$NBIS Catalyst Posts
May 11, 2026Single-day social intelligence recap and verified catalyst posts Β· β Back to $NBIS Profile Β· Market Rankings
π¬ Curated Viral Posts & Community Evidence
70 source posts analyzedΒ· 2026-05-11T08:36:12+00:00$IREN "we haven't disclosed the specific amount of GPUs" 1. reminds me of $NBIS 2. Setting a terrible precedent here for future deals 3. Making it purposely difficult, to not let analysts properly value your 2027 revenue 4. Increasing the polarized view on @IREN_Ltd by the
Β· 2026-05-11T11:00:01+00:00Bank of America today raised its price target on Nebius $NBIS to $205 up from $175 while maintaining its Buy rating
Β· 2026-05-11T13:50:54+00:00The great rotation has started. $IREN to $NBIS I feel for $IREN holders but tried to tell yβall and many didnβt care to listen. Glad for the ones who swapped their $IREN for $NBIS to see some real gains.
Β· 2026-05-11T19:13:00+00:00$NVDA CEO keeps telling you to buy $NOW He is literally saying ServiceNow will 100x In 2025 he called: $NBIS at $22 β +600% $INTC at $23 β +500% $SNDK at $275 β +400% $CRWV at $40 β +200% $TSM at $240 β +80% DO NOT IGNORE HIM AGAIN
Β· 2026-05-11T16:21:50+00:00$NBIS is about to top. And retail will lose on this. Over the last year, this has built a booklike 5-wave impulse. Every impulse is followed by an ABC correction. We bought at $87 with subs. And I'll hold most of my position for the long-term. But anyone thinking now is a good
Β· 2026-05-11T00:12:23+00:00ITS FINALLY EXPLODING, DONT MISS IT $NBIS broke out and ran into $180 almost a 3x... Now $IREN is getting big deals from Nvidia and $CRWV has a $98 Billion backlog. Im looking to for THESE spots on a retrace for more long term positions. ANY DIP IS A BLESSING
Β· 2026-05-11T16:01:06+00:00People missed out on $NBIS $INTC $ON calls Here's the next bottom one: $CRCL You do not want to miss.
Β· 2026-05-11T13:37:28+00:00Looks like $IREN shareholders are rotating to $NBIS $NBIS : 6% $IREN : -12.30%
Β· 2026-05-11T10:57:08+00:00$nbis
Β· 2026-05-11T15:17:51+00:00If I told you that $NBIS has another +50% to gain before hitting our Wave 3 target you would not believe meβ¦.
Β· 2026-05-11T12:43:00+00:00$NBIS CEO Arkady Volozh basically just described why the next phase of AI infrastructure is shifting toward agentic-native computing environments instead of traditional cloud architectures stitched together manually. The important part is that these AI agents do not care where
Β· 2026-05-11T08:59:01+00:00$NBIS Head of Physical AI just described how Nebius is positioned as the ultimate Physical AI Cloud. He breaks down the layers of software Nebius provides, as: ORCHESTRATION 1- NVIDIA OSMO Robotics Orchestration Platform is integrated on Nebius' Cloud SIMULATION 2- NVIDIA
Β· 2026-05-11T23:36:38+00:00$NBIS has an upper shadow, huh...
Β· 2026-05-11T15:01:22+00:00My plan for $NBIS into earnings is pretty simple.. If youβre massively green already, donβt let emotions force bad decisions 48 hours before the biggest catalyst yet. The stock already corrected from ~$195 to ~$177 after $CRWV . Some fear got flushed out. What matters now is
Β· 2026-05-11T11:36:25+00:00$NBIS Bank of America Securities maintains its bullish rating Raises target price from 175205 dollars β»β» Even before earnings, the English-speaking world is buzzing like crazy, but is everything okay?
Β· 2026-05-11T11:24:29+00:00$NBIS BofA raises to $205 from $175.
Β· 2026-05-11T14:38:28+00:00Grilling @CABeyney $NBIS earnings in 2 days, with all the FUD, someone has to ask these tough questions
Β· 2026-05-11T07:04:24+00:00Could $NBIS really hit a $1T market cap by 2030? There are a few assumptions that I don't completely agree with, but this is well worth a read if you are a shareholder in Nebius. It's a really in-depth, well-researched article, and if you have time, I suggest reading parts 1, 2
Β· 2026-05-11T18:51:26+00:00$NBIS could not agree more with this statement
Β· 2026-05-11T17:50:50+00:00$NBIS $200 is inevitable
Β· 2026-05-11T16:35:00+00:00$NBIS is expected to report this Wednesday before open. Consider that and the earnings we saw from $CRWV , $IREN , $CIFR , and the other neoclouds. I will be streaming earnings live!
Β· 2026-05-11T16:14:01+00:00I think that says more about the $NBIS valuation than $CBRS. People have caught on to why chips are important. They have not fully caught on to the value of the token factories that turn those chips into a consumable product with exponential demand.
Β· 2026-05-11T11:34:58+00:00Ok, just went through the $KEEL slides, and few interesting things to be found First, a breakdown on each site progression and customer profile. Panther Creek is confirmed to be for Hyperscaler ($AMZN $GOOG $MSFT $META ) and large Neoclouds ($NBIS $CRWV ). Sharon is for
Β· 2026-05-11T01:37:24+00:00Great $NBIS summary Few companies have the potential to be 1 trillion dollar companies. This is one of them
Β· 2026-05-11T14:44:29+00:00$NBIS is the best and safest data center company you can invest in. Expecting this to be $400-700 by end of 2027. Nothing can stop it.
Β· 2026-05-11T16:50:16+00:00$IREN is the first Neo-Cloud to make a deal with a MAG7 that Includes Software not just bare-metal. $NBIS & $CRWV Hyperscaler deals are all bare-metal. How crazy is that? And people still want to criticize them.
Β· 2026-05-11T12:09:01+00:00I always want retail to win but if you continue to buy/hold $IREN you are choosing to ignore the continued parade of red flags from management. When compared to $NBIS management it is night and day.
Β· 2026-05-11T12:38:24+00:00Without getting into to the $NBIS vs $IREN debate, can someone explain to me why IREN continues to hit their ATM while their competitors don't? Maybe @FransBakker9812 could explain what I'm missing?
Β· 2026-05-11T19:59:26+00:00$NBIS AWESOME !!! Giving back to the community
Β· 2026-05-11T20:50:26+00:00I believe "we are just getting started" on $nbis I have a sizable buffer on open position. Soooo, following what I said in this post below. I do eat from what I dish out.
Β· 2026-05-11T14:47:15+00:00Not sure what happens in the next 5y, but recently $NBIS is killing it.
Β· 2026-05-11T15:46:00+00:00$NBIS sooo hyped for DataOne interview with @CABeyney and @daniel_koss Very important for AI investors to watch this ASAP Sharing the intro and first question so you know we aren't messing around with this one BTW spent about $100 in @higgsfield_ai credits on the intro, just
Β· 2026-05-11T19:11:30+00:00Go touch some grass Also $NBIS to $200
Β· 2026-05-11T09:18:00+00:00$NBIS is offering 5 huge software services just for Physical AI, while $IREN is still stuck on basic kubernetes The difference couldn't have been starker
Β· 2026-05-11T13:25:00+00:00Most people are sleeping on $NBIS 's partner DataOne. Their CEO @CABeyney has built 26 data centers over a multi-decade career. First 50 MW delivered for $NBIS : 6 months. Elon Musk/xAI's Memphis build: 14 months when you include engineering and planning. Nobody's as fast as
Β· 2026-05-11T14:11:13+00:00They brought this on themselves $NBIS $IREN
Β· 2026-05-11T11:16:56+00:00$IREN Announced the issuance of a $2 billion convertible bond (CB) maturing in 2033. With an additional $300 million option attached. $NBIS I got worried it might get dragged down, but it's holding steady, huh.
Β· 2026-05-11T14:40:04+00:00$NBIS signed an strategic partnership with $NVDA with their $2B investment already monetized in shares. But they also mentioned a plan for 5GW for AI Gigafactories so will they update us on those plans during Q1 ER call? Building 5GW must be supported by an strategic
Β· 2026-05-11T19:18:28+00:00$NBIS Nebius up 6% today. Up 115% this year. This stock has been a monster. Just dropped $643 million to acquire Eigen AI. Inference and post-training optimization tech. The fastest growing segment in AI compute. NVIDIA invested $2 billion in them in March. Multi-billion
Β· 2026-05-11T02:31:29+00:00PORTFOLIO UPDATE 5/10 $CRWV $ONTO $COHR $LITE $IBKR $QBTS $ORCL $TSLA $MU $ARM $BE $IBIT $GEV $GEV $VRT $VRT $CAT $NBIS $NBIS Hey guys! Powerful day last Friday, with good action in many top groups, while some others are still trying to
Β· 2026-05-11T21:08:22+00:00$NBIS My expectations for the next trading days including the Earnings. The big picture is very bullish. Nebius has confirmed the continuation of the upward trend with the break and retest of the priory neckline. That is already a very bullish signal. On top of that the
Β· 2026-05-11T14:07:30+00:00$NBIS up 8.8% on Monday Nebius Q1 Preview: The $18B Question This one keeps delivering.
Β· 2026-05-11T14:44:55+00:00$NBIS I'M COMING TO AMSTERDAM WHEN WE HIT $200 @nebiusai @romanchernin @wienglischmann
Β· 2026-05-11T17:06:00+00:00$NBIS Interview with DataOne CEO @CABeyney and quant @daniel_koss going live tomorrow Tuesday 8:30 AM ET Easily the most important interview we've ever done. Here are the chapters so you know what you're getting into: 00:00 Meet the CEO of DataOne 00:29 50% of Datacenters
Β· 2026-05-11T01:43:14+00:00$NBIS took a little rest late last week. Huge earnings report this week with a lot of eyes on it. Popcorn.
Β· 2026-05-11T03:28:10+00:00$NBIS did none of you watched this? Roman said 100x
Β· 2026-05-11T20:07:13+00:00PORTFOLIO UPDATE 5/11 $ONTO $COHR $LITE $IBKR $QBTS $ORCL $TSLA $MU $ARM $BE $IBIT $GEV $GEV $VRT $VRT $CAT $NBIS $NBIS Hey guys! DAMN!!! What a day, haha. Solid momentum thrust in my PF, and I took that strength to trim a lot of exposure into
Β· 2026-05-11T12:36:05+00:00$IREN is like debt machine $CRWV except with out the back log Long $NBIS
Β· 2026-05-11T12:15:44+00:00I have no doubt the $IREN bulls will spin this dilution news positive Long $NBIS the only one no convinced wonβt absolutely destroy shareholder value
Β· 2026-05-11T18:20:16+00:00$NBIS Thank you for you sacrifice! Smooth intro.
Β· 2026-05-11T10:12:50+00:00$NBIS taking it to the next level in Physical AI. It's gonna be revolutionary!
Β· 2026-05-11T17:24:49+00:00$NBIS - 32K shares going into earningsβ¦ See you guys on the other sideβ¦
Β· 2026-05-11T22:53:48+00:00$NBIS - Physical AI
Β· 2026-05-11T15:42:41+00:00Guy you are joking right ? $NBIS
Β· 2026-05-11T12:19:17+00:00$NBIS JUST IN : BofA raises Nebius PRICE TARGET to $205
Β· 2026-05-11T14:37:32+00:00Say good bye to the money James $NBIS
Β· 2026-05-11T12:08:46+00:00Love when bulge brackets give $NBIS some love.
Β· 2026-05-11T13:37:59+00:00Ahhhhh $NBIS ripping while $IREN gets fucked Happy fucking Monday pheasants
Β· 2026-05-11T00:08:40+00:00$NBIS just needed to add more. Commit to this.
Β· 2026-05-11T12:02:46+00:00Hi everyone! $NBIS In late April, @nebiusai published its 2025 Annual Report (Form 20-F), revealing several interesting details that had not been previously disclosed. I have analyzed the 20-F, and in my new Substack article, I highlighted the most compelling insights,
Β· 2026-05-11T11:59:15+00:00Serenity has made it clear $NBIS > iron only a matter of time before retail starts dumping that shit in favor of nebius. The writing has always been on the wall.. You donβt trust a salesman to run a tech company, you trust an engineer thatβs been doing it for decades.
Β· 2026-05-11T12:16:08+00:00$NBIS cares about the communities they are entering!!! This is actually amazing to see!! I love that I full ported not only into a revolutionary company but into an ethical, revolutionary company!!!
Β· 2026-05-11T09:50:27+00:00$NBIS earnings wed morning This thing moves fast could be 200$ by then
Β· 2026-05-11T14:09:16+00:00I know the market just opened but days like this I allow myself to indulge in a bit of schadenfreude. That sweet sweet feeling is magnified when you're full port $NBIS . (Mea culpa, couldn't get the $IREN logo right. I ran out of tokens.)
Β· 2026-05-11T20:48:35+00:00$NBIS +130% in 5 months. This is a good place to take profit. GL
Β· 2026-05-11T03:58:56+00:00Decided to go for the bluetick Those word limits are killing me $NBIS
Β· 2026-05-11T08:57:31+00:00Agreed bro $NBIS
Β· 2026-05-11T13:53:48+00:00Nice day for $NBIS I guess
Β· 2026-05-11T13:52:52+00:00$NBIS Long positions are ripping hard. Nebius is the king
Β· 2026-05-11T12:32:11+00:00If $NBIS has good earnings, not sure we ever see sub $200 again. NFA.