$NBIS Catalyst Posts
May 12, 2026Single-day social intelligence recap and verified catalyst posts · ← Back to $NBIS Profile · Market Rankings
💬 Curated Viral Posts & Community Evidence
99 source posts analyzed· 2026-05-12T12:54:45+00:00Full Interview with Charles-Antoine Beyney "CAB" ( @CABeyney ) - Founder & CEO of DataOne and @itsalasdairmann As always - please share this interview, so we reach as many $NBIS (and AI infra investors) as possible! --- DataOne is building giga-scale AI data center
· 2026-05-12T00:52:29+00:00$IREN is now trading at less than 50% of $NBIS’ market cap $IREN has roughly 2x the secured power and 4x the energized capacity, with higher asset ownership $NBIS has the talent, software, and partner premium, plus equity stakes in private companies worth nearly $10B Still,
· 2026-05-12T10:02:33+00:00$NBIS God 5/13 IR announcement before market open!! Since it's before earnings, options are concentrated on 5/15 SQ! It's already getting super intense Feels like only looking at 200 and 220 200 is like... starting to pull back... 200 over feels tough, that vibe is drifting in
· 2026-05-12T22:22:48+00:00$NBIS acquires #1 yet again
· 2026-05-12T18:26:25+00:00$NBIS officially broke ground on its gigawatt-scale AI factory campus in Independence, Missouri. Potential capacity: up to 1.2 GW. Construction of the first phase is now underway. In both the construction and operation phases, Nebius has put in place intentional design
· 2026-05-12T19:07:16+00:00$NBIS announced a partnership with LangChain to integrate Nebius Token Factory with LangChain’s Deep Agents. The goal is to make it easier for teams building AI agents on LangChain to run those workloads on Nebius infrastructure using open-source models. The integration
· 2026-05-12T13:26:33+00:00$NBIS I need every Nebius shareholder to watch this asap I am almost shaking about how bullish I am What a freaking insanely competent company Dataone is This is by far the nr.1 in the industry Getting stuff in 3 month that take others 3-4 years etc Almost 0 water usage
· 2026-05-12T09:59:08+00:00Huge day for all $NBIS investors! Tomorrow, Nebius reports earnings. Because they report at 2pm CET, all Nebius investors need to decide today whether they want to hold, sell, or buy more into earnings. Unless you want to trade pre-market, obviously. The two most important
· 2026-05-12T21:54:31+00:00$NBIS welcomes Clarifai’s core team and licenses inference IP to strengthen Nebius Token Factory Nebius just announced that the core engineering and research team from Clarifai, led by founder and CEO Matthew Zeiler, is joining Nebius. The company has also agreed to license
· 2026-05-12T22:01:46+00:00$NBIS is bringing in Clarifai’s core engineering & research team while licensing its inference & compute orchestration technology. The move strengthens Nebius Token Factory as a full-stack AI inference platform after its recent Eigen AI acquisition.
· 2026-05-12T18:43:09+00:00Interesting timing from $NBIS right before earnings. The company just announced a 400-acre gigawatt-scale AI factory in Missouri expected to support 1,200 construction jobs and generate $650M in local tax revenue over time. Not exactly the kind of announcement you make if
· 2026-05-12T19:00:30+00:00$NBIS +1GW AI datacenter.
· 2026-05-12T01:51:56+00:00Help. I’m stuck at a table with a mega $IREN bull vs a mega $NBIS bull
· 2026-05-12T17:36:48+00:00Flight to quality. Few. $IREN $NBIS $CRWV
· 2026-05-12T22:05:01+00:00$NBIS needs no "silent period." They report earnings tomorrow, but today they announced breaking ground on their newest AI factory, and a deal with Clarifai to bring over talent and licenses to further extend their Token Factory efficiencies at the system level.
· 2026-05-12T18:45:06+00:00$IREN is a better buy than $NBIS at current levels. Period.
· 2026-05-12T18:20:15+00:00$NBIS breaks ground on their first AI factory LETS GO TEAM
· 2026-05-12T19:50:43+00:00This is the data center that turns $NBIS into a hyperscaler
· 2026-05-12T12:12:36+00:00POV: $NBIS after earnings tomorrow
· 2026-05-12T19:12:27+00:00$NBIS can’t stop and work stop Leave some for tomorrow!
· 2026-05-12T21:43:24+00:00What is happening?!! $NBIS news is unstoppable Tomorrow might be insane..
· 2026-05-12T20:37:07+00:00$NBIS Groundbreaking Ceremony Held for Main AI Factory Campus in Independence, Missouri Construction will commence. This project marks NBIS's first gigawatt-scale digital infrastructure development in the United States. The scale is reported as ・1.2GW ・Up to 10 buildings
· 2026-05-12T22:33:25+00:00$NBIS will smash their earnings so bad tomorrow
· 2026-05-12T04:28:49+00:00$NBIS Final version is uploaded to YouTube! Link in the comments.
· 2026-05-12T14:46:44+00:00$NBIS UPDATE: Wow what a great interview, MUST WATCH for all Nebius investors CEO of DataOne Charles Beyney claims that in only six months they were able to deliver the first 15MW at Vineland for Nebius Close to net zero pollution No water waste with liquid cooling
· 2026-05-12T22:46:21+00:00$NBIS Announced the onboarding of Clarifai's core engineering and research team and the licensing of inference-related IP to strengthen the AI inference platform "Nebius Token Factory." Overview • Clarifai's core research team joins $NBIS • Clarifai founder Matthew Zeiler
· 2026-05-12T10:43:12+00:00$NBIS The options market is getting pretty wildly bullish by姫 Ahead of the 5/13 earnings, funds are concentrating on the 5/15 SQ The vibe among market participants is less about "up or down" and more about betting on how far it'll climb Especially strong buying coming
· 2026-05-12T18:28:20+00:00$NBIS great news. Stacking MW by MW and GW by GW. Well done $NBIS team.
· 2026-05-12T18:34:31+00:00Some very interesting numbers here. Nebius’ numbers are in line with my expectations. If $NBIS executes, they could surpass $30B in ARR by the end of 2028.
· 2026-05-12T17:27:48+00:00$IREN is trying to become Nebius/CoreWeave-like, and their Mirantis acquisition plus Saturn partnership is a big step toward that. The company is now canceling their own bulls who mocked the $NBIS software thesis at every turn. It’s becoming painful to watch. Their community
· 2026-05-12T14:36:21+00:00My $NBIS Q1 Prediction I think we get a beat on Revenue and Adj EBITDA
· 2026-05-12T17:28:11+00:00Insanely bullish for $NBIS
· 2026-05-12T19:58:55+00:00A $NBIS earnings "miss" on rising memory and energy costs wouldn't surprise me. It just makes each token they produce that much more valuable. If they hit numbers anyway, despite the protests and memory/storage/power cost explosion, expect another big re-rating.
· 2026-05-12T05:56:47+00:00$NBIS $200 tomorrow. Watch.
· 2026-05-12T14:43:19+00:00$NBIS looks primed to deliver a Q1 revenue beat tomorrow Analyst Consensus: $375m to $389m Nebulizer's Conservative Forecast: $362m to $475m Tailwinds: 1) New $META & $MSFT bare metal revenue 2) New customer acquisition 3) Rising GPU spot prices boosting existing cloud revenue
· 2026-05-12T23:12:18+00:00I WILL BE LIVE TOMORROW AT 6:55AM EST FOR $NBIS EARNINGS 3:55am my time, for the love of the game See you all there!!
· 2026-05-12T21:43:07+00:00$NBIS Meanwhile rental prices for even the four year old H100's...
· 2026-05-12T21:56:50+00:00$NBIS Won’t be surprised if Nebius becomes bigger than $GOOG Arkady is empowering the platform like no one else $IREN #ai #datacentres @clarifai @nebiusai
· 2026-05-12T21:51:00+00:00$NBIS brings in Clarifai’s core engineering and research team while licensing its inference and compute orchestration technology to strengthen Nebius Token Factory. Why is this Important? Nebius continues moving beyond simply renting GPUs and instead optimizing the entire
· 2026-05-12T15:49:02+00:00$NBIS Option premiums are ridiculous with earnings tomorrow. IV is maxing out. Sold CSPs $165 5/22 for $7,642
· 2026-05-12T08:44:43+00:00$RKLB > $NBIS > The lion does not associate with the cockroach
· 2026-05-12T19:59:37+00:00FYI $NBIS reports before market open tomorrow, not after
· 2026-05-12T14:51:09+00:00$NBIS is taking a bit of a breather today Earnings is obviously the turning point here on whether we see another leg up or down I’m expecting an earnings beat on both Revenue and EBITDA but the market will care about guidance and commentary much more
· 2026-05-12T18:51:27+00:00NEW: $NBIS breaks ground on gigawatt-scale AI data center in Missouri The site will be Nebius’ first GW scale project in the United States
· 2026-05-12T16:06:34+00:00AI threats are real. Arkady saw this early and partnered with CrowdStrike to build cloud-native protection. $NBIS takes the security of AI teams building on $NBIS very seriously.
· 2026-05-12T20:00:12+00:00$NBIS ER REVIEW Minor Wave 3 PT = $198+ Primary Wave 5 PT = $251-$386 (TBD) Bull Case All eyes on this one tomorrow morning! It will decide the fate of the data center basket. Is it time to capitulate further for their respective higher lows, OR has each name consolidated
· 2026-05-12T12:56:26+00:00Worked hard on this for the $NBIS and wider AI investing community. Highly recommend watching ASAP to get a better understanding of the current challenges in building AI factories
· 2026-05-12T14:35:53+00:00$NBIS EARNINGS TOMORROW Bank of America raises Nebius price target to $205 from $175 ahead of earnings (May 11, 2026) I am looking for a bit more color on the recent $27B expanded deal with $META during the earnings call tomorrow
· 2026-05-12T17:57:53+00:00$NBIS In AI infra Hardware beats software, but hardware integrated with software to consume compute at the requested enterprise level beats both hardware and software. It’s a faster flywheel. Best in class Meta deal will prove that with backstop, which allows the financing with
· 2026-05-12T19:55:35+00:00$IREN and $NBIS are not operating at the same level anymore, hear me out. $IREN IS BUILDING DIRECTLY FOR NVIDIA, up to 5GW of AI infrastructure. $NBIS is mainly building for Meta & Microsoft. NVIDIA is heavily incentivized and directly tied to $IREN’s success. They’re betting
· 2026-05-12T18:59:44+00:00Let's go! Has $NBIS intentionally kept a few good news for us to be announced tomorrow? I wouldn't mind :P
· 2026-05-12T15:04:03+00:00Don’t get shaken out before the fun really begins $NBIS
· 2026-05-12T11:04:05+00:00$NBIS Great interview!
· 2026-05-12T21:45:57+00:00$NBIS JUST IN: Nebius is licensing Clarifai’s full-stack orchestration platform for enterprise AI, along with its inference and compute orchestration technology, and welcoming core engineering and research talent from Clarifai. This strengthens Nebius Token Factory as a
· 2026-05-12T23:55:43+00:00How $NBIS holders are sleeping tonight knowing their company is the fastest-growing name in AI infrastructure. $NBIS reports earnings tomorrow morning following a 114% YTD surge
· 2026-05-12T22:01:05+00:00$NBIS Earnings tomorrow Management seems confident given their small comments on X Let's see what they are cooking Good luck to all shareholders Let's ride
· 2026-05-12T19:09:10+00:00$NBIS First Neocloud besides hyperscalers to partner with Langchain to offer and end to end agentic AI platform combining Token Factory with Langchain tools & observability.
· 2026-05-12T20:10:03+00:00PORTFOLIO UPDATE 5/12 $ONTO $ONTO $COHR $LITE $IBKR $QBTS $ORCL $TSLA $MU $ARM $ARM $BE $IBIT $GEV $GEV $GEV $VRT $VRT $CAT $NBIS $NBIS Hey guys! There you go, we had our red day...is it the start of a larger pullback/consolidation, or a
· 2026-05-12T02:04:10+00:00He sold $IREN for $NBIS Creating a cult.
· 2026-05-12T00:47:37+00:00$NBIS earnings wed how we feeling for real
· 2026-05-12T22:13:44+00:00In Arkady we trust! $NBIS going to rip when the market realizes.
· 2026-05-12T19:14:46+00:00$NBIS 1.2GW Fully-Owned Flagship Ai Factory broke ground today in Independence Missouri. A few FACTS about Nebius's State of the Art Eco- Conscious DESIGN: 1. No increase to residential power rates Nebius will pay the full cost for power and necessary infrastructure upgrades.
· 2026-05-12T11:36:36+00:00$NBIS Great work! Excited to see more developments in Physical AI!
· 2026-05-12T20:29:04+00:00$ASTS was cooked. Let’s see $NBIS tom
· 2026-05-12T18:08:50+00:00$NBIS Wild to think that Wall Street bad actors and foreign governments are paying protestors to disrupt Nebius Vineland datacenter and others as much as possible. So much FUD on this platform as well. Makes you think…
· 2026-05-12T22:13:42+00:00$NBIS this gotta mean good earnings lol. What do you guys think?
· 2026-05-12T19:17:31+00:00$NBIS JUST IN: Nebius and LangChain partner to power production-grade AI agents on open models Nebius and LangChain have partnered to integrate Nebius Token Factory with LangChain’s Deep Agents. The integration, combined with LangChain’s existing Tavily integration, gives
· 2026-05-12T18:33:26+00:00Absolutely love seeing this from $NBIS . A gigawatt-scale AI factory is not just GPUs, concrete and power. It is local jobs. Permanent roles. Education. Workforce development. And a community that actually has to believe in the project. For Nebius to scale fast, local support
· 2026-05-12T04:35:09+00:00$nbis
· 2026-05-12T03:06:44+00:00$NBIS ARE YOU GUYS READY?
· 2026-05-12T16:05:36+00:00$NBIS Clickhouse is a key stake for the overal model.
· 2026-05-12T19:34:43+00:00We are not bullish enough $NBIS
· 2026-05-12T19:16:53+00:00$NBIS Starting to drop bombs before market close & earnings. New partnership, DC ground breaking, etc... Cant wait to hear all the progress.
· 2026-05-12T01:04:57+00:00$NBIS bringing physical ai to life
· 2026-05-12T23:04:29+00:00$NBIS I'm not a paid promoter of @nebiusai (i wish i was) but i have so much faith in the work that these talented man & woman are doing for tech & the world. Adding more overnight. Current count: 4920 80 more to 5000
· 2026-05-12T23:03:16+00:00$nbis Tavily, Eigan, now Clarifai . . . all cutting edge, all coming with some of the most accomplished developers & researchers in their respective spaces. Each of these fold-ins had other very lucrative options. It’s clear the best in breed join Nebius because it represents
· 2026-05-12T22:15:32+00:00$nbis At a time when the very idea of data centers is being co-opted & falsely vilified by political interests in the US, getting these shovels in the Missouri ground for a gw-scale project is a very significant victory & speaks to Nebius’s strategic & tactical acumen. This was
· 2026-05-12T10:01:29+00:00This is sad $IREN if I was a holder I’d be embarrassed here Long $NBIS
· 2026-05-12T22:10:27+00:00$NBIS welcomes core Team & licenses Clarifai’s Inference IP to strengthen Nebius Token Factory. Roman Chernin Co-Founder @romanchernin “We are building a complete inference ecosystem, because delivering efficient execution at scale is a system optimization game: model
· 2026-05-12T18:56:21+00:00Insane $NBIS
· 2026-05-12T17:07:34+00:00Guys…I just noticed that I’ve held my original $NBIS buys for over a year now!!! I bought like 65% of my shares later, at much higher prices but this has been such a crazy year! I could lock in some pretty healthy gains before earnings but I’m selling ZERO SHARES, Arkady is him!
· 2026-05-12T18:32:15+00:00$NBIS
· 2026-05-12T18:26:29+00:00$NBIS Shift to large owned greenfield datacenters is underway.
· 2026-05-12T21:31:12+00:00$NBIS I'm counting on you tomorrow Flawless victory???
· 2026-05-12T17:24:12+00:00$NBIS closes green
· 2026-05-12T21:58:23+00:00$NBIS Couldn't have picked a better team @nebiusai
· 2026-05-12T22:17:00+00:00$NBIS so much brains joining @nebiusai Thats how great things happen
· 2026-05-12T18:23:26+00:00. @realDonaldTrump . @Scavino47 . @DevinNunes . @EricTrump - . @nebiusai is building in the USA and creating American jobs. The U.S. Government and Defense Department should be working with $NBIS on A.I. and intelligence.
· 2026-05-12T01:32:47+00:00If you want to see how @nebiusai $nbis is on offensive mode in every AI sector, its best to "stalk" some LinkedIn profiles Most of the Nebius members are active in LinkedIn! linkedin.com/posts/waqasmak …?
· 2026-05-12T22:42:06+00:00What the market keeps missing is this: $NBIS isn’t in the megawatt business or the token business. It’s in the empire business.
· 2026-05-12T19:38:59+00:00Earnings tomorrow before opening, I'm topping up my $NBIS position a bit more
· 2026-05-12T05:08:28+00:00NGL, this is super cool $NBIS @nebiusai @UFBots !!
· 2026-05-12T18:45:49+00:00Only the beginning … $NBIS
· 2026-05-12T22:06:58+00:00$NBIS teasing us
· 2026-05-12T20:24:06+00:00Going dark… See you all tomorrow morning… $NBIS
· 2026-05-12T21:54:20+00:00Roman Chernin, co-founder of $NBIS : “We are building a complete inference ecosystem, because delivering efficient execution at scale is a system optimization game: model optimization, system design, and compute orchestration all have to work together. The integration of
· 2026-05-12T01:46:35+00:00$NBIS red means buy 4880. Getting closer to 5000
· 2026-05-12T23:43:49+00:00$NBIS Dan Lawrence SVP & GM of Americas @ @nebiusai "We are committed to being a strong long-term neighbour and partner as we build for the future together"
· 2026-05-12T18:23:39+00:00Weex is the only exchange where you can trade $NBIS on 24/7 perps. We laid out some zones of interest below. Weex is a non-KYC exchange and they are offering a special deposit bonus if you sign up on this link weex.com/events/trading …