$NBIS Catalyst Posts
May 13, 2026Single-day social intelligence recap and verified catalyst posts · ← Back to $NBIS Profile · Market Rankings
💬 Curated Viral Posts & Community Evidence
252 source posts analyzed· 2026-05-13T15:26:26+00:00I swear this guy does NOT miss. Incredible. This is getting insane... $VELO up 40% in two days since this mf'er bought, $LUNR up 48%, $NBIS up 51%, etc. Just buy what he buys and you'll beat the markets lol.
· 2026-05-13T19:23:14+00:00Thank you $NBIS for a life changing gain… AND…a life changing loss.
· 2026-05-13T11:07:36+00:00$NBIS Q1 2026 Earnings Highlights ARR (Annual Recurring Revenue) ・+674% YoY ・Full-year guidance raised → ARR: $7-9B → Revenue: $3-3.4B AI Cloud Business ・Adjusted EBITDA Margin: 45% ・Improved to nearly 2x from previous quarter Power Capacity ・Contracted
· 2026-05-13T15:54:03+00:00"The winners of the new AI economy will be the companies that deliver compute efficiently." $NBIS is positioned as the cleanest pure play to capture inference economics, agent workflows, and the software layer sitting above the hardware.
· 2026-05-13T16:53:52+00:00Let me make it simple for you $MU + $SNDK store the AI data $NBIS powers the AI cloud Then: $NOK helps connect the entire network moving all that data between data centers. Money is flowing into the secondary names now. Don’t sleep on it.
· 2026-05-13T11:47:59+00:00$IREN investors seeing $NBIS after the earnings call today
· 2026-05-13T11:09:03+00:00NEBIUS $NBIS JUST REPORTED EARNINGS GAAP EPS of $2.11 per share Revenue of $399M beating expectation of $389M Nebius stock is over $200 in pre market trading
· 2026-05-13T11:16:44+00:00$NBIS secured up to 1.2 GW of power and land for a new owned AI factory in Pennsylvania. The deal adds another major U.S. infrastructure site as Nebius scales its AI compute footprint.
· 2026-05-13T16:22:00+00:00Nebius Earnings Through My View And What Most People Will Miss On The Call So guys, $NBIS just dropped Q1 2026. You all see the numbers, which are decent. Revenue $399M, up 684% YoY, beat consensus. Adjusted EBITDA positive to $130M. The headline net income of $621M is mostly
· 2026-05-13T11:31:13+00:00$NBIS earnings were stellar and it’s now trading $200+ premarket. Reiterated $7-9B ARR in 2026. 40% adj. EBITDA margin projections, which is vastly outperforming expectations. 4 GW contracted capacity. $6.3B capital secured by $NVDA off solid financial offering structures.
· 2026-05-13T12:25:21+00:00$NBIS CFO said its $MSFT and $META contracts should unlock significant asset-backed financing. He expects the financing to come at attractive terms because it is backed by Microsoft’s and Meta’s credit ratings.
· 2026-05-13T11:59:22+00:00Every $NBIS shareholder right now
· 2026-05-13T23:38:34+00:00$NBIS acquires Eigen AI → $IREN acquires Mirantis $NBIS announces a Spain data center → $IREN acquires Nostrum sites in Spain $NBIS rents GPUs to $MSFT → $IREN becomes a neocloud and buys GPUs $NBIS promotes its cloud on SV trams → $IREN does the same $NBIS gets
· 2026-05-13T11:30:56+00:00$NBIS BROKE ABOVE $200 FOR THE FIRST TIME IN HISTORY
· 2026-05-13T19:05:52+00:00$NBIS one year ago was a speculative AI infrastructure story worth $8B with a ~$200M revenue run-rate. Today, it has more cash ($9.3B) than its entire market cap a year ago and generated more profit in Q1 alone ($295M) than last year’s annual revenue. Nebius is positioning
· 2026-05-13T07:55:42+00:00$HIMS was my first 5x $SOFI was my 2nd $NBIS is about to become be my 3rd $NOW will be my 4th
· 2026-05-13T12:23:41+00:00$NBIS Wave 3 target is $280 No changes. +18% Post Earnings today. Enjoy holders!!
· 2026-05-13T16:03:49+00:00$NBIS is becoming one of the biggest winners in the new AI economy because it can deliver compute efficiently at scale. The number that mattered most to me was Nebius seeing four or more customers competing for every GPU it brings online (huge for AI cloud market). Management
· 2026-05-13T11:07:13+00:00$NBIS IS RIPPING IN PRE-MARKET +12.40%
· 2026-05-13T14:37:57+00:00$NBIS $214’s today. Omg. Remember when this name was sub $50’s…
· 2026-05-13T10:07:49+00:00$NBIS earnings ahead. They can beat or miss depending on capacity constraints. It's a coin flip at this point. What's more important is their capacity targets. I expect they'll increase capacity targets due to strong demand, but execution may face some delays due to
· 2026-05-13T12:17:06+00:00540% since I dropped my Nebius is a 10x $NBIS $38 then $213 now.
· 2026-05-13T11:54:59+00:00I tried to tell y’all. $NBIS clears $IREN
· 2026-05-13T11:39:54+00:00Nebius $NBIS investors this morning
· 2026-05-13T11:58:30+00:00My mum just sent me this screenshot. She’s very happy that I bought her $NBIS at $40 back in July 2025. She works as a nurse, and this position is worth about one year’s salary for her.
· 2026-05-13T22:40:23+00:00This is how much revenue Nebius $NBIS has brought in each of the last 7 quarters Sep 2024: $32.1M Dec 2024: $61.2M Mar 2025: $50.9M Jun 2025: $105.1M Sep 2025: $146.1M Dec 2025: $227.7M Mar 2026: $399M
· 2026-05-13T18:57:55+00:00All these guys out here claiming $NBIS is a "8 bagger / 10 bagger for me" today.. Show your screen shots.. let's see. And I'm not talking about your buy orders from last year. Let's see if you actually held, or if you're full of it
· 2026-05-13T14:52:52+00:00New all-time high, and officially an 8-bagger for me. $NBIS changed my life.
· 2026-05-13T13:46:49+00:00$NBIS Absolutely crushed earnings Monster earnings Clear signal that AI is still in early phase of expansion. And good luck everyone calling a top or comparing it to dot com bubble
· 2026-05-13T17:49:11+00:00Nebius $NBIS price target raised to $250 from $200 at DA Davidson following "strong" Q1 earnings DA Davidson raised the firm's price target on Nebius to $250 from $200 and keeps a Buy rating on the shares following "strong" Q1 earnings, highlighted by continued demand signals
· 2026-05-13T12:41:52+00:00$NBIS mentioned their ATM program "We have not used the program to date"
· 2026-05-13T02:49:02+00:00Nebius Acquires Clarifai's Engineering Team and Inference IP to Bolster Token Factory $NBIS Nebius Group $NBIS, positioning itself as a Netherlands-based AI cloud company gaining prominence in the AI infrastructure space, has agreed to acquire Clarifai's core engineering and
· 2026-05-13T11:02:06+00:00$NBIS reports! Q1 AI Cloud revenues were up +841% YoY and 82% QoQ.. Holy smokes. $NBIS
· 2026-05-13T15:59:53+00:00Neocloud leaders comparison ( $CRWV vs $NBIS vs $IREN ) $CRWV 2027 ARR run-rate: ~$30B Backlog: ~$99B Market cap: 60.2B $NBIS 2027 ARR run-rate: ~$11B–$14B Backlog: ~$45B–$50B Market Cap: 52.3B $IREN 2027 ARR run-rate: ~$3.5B–$5B Backlog: ~$6B–$7B Market cap: 19.45B Which
· 2026-05-13T14:43:12+00:00$NBIS okay, so the ONE negative / bearish takeaway from the call for me was that they have not used the ATM YET to dilute. So this will obviously and inevitably happen at some point. $25B don't grow on trees. But I do think it's quite clear that in the bigger picture, this just
· 2026-05-13T08:30:00+00:00Expected numbers for $NBIS (Nebius) earnings today before open:
· 2026-05-13T14:37:29+00:00$NBIS Shareholders on this morning.
· 2026-05-13T22:19:37+00:00$NBIS Love to see it, more upgrades
· 2026-05-13T11:07:08+00:00OMG $NBIS $9.3B Cash Balance!
· 2026-05-13T13:07:04+00:00Don’t overcomplicate it.. The $NBIS thesis has never been stronger. - Nvidia $2B equity stake. - Meta $27B deal. - $9.3B cash. - 45% EBITDA margins. - Pipeline up 3.5x QoQ. - Contracted capacity now >4GW. The fundamentals are not weakening. They’re accelerating.
· 2026-05-13T07:30:06+00:00Hmm guys? $NBIS
· 2026-05-13T16:24:38+00:00$NBIS is now officially a 10-bagger for me. Hold onto your shares, it’s just getting started.
· 2026-05-13T21:44:09+00:00$NBIS is truly a one in a thousand company. -> "Everything we build, we sell". 4+ customers are competing for every GPU that comes online. -> Pipeline grew 3.5x in a single quarter (EXCLUDING $META and $MSFT deals entirely). -> A massively diversifying customer base. ->
· 2026-05-13T13:12:47+00:00Just finished listening to the full Nebius $NBIS Q1 2026 Earnings Call. Will now go over it step by step (tweet by tweet) and share all the highlights, insights and my personal interpretation / what it means for investors!
· 2026-05-13T22:52:14+00:00A single contract with Meta for $27 billion is already worth more than all of $NBIS on the stock exchange, which is trading at just $22 billion. Something doesn't add up… and it could be a big opportunity. $NBIS (Nebius) presents one of the most interesting situations in the
· 2026-05-13T12:28:48+00:00$NBIS +17% in pre omg..
· 2026-05-13T11:45:35+00:00$NBIS conviction LITERALLY pays!!!
· 2026-05-13T10:39:49+00:00GOOD MORNING $NBIS DROPS IN 20 MINS WAKE UP
· 2026-05-13T12:06:37+00:00$NBIS Q1 numbers world class execution meets supercycle. generational company. the AWS of AI. $1T WHEN, not IF
· 2026-05-13T11:17:05+00:00Did you listen anon? Told Subscribers I'm 100% all-in $NBIS into earnings. Numbers so far confirm all of predictions. Now freaking pumped for the earnings call. Do we get 1) New customers? 2) Some unit economics? I want to get net $ retention and some cohort data! 3)
· 2026-05-13T12:00:00+00:00What are your thoughts on $NBIS earnings and commentary? Are you impressed or did you expect more?
· 2026-05-13T14:19:02+00:00$NBIS customers are fighting over the GPUs!!!
· 2026-05-13T11:31:45+00:00$NBIS Vineland IS NOT delayed: "In New Jersey, we continue to service our customer commitments and remain on track to activate the remaining capacity through the year, with the majority coming online in the second half of the year" Weird, i was told New Jersey was delayed..
· 2026-05-13T14:07:32+00:00Thank you! @joinautopilot I did very aggressively go 70% $NBIS into earnings Yesterday in the AP portfolio :)
· 2026-05-13T11:14:06+00:00$NBIS $200 Next stop $300 He’s done it again, incredible gains for the team today!
· 2026-05-13T11:33:14+00:00$NBIS Earnings Pre-surge
· 2026-05-13T11:06:03+00:00$NBIS Numbers are great y'all
· 2026-05-13T12:07:43+00:00$NBIS I raise my price target on $NBIS to $300 by the end of 2027. While Nebius slightly lowered its near-term revenue outlook, I believe investors will look at the bigger picture: this business is already demonstrating extraordinary cash flow generation at a very early stage of
· 2026-05-13T11:53:17+00:00$NBIS earnings call in 5min. I will listen and live-tweet everything! Turn on post notifications if you don't want to miss it.
· 2026-05-13T13:16:01+00:00Aged like milk! Now $TSLA is flat and $NBIS up 100%
· 2026-05-13T14:04:41+00:00$NBIS Perfect earning, back to all-time high However in order for this to be an extended wave 3, price would have to be more impulsive. Still feels unlikely to see price push to $300+ in the short term. Going with this wave count instead and raising my target to $250
· 2026-05-13T11:30:53+00:00$NBIS earnings are incredibly good!
· 2026-05-13T11:22:33+00:00Wow. $NBIS initially guided for >3GW of contracted power by YE2026. It’s May, and they’re already at 3.5GW. They also just announced their second gigawatt-scale data center in the U.S., and owned capacity now represents more than 75% of contracted power. LET THEM COOK.
· 2026-05-13T20:43:12+00:00BANK OF AMERICA RAISES NEBIUS PRICE TARGET TO $240, REITERATES BUY RATING Bank of America says $NBIS delivered “strong execution against growing demand” after 1Q revenue rose 684% YoY and adjusted EBITDA margin reached 32%, well ahead of Street expectations.
· 2026-05-13T12:10:11+00:00A great day to thank these 2 legends for changing my life. Both $NBIS and $RKLB are trading at all time high as I write this.
· 2026-05-13T00:51:15+00:00$NBIS A little repositioning before earnings If it drops on earnings, I'm considering buying more
· 2026-05-13T11:06:39+00:00$NBIS Big beat and raise! Congrats shareholders!
· 2026-05-13T11:06:30+00:00$NBIS BROKE $200 FOR THE FIRST TIME IN HISTORY
· 2026-05-13T11:19:37+00:00Congrats to anyone who appreciated my $iren shitposts and bought $nbis ! Over $200 now. You're welcome!
· 2026-05-13T12:24:11+00:00$NBIS investors opening their portfolios this morning
· 2026-05-13T12:40:59+00:00$NBIS after this report, if this dips at open, consider it a gift.
· 2026-05-13T04:16:33+00:00$NBIS earnings in 6h. What's the X vibe right now? Funny enough most bulls I talked to yesterday said they expect a great earnings then dump.
· 2026-05-13T12:57:30+00:00$NBIS CRO said 1. They increased pricing AGAIN 2. Still fully sold out (easily) 3. Prepayments are increasing! -> Insane demand "customers competing for EVERY GPU we bring online" and Nebius is showing that they have the ability to profit from it via BETTER deal terms and
· 2026-05-13T12:02:47+00:00$NBIS Nebius just dropped their Q1 2026 earnings, and the numbers are honestly staggering Revenue: $399M (+75% QoQ). ARR is now sitting at $1.92B Group Adj. EBITDA margin hit 32%, but the AI Cloud business is the star here, with margins nearly doubling to 45%.
· 2026-05-13T06:20:25+00:00$IREN shares good news before earnings, pumps to the moon and then horrible results. Now $NBIS shares 2 good news before earnings... oh oh, the narrative is dramatic. A lot of people are very skeptical we're getting played. Are we getting dumped on? Disclaimer: I'm 100%
· 2026-05-13T11:24:55+00:00$NBIS has been raising guidance for Power Contracted every quarter Where are the “Power too hard” bois? $IREN #ai #Datacenters
· 2026-05-13T11:12:08+00:00$NBIS 32% EBITDA Margins this quarter...
· 2026-05-13T11:02:38+00:00HOLY SHIT $NBIS
· 2026-05-13T12:59:58+00:00$NBIS management sounded incredibly bullish on the earnings call. Here are some high-level notes: - All the available capacity was sold out. - ARR at the end of Q1 2026 was $1.9 billion, up from $1.2 billion in Q4 2025. - Several customers are computing for every GPU we bring
· 2026-05-13T04:21:13+00:00$NBIS acquiring two of the best performers on Artificial Analysis has more long-term implications than most people think When compute expenses move into the trillions, even small percentage points of performance improvement can save companies dozens of billions
· 2026-05-13T13:33:57+00:00$NBIS raised 2026 capex guidance to $20B - $25B (from $16B - $20B). The big question is WHY? NOT because of materially higher input costs, which I and many others expected, but because they have MASSIVE demand visibility into 2027 and want to build capacity faster! Power is
· 2026-05-13T12:35:33+00:00$NBIS CRO on earning Q&A on $META $15B agreement: Meta is committed to buy up to $15 bil. of any capacity in these clusters at our option during the entire five year contract. This commitment will likely allow us to finance the clusters with asset backed financing at
· 2026-05-13T11:10:35+00:00Huge earnings $NBIS i'm pumped for the call!!
· 2026-05-13T06:03:32+00:00$NBIS AI Inference Benchmark: Comparison Chart of Output Speed (Output Tokens/Second) * NVIDIA's presentation materials Clarifai: 418 (Overwhelming 1st place) • 2nd place Fireworks: 319 • 3rd place Baseten: 308 • 4th place DeepInfra Turbo: 307 $NBIS has acquired
· 2026-05-13T07:40:41+00:00$NBIS Renowned AI field investor, Nathan Benaich "NBIS is preparing something" NBIS executive reposted ?
· 2026-05-13T11:28:28+00:00$NBIS From $21 to almost 800%, shared every step of the way right here on X. I don't say that to impress you. I say it because the same process that found this one is already working on the next. If you want to be part of that, the link is in my bio.
· 2026-05-13T13:18:51+00:00$NBIS Arkady: "Our OWNED contracted capacity now accounts for more than 75% of our total power".
· 2026-05-13T11:32:23+00:00$NBIS essentially hit revenue on the head. EBITDA margins were MUCH stronger than i expected though..
· 2026-05-13T11:13:52+00:00$NBIS It came━(ﾟ∀ﾟ)━( ﾟ∀)━( ﾟ)━( )━!!!!! Divine earnings report Stock price exploding( *´ཫ｀*)و Guts! Congrats to all you NBIS folks─
· 2026-05-13T13:31:09+00:00$NBIS Arkady: "we're quickly becoming a magnet for top talent" -> very obvious if you look at the hires and acquisitions. 2 insights 1) many top hires come from competitors -> they wanna join the winner and see it's Nebius 2) the acquisitions are NOT old and boring businesses,
· 2026-05-13T11:13:14+00:00$NBIS received $3.2B in customer pre-payments this quarter!
· 2026-05-13T12:41:08+00:00Looks like $NBIS investors got the direction right.. but underestimated how strong the monetization inflection actually was. Congrats to all investors
· 2026-05-13T12:48:44+00:00Too much to digest $NBIS Will finish the call then share all thoughts. Holy bullishness.
· 2026-05-13T11:48:04+00:00$NBIS beast mode, engaged.
· 2026-05-13T13:24:00+00:00I’ll give you a hint of what I’m looking at next.. For AI to stay responsive and economical at scale, compute has to move closer to where data is created and intelligence is actually used. The market still underestimates what that means for: $NBIS $CRWV $IREN $CIFR
· 2026-05-13T12:57:39+00:00Earlier, I wrote that $NBIS is clearly going vertical and is now nearly impossible to value, with intrinsic price anywhere between $200 and $1,000. After this call and a real display of domination, I think we need to adjust the base to $300. (Not investment advice.)
· 2026-05-13T11:04:55+00:00$NBIS new earnings numbers look good at first glance!!
· 2026-05-13T14:02:59+00:00Two pilots on Autopilot called $NBIS before earnings @peterjwolff : +139% on his position @daniel_koss : +75% on his position Today Nebius reported: Revenue: +684% YoY Autopilot both automatically on Autopilot
· 2026-05-13T03:07:03+00:00$NBIS One of the best companies in the world. I am furious, whenever I see this trading below $200. It deserves a lot more. Easy 3x here in a year.
· 2026-05-13T12:14:35+00:00Waking up and Checking $NBIS in the premarket $NBIS +20% after Insane earnings and guidance - still long from $95
· 2026-05-13T13:19:31+00:00October 2025: "best opportunity right now - $NBIS " May 2026: Since then Nebius +120%, beat on every metric, ARR guided to $8B.
· 2026-05-13T09:45:14+00:00$NBIS From the princess IR doesn't look too bad, but options and supply/demand are a total mess, so it seems likely to make big moves both up and down. I can't read it either. Seriously... Just two and a half hours left....
· 2026-05-13T11:12:15+00:00How tf does $NBIS have almost $10B in cash?!
· 2026-05-13T15:41:05+00:00What a move for $NBIS over the past year. If $NBIS can do it, I think there are pretty good odds that $IREN can as well.
· 2026-05-13T11:33:05+00:00$NBIS Very good report. @FunOfInvesting prediction of $200 came true!
· 2026-05-13T13:59:09+00:00My journey with $NBIS explained in single picture!
· 2026-05-13T11:40:25+00:00$NBIS $210 ALL TIME HIGHS
· 2026-05-13T11:09:29+00:00$NBIS Flew straight up, aaah!!
· 2026-05-13T11:24:48+00:00Unlike $IREN , $NBIS Atm is not tapped at all
· 2026-05-13T12:44:04+00:00$NBIS CRO on earning Q&A on pipeline growth: The referenced pipeline growth of 3.5x QoQ is for our AI cloud business. And it does not include any strategic hyperscaler deals like the Meta deal. It does include qualified opportunities across our core, AI cloud and token factory
· 2026-05-13T12:36:23+00:00$NBIS Anthropic or OpenAI deal by September Stamp it
· 2026-05-13T00:17:44+00:00$NBIS I have a very good feeling about tomorrow's earnings!
· 2026-05-13T06:04:09+00:00$NBIS I told you it would absolutely become a big deal. All along, forever
· 2026-05-13T14:23:17+00:00$NBIS is now a 4 bagger for me in less than a year.
· 2026-05-13T18:23:47+00:00$NBIS And the PT raises begin with DA Davidson to $250
· 2026-05-13T11:53:26+00:00$NBIS (long) has anyone talked about the earnings yet?
· 2026-05-13T02:22:02+00:00$NBIS CAPEX for '26 is FULLY FUNDED. Arkady confirms this in the recent Accel interview. The recent 20-F also states $NBIS has yet to tap it's ATM facility of 25mm shares. Risk of a near-term capital raise is low, barring a new deal. And if there is one, it's a net + anyways.
· 2026-05-13T11:11:58+00:00$NBIS I predicted $401M in revenue and $96M EBITDA Pretty close when it was $399M and $106M EBITDA
· 2026-05-13T12:05:10+00:00$NBIS 7 Baggers×7 Congratulations to all holders Earnings are super strong
· 2026-05-13T11:16:16+00:00$NBIS Backlog: $46B Cash: $9.3B You gotta buy this stock, it's seriously fucking solid, Nebius
· 2026-05-13T11:06:28+00:00$NBIS $200
· 2026-05-13T12:11:39+00:00$NBIS RAISES CAPEX GUIDANCE TO $20B - $25B It was $16B - $20B last quarter
· 2026-05-13T20:22:29+00:00$NBIS how will Nebius just-announced fully owned 1.2GW Ai factory be powered? Management indicated that 250-300MW at PA will be active by end of 2027. Behind the meter gas gensets like DataOne providing at Vineland for the 300MW DC there? This would require roughly 3-4 times
· 2026-05-13T14:19:50+00:00Okay... how many actual 1GW+ sites are there in the United States??? Any experts here $NBIS
· 2026-05-13T06:01:42+00:00Will share my $NBIS 2026 (EOY) price target AFTER earnings. Obviously have to update my numbers and interpret what they are saying.
· 2026-05-13T11:36:42+00:00$NBIS JUST IN : Nebius announces new Ai Factory site in Pennsylvania with capacity up to 1.2 GW Owned capacity continues to expand rapidly!!! Nebius contracted capacity already exceeds 3.5 GW, far surpassing the goal of 3 GW set for the end 2026. Nebius raises
· 2026-05-13T06:42:36+00:00AI infrastructure "quant" turns successful trader with subscribers as exit liquidity. Well, I guess this proves once again there must be something wrong with you if you want to represent $NBIS on here
· 2026-05-13T11:08:26+00:00$NBIS 12% up to $200+ after beating revenue, Adj. EBITDA, reaffirming $7-$9b ARE guidance and raising contracted power to >4GM from >3GW
· 2026-05-13T11:12:38+00:00$nbis breaks $200. Let's go!!
· 2026-05-13T11:31:13+00:00$NBIS crushing earnings and now above $200. Doc’s officially saddled up for the Wild West. Red Dead Redemption 2 time.
· 2026-05-13T11:34:48+00:00$NBIS Q1 2026: Why fair value is $235 The print isn't just a beat. It's a structural inflection that the sell-side hasn't repriced yet. The numbers: Revenue: $399M (+684% YoY, +75% QoQ) ARR: $1.92B, up from $1.25B in Q4 (+54% QoQ) AI Cloud revenue: $389.7M (+841% YoY) AI Cloud
· 2026-05-13T11:21:14+00:00$NBIS is significantly undervalued! - $2B investment from $NVDA - $27B deal with $META - $17B deal with $MSFT - $4.7B in pre-payments from customers - $7-9B 2026 ARR Target - 4GW 2026 Capacity Target You are essentially getting the next hyperscaler for 5x 2026 ARR!
· 2026-05-13T04:08:37+00:00$NBIS Sold-out NBIS Is today's pre-market due to earnings?
· 2026-05-13T11:15:03+00:00$NBIS RAISED CONTRACTED GW GUIDANCE FROM 3GW to 4GW
· 2026-05-13T11:40:36+00:00$NBIS BROKE ABOVE $210
· 2026-05-13T11:32:49+00:00Congratulations $NBIS holders, You are in $200 league now.
· 2026-05-13T12:17:34+00:00$nbis If you were wondering about operating leverage . . .
· 2026-05-13T11:54:20+00:00Tick tock…. $NBIS
· 2026-05-13T17:38:05+00:00This is just the start of raising price targets for $NBIS $300 price targets will come faster than you think
· 2026-05-13T14:11:40+00:00$NBIS KEY READ-THROUGHS FROM NEBIUS GROUP Q1 2026 EARNINGS CALL Nebius’s Q1 2026 call is a broad positive read-through for the AI infrastructure complex, but the most important implication is not generic AI demand strength; it is that demand has become financeable, prepayable,
· 2026-05-13T11:04:39+00:00$NBIS Increased 2026 Contracted Capacity Target 3GW 4GW
· 2026-05-13T13:06:17+00:00$NBIS - When your largest holding in LT gaps up over 15% - you show gratitude and trim
· 2026-05-13T14:54:36+00:00Dawg but imagine in 1-2 quarters $NBIS saying they still haven’t tapped the ATM cuz they are so good at financing they haven’t needed it for the last year Lowkey feels like they are flexxxxxing with that $9.3B cash
· 2026-05-13T14:36:17+00:00I honestly expected more from Norges Bank on $NBIS . They have a micro position, smaller than what many retail investors have here, and I don’t see that they added to it. Nebius is a leading European cloud business and one of the fastest-growing global companies, and Norges
· 2026-05-13T12:50:44+00:00$NBIS wow that’s like 50% dilution at a $50B market cap… those GPUs are just gonna sit idle in a warehouse with nowhere to plug them in… reminds me of $MARA in 2022 $IREN fixes this
· 2026-05-13T07:14:06+00:00Getting hyped for this $NBIS call. This is a truly generational company in the making. Might be a long shot, but I wouldn’t be surprised to see a new data center announced today.
· 2026-05-13T04:10:44+00:00$NBIS is releasing earnings in a few hours what do we think will be the move?
· 2026-05-13T11:43:24+00:00My gut feeling was right: $NBIS just announced it has secured up to 1.2 GW of power and land for a new, owned AI factory site in Pennsylvania. The acceleration keeps going vertical.
· 2026-05-13T11:34:47+00:00$NBIS ARR hit $1.92B at the End of March
· 2026-05-13T11:29:28+00:00$NBIS Operating like a monster in the making
· 2026-05-13T12:34:09+00:00Huge update: $NBIS Vineland is on track to deliver the promised capacity throughout the year. $IREN bulls who were spreading FUD about delays a few weeks ago should seriously work on their journalistic skills. And not just journalistic.
· 2026-05-13T14:08:26+00:00Even on a great $NBIS earnings day, we still have bulls talking about $IREN Talk about rent free Didn’t even mention the cloud deal $NVDA signed with them either
· 2026-05-13T11:06:24+00:00$NBIS HAS HIT $200 FOR THE FIRST TIME EVER!!!
· 2026-05-13T11:23:37+00:00$NBIS AI Cloud revenues grew 841% Y/Y and 82% Q/Q to $390M! Insanity!
· 2026-05-13T16:38:19+00:00$NBIS : Fantastic Job on Double Beat on Revenue and Adjusted EBITDA Financials 1. Quarterly Revenue $399M, up 684% YoY from 50M last year. Annualized to 1.596B ARR. 2. Adjusted EBITDA positive: $130M +17% Today: Rerating to Catch CRWV Market is rerating Nebius to CRWV which has
· 2026-05-13T12:37:48+00:00$IREN Yo @mikealfred Do you still know? $NBIS No wonder he keeps blocking people who make sense. #ai #Datacenters
· 2026-05-13T17:02:30+00:00$Nbis 250 coming fast lol
· 2026-05-13T11:11:04+00:00$NBIS pushing $200 on earnings report Phew, hate earnings lol. We are now sitting w a 87+% gain off 4/2 buy & 4/3 add, $107.55 cost, 6 weeks ago. This is my position trade, don’t really care about anything else long term. Haven’t trimmed and don’t plan too, want this to grow
· 2026-05-13T11:19:47+00:00I'm getting closer $NBIS
· 2026-05-13T23:37:55+00:00Will be upgrading our $NBIS coverage shortly. (We are already higher than anyone on the street) We really can’t reiterate enough how well this company is executing. We made an allotment of almost a GW of extra power for our energisation forecasting for Nebius through 2030.
· 2026-05-13T15:07:04+00:00Excited to see the $NBIS PT upgrades
· 2026-05-13T21:37:19+00:00$NBIS READ THIS POST FROM THE NEBIUS CTO. CLARIFAI ALLOWS NEBIUS TOKEN FACTORY TO EXPAND FROM CLOUD TO RUN INFERENCE ON-PREMISE AND IN AIR-GAPPED DEPLOYMENTS. MAJOR EXPANSION OF THE OPPORTUNITY ALSO SELLING TO GOVERNMENTS AND HIGHLY REGULATED SECTORS! Clarifai’s technology adds
· 2026-05-13T00:21:36+00:00POV: $NBIS & $EOSE after earnings tomorrow morning: (I have a garbage track record for these posts)
· 2026-05-13T11:09:30+00:00Wow. $NBIS just hit $200 for the first time ever.
· 2026-05-13T12:35:54+00:00$NBIS could potentially generate more than $27B from the $META contract if the market remains strong. This was just mentioned in the earnings call! The market will not only remain strong, it will become even stronger with spot prices increasing.
· 2026-05-13T01:13:10+00:00Would be really nice to not get cucked by $NBIS tomorrow
· 2026-05-13T11:19:08+00:00$NBIS ARR GREW 647% YoY
· 2026-05-13T21:46:00+00:00$NBIS could hit 500$ tomorrow and I’m not selling
· 2026-05-13T09:15:31+00:00$NBIS
· 2026-05-13T15:33:37+00:00$NBIS is a monster and their high margin Ai Cloud business pipeline is exploding QoQ
· 2026-05-13T11:55:13+00:00Quick read on Nebius earnings $NBIS just posted a GAAP profit with surging revenue up 684% to $399 mil. The core driver is AI cloud capacity coming online into a market that is, and will likely remain, capacity constrained. The company revealed better GPU pricing and rising
· 2026-05-13T18:38:38+00:00$AAOI Still holding........ Its and $NBIS moving EC to new highs.
· 2026-05-13T12:07:26+00:00$NBIS - Bro, we are not bullish enough! Send it!
· 2026-05-13T11:10:55+00:00Congrats $NBIS folks. What a monster of a company.
· 2026-05-13T21:16:47+00:00$NBIS UPDATE: BoA RAISES Nebius PRICE TARGET to $240
· 2026-05-13T12:20:49+00:00Where are the iren pussys that said Vineland was delayed ???????? $IREN LONG $NBIS Anyone gonna tell me I’m annoying today love nebius love the team will continue to buy monthly Future 1T mkt cap GIANT
· 2026-05-13T23:00:01+00:00My thoughts on $NBIS earnings: HOW CANT YOU LIKE IT? - Huge double beat - Confidence flowing throughout it - Secured up to 1.2 GW for Pennsylvania AI factory DESERVEDLY my 2nd biggest position.
· 2026-05-13T11:17:06+00:00$NBIS beats on revenue as expected! (palms definitely weren’t sweaty)
· 2026-05-13T00:08:17+00:00$IREN drops news before earnings to buffer bad results. $NBIS drops Clarifai and LangChain before earnings to put a spotlight on inference at the focal point of conversation. $NBIS leadership is typically measured and reserved so to see Roman this cheeky really bulls me
· 2026-05-13T14:37:03+00:00Now that $NBIS owns so much power maybe Leopold/Situational Awareness will finally buy in?
· 2026-05-13T11:49:35+00:00HEY $NBIS BEARS I’VE GOT SOMETHING FOR YOU!
· 2026-05-13T02:05:44+00:00People still think $NBIS is a data center play. Its not. It’s an AI Play. I think this will become clear tomorrow morning during earnings when it gaps up.
· 2026-05-13T09:37:11+00:00Good morning $NBIS investors!
· 2026-05-13T07:44:27+00:00My expectations for the Nebius’ Q1 earnings are as follows: $NBIS 1. Nebius should easily meet or exceed consensus revenue estimates, based on the Meta deal, which was fully delivered in February, and tranche 2 of the Microsoft deal, which was also delivered in February.
· 2026-05-13T11:58:08+00:00$NBIS HITS $200 Nebius secured up to 1.2 GW of power and land for a new AI data center in Pennsylvania +16% pre-market
· 2026-05-13T13:34:36+00:00$NBIS entire bear thesis crushed in literally 60 minutes
· 2026-05-13T11:31:09+00:00$NBIS Financials for Q1 HERE Part 1:
· 2026-05-13T15:48:44+00:00Absolutely insane $NBIS we will get 1 or 2 massive deals within the next months I am 100% sure The big dogs wanna lock in the compute
· 2026-05-13T14:02:09+00:00$NBIS Are you sure you want to take profits at $52B market cap only? Come on.. do better. Give yourself some space. Give @nebiusai space to run their business. You wont go hungry under the care of $NVDA & Jensen papa.
· 2026-05-13T06:00:05+00:00$NBIS What a legend!
· 2026-05-13T11:58:51+00:00Now, say my name. You’re $NBIS . You’re goddamn right.
· 2026-05-13T18:09:44+00:00Just $NBIS here confirming my Nebius software thesis. Thank you guys for being with me last 12 months. Software wins, and is just getting started
· 2026-05-13T11:16:33+00:00BOOKING MY TICKETS TO AMSTERDAM NOW!! $NBIS @nebiusai i love you sm!!!
· 2026-05-13T15:16:23+00:00My second take of the day on $NBIS earnings. As I said earlier today, the report carried more evidence of pricing power for DCs. Meaning that a lot of what can happen to operators like $IREN and $$CRVW is written in that wall. I went through the earnings in detail and also
· 2026-05-13T10:12:32+00:00My palms have been abnormally sticky for the past few hours. TMI ik. Was thinking maybe I drank too much coffee or maybe it’s a change in climate because I’m traveling. I just realized the answer is much more obvious. I’m full port $NBIS and earnings is in less than two hours.
· 2026-05-13T11:25:47+00:00$NBIS EARNINGS: Operating Cash In-flows of $2.3B  Over $9.2B cash on hand now!!
· 2026-05-13T12:14:52+00:00Guys, the only thing I'll say: $NBIS will take care of you!
· 2026-05-13T11:17:34+00:00$NBIS Cloud revenue up 841% YoY and 82% QoQ
· 2026-05-13T16:40:57+00:00. @801010athlete I love the fact that you once mentioned how traders don’t try 2/3x to get into a position with tighter stops. It usually works out and pays for the losses initially taken. $NBIS $TER
· 2026-05-13T06:39:09+00:00$NBIS I am dead serious in investing in the next hyperscaler!
· 2026-05-13T12:16:52+00:00If you are still gonna short $NBIS I wanna hear the reason Genuinely
· 2026-05-13T09:22:05+00:00CHALLENGE: DON’T CHECK $NBIS PREMARKET ACTION UNTIL 8AM EST
· 2026-05-13T14:48:51+00:00$NBIS - No victory lap needed. IYKYK….
· 2026-05-13T04:14:41+00:00Good morning everyone, especially to long $NBIS shareholders
· 2026-05-13T05:30:29+00:00$NBIS This is probably the acquisition to put us past Fireworks AI on speed, which was a core advantage for them. So all we have to do next is watch the number 1 in different categories of the public @ArtificialAnlys rankings to guess Nebius next acquisition?
· 2026-05-13T05:54:33+00:00$NBIS Clarifai core team joins Nebius. Founder Matthew Zeiler and the engineering team are joining Nebius, with inference and compute orchestration IP licensed to strengthen Token Factory. This complements the $643M Eigen AI acquisition announced May 1 — Eigen handles
· 2026-05-13T11:30:02+00:00$NBIS This is why I am invested. CEO Arkady in the Q1 shareholder letter: “We are not simply responding to where the industry stands today; we have the knowledge and experience to build the infrastructure, tools, and capabilities for where it will be tomorrow
· 2026-05-13T11:01:57+00:00SENSATIONAL! $NBIS
· 2026-05-13T05:13:43+00:00$NBIS Another day another acquisition for Nebius Token Factory
· 2026-05-13T12:32:13+00:00$NBIS - congrats to all the shareholders, we did it. With an average around $80 i am going to print a lot today. Honestly er’s are out of the park today. More to come…
· 2026-05-13T04:05:43+00:00$IREN $NBIS $CRWV $ORCL And the beat goes on! No signs of slowing down for GPU Rental rates.
· 2026-05-13T11:04:38+00:00$NBIS with the DOUBLE BEAT!!!
· 2026-05-13T13:02:21+00:00Last week I tried to convince this guy on r/NBIS_STONK not to swing trade $NBIS . He told me the war would resume in 2 weeks and he was waiting for $NBIS to go back to $100. Don't be like him. Don't be like Daymjoo.
· 2026-05-13T09:43:40+00:00Long $NBIS
· 2026-05-13T11:14:21+00:00$NBIS Double beat
· 2026-05-13T08:47:11+00:00$NBIS Follow them all!
· 2026-05-13T07:25:04+00:00Nebius with yet another acquisition! $NBIS
· 2026-05-13T11:01:51+00:00$NBIS Q1 2026
· 2026-05-13T21:14:34+00:00$NBIS Goldman Sachs reiterates Nebius BUY rating despite maintaining $205 PRICE TARGET
· 2026-05-13T11:45:48+00:00Congrats to the $NBIS bulls
· 2026-05-13T11:02:54+00:00$NBIS Earning out, highlights:
· 2026-05-13T12:55:58+00:00$NBIS Imagine hearing this and then being @danroberts0101 “We are not simply responding to where the industry stands today; we have the knowledge and experience to build the infrastructure, tools, and capabilities for where it will be tomorrow” Arkady
· 2026-05-13T11:17:03+00:00How can you fight against $NBIS team?
· 2026-05-13T11:04:57+00:00$NBIS Q1 2026 results out - ARR grew 674% year-over-year - Full-year guidance has been updated to ARR of $7-$9 billion and revenue of $3.0-3.4 billion. - Adjusted EBITDA margin in our AI cloud business nearly doubled quarter-on-quarter to 45%. - Contracted capacity now
· 2026-05-13T11:20:04+00:00$NBIS is a monster, actually a hyperscaler in the making! "Nebius today also announced that it has secured up to 1.2 GW of power and land for a new, owned AI factory at a site in Pennsylvania. Owned capacity now accounts for more than 75% of our contracted power."
· 2026-05-13T12:20:03+00:00Jensen: “Nebius will take care of you” The earnings report is just too dazzling $nbis
· 2026-05-13T23:02:29+00:00$NBIS One year in this stock. Let me put in my two cents. Cash can save your core position especially when you have strong conviction. Psychological stability and high risk tolerance can create something close to a financial miracle. X/Twitter can help a lot, especially with
· 2026-05-13T11:14:13+00:00$NBIS Q1 was the strongest validation of the Nebius thesis so far. AI Cloud revenue reached $390M: +841% YoY +82% QoQ ARR moved from $1.25B to $1.9B in one quarter. Adjusted EBITDA margin in the AI Cloud business reached 45%. Pipeline generation was up ~3.5x QoQ. Contracted
· 2026-05-13T11:16:38+00:00From $20 to $200, we ride $NBIS
· 2026-05-13T11:38:57+00:00Main message I’m seeing is demand is there, congrats to all the $NBIS holders yall KILLED it today Already $200+
· 2026-05-13T11:30:36+00:00Finding out about $NBIS earnings blowout. A story in four pictures. Girlfriend took these photos of me at the yakiniku restaurant we’re at right now. AI-transmogrified for anonymity.
· 2026-05-13T11:23:43+00:00$NBIS $6.3b capital secured
· 2026-05-13T04:21:30+00:00$NBIS is in a class of its own. Does any other company in the space have management that is this upfront and outspoken about their industry leadership? About their conviction in their positioning and ability to execute? I’ll wait.
· 2026-05-13T04:45:19+00:00This $nbis
· 2026-05-13T10:50:32+00:00Nebius Group NV $NBIS welcomes Clarifai’s core team and licenses inference IP to strengthen Nebius Token Factory.
· 2026-05-13T06:15:38+00:00$NBIS This is a good omen ahead of tonight's earnings. Ready? nebius.com/newsroom/nebiu …
· 2026-05-13T11:38:20+00:00$NBIS Retail: "Nebius will take care of us"
· 2026-05-13T11:15:07+00:00$NBIS Strong Q1 results!
· 2026-05-13T12:59:11+00:00Every other neocloud right now: $IREN $CRWV $NBIS
· 2026-05-13T07:39:44+00:00$NBIS earnings hours away
· 2026-05-13T08:46:17+00:00$NBIS
· 2026-05-13T10:45:29+00:00Nebius: $200 or Not? | The Solid Report $NBIS
· 2026-05-13T11:14:42+00:00LOSS FOR WORDS! @nebiusai $NBIS
· 2026-05-13T00:10:16+00:00Been in $NBIS since Jan2025. Only regret was not building a big position & HODL since 20s. Trading in & out was a mistake. Trust the leaders, the people working relentlessly everyday to make Ai better, more efficient. Wealth will follow behind with the right people.
· 2026-05-13T11:33:30+00:00$NBIS delivered the beat. Highlights for me: • New 1.2GW Pennsylvania AI factory site • Contracted capacity now >3.5GW • Pipeline generation up ~3.5x QoQ • ClickHouse valuation at $15B is becoming increasingly meaningful to the overall story We officially hit my $200 target
· 2026-05-13T04:08:56+00:00$nbis nebiusmaxxxing!
· 2026-05-13T05:31:15+00:00If @nebiusai announces a partnership with @elonmusk , I will change the livery on my @Tesla model 3 into Nebius corporate colour and with Nebius logo. @romanchernin let me be your advertisement on the roads of Singapore $NBIS $TSLA $SPACEX
· 2026-05-13T07:01:07+00:00How my beloved dog and myself feel about the $NBIS earnings today Calm as ever @romanchernin please ship my dog some merchandise. It’s one of your true supporters
· 2026-05-13T09:15:20+00:00$NBIS - Register to join the ER call … -2026-earnings-call.open-exchange.net/registration/
· 2026-05-13T15:55:37+00:00Feel like you’re late to crypto? Stayed committed enough to make $7211 this week. $NBIS We explain the process step by step - x.com/D_Y_S_21/statu … #crypto #Bitcoin $PEPE $UPST
· 2026-05-13T15:43:35+00:00Think crypto success is all about timing? Finished the week with $7435 in the books. $NBIS That’s exactly what we teach inside our community - x.com/D_Y_S_21/statu … #crypto #Web3 $BOME $HOOD
· 2026-05-13T16:37:01+00:00Ever wanted a low-maintenance crypto strategy? Ended the week proud of this $6536. $NBIS We explain everything clearly for new beginners - x.com/D_Y_S_21/statu … #crypto #Bitcoin $WIF $SNOW