
· 2026-05-08T21:35:57+00:00And is why Nvidia would never direct invest. $NVDA Long $NBIS Arkady and the engineering first no hype approach will win Owning more layers toy win Welcome nebius global physical ai one stop shop
· 2026-05-08T23:54:36+00:00Buy $NBIS brother there is still time
· 2026-05-08T16:06:30+00:00$NBIS
· 2026-05-08T09:22:37+00:00What will bears say on a 195$ close today? $NBIS
· 2026-05-08T03:53:29+00:00$NBIS could have a huge pump tomorrow. Last earnings season $IREN did horribly while $NBIS did get. Lots of people realize this going into $NBIS earnings next week and could be taking $IREN profits to $NBIS tomorrow. Especially after their scamish PR on “NVIDIA Partnership”
· 2026-05-08T09:23:08+00:00Still waiting for the so called rotation for holders from $NBIS to $IREN It’s not happening bitcoin bros
· 2026-05-08T11:58:39+00:00$NVDA is paying $NBIS to succeed. Twice, it's given $NBIS money upfront so it can build faster. $IREN is paying $NVDA to succeed. These are the deal economics: Please let us pay you money for GPUs If we execute, we will give you even more money and dilute our shareholders
· 2026-05-08T01:20:29+00:00350 open roles @nebiusai $nbis More & more new hires joining Nebius everyday on LinkedIn.
· 2026-05-08T01:10:42+00:00Looking forward to this day Arkady, @elonmusk & @romanchernin takes a selfie in Nebius data center! @nebiusai @nebiustf @Nebius_Academy $NBIS for life!