# $NBIS Catalyst Posts & Social Intelligence Recap — May 10, 2026

> **Asset:** $NBIS  
> **Date:** 2026-05-10 (May 10, 2026)  
> **Canonical URL:** https://cryptitalk.com/tokens/nbis/2026-05-10  
> **Token Profile:** https://cryptitalk.com/tokens/nbis.md  
> **Market Rankings:** https://cryptitalk.com/rankings.md  

---



## Curated Viral Posts & Community Evidence


### Post #1 by @CryptoMaster_70
> **Author:** Master | 最強打野(穢土轉生) ([@CryptoMaster_70](https://x.com/CryptoMaster_70))  
> **Metrics:** 1.3K likes · 246 retweets · 85 comments · 237.7K views  

> **Posted:** 2026-05-10T04:13:16+00:00  


> **Source Link:** [https://x.com/CryptoMaster_70/status/2053327485945934210](https://x.com/CryptoMaster_70/status/2053327485945934210)  


> 
> "In 2025, Jensen Huang already called for you to buy the dip:

$NBIS  up 840% from $21
$APLD  up 1,400% from $3
$TSM   up 135% from $180
$MU    up 770% from $86   

In interviews this year, Jensen Huang mentioned three more companies:

$NOW   currently $90
$CRWV  currently $114"


### Post #2 by @StockSavvyShay
> **Author:** Shay Boloor ([@StockSavvyShay](https://x.com/StockSavvyShay))  
> **Metrics:** 779 likes · 63 retweets · 37 comments · 90.7K views  

> **Posted:** 2026-05-10T11:20:25+00:00  


> **Source Link:** [https://x.com/StockSavvyShay/status/2053434981272506829](https://x.com/StockSavvyShay/status/2053434981272506829)  


> 
> "$NBIS
 CEO Arkady Volozh saying “whatever is built is consumed” is the cleanest explanation of this AI cycle.

Every incremental watt, GPU and data center gets absorbed because intelligence is becoming a new production input."


### Post #3 by @BastianelliLore
> **Author:** Lorenzo2cents ([@BastianelliLore](https://x.com/BastianelliLore))  
> **Metrics:** 187 likes · 4 retweets · 8 comments · 42.4K views  

> **Posted:** 2026-05-10T10:01:20+00:00  


> **Source Link:** [https://x.com/BastianelliLore/status/2053415078955770347](https://x.com/BastianelliLore/status/2053415078955770347)  


> 
> "$NBIS
 chance to 16x in 2026 will increase substantially if they beat Q1 guidance and confirm ARR guidance for end of 2026"


### Post #4 by @HeeraniPK
> **Author:** Parkash Heerani ([@HeeraniPK](https://x.com/HeeraniPK))  
> **Metrics:** 438 likes · 14 retweets · 17 comments · 33.3K views  

> **Posted:** 2026-05-10T15:21:30+00:00  


> **Source Link:** [https://x.com/HeeraniPK/status/2053495653779611674](https://x.com/HeeraniPK/status/2053495653779611674)  


> 
> "$NBIS
 and 
$ASTS
 are my two largest positions consisting 60% of the portfolio. 

Both of them are reporting earnings next week."


### Post #5 by @LeifInvests
> **Author:** Leif | Investing ([@LeifInvests](https://x.com/LeifInvests))  
> **Metrics:** 226 likes · 15 retweets · 22 comments · 29.9K views  

> **Posted:** 2026-05-10T15:52:19+00:00  


> **Source Link:** [https://x.com/LeifInvests/status/2053503408892416214](https://x.com/LeifInvests/status/2053503408892416214)  


> 
> "$NBIS
 is reporting earnings this week and the stakes can’t be higher!

Nebius Group has nearly 2x’d since last Q4 earnings and is now valued at a $45B market cap

Here’s what you need to know 

Revenue projection: ~$388M  
EPS projection: -$0.78

Nebius is NOT being priced on"


### Post #6 by @yasutaketin
> **Author:** シバイヌおやびん（投資系VTuber） ([@yasutaketin](https://x.com/yasutaketin))  
> **Metrics:** 130 likes · 5 retweets · 0 comments · 23.4K views  

> **Posted:** 2026-05-10T03:27:39+00:00  


> **Source Link:** [https://x.com/yasutaketin/status/2053316007687823375](https://x.com/yasutaketin/status/2053316007687823375)  


> 
> "$NBIS CEO Interview

Arkady Volozh is a figure known as the founder of Yandex, and against the backdrop of his journey in rebuilding Nebius into an AI-specialized infrastructure company, he provides detailed explanations on the following topics.

1.  Nebius's Start and Early"


### Post #7 by @Sam_Badawi
> **Author:** Sam Badawi ([@Sam_Badawi](https://x.com/Sam_Badawi))  
> **Metrics:** 180 likes · 11 retweets · 8 comments · 22.4K views  

> **Posted:** 2026-05-10T14:12:00+00:00  


> **Source Link:** [https://x.com/Sam_Badawi/status/2053478162428797291](https://x.com/Sam_Badawi/status/2053478162428797291)  


> 
> "$NBIS
 CEO Arkady Volozh basically just confirmed that the AI bottleneck remains capacity, saying companies “cannot grow as fast as they could have grown” because there still is not enough infrastructure being built fast enough.

That is exactly why names tied directly to AI"


### Post #8 by @Crypto_TomP
> **Author:** T-Crypto & Stocks (TCS) ([@Crypto_TomP](https://x.com/Crypto_TomP))  
> **Metrics:** 310 likes · 173 retweets · 1 comments · 21.7K views  

> **Posted:** 2026-05-10T03:46:57+00:00  


> **Source Link:** [https://x.com/Crypto_TomP/status/2053320863404245479](https://x.com/Crypto_TomP/status/2053320863404245479)  


> 
> "CEO ของ 
$NVDA
 ได้บอกคุณอย่างชัดเจนว่าควรซื้ออะไร...

ในปี 2025 Jensen ได้ชี้แนะ:
$NBIS
 ที่ $21 และตอนนี้ขึ้น 840%
$APLD
 ที่ $3 และตอนนี้ขึ้น 1,400%
$TSM
 ที่ $180 และตอนนี้ขึ้น 135%
$MU
 ที่ $86 และตอนนี้ขึ้น 770%

ตอนนี้ Jensen กำลังชี้แนะ 3 บริษัทนี้ในปี 2026:"


### Post #9 by @EndicottInvests
> **Author:** Nate Endicott ([@EndicottInvests](https://x.com/EndicottInvests))  
> **Metrics:** 405 likes · 8 retweets · 30 comments · 21.4K views  

> **Posted:** 2026-05-10T13:06:47+00:00  


> **Source Link:** [https://x.com/EndicottInvests/status/2053461751832715753](https://x.com/EndicottInvests/status/2053461751832715753)  


> 
> "When 
$NBIS
 hits $500 I want to visit the Amsterdam headquarters"


### Post #10 by @tommyleed8888
> **Author:** Tommy Lee ([@tommyleed8888](https://x.com/tommyleed8888))  
> **Metrics:** 136 likes · 3 retweets · 11 comments · 19.4K views  

> **Posted:** 2026-05-10T17:14:23+00:00  


> **Source Link:** [https://x.com/tommyleed8888/status/2053524060274131030](https://x.com/tommyleed8888/status/2053524060274131030)  


> 
> "Is this the week that 
$Nbis
 starts its parabolic run to 250?"


### Post #11 by @pumpkinpuripuri
> **Author:** うみ＠Future Stock ([@pumpkinpuripuri](https://x.com/pumpkinpuripuri))  
> **Metrics:** 85 likes · 1 retweets · 1 comments · 18.8K views  

> **Posted:** 2026-05-10T00:13:27+00:00  


> **Source Link:** [https://x.com/pumpkinpuripuri/status/2053267134239982052](https://x.com/pumpkinpuripuri/status/2053267134239982052)  


> 
> "$NBIS CEO Sold Out"


### Post #12 by @Chartradamus
> **Author:** Ch ([@Chartradamus](https://x.com/Chartradamus))  
> **Metrics:** 104 likes · 8 retweets · 4 comments · 18.0K views  

> **Posted:** 2026-05-10T23:00:00+00:00  


> **Source Link:** [https://x.com/Chartradamus/status/2053611038621503941](https://x.com/Chartradamus/status/2053611038621503941)  


> 
> "$NBIS
 Fundamental Deep Dive  Nebius Group

Nebius is a vertically integrated, AI-native cloud provider building full-stack infrastructure tailored for hyperscalers and frontier AI labs as well as enterprises. It specializes in large-scale GPU clusters, custom servers/racks,"


### Post #13 by @AlexfromBabylon
> **Author:** Alexander ([@AlexfromBabylon](https://x.com/AlexfromBabylon))  
> **Metrics:** 131 likes · 10 retweets · 1 comments · 16.7K views  

> **Posted:** 2026-05-10T07:55:03+00:00  


> **Source Link:** [https://x.com/AlexfromBabylon/status/2053383299901292550](https://x.com/AlexfromBabylon/status/2053383299901292550)  


> 
> "$NBIS
 They will grow so fast. Every time they announce their next year’s ARR target the market will go crazy."


### Post #14 by @EndicottInvests
> **Author:** Nate Endicott ([@EndicottInvests](https://x.com/EndicottInvests))  
> **Metrics:** 293 likes · 4 retweets · 17 comments · 15.0K views  

> **Posted:** 2026-05-10T21:12:55+00:00  


> **Source Link:** [https://x.com/EndicottInvests/status/2053584089605963947](https://x.com/EndicottInvests/status/2053584089605963947)  


> 
> "$NBIS
 earning in less than 72 hours 

I’M READY"


### Post #15 by @Nice_Stock_
> **Author:** 골안아파덕 ([@Nice_Stock_](https://x.com/Nice_Stock_))  
> **Metrics:** 27 likes · 3 retweets · 3 comments · 13.3K views  

> **Posted:** 2026-05-10T13:52:00+00:00  


> **Source Link:** [https://x.com/Nice_Stock_/status/2053473130312770007](https://x.com/Nice_Stock_/status/2053473130312770007)  


> 
> "Nebius $NBIS's stake in ClickHouse is another catalyst for upside
-Accounting for dilution from fundraising, conservatively assuming a 25% stake in ClickHouse.

Looking at ClickHouse's peer group among publicly listed companies…
Snowflake $SNOW market cap $52B
Datadog $DDOG"


### Post #16 by @FABYMETAL4
> **Author:** FabyΔ ([@FABYMETAL4](https://x.com/FABYMETAL4))  
> **Metrics:** 119 likes · 12 retweets · 4 comments · 10.3K views  

> **Posted:** 2026-05-10T01:54:01+00:00  


> **Source Link:** [https://x.com/FABYMETAL4/status/2053292443706204192](https://x.com/FABYMETAL4/status/2053292443706204192)  


> 
> ""Built and Gone" Nebius CEO | Neocloud's Bottleneck Shifts from Demand to Construction Speed $NBIS

"Built and gone." In an Accel interview on May 9, Nebius $NBIS CEO Arkady Volozh said this. It was a remark about the accelerating demand for AI infrastructure across the"


### Post #17 by @EndicottInvests
> **Author:** Nate Endicott ([@EndicottInvests](https://x.com/EndicottInvests))  
> **Metrics:** 75 likes · 1 retweets · 7 comments · 8.0K views  

> **Posted:** 2026-05-10T00:06:47+00:00  


> **Source Link:** [https://x.com/EndicottInvests/status/2053265458153894142](https://x.com/EndicottInvests/status/2053265458153894142)  


> 
> "Creating a 
$NBIS
 cult"


### Post #18 by @StbjergTro97997
> **Author:** Troels Østbjerg ([@StbjergTro97997](https://x.com/StbjergTro97997))  
> **Metrics:** 94 likes · 6 retweets · 8 comments · 7.7K views  

> **Posted:** 2026-05-10T15:13:27+00:00  


> **Source Link:** [https://x.com/StbjergTro97997/status/2053493628954169523](https://x.com/StbjergTro97997/status/2053493628954169523)  


> 
> "One of the most misunderstood parts of the 
$NBIS
 story is the Meta deal.

People see “$27B contract” and think that is the whole story.

It is not.

In his latest interview, Arkady Volozh explained the real strategy:

Nebius is not just selling capacity to Meta.

Nebius is using"


### Post #19 by @SMASIMHO
> **Author:** Nebulizer ([@SMASIMHO](https://x.com/SMASIMHO))  
> **Metrics:** 56 likes · 2 retweets · 3 comments · 7.0K views  

> **Posted:** 2026-05-10T05:39:26+00:00  


> **Source Link:** [https://x.com/SMASIMHO/status/2053349173328756977](https://x.com/SMASIMHO/status/2053349173328756977)  


> 
> "How will 
$NBIS
 become the next hyperscaler? 

This gem is one of the BIGGEST takeaways from Arkady's annual interview with Accel.

Hyperscaler bare metal contracts are the fee you pay-to-play. They provide large-scale, predictable revenue streams through long-term tenancy."


### Post #20 by @EchoAnalysis
> **Author:** Echo Analysis ([@EchoAnalysis](https://x.com/EchoAnalysis))  
> **Metrics:** 39 likes · 6 retweets · 6 comments · 6.7K views  

> **Posted:** 2026-05-10T21:32:00+00:00  


> **Source Link:** [https://x.com/EchoAnalysis/status/2053588891639148854](https://x.com/EchoAnalysis/status/2053588891639148854)  


> 
> "$NBIS
 we are not done yet 

We were up over 95% since the post below

Price is simply riding the 21 EMA up, however I am seeing bearish divergence. 

This is not where you chase

Wave 1 target: +21%"


### Post #21 by @RayT168
> **Author:** Ray.T168 ([@RayT168](https://x.com/RayT168))  
> **Metrics:** 36 likes · 0 retweets · 1 comments · 6.3K views  

> **Posted:** 2026-05-10T14:01:06+00:00  


> **Source Link:** [https://x.com/RayT168/status/2053475418041413874](https://x.com/RayT168/status/2053475418041413874)  


> 
> "$NBIS
 the best piece i’ve seen. This man understands the full piece of Nebius business!"


### Post #22 by @TopTechStocksUS
> **Author:** Top Tech AI Stocks ([@TopTechStocksUS](https://x.com/TopTechStocksUS))  
> **Metrics:** 26 likes · 0 retweets · 1 comments · 5.9K views  

> **Posted:** 2026-05-10T18:40:33+00:00  


> **Source Link:** [https://x.com/TopTechStocksUS/status/2053545747157561511](https://x.com/TopTechStocksUS/status/2053545747157561511)  


> 
> "$NBIS
 AI Full supply chain explained by Dylan Bristot (GTM) PMM Nebius Token Factory with many of the key components & companies behind it. 

Kudos to Dylan. Great info."


### Post #23 by @Davis_C15
> **Author:** Davis. ([@Davis_C15](https://x.com/Davis_C15))  
> **Metrics:** 13 likes · 1 retweets · 4 comments · 4.6K views  

> **Posted:** 2026-05-10T00:06:09+00:00  


> **Source Link:** [https://x.com/Davis_C15/status/2053265296031453234](https://x.com/Davis_C15/status/2053265296031453234)  


> 
> "Just spoke with 
@EndicottInvests
…
$NBIS
 sounds pretty cool might consider a position if the opportunity for me to presents itself."


### Post #24 by @AlexfromBabylon
> **Author:** Alexander ([@AlexfromBabylon](https://x.com/AlexfromBabylon))  
> **Metrics:** 15 likes · 1 retweets · 0 comments · 4.5K views  

> **Posted:** 2026-05-10T21:23:33+00:00  


> **Source Link:** [https://x.com/AlexfromBabylon/status/2053586767329079736](https://x.com/AlexfromBabylon/status/2053586767329079736)  


> 
> "$NBIS
 Nebius will be Europe’s HQ only AI hyperscaler with Mistral as its weird French small scale alternative."


### Post #25 by @elpistollero_
> **Author:** elpistollero invest ([@elpistollero_](https://x.com/elpistollero_))  
> **Metrics:** 63 likes · 8 retweets · 7 comments · 4.5K views  

> **Posted:** 2026-05-10T16:32:41+00:00  


> **Source Link:** [https://x.com/elpistollero_/status/2053513568159674689](https://x.com/elpistollero_/status/2053513568159674689)  


> 
> "The thing with $NBIS is that by May 2026, you can no longer look at the company solely as “a GPU cloud”. 

The market often continues to boil it down to data centers and Nvidia racks, when in reality they’re building something much broader: a complete vertical AI platform."


### Post #26 by @Venu_7_
> **Author:** Venu ([@Venu_7_](https://x.com/Venu_7_))  
> **Metrics:** 98 likes · 4 retweets · 10 comments · 4.5K views  

> **Posted:** 2026-05-10T14:49:01+00:00  


> **Source Link:** [https://x.com/Venu_7_/status/2053487477898244542](https://x.com/Venu_7_/status/2053487477898244542)  


> 
> "$CRCL
, 
$NBIS
, 
$ASTS
, 
$ONDS
 all reporting this week.

Stablecoins, AI infra, space, drones.

Some of the market’s hottest themes are about to see their biggest week yet."


### Post #27 by @AlphaOwlTrading
> **Author:** AlphaOwlTrading ([@AlphaOwlTrading](https://x.com/AlphaOwlTrading))  
> **Metrics:** 52 likes · 3 retweets · 4 comments · 4.4K views  

> **Posted:** 2026-05-10T10:32:02+00:00  


> **Source Link:** [https://x.com/AlphaOwlTrading/status/2053422807158079802](https://x.com/AlphaOwlTrading/status/2053422807158079802)  


> 
> "I finally got round to watching 
$NBIS
 CEO Arkady Volozhs interview… WOW 

Here’s what got me excited:

1 → Capacity is the main bottleneck
2 → Nebius builds its own capacity
3 → Inference is becoming a major business layer
4 → This is not just bare metal or GPU rental
5 →"


### Post #28 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 40 likes · 0 retweets · 0 comments · 3.8K views  

> **Posted:** 2026-05-10T05:51:24+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2053352184436134355](https://x.com/longinvest32/status/2053352184436134355)  


> 
> "Let’s goo!!!!! Long 
$nbis"


### Post #29 by @AlexfromBabylon
> **Author:** Alexander ([@AlexfromBabylon](https://x.com/AlexfromBabylon))  
> **Metrics:** 13 likes · 0 retweets · 1 comments · 3.6K views  

> **Posted:** 2026-05-10T20:59:09+00:00  


> **Source Link:** [https://x.com/AlexfromBabylon/status/2053580627253817715](https://x.com/AlexfromBabylon/status/2053580627253817715)  


> 
> "$NBIS
 $IREN
 Market caps needs to be high enough to support this level of buildout with reasonable dilution."


### Post #30 by @HeeraniPK
> **Author:** Parkash Heerani ([@HeeraniPK](https://x.com/HeeraniPK))  
> **Metrics:** 35 likes · 0 retweets · 2 comments · 2.9K views  

> **Posted:** 2026-05-10T16:48:56+00:00  


> **Source Link:** [https://x.com/HeeraniPK/status/2053517655957504066](https://x.com/HeeraniPK/status/2053517655957504066)  


> 
> "$NBIS
$ASTS
$RKLB
No taxes."


### Post #31 by @HeeraniPK
> **Author:** Parkash Heerani ([@HeeraniPK](https://x.com/HeeraniPK))  
> **Metrics:** 22 likes · 0 retweets · 3 comments · 2.7K views  

> **Posted:** 2026-05-10T23:31:27+00:00  


> **Source Link:** [https://x.com/HeeraniPK/status/2053618952245268695](https://x.com/HeeraniPK/status/2053618952245268695)  


> 
> "Last year, I literally used to think, why are 
$RKLB
 and 
$NBIS
 not as obvious to anyone else as they are to me?

Right now, I am asking myself the same question: Why is 
$ASTS
 not obvious to people? What is it that is missing? Everything has been proven.

The only bear cases I hear"


### Post #32 by @__Con_
> **Author:** Con ([@__Con_](https://x.com/__Con_))  
> **Metrics:** 34 likes · 0 retweets · 5 comments · 2.2K views  

> **Posted:** 2026-05-10T23:03:15+00:00  


> **Source Link:** [https://x.com/__Con_/status/2053611856086880396](https://x.com/__Con_/status/2053611856086880396)  


> 
> "Hot Take: 
$IREN
 > 
$NBIS
 here..."


### Post #33 by @RayT168
> **Author:** Ray.T168 ([@RayT168](https://x.com/RayT168))  
> **Metrics:** 31 likes · 1 retweets · 4 comments · 2.0K views  

> **Posted:** 2026-05-10T04:36:08+00:00  


> **Source Link:** [https://x.com/RayT168/status/2053333240707186692](https://x.com/RayT168/status/2053333240707186692)  


> 
> "$NBIS
 We often overlook the importance of this division of Nebius Group - Nebius Life Sciences.  Utilizing high-performance GPU clusters (AI) to assist in drug discovery, genomics, and healthcare analytics."


### Post #34 by @BastianelliLore
> **Author:** Lorenzo2cents ([@BastianelliLore](https://x.com/BastianelliLore))  
> **Metrics:** 17 likes · 0 retweets · 0 comments · 2.0K views  

> **Posted:** 2026-05-10T19:41:49+00:00  


> **Source Link:** [https://x.com/BastianelliLore/status/2053561163410030878](https://x.com/BastianelliLore/status/2053561163410030878)  


> 
> "Token Factory is central to 
$NBIS
 thesis, the player who is able to deliver the highest value (so revenue) per token, will get better access to resources (Land, power, chips) as it is able to pay more and more reliably, and will be able to build even more. That’s a flywheel."


### Post #35 by @RayT168
> **Author:** Ray.T168 ([@RayT168](https://x.com/RayT168))  
> **Metrics:** 19 likes · 0 retweets · 2 comments · 1.8K views  

> **Posted:** 2026-05-10T22:25:18+00:00  


> **Source Link:** [https://x.com/RayT168/status/2053602305271099667](https://x.com/RayT168/status/2053602305271099667)  


> 
> "$NBIS
 i love this. I've watched videos of Arkady in youtube during his yandex days.  A man with depth.  It's not about the $$.  He is someone who loves to build  faster and smarter.  The history of making Yandex one of the biggest tech conglomerates in Russia was eyeopening."


### Post #36 by @StbjergTro97997
> **Author:** Troels Østbjerg ([@StbjergTro97997](https://x.com/StbjergTro97997))  
> **Metrics:** 21 likes · 0 retweets · 3 comments · 1.8K views  

> **Posted:** 2026-05-10T19:15:47+00:00  


> **Source Link:** [https://x.com/StbjergTro97997/status/2053554613815562506](https://x.com/StbjergTro97997/status/2053554613815562506)  


> 
> "I wanted to make a simple overview for myself and for other 
$NBIS
 owners of what capacity Nebius has announced, what seems to be sold/reserved, and what may still be left to sell.

Feel free to correct me, not always easy to make sure to have every MW included :)

This is not"


### Post #37 by @AlexfromBabylon
> **Author:** Alexander ([@AlexfromBabylon](https://x.com/AlexfromBabylon))  
> **Metrics:** 16 likes · 0 retweets · 0 comments · 1.7K views  

> **Posted:** 2026-05-10T17:11:56+00:00  


> **Source Link:** [https://x.com/AlexfromBabylon/status/2053523443010707667](https://x.com/AlexfromBabylon/status/2053523443010707667)  


> 
> "$NBIS
 Good preview from Manuel for the  Q1 earnings next week!"


### Post #38 by @babyfolio
> **Author:** Babyfolio ([@babyfolio](https://x.com/babyfolio))  
> **Metrics:** 26 likes · 0 retweets · 4 comments · 1.7K views  

> **Posted:** 2026-05-10T18:41:37+00:00  


> **Source Link:** [https://x.com/babyfolio/status/2053546014825414982](https://x.com/babyfolio/status/2053546014825414982)  


> 
> "Surprisingly, when this was posted, 
$NBIS
 was $90 and majority of the comments seemed to agree with this statement.

Do you guys agree?"


### Post #39 by @StbjergTro97997
> **Author:** Troels Østbjerg ([@StbjergTro97997](https://x.com/StbjergTro97997))  
> **Metrics:** 17 likes · 2 retweets · 3 comments · 1.2K views  

> **Posted:** 2026-05-10T13:02:28+00:00  


> **Source Link:** [https://x.com/StbjergTro97997/status/2053460664157405472](https://x.com/StbjergTro97997/status/2053460664157405472)  


> 
> "1/ We’re happy to see the strong response to the 
$NBIS
 post.

The pushback is healthy. This should be debated on fundamentals, not hype.

The main objections are:

“Why 10x ARR?”
“ARR is not revenue.”
“Nebius is not SaaS.”
“Capex/dilution kills the thesis.”
“They only sell bare"


### Post #40 by @SMASIMHO
> **Author:** Nebulizer ([@SMASIMHO](https://x.com/SMASIMHO))  
> **Metrics:** 20 likes · 1 retweets · 3 comments · 1.1K views  

> **Posted:** 2026-05-10T17:55:11+00:00  


> **Source Link:** [https://x.com/SMASIMHO/status/2053534328123216200](https://x.com/SMASIMHO/status/2053534328123216200)  


> 
> "Another hyperscaler deal for 
$NBIS
 isn't a question of if. It's a question of when.

This isn't blind bullishness. It's 
$NBIS
's modus operandi. 
$NBIS
 needs these large bare metal anchor tenants for it's facilities. 

This model is deliberate and necessary:
Build bare metal"


### Post #41 by @RayT168
> **Author:** Ray.T168 ([@RayT168](https://x.com/RayT168))  
> **Metrics:** 12 likes · 0 retweets · 0 comments · 782 views  

> **Posted:** 2026-05-10T03:54:58+00:00  


> **Source Link:** [https://x.com/RayT168/status/2053322882458263988](https://x.com/RayT168/status/2053322882458263988)  


> 
> "$NBIS
 STAY HARD"


### Post #42 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 18 likes · 0 retweets · 2 comments · 762 views  

> **Posted:** 2026-05-10T14:06:15+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2053476714630590639](https://x.com/longinvest32/status/2053476714630590639)  


> 
> "$NBIS
 will be 500b dollar company and nothing anyone can say can make me think differently"


### Post #43 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 14 likes · 0 retweets · 3 comments · 715 views  

> **Posted:** 2026-05-10T14:19:00+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2053479926196478148](https://x.com/longinvest32/status/2053479926196478148)  


> 
> "Adding more 
$NBIS
 tomorrow before next leg up"


### Post #44 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 14 likes · 0 retweets · 1 comments · 543 views  

> **Posted:** 2026-05-10T14:16:25+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2053479275479593336](https://x.com/longinvest32/status/2053479275479593336)  


> 
> "$NBIS
 will be a household name like mag 7 companies"


### Post #45 by @SMASIMHO
> **Author:** Nebulizer ([@SMASIMHO](https://x.com/SMASIMHO))  
> **Metrics:** 5 likes · 0 retweets · 2 comments · 531 views  

> **Posted:** 2026-05-10T16:28:11+00:00  


> **Source Link:** [https://x.com/SMASIMHO/status/2053512436460957806](https://x.com/SMASIMHO/status/2053512436460957806)  


> 
> "Everytime I go on r/NBIS_STONK it confirms my belief that X is the superior platform to Reddit.

90% of the headlines are people posting 
$NBIS
 gain p**n (reversal signal) or people asking if 
$NBIS
 will pump, dumps, or go sideways on earnings.

10% are reposts of X content."


### Post #46 by @mannuelcrypto
> **Author:** Mannuel Crypto ([@mannuelcrypto](https://x.com/mannuelcrypto))  
> **Metrics:** 1 likes · 0 retweets · 0 comments · 249 views  

> **Posted:** 2026-05-10T12:57:17+00:00  


> **Source Link:** [https://x.com/mannuelcrypto/status/2053459361066786838](https://x.com/mannuelcrypto/status/2053459361066786838)  


> 
> "AI Utility
• 
$IREN
 $50
• 
$NBIS
 $133
• 
$CIFR
 $17
• 
$CRWV
 $103

AI Power
• 
$EOSE
 $7
• 
$BE
 $194
• 
$NVTS
 $13
• 
$VRT
 $258

AI Hardware
• 
$NVDA
 $179
• 
$TSM
 $327
• 
$ASML
 $1,247
• 
$MU
 $494

AI Applications
• 
$PLTR
 $138
• 
$SNOW
 $134
• 
$CRWD
 $433
• 
$ZETA
 $17

AI"




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*Generated by Context Pilot Social Intelligence Engine.*