# $NBIS Catalyst Posts & Social Intelligence Recap — May 13, 2026

> **Asset:** $NBIS  
> **Date:** 2026-05-13 (May 13, 2026)  
> **Canonical URL:** https://cryptitalk.com/tokens/nbis/2026-05-13  
> **Token Profile:** https://cryptitalk.com/tokens/nbis.md  
> **Market Rankings:** https://cryptitalk.com/rankings.md  

---



## Curated Viral Posts & Community Evidence


### Post #1 by @thestockwhale
> **Author:** StockWhale ([@thestockwhale](https://x.com/thestockwhale))  
> **Metrics:** 2.2K likes · 128 retweets · 69 comments · 1.59M views  

> **Posted:** 2026-05-13T15:26:26+00:00  


> **Source Link:** [https://x.com/thestockwhale/status/2054584060304060700](https://x.com/thestockwhale/status/2054584060304060700)  


> 
> "I 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."


### Post #2 by @pepemoonboy
> **Author:** Pepe Invests ([@pepemoonboy](https://x.com/pepemoonboy))  
> **Metrics:** 802 likes · 16 retweets · 105 comments · 159.6K views  

> **Posted:** 2026-05-13T19:23:14+00:00  


> **Source Link:** [https://x.com/pepemoonboy/status/2054643650588733618](https://x.com/pepemoonboy/status/2054643650588733618)  


> 
> "Thank you 
$NBIS
 for a life changing gain…

AND…a life changing loss."


### Post #3 by @beauty_oe
> **Author:** みみりん@投資系女子 ([@beauty_oe](https://x.com/beauty_oe))  
> **Metrics:** 339 likes · 61 retweets · 23 comments · 83.7K views  

> **Posted:** 2026-05-13T11:07:36+00:00  


> **Source Link:** [https://x.com/beauty_oe/status/2054518919046815914](https://x.com/beauty_oe/status/2054518919046815914)  


> 
> "$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"


### Post #4 by @FuturumEquities
> **Author:** Futurum Equities ([@FuturumEquities](https://x.com/FuturumEquities))  
> **Metrics:** 86 likes · 5 retweets · 2 comments · 79.9K views  

> **Posted:** 2026-05-13T15:54:03+00:00  


> **Source Link:** [https://x.com/FuturumEquities/status/2054591007979655333](https://x.com/FuturumEquities/status/2054591007979655333)  


> 
> ""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."


### Post #5 by @RealJGBanks
> **Author:** Justin Banks ([@RealJGBanks](https://x.com/RealJGBanks))  
> **Metrics:** 797 likes · 65 retweets · 21 comments · 70.9K views  

> **Posted:** 2026-05-13T16:53:52+00:00  


> **Source Link:** [https://x.com/RealJGBanks/status/2054606063224430599](https://x.com/RealJGBanks/status/2054606063224430599)  


> 
> "Let 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."


### Post #6 by @TheMarket_Monk
> **Author:** Market Monk ([@TheMarket_Monk](https://x.com/TheMarket_Monk))  
> **Metrics:** 528 likes · 16 retweets · 15 comments · 68.1K views  

> **Posted:** 2026-05-13T11:47:59+00:00  


> **Source Link:** [https://x.com/TheMarket_Monk/status/2054529082662993958](https://x.com/TheMarket_Monk/status/2054529082662993958)  


> 
> "$IREN
 investors seeing 
$NBIS
 after the earnings call today"


### Post #7 by @StockMKTNewz
> **Author:** Evan ([@StockMKTNewz](https://x.com/StockMKTNewz))  
> **Metrics:** 432 likes · 55 retweets · 22 comments · 59.4K views  

> **Posted:** 2026-05-13T11:09:03+00:00  


> **Source Link:** [https://x.com/StockMKTNewz/status/2054519285066740020](https://x.com/StockMKTNewz/status/2054519285066740020)  


> 
> "NEBIUS 
$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"


### Post #8 by @StockSavvyShay
> **Author:** Shay Boloor ([@StockSavvyShay](https://x.com/StockSavvyShay))  
> **Metrics:** 381 likes · 36 retweets · 27 comments · 52.6K views  

> **Posted:** 2026-05-13T11:16:44+00:00  


> **Source Link:** [https://x.com/StockSavvyShay/status/2054521221140947010](https://x.com/StockSavvyShay/status/2054521221140947010)  


> 
> "$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."


### Post #9 by @MarkosAAIG
> **Author:** Markos ([@MarkosAAIG](https://x.com/MarkosAAIG))  
> **Metrics:** 156 likes · 17 retweets · 13 comments · 51.5K views  

> **Posted:** 2026-05-13T16:22:00+00:00  


> **Source Link:** [https://x.com/MarkosAAIG/status/2054598041097630027](https://x.com/MarkosAAIG/status/2054598041097630027)  


> 
> "Nebius 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"


### Post #10 by @aleabitoreddit
> **Author:** Serenity ([@aleabitoreddit](https://x.com/aleabitoreddit))  
> **Metrics:** 855 likes · 74 retweets · 58 comments · 50.4K views  

> **Posted:** 2026-05-13T11:31:13+00:00  


> **Source Link:** [https://x.com/aleabitoreddit/status/2054524864866980010](https://x.com/aleabitoreddit/status/2054524864866980010)  


> 
> "$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."


### Post #11 by @StockSavvyShay
> **Author:** Shay Boloor ([@StockSavvyShay](https://x.com/StockSavvyShay))  
> **Metrics:** 452 likes · 50 retweets · 16 comments · 47.0K views  

> **Posted:** 2026-05-13T12:25:21+00:00  


> **Source Link:** [https://x.com/StockSavvyShay/status/2054538489254101495](https://x.com/StockSavvyShay/status/2054538489254101495)  


> 
> "$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."


### Post #12 by @antibearthesis
> **Author:** Noah ([@antibearthesis](https://x.com/antibearthesis))  
> **Metrics:** 369 likes · 17 retweets · 25 comments · 46.7K views  

> **Posted:** 2026-05-13T11:59:22+00:00  


> **Source Link:** [https://x.com/antibearthesis/status/2054531949759201470](https://x.com/antibearthesis/status/2054531949759201470)  


> 
> "Every 
$NBIS
 shareholder right now"


### Post #13 by @HyperTechInvest
> **Author:** Daniel Romero ([@HyperTechInvest](https://x.com/HyperTechInvest))  
> **Metrics:** 223 likes · 15 retweets · 25 comments · 46.6K views  

> **Posted:** 2026-05-13T23:38:34+00:00  


> **Source Link:** [https://x.com/HyperTechInvest/status/2054707906348454153](https://x.com/HyperTechInvest/status/2054707906348454153)  


> 
> "$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"


### Post #14 by @StockSavvyShay
> **Author:** Shay Boloor ([@StockSavvyShay](https://x.com/StockSavvyShay))  
> **Metrics:** 385 likes · 46 retweets · 24 comments · 42.3K views  

> **Posted:** 2026-05-13T11:30:56+00:00  


> **Source Link:** [https://x.com/StockSavvyShay/status/2054524794113249380](https://x.com/StockSavvyShay/status/2054524794113249380)  


> 
> "$NBIS
 BROKE ABOVE $200 FOR THE FIRST TIME IN HISTORY"


### Post #15 by @StockSavvyShay
> **Author:** Shay Boloor ([@StockSavvyShay](https://x.com/StockSavvyShay))  
> **Metrics:** 393 likes · 35 retweets · 30 comments · 37.3K views  

> **Posted:** 2026-05-13T19:05:52+00:00  


> **Source Link:** [https://x.com/StockSavvyShay/status/2054639279285186595](https://x.com/StockSavvyShay/status/2054639279285186595)  


> 
> "$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"


### Post #16 by @antibearthesis
> **Author:** Noah ([@antibearthesis](https://x.com/antibearthesis))  
> **Metrics:** 504 likes · 37 retweets · 61 comments · 37.2K views  

> **Posted:** 2026-05-13T07:55:42+00:00  


> **Source Link:** [https://x.com/antibearthesis/status/2054470626027397286](https://x.com/antibearthesis/status/2054470626027397286)  


> 
> "$HIMS
 was my first 5x
$SOFI
 was my 2nd
$NBIS
 is about to become be my 3rd
$NOW
 will be my 4th"


### Post #17 by @TheLongInvest
> **Author:** The Long Investor ([@TheLongInvest](https://x.com/TheLongInvest))  
> **Metrics:** 204 likes · 5 retweets · 6 comments · 35.6K views  

> **Posted:** 2026-05-13T12:23:41+00:00  


> **Source Link:** [https://x.com/TheLongInvest/status/2054538068628009172](https://x.com/TheLongInvest/status/2054538068628009172)  


> 
> "$NBIS
 Wave 3 target is $280

No changes.

+18% Post Earnings today.

Enjoy holders!!"


### Post #18 by @StockSavvyShay
> **Author:** Shay Boloor ([@StockSavvyShay](https://x.com/StockSavvyShay))  
> **Metrics:** 270 likes · 27 retweets · 34 comments · 32.8K views  

> **Posted:** 2026-05-13T16:03:49+00:00  


> **Source Link:** [https://x.com/StockSavvyShay/status/2054593467452686570](https://x.com/StockSavvyShay/status/2054593467452686570)  


> 
> "$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"


### Post #19 by @TrendSpider
> **Author:** TrendSpider ([@TrendSpider](https://x.com/TrendSpider))  
> **Metrics:** 581 likes · 45 retweets · 15 comments · 32.6K views  

> **Posted:** 2026-05-13T11:07:13+00:00  


> **Source Link:** [https://x.com/TrendSpider/status/2054518823307419797](https://x.com/TrendSpider/status/2054518823307419797)  


> 
> "$NBIS
 IS RIPPING IN PRE-MARKET 

 +12.40%"


### Post #20 by @Mr_Derivatives
> **Author:** Heisenberg ([@Mr_Derivatives](https://x.com/Mr_Derivatives))  
> **Metrics:** 229 likes · 3 retweets · 24 comments · 32.5K views  

> **Posted:** 2026-05-13T14:37:57+00:00  


> **Source Link:** [https://x.com/Mr_Derivatives/status/2054571857538666508](https://x.com/Mr_Derivatives/status/2054571857538666508)  


> 
> "$NBIS
 $214’s today. Omg. Remember when this name was sub $50’s…"


### Post #21 by @oguzerkan
> **Author:** Oguz Erkan ([@oguzerkan](https://x.com/oguzerkan))  
> **Metrics:** 81 likes · 8 retweets · 0 comments · 32.3K views  

> **Posted:** 2026-05-13T10:07:49+00:00  


> **Source Link:** [https://x.com/oguzerkan/status/2054503873797148679](https://x.com/oguzerkan/status/2054503873797148679)  


> 
> "$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"


### Post #22 by @TheRonnieVShow
> **Author:** RonnieV ([@TheRonnieVShow](https://x.com/TheRonnieVShow))  
> **Metrics:** 215 likes · 16 retweets · 14 comments · 31.1K views  

> **Posted:** 2026-05-13T12:17:06+00:00  


> **Source Link:** [https://x.com/TheRonnieVShow/status/2054536410216972360](https://x.com/TheRonnieVShow/status/2054536410216972360)  


> 
> "540% since I dropped my Nebius is a 10x 
$NBIS
 $38 then $213 now."


### Post #23 by @CKCapitalxx
> **Author:** CK Capital ([@CKCapitalxx](https://x.com/CKCapitalxx))  
> **Metrics:** 210 likes · 5 retweets · 19 comments · 31.0K views  

> **Posted:** 2026-05-13T11:54:59+00:00  


> **Source Link:** [https://x.com/CKCapitalxx/status/2054530844572668290](https://x.com/CKCapitalxx/status/2054530844572668290)  


> 
> "I tried to tell y’all. 
$NBIS
 clears 
$IREN"


### Post #24 by @WOLF_TradingX
> **Author:** WOLF Trading ([@WOLF_TradingX](https://x.com/WOLF_TradingX))  
> **Metrics:** 151 likes · 19 retweets · 4 comments · 29.4K views  

> **Posted:** 2026-05-13T11:39:54+00:00  


> **Source Link:** [https://x.com/WOLF_TradingX/status/2054527048282964396](https://x.com/WOLF_TradingX/status/2054527048282964396)  


> 
> "Nebius 
$NBIS
 investors this morning"


### Post #25 by @retail_mourinho
> **Author:** Retail Mourinho ([@retail_mourinho](https://x.com/retail_mourinho))  
> **Metrics:** 677 likes · 2 retweets · 37 comments · 29.0K views  

> **Posted:** 2026-05-13T11:58:30+00:00  


> **Source Link:** [https://x.com/retail_mourinho/status/2054531731714163174](https://x.com/retail_mourinho/status/2054531731714163174)  


> 
> "My 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."


### Post #26 by @StockMKTNewz
> **Author:** Evan ([@StockMKTNewz](https://x.com/StockMKTNewz))  
> **Metrics:** 334 likes · 26 retweets · 21 comments · 28.8K views  

> **Posted:** 2026-05-13T22:40:23+00:00  


> **Source Link:** [https://x.com/StockMKTNewz/status/2054693263504785460](https://x.com/StockMKTNewz/status/2054693263504785460)  


> 
> "This 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"


### Post #27 by @SteveUrkelDude
> **Author:** Urkel ([@SteveUrkelDude](https://x.com/SteveUrkelDude))  
> **Metrics:** 200 likes · 4 retweets · 73 comments · 27.3K views  

> **Posted:** 2026-05-13T18:57:55+00:00  


> **Source Link:** [https://x.com/SteveUrkelDude/status/2054637281240302014](https://x.com/SteveUrkelDude/status/2054637281240302014)  


> 
> "All 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"


### Post #28 by @mvcinvesting
> **Author:** M. V. Cunha ([@mvcinvesting](https://x.com/mvcinvesting))  
> **Metrics:** 852 likes · 12 retweets · 66 comments · 25.0K views  

> **Posted:** 2026-05-13T14:52:52+00:00  


> **Source Link:** [https://x.com/mvcinvesting/status/2054575610861613065](https://x.com/mvcinvesting/status/2054575610861613065)  


> 
> "New all-time high, and officially an 8-bagger for me.
$NBIS
 changed my life."


### Post #29 by @TheProfInvestor
> **Author:** Prof ([@TheProfInvestor](https://x.com/TheProfInvestor))  
> **Metrics:** 326 likes · 14 retweets · 13 comments · 24.6K views  

> **Posted:** 2026-05-13T13:46:49+00:00  


> **Source Link:** [https://x.com/TheProfInvestor/status/2054558987178180792](https://x.com/TheProfInvestor/status/2054558987178180792)  


> 
> "$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"


### Post #30 by @TipRanks
> **Author:** TipRanks ([@TipRanks](https://x.com/TipRanks))  
> **Metrics:** 38 likes · 8 retweets · 0 comments · 24.4K views  

> **Posted:** 2026-05-13T17:49:11+00:00  


> **Source Link:** [https://x.com/TipRanks/status/2054619981116014851](https://x.com/TipRanks/status/2054619981116014851)  


> 
> "Nebius 
$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"


### Post #31 by @EndicottInvests
> **Author:** Nate Endicott ([@EndicottInvests](https://x.com/EndicottInvests))  
> **Metrics:** 183 likes · 3 retweets · 10 comments · 20.7K views  

> **Posted:** 2026-05-13T12:41:52+00:00  


> **Source Link:** [https://x.com/EndicottInvests/status/2054542643833819361](https://x.com/EndicottInvests/status/2054542643833819361)  


> 
> "$NBIS
 mentioned their ATM program

"We have not used the program to date""


### Post #32 by @FABYMETAL4
> **Author:** FabyΔ ([@FABYMETAL4](https://x.com/FABYMETAL4))  
> **Metrics:** 164 likes · 26 retweets · 4 comments · 20.5K views  

> **Posted:** 2026-05-13T02:49:02+00:00  


> **Source Link:** [https://x.com/FABYMETAL4/status/2054393451777786105](https://x.com/FABYMETAL4/status/2054393451777786105)  


> 
> "Nebius 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"


### Post #33 by @wealthmatica
> **Author:** Wealthmatica ([@wealthmatica](https://x.com/wealthmatica))  
> **Metrics:** 84 likes · 10 retweets · 4 comments · 19.4K views  

> **Posted:** 2026-05-13T11:02:06+00:00  


> **Source Link:** [https://x.com/wealthmatica/status/2054517536754958435](https://x.com/wealthmatica/status/2054517536754958435)  


> 
> "$NBIS
 reports!

Q1 AI Cloud revenues were up +841% YoY and 82% QoQ..

Holy smokes.
$NBIS"


### Post #34 by @LeifInvests
> **Author:** Leif | Investing ([@LeifInvests](https://x.com/LeifInvests))  
> **Metrics:** 97 likes · 15 retweets · 20 comments · 19.2K views  

> **Posted:** 2026-05-13T15:59:53+00:00  


> **Source Link:** [https://x.com/LeifInvests/status/2054592476908798230](https://x.com/LeifInvests/status/2054592476908798230)  


> 
> "Neocloud 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"


### Post #35 by @daniel_koss
> **Author:** Daniel Koss ([@daniel_koss](https://x.com/daniel_koss))  
> **Metrics:** 189 likes · 5 retweets · 33 comments · 17.7K views  

> **Posted:** 2026-05-13T14:43:12+00:00  


> **Source Link:** [https://x.com/daniel_koss/status/2054573177087385728](https://x.com/daniel_koss/status/2054573177087385728)  


> 
> "$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"


### Post #36 by @earnings_guy
> **Author:** The Earnings Correspondent ([@earnings_guy](https://x.com/earnings_guy))  
> **Metrics:** 164 likes · 11 retweets · 1 comments · 17.5K views  

> **Posted:** 2026-05-13T08:30:00+00:00  


> **Source Link:** [https://x.com/earnings_guy/status/2054479258332877235](https://x.com/earnings_guy/status/2054479258332877235)  


> 
> "Expected numbers for 
$NBIS
 (Nebius) earnings today before open:"


### Post #37 by @Sam_Badawi
> **Author:** Sam Badawi ([@Sam_Badawi](https://x.com/Sam_Badawi))  
> **Metrics:** 150 likes · 7 retweets · 9 comments · 17.1K views  

> **Posted:** 2026-05-13T14:37:29+00:00  


> **Source Link:** [https://x.com/Sam_Badawi/status/2054571740928610573](https://x.com/Sam_Badawi/status/2054571740928610573)  


> 
> "$NBIS
 Shareholders on this morning."


### Post #38 by @Sandeman52
> **Author:** SandemanStocks ([@Sandeman52](https://x.com/Sandeman52))  
> **Metrics:** 109 likes · 3 retweets · 4 comments · 15.9K views  

> **Posted:** 2026-05-13T22:19:37+00:00  


> **Source Link:** [https://x.com/Sandeman52/status/2054688037729079548](https://x.com/Sandeman52/status/2054688037729079548)  


> 
> "$NBIS
 Love to see it, more upgrades"


### Post #39 by @TheRayMyers
> **Author:** Ray Myers ([@TheRayMyers](https://x.com/TheRayMyers))  
> **Metrics:** 276 likes · 10 retweets · 7 comments · 15.4K views  

> **Posted:** 2026-05-13T11:07:08+00:00  


> **Source Link:** [https://x.com/TheRayMyers/status/2054518805162868975](https://x.com/TheRayMyers/status/2054518805162868975)  


> 
> "OMG 
$NBIS
 

$9.3B Cash Balance!"


### Post #40 by @yianisz
> **Author:** Yiannis Zourmpanos ([@yianisz](https://x.com/yianisz))  
> **Metrics:** 97 likes · 7 retweets · 10 comments · 14.8K views  

> **Posted:** 2026-05-13T13:07:04+00:00  


> **Source Link:** [https://x.com/yianisz/status/2054548986929836540](https://x.com/yianisz/status/2054548986929836540)  


> 
> "Don’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."


### Post #41 by @babyfolio
> **Author:** Babyfolio ([@babyfolio](https://x.com/babyfolio))  
> **Metrics:** 170 likes · 3 retweets · 12 comments · 14.6K views  

> **Posted:** 2026-05-13T07:30:06+00:00  


> **Source Link:** [https://x.com/babyfolio/status/2054464185497440530](https://x.com/babyfolio/status/2054464185497440530)  


> 
> "Hmm guys? 
$NBIS"


### Post #42 by @oguzerkan
> **Author:** Oguz Erkan ([@oguzerkan](https://x.com/oguzerkan))  
> **Metrics:** 223 likes · 10 retweets · 22 comments · 14.6K views  

> **Posted:** 2026-05-13T16:24:38+00:00  


> **Source Link:** [https://x.com/oguzerkan/status/2054598704078745783](https://x.com/oguzerkan/status/2054598704078745783)  


> 
> "$NBIS
 is now officially a 10-bagger for me.

Hold onto your shares, it’s just getting started."


### Post #43 by @MMMTwealth
> **Author:** Oliver | MMMT Wealth (CPA) ([@MMMTwealth](https://x.com/MMMTwealth))  
> **Metrics:** 147 likes · 12 retweets · 6 comments · 14.1K views  

> **Posted:** 2026-05-13T21:44:09+00:00  


> **Source Link:** [https://x.com/MMMTwealth/status/2054679111994687522](https://x.com/MMMTwealth/status/2054679111994687522)  


> 
> "$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. 

->"


### Post #44 by @daniel_koss
> **Author:** Daniel Koss ([@daniel_koss](https://x.com/daniel_koss))  
> **Metrics:** 162 likes · 0 retweets · 6 comments · 13.7K views  

> **Posted:** 2026-05-13T13:12:47+00:00  


> **Source Link:** [https://x.com/daniel_koss/status/2054550422430327212](https://x.com/daniel_koss/status/2054550422430327212)  


> 
> "Just 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!"


### Post #45 by @roberto_ruarte
> **Author:** Roberto A. Ruarte ([@roberto_ruarte](https://x.com/roberto_ruarte))  
> **Metrics:** 56 likes · 10 retweets · 3 comments · 13.7K views  

> **Posted:** 2026-05-13T22:52:14+00:00  


> **Source Link:** [https://x.com/roberto_ruarte/status/2054696248519569595](https://x.com/roberto_ruarte/status/2054696248519569595)  


> 
> "A 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"


### Post #46 by @Mr_Derivatives
> **Author:** Heisenberg ([@Mr_Derivatives](https://x.com/Mr_Derivatives))  
> **Metrics:** 109 likes · 1 retweets · 19 comments · 12.3K views  

> **Posted:** 2026-05-13T12:28:48+00:00  


> **Source Link:** [https://x.com/Mr_Derivatives/status/2054539357554684285](https://x.com/Mr_Derivatives/status/2054539357554684285)  


> 
> "$NBIS
 +17% in pre omg.."


### Post #47 by @Sandeman52
> **Author:** SandemanStocks ([@Sandeman52](https://x.com/Sandeman52))  
> **Metrics:** 155 likes · 1 retweets · 16 comments · 12.1K views  

> **Posted:** 2026-05-13T11:45:35+00:00  


> **Source Link:** [https://x.com/Sandeman52/status/2054528478922387822](https://x.com/Sandeman52/status/2054528478922387822)  


> 
> "$NBIS
 conviction LITERALLY pays!!!"


### Post #48 by @EndicottInvests
> **Author:** Nate Endicott ([@EndicottInvests](https://x.com/EndicottInvests))  
> **Metrics:** 134 likes · 2 retweets · 22 comments · 12.1K views  

> **Posted:** 2026-05-13T10:39:49+00:00  


> **Source Link:** [https://x.com/EndicottInvests/status/2054511929276956833](https://x.com/EndicottInvests/status/2054511929276956833)  


> 
> "GOOD MORNING
$NBIS
 DROPS IN 20 MINS

WAKE UP"


### Post #49 by @daniel_koss
> **Author:** Daniel Koss ([@daniel_koss](https://x.com/daniel_koss))  
> **Metrics:** 234 likes · 21 retweets · 11 comments · 12.0K views  

> **Posted:** 2026-05-13T12:06:37+00:00  


> **Source Link:** [https://x.com/daniel_koss/status/2054533772607918420](https://x.com/daniel_koss/status/2054533772607918420)  


> 
> "$NBIS
 Q1 numbers 

world class execution meets supercycle.

generational company. the AWS of AI.

$1T WHEN, not IF"


### Post #50 by @daniel_koss
> **Author:** Daniel Koss ([@daniel_koss](https://x.com/daniel_koss))  
> **Metrics:** 172 likes · 2 retweets · 22 comments · 11.4K views  

> **Posted:** 2026-05-13T11:17:05+00:00  


> **Source Link:** [https://x.com/daniel_koss/status/2054521307841118661](https://x.com/daniel_koss/status/2054521307841118661)  


> 
> "Did 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)"


### Post #51 by @YodaStockInvest
> **Author:** YodaStocks ([@YodaStockInvest](https://x.com/YodaStockInvest))  
> **Metrics:** 44 likes · 1 retweets · 20 comments · 10.7K views  

> **Posted:** 2026-05-13T12:00:00+00:00  


> **Source Link:** [https://x.com/YodaStockInvest/status/2054532109193376011](https://x.com/YodaStockInvest/status/2054532109193376011)  


> 
> "What are your thoughts on 
$NBIS
 earnings and commentary? 
Are you impressed or did you expect more?"


### Post #52 by @Sandeman52
> **Author:** SandemanStocks ([@Sandeman52](https://x.com/Sandeman52))  
> **Metrics:** 78 likes · 1 retweets · 6 comments · 10.6K views  

> **Posted:** 2026-05-13T14:19:02+00:00  


> **Source Link:** [https://x.com/Sandeman52/status/2054567094587461824](https://x.com/Sandeman52/status/2054567094587461824)  


> 
> "$NBIS
 customers are fighting over the GPUs!!!"


### Post #53 by @EndicottInvests
> **Author:** Nate Endicott ([@EndicottInvests](https://x.com/EndicottInvests))  
> **Metrics:** 171 likes · 5 retweets · 5 comments · 10.2K views  

> **Posted:** 2026-05-13T11:31:45+00:00  


> **Source Link:** [https://x.com/EndicottInvests/status/2054524997503439334](https://x.com/EndicottInvests/status/2054524997503439334)  


> 
> "$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.."


### Post #54 by @daniel_koss
> **Author:** Daniel Koss ([@daniel_koss](https://x.com/daniel_koss))  
> **Metrics:** 48 likes · 2 retweets · 10 comments · 9.6K views  

> **Posted:** 2026-05-13T14:07:32+00:00  


> **Source Link:** [https://x.com/daniel_koss/status/2054564202145055223](https://x.com/daniel_koss/status/2054564202145055223)  


> 
> "Thank you! 
@joinautopilot
 

I did very aggressively go 70% 
$NBIS
 into earnings Yesterday in the AP portfolio :)"


### Post #55 by @Thomas_james_1
> **Author:** Thomas James Investing ([@Thomas_james_1](https://x.com/Thomas_james_1))  
> **Metrics:** 63 likes · 2 retweets · 2 comments · 9.0K views  

> **Posted:** 2026-05-13T11:14:06+00:00  


> **Source Link:** [https://x.com/Thomas_james_1/status/2054520556460896257](https://x.com/Thomas_james_1/status/2054520556460896257)  


> 
> "$NBIS
 $200 

Next stop $300 

He’s done it again, incredible gains for the team today!"


### Post #56 by @yasutaketin
> **Author:** シバイヌおやびん（投資系VTuber） ([@yasutaketin](https://x.com/yasutaketin))  
> **Metrics:** 219 likes · 8 retweets · 6 comments · 8.9K views  

> **Posted:** 2026-05-13T11:33:14+00:00  


> **Source Link:** [https://x.com/yasutaketin/status/2054525371094278300](https://x.com/yasutaketin/status/2054525371094278300)  


> 
> "$NBIS Earnings Pre-surge"


### Post #57 by @Sandeman52
> **Author:** SandemanStocks ([@Sandeman52](https://x.com/Sandeman52))  
> **Metrics:** 109 likes · 0 retweets · 24 comments · 8.8K views  

> **Posted:** 2026-05-13T11:06:03+00:00  


> **Source Link:** [https://x.com/Sandeman52/status/2054518530804990078](https://x.com/Sandeman52/status/2054518530804990078)  


> 
> "$NBIS
 Numbers are great y'all"


### Post #58 by @MichaelWigginsO
> **Author:** Michael Wiggins De Oliveira ([@MichaelWigginsO](https://x.com/MichaelWigginsO))  
> **Metrics:** 77 likes · 6 retweets · 7 comments · 8.6K views  

> **Posted:** 2026-05-13T12:07:43+00:00  


> **Source Link:** [https://x.com/MichaelWigginsO/status/2054534049188724903](https://x.com/MichaelWigginsO/status/2054534049188724903)  


> 
> "$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"


### Post #59 by @daniel_koss
> **Author:** Daniel Koss ([@daniel_koss](https://x.com/daniel_koss))  
> **Metrics:** 93 likes · 0 retweets · 8 comments · 8.6K views  

> **Posted:** 2026-05-13T11:53:17+00:00  


> **Source Link:** [https://x.com/daniel_koss/status/2054530416174842284](https://x.com/daniel_koss/status/2054530416174842284)  


> 
> "$NBIS
 earnings call in 5min.

I will listen and live-tweet everything!

Turn on post notifications if you don't want to miss it."


### Post #60 by @babyfolio
> **Author:** Babyfolio ([@babyfolio](https://x.com/babyfolio))  
> **Metrics:** 83 likes · 2 retweets · 9 comments · 8.4K views  

> **Posted:** 2026-05-13T13:16:01+00:00  


> **Source Link:** [https://x.com/babyfolio/status/2054551240034455657](https://x.com/babyfolio/status/2054551240034455657)  


> 
> "Aged like milk! Now 
$TSLA
 is flat and 
$NBIS
 up 100%"


### Post #61 by @investwithsheng
> **Author:** sheng ([@investwithsheng](https://x.com/investwithsheng))  
> **Metrics:** 43 likes · 6 retweets · 5 comments · 8.2K views  

> **Posted:** 2026-05-13T14:04:41+00:00  


> **Source Link:** [https://x.com/investwithsheng/status/2054563487402090609](https://x.com/investwithsheng/status/2054563487402090609)  


> 
> "$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"


### Post #62 by @yasutaketin
> **Author:** シバイヌおやびん（投資系VTuber） ([@yasutaketin](https://x.com/yasutaketin))  
> **Metrics:** 159 likes · 2 retweets · 1 comments · 8.1K views  

> **Posted:** 2026-05-13T11:30:53+00:00  


> **Source Link:** [https://x.com/yasutaketin/status/2054524779928203467](https://x.com/yasutaketin/status/2054524779928203467)  


> 
> "$NBIS earnings are incredibly good!"


### Post #63 by @mvcinvesting
> **Author:** M. V. Cunha ([@mvcinvesting](https://x.com/mvcinvesting))  
> **Metrics:** 277 likes · 24 retweets · 8 comments · 8.0K views  

> **Posted:** 2026-05-13T11:22:33+00:00  


> **Source Link:** [https://x.com/mvcinvesting/status/2054522682826231872](https://x.com/mvcinvesting/status/2054522682826231872)  


> 
> "Wow.
$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."


### Post #64 by @HyperAICapital
> **Author:** Jordan ([@HyperAICapital](https://x.com/HyperAICapital))  
> **Metrics:** 182 likes · 18 retweets · 10 comments · 8.0K views  

> **Posted:** 2026-05-13T20:43:12+00:00  


> **Source Link:** [https://x.com/HyperAICapital/status/2054663774662238571](https://x.com/HyperAICapital/status/2054663774662238571)  


> 
> "BANK 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."


### Post #65 by @HeeraniPK
> **Author:** Parkash Heerani ([@HeeraniPK](https://x.com/HeeraniPK))  
> **Metrics:** 257 likes · 10 retweets · 9 comments · 8.0K views  

> **Posted:** 2026-05-13T12:10:11+00:00  


> **Source Link:** [https://x.com/HeeraniPK/status/2054534672076484908](https://x.com/HeeraniPK/status/2054534672076484908)  


> 
> "A 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."


### Post #66 by @yasutaketin
> **Author:** シバイヌおやびん（投資系VTuber） ([@yasutaketin](https://x.com/yasutaketin))  
> **Metrics:** 133 likes · 3 retweets · 2 comments · 7.8K views  

> **Posted:** 2026-05-13T00:51:15+00:00  


> **Source Link:** [https://x.com/yasutaketin/status/2054363809473855554](https://x.com/yasutaketin/status/2054363809473855554)  


> 
> "$NBIS A little repositioning before earnings  
If it drops on earnings, I'm considering buying more"


### Post #67 by @anandragn
> **Author:** Anand ([@anandragn](https://x.com/anandragn))  
> **Metrics:** 45 likes · 1 retweets · 4 comments · 7.7K views  

> **Posted:** 2026-05-13T11:06:39+00:00  


> **Source Link:** [https://x.com/anandragn/status/2054518683322519973](https://x.com/anandragn/status/2054518683322519973)  


> 
> "$NBIS
 Big beat and raise! 

Congrats shareholders!"


### Post #68 by @Sam_Badawi
> **Author:** Sam Badawi ([@Sam_Badawi](https://x.com/Sam_Badawi))  
> **Metrics:** 239 likes · 14 retweets · 10 comments · 7.7K views  

> **Posted:** 2026-05-13T11:06:30+00:00  


> **Source Link:** [https://x.com/Sam_Badawi/status/2054518643908829501](https://x.com/Sam_Badawi/status/2054518643908829501)  


> 
> "$NBIS
 BROKE $200 FOR THE FIRST TIME IN HISTORY"


### Post #69 by @DeepValueBagger
> **Author:** DVB ([@DeepValueBagger](https://x.com/DeepValueBagger))  
> **Metrics:** 206 likes · 3 retweets · 23 comments · 7.6K views  

> **Posted:** 2026-05-13T11:19:37+00:00  


> **Source Link:** [https://x.com/DeepValueBagger/status/2054521944603578868](https://x.com/DeepValueBagger/status/2054521944603578868)  


> 
> "Congrats to anyone who appreciated my 
$iren
 shitposts and bought 
$nbis
! Over $200 now.

You're welcome!"


### Post #70 by @cmsinvests
> **Author:** CMS Invests ([@cmsinvests](https://x.com/cmsinvests))  
> **Metrics:** 101 likes · 4 retweets · 10 comments · 7.6K views  

> **Posted:** 2026-05-13T12:24:11+00:00  


> **Source Link:** [https://x.com/cmsinvests/status/2054538195593740768](https://x.com/cmsinvests/status/2054538195593740768)  


> 
> "$NBIS
 investors opening their portfolios this morning"


### Post #71 by @Sandeman52
> **Author:** SandemanStocks ([@Sandeman52](https://x.com/Sandeman52))  
> **Metrics:** 140 likes · 0 retweets · 20 comments · 7.3K views  

> **Posted:** 2026-05-13T12:40:59+00:00  


> **Source Link:** [https://x.com/Sandeman52/status/2054542420335800659](https://x.com/Sandeman52/status/2054542420335800659)  


> 
> "$NBIS
 after this report, if this dips at open, consider it a gift."


### Post #72 by @daniel_koss
> **Author:** Daniel Koss ([@daniel_koss](https://x.com/daniel_koss))  
> **Metrics:** 29 likes · 2 retweets · 19 comments · 7.0K views  

> **Posted:** 2026-05-13T04:16:33+00:00  


> **Source Link:** [https://x.com/daniel_koss/status/2054415478630519281](https://x.com/daniel_koss/status/2054415478630519281)  


> 
> "$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."


### Post #73 by @daniel_koss
> **Author:** Daniel Koss ([@daniel_koss](https://x.com/daniel_koss))  
> **Metrics:** 132 likes · 1 retweets · 3 comments · 7.0K views  

> **Posted:** 2026-05-13T12:57:30+00:00  


> **Source Link:** [https://x.com/daniel_koss/status/2054546577318985901](https://x.com/daniel_koss/status/2054546577318985901)  


> 
> "$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"


### Post #74 by @Couch_Investor
> **Author:** Couch Investor ([@Couch_Investor](https://x.com/Couch_Investor))  
> **Metrics:** 79 likes · 10 retweets · 1 comments · 6.8K views  

> **Posted:** 2026-05-13T12:02:47+00:00  


> **Source Link:** [https://x.com/Couch_Investor/status/2054532809683857626](https://x.com/Couch_Investor/status/2054532809683857626)  


> 
> "$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%."


### Post #75 by @daniel_koss
> **Author:** Daniel Koss ([@daniel_koss](https://x.com/daniel_koss))  
> **Metrics:** 60 likes · 0 retweets · 13 comments · 6.7K views  

> **Posted:** 2026-05-13T06:20:25+00:00  


> **Source Link:** [https://x.com/daniel_koss/status/2054446646809825292](https://x.com/daniel_koss/status/2054446646809825292)  


> 
> "$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%"


### Post #76 by @CernunnosCap
> **Author:** Cernunnos Capital ([@CernunnosCap](https://x.com/CernunnosCap))  
> **Metrics:** 29 likes · 2 retweets · 3 comments · 6.7K views  

> **Posted:** 2026-05-13T11:24:55+00:00  


> **Source Link:** [https://x.com/CernunnosCap/status/2054523277876543610](https://x.com/CernunnosCap/status/2054523277876543610)  


> 
> "$NBIS
 has been raising guidance for Power Contracted every quarter 

Where are the “Power too hard” bois?
$IREN
 #ai #Datacenters"


### Post #77 by @EndicottInvests
> **Author:** Nate Endicott ([@EndicottInvests](https://x.com/EndicottInvests))  
> **Metrics:** 84 likes · 0 retweets · 2 comments · 6.6K views  

> **Posted:** 2026-05-13T11:12:08+00:00  


> **Source Link:** [https://x.com/EndicottInvests/status/2054520063156494465](https://x.com/EndicottInvests/status/2054520063156494465)  


> 
> "$NBIS
 32% EBITDA Margins this quarter..."


### Post #78 by @geokoutalidis
> **Author:** George Koutalidis ([@geokoutalidis](https://x.com/geokoutalidis))  
> **Metrics:** 85 likes · 10 retweets · 9 comments · 6.5K views  

> **Posted:** 2026-05-13T11:02:38+00:00  


> **Source Link:** [https://x.com/geokoutalidis/status/2054517672365224289](https://x.com/geokoutalidis/status/2054517672365224289)  


> 
> "HOLY SHIT 
$NBIS"


### Post #79 by @oguzerkan
> **Author:** Oguz Erkan ([@oguzerkan](https://x.com/oguzerkan))  
> **Metrics:** 123 likes · 4 retweets · 17 comments · 6.4K views  

> **Posted:** 2026-05-13T12:59:58+00:00  


> **Source Link:** [https://x.com/oguzerkan/status/2054547196964450400](https://x.com/oguzerkan/status/2054547196964450400)  


> 
> "$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"


### Post #80 by @HyperTechInvest
> **Author:** Daniel Romero ([@HyperTechInvest](https://x.com/HyperTechInvest))  
> **Metrics:** 132 likes · 6 retweets · 6 comments · 6.4K views  

> **Posted:** 2026-05-13T04:21:13+00:00  


> **Source Link:** [https://x.com/HyperTechInvest/status/2054416649663459771](https://x.com/HyperTechInvest/status/2054416649663459771)  


> 
> "$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"


### Post #81 by @daniel_koss
> **Author:** Daniel Koss ([@daniel_koss](https://x.com/daniel_koss))  
> **Metrics:** 108 likes · 2 retweets · 9 comments · 6.4K views  

> **Posted:** 2026-05-13T13:33:57+00:00  


> **Source Link:** [https://x.com/daniel_koss/status/2054555750198907013](https://x.com/daniel_koss/status/2054555750198907013)  


> 
> "$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"


### Post #82 by @FunOfInvesting
> **Author:** Tevis ([@FunOfInvesting](https://x.com/FunOfInvesting))  
> **Metrics:** 54 likes · 1 retweets · 0 comments · 6.3K views  

> **Posted:** 2026-05-13T12:35:33+00:00  


> **Source Link:** [https://x.com/FunOfInvesting/status/2054541052111974873](https://x.com/FunOfInvesting/status/2054541052111974873)  


> 
> "$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"


### Post #83 by @babyfolio
> **Author:** Babyfolio ([@babyfolio](https://x.com/babyfolio))  
> **Metrics:** 68 likes · 1 retweets · 7 comments · 6.1K views  

> **Posted:** 2026-05-13T11:10:35+00:00  


> **Source Link:** [https://x.com/babyfolio/status/2054519673157255568](https://x.com/babyfolio/status/2054519673157255568)  


> 
> "Huge earnings 
$NBIS
 i'm pumped for the call!!"


### Post #84 by @beauty_oe
> **Author:** みみりん@投資系女子 ([@beauty_oe](https://x.com/beauty_oe))  
> **Metrics:** 49 likes · 1 retweets · 3 comments · 6.1K views  

> **Posted:** 2026-05-13T06:03:32+00:00  


> **Source Link:** [https://x.com/beauty_oe/status/2054442398709850483](https://x.com/beauty_oe/status/2054442398709850483)  


> 
> "$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"


### Post #85 by @beauty_oe
> **Author:** みみりん@投資系女子 ([@beauty_oe](https://x.com/beauty_oe))  
> **Metrics:** 82 likes · 3 retweets · 6 comments · 6.1K views  

> **Posted:** 2026-05-13T07:40:41+00:00  


> **Source Link:** [https://x.com/beauty_oe/status/2054466850185150861](https://x.com/beauty_oe/status/2054466850185150861)  


> 
> "$NBIS
Renowned AI field investor, Nathan Benaich

"NBIS is preparing something"

NBIS executive reposted

?"


### Post #86 by @mind1nvestor
> **Author:** Mind Investor ([@mind1nvestor](https://x.com/mind1nvestor))  
> **Metrics:** 36 likes · 1 retweets · 1 comments · 6.1K views  

> **Posted:** 2026-05-13T11:28:28+00:00  


> **Source Link:** [https://x.com/mind1nvestor/status/2054524170986271007](https://x.com/mind1nvestor/status/2054524170986271007)  


> 
> "$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."


### Post #87 by @daniel_koss
> **Author:** Daniel Koss ([@daniel_koss](https://x.com/daniel_koss))  
> **Metrics:** 79 likes · 2 retweets · 7 comments · 6.0K views  

> **Posted:** 2026-05-13T13:18:51+00:00  


> **Source Link:** [https://x.com/daniel_koss/status/2054551950323048776](https://x.com/daniel_koss/status/2054551950323048776)  


> 
> "$NBIS
 Arkady: "Our OWNED contracted capacity now accounts for more than 75% of our total power"."


### Post #88 by @EndicottInvests
> **Author:** Nate Endicott ([@EndicottInvests](https://x.com/EndicottInvests))  
> **Metrics:** 47 likes · 0 retweets · 0 comments · 6.0K views  

> **Posted:** 2026-05-13T11:32:23+00:00  


> **Source Link:** [https://x.com/EndicottInvests/status/2054525157620981846](https://x.com/EndicottInvests/status/2054525157620981846)  


> 
> "$NBIS
 essentially hit revenue on the head.

EBITDA margins were MUCH stronger than i expected though.."


### Post #89 by @tsungrow
> **Author:** アユミ＠ツンデレ姫 ([@tsungrow](https://x.com/tsungrow))  
> **Metrics:** 137 likes · 11 retweets · 7 comments · 6.0K views  

> **Posted:** 2026-05-13T11:13:52+00:00  


> **Source Link:** [https://x.com/tsungrow/status/2054520496218386591](https://x.com/tsungrow/status/2054520496218386591)  


> 
> "$NBIS 
It came━(ﾟ∀ﾟ)━( ﾟ∀)━( 　ﾟ)━(　　)━!!!!!
Divine earnings report

Stock price exploding( *´ཫ｀*)و Guts!

Congrats to all you NBIS folks─"


### Post #90 by @daniel_koss
> **Author:** Daniel Koss ([@daniel_koss](https://x.com/daniel_koss))  
> **Metrics:** 119 likes · 1 retweets · 5 comments · 5.9K views  

> **Posted:** 2026-05-13T13:31:09+00:00  


> **Source Link:** [https://x.com/daniel_koss/status/2054555044977033676](https://x.com/daniel_koss/status/2054555044977033676)  


> 
> "$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,"


### Post #91 by @TheRayMyers
> **Author:** Ray Myers ([@TheRayMyers](https://x.com/TheRayMyers))  
> **Metrics:** 62 likes · 4 retweets · 2 comments · 5.9K views  

> **Posted:** 2026-05-13T11:13:14+00:00  


> **Source Link:** [https://x.com/TheRayMyers/status/2054520338411614228](https://x.com/TheRayMyers/status/2054520338411614228)  


> 
> "$NBIS
 received $3.2B in customer pre-payments this quarter!"


### Post #92 by @yianisz
> **Author:** Yiannis Zourmpanos ([@yianisz](https://x.com/yianisz))  
> **Metrics:** 45 likes · 1 retweets · 5 comments · 5.9K views  

> **Posted:** 2026-05-13T12:41:08+00:00  


> **Source Link:** [https://x.com/yianisz/status/2054542460827656661](https://x.com/yianisz/status/2054542460827656661)  


> 
> "Looks like 
$NBIS
 investors got the direction right.. but underestimated how strong the monetization inflection actually was.

Congrats to all investors"


### Post #93 by @daniel_koss
> **Author:** Daniel Koss ([@daniel_koss](https://x.com/daniel_koss))  
> **Metrics:** 133 likes · 1 retweets · 5 comments · 5.7K views  

> **Posted:** 2026-05-13T12:48:44+00:00  


> **Source Link:** [https://x.com/daniel_koss/status/2054544369835733359](https://x.com/daniel_koss/status/2054544369835733359)  


> 
> "Too much to digest 
$NBIS
Will finish the call then share all thoughts. Holy bullishness."


### Post #94 by @TheRonnieVShow
> **Author:** RonnieV ([@TheRonnieVShow](https://x.com/TheRonnieVShow))  
> **Metrics:** 107 likes · 0 retweets · 6 comments · 5.6K views  

> **Posted:** 2026-05-13T11:48:04+00:00  


> **Source Link:** [https://x.com/TheRonnieVShow/status/2054529106587386265](https://x.com/TheRonnieVShow/status/2054529106587386265)  


> 
> "$NBIS
 beast mode, engaged."


### Post #95 by @yianisz
> **Author:** Yiannis Zourmpanos ([@yianisz](https://x.com/yianisz))  
> **Metrics:** 33 likes · 1 retweets · 14 comments · 5.5K views  

> **Posted:** 2026-05-13T13:24:00+00:00  


> **Source Link:** [https://x.com/yianisz/status/2054553245922509022](https://x.com/yianisz/status/2054553245922509022)  


> 
> "I’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"


### Post #96 by @DrTomsLens
> **Author:** Dr. Tomislav Marinovic ([@DrTomsLens](https://x.com/DrTomsLens))  
> **Metrics:** 100 likes · 2 retweets · 3 comments · 5.5K views  

> **Posted:** 2026-05-13T12:57:39+00:00  


> **Source Link:** [https://x.com/DrTomsLens/status/2054546617743593502](https://x.com/DrTomsLens/status/2054546617743593502)  


> 
> "Earlier, 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.)"


### Post #97 by @daniel_koss
> **Author:** Daniel Koss ([@daniel_koss](https://x.com/daniel_koss))  
> **Metrics:** 106 likes · 1 retweets · 17 comments · 5.4K views  

> **Posted:** 2026-05-13T11:04:55+00:00  


> **Source Link:** [https://x.com/daniel_koss/status/2054518245034442890](https://x.com/daniel_koss/status/2054518245034442890)  


> 
> "$NBIS
 new earnings numbers look good at first glance!!"


### Post #98 by @joinautopilot
> **Author:** Autopilot ([@joinautopilot](https://x.com/joinautopilot))  
> **Metrics:** 18 likes · 1 retweets · 3 comments · 5.4K views  

> **Posted:** 2026-05-13T14:02:59+00:00  


> **Source Link:** [https://x.com/joinautopilot/status/2054563056848388404](https://x.com/joinautopilot/status/2054563056848388404)  


> 
> "Two 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"


### Post #99 by @Craaazy1231
> **Author:** Crazy ([@Craaazy1231](https://x.com/Craaazy1231))  
> **Metrics:** 90 likes · 0 retweets · 4 comments · 5.2K views  

> **Posted:** 2026-05-13T03:07:03+00:00  


> **Source Link:** [https://x.com/Craaazy1231/status/2054397984993861736](https://x.com/Craaazy1231/status/2054397984993861736)  


> 
> "$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."


### Post #100 by @Venu_7_
> **Author:** Venu ([@Venu_7_](https://x.com/Venu_7_))  
> **Metrics:** 63 likes · 0 retweets · 12 comments · 5.2K views  

> **Posted:** 2026-05-13T12:14:35+00:00  


> **Source Link:** [https://x.com/Venu_7_/status/2054535778366304567](https://x.com/Venu_7_/status/2054535778366304567)  


> 
> "Waking up and Checking 
$NBIS
 in the premarket
$NBIS
 +20% after Insane earnings and guidance - still long from $95"


### Post #101 by @Venu_7_
> **Author:** Venu ([@Venu_7_](https://x.com/Venu_7_))  
> **Metrics:** 48 likes · 2 retweets · 9 comments · 5.1K views  

> **Posted:** 2026-05-13T13:19:31+00:00  


> **Source Link:** [https://x.com/Venu_7_/status/2054552118347153742](https://x.com/Venu_7_/status/2054552118347153742)  


> 
> "October 2025: "best opportunity right now - 
$NBIS
"

May 2026: Since then Nebius +120%, beat on every metric, ARR guided to $8B."


### Post #102 by @beauty_oe
> **Author:** みみりん@投資系女子 ([@beauty_oe](https://x.com/beauty_oe))  
> **Metrics:** 46 likes · 1 retweets · 3 comments · 5.1K views  

> **Posted:** 2026-05-13T09:45:14+00:00  


> **Source Link:** [https://x.com/beauty_oe/status/2054498191794642975](https://x.com/beauty_oe/status/2054498191794642975)  


> 
> "$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...."


### Post #103 by @bennybigbull
> **Author:** Benny The Bull ([@bennybigbull](https://x.com/bennybigbull))  
> **Metrics:** 57 likes · 0 retweets · 11 comments · 4.9K views  

> **Posted:** 2026-05-13T11:12:15+00:00  


> **Source Link:** [https://x.com/bennybigbull/status/2054520090494648381](https://x.com/bennybigbull/status/2054520090494648381)  


> 
> "How tf does 
$NBIS
 have almost $10B in cash?!"


### Post #104 by @GrindeOptions
> **Author:** Cole Grinde ([@GrindeOptions](https://x.com/GrindeOptions))  
> **Metrics:** 78 likes · 4 retweets · 21 comments · 4.9K views  

> **Posted:** 2026-05-13T15:41:05+00:00  


> **Source Link:** [https://x.com/GrindeOptions/status/2054587744962457928](https://x.com/GrindeOptions/status/2054587744962457928)  


> 
> "What 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."


### Post #105 by @Dr_Crossroads
> **Author:** Crossroads ([@Dr_Crossroads](https://x.com/Dr_Crossroads))  
> **Metrics:** 68 likes · 2 retweets · 4 comments · 4.6K views  

> **Posted:** 2026-05-13T11:33:05+00:00  


> **Source Link:** [https://x.com/Dr_Crossroads/status/2054525334846869898](https://x.com/Dr_Crossroads/status/2054525334846869898)  


> 
> "$NBIS
 Very good report.
@FunOfInvesting
 prediction of $200 came true!"


### Post #106 by @Venu_7_
> **Author:** Venu ([@Venu_7_](https://x.com/Venu_7_))  
> **Metrics:** 47 likes · 0 retweets · 10 comments · 4.5K views  

> **Posted:** 2026-05-13T13:59:09+00:00  


> **Source Link:** [https://x.com/Venu_7_/status/2054562091466654116](https://x.com/Venu_7_/status/2054562091466654116)  


> 
> "My journey with 
$NBIS
 explained in single picture!"


### Post #107 by @EndicottInvests
> **Author:** Nate Endicott ([@EndicottInvests](https://x.com/EndicottInvests))  
> **Metrics:** 241 likes · 6 retweets · 15 comments · 4.5K views  

> **Posted:** 2026-05-13T11:40:25+00:00  


> **Source Link:** [https://x.com/EndicottInvests/status/2054527180626088440](https://x.com/EndicottInvests/status/2054527180626088440)  


> 
> "$NBIS
 $210 

ALL TIME HIGHS"


### Post #108 by @beauty_oe
> **Author:** みみりん@投資系女子 ([@beauty_oe](https://x.com/beauty_oe))  
> **Metrics:** 122 likes · 13 retweets · 19 comments · 4.4K views  

> **Posted:** 2026-05-13T11:09:29+00:00  


> **Source Link:** [https://x.com/beauty_oe/status/2054519395914072232](https://x.com/beauty_oe/status/2054519395914072232)  


> 
> "$NBIS 

Flew straight up, aaah!!"


### Post #109 by @LukasFrije1re
> **Author:** Lukas Frijek ([@LukasFrije1re](https://x.com/LukasFrije1re))  
> **Metrics:** 42 likes · 1 retweets · 4 comments · 4.3K views  

> **Posted:** 2026-05-13T11:24:48+00:00  


> **Source Link:** [https://x.com/LukasFrije1re/status/2054523249581539364](https://x.com/LukasFrije1re/status/2054523249581539364)  


> 
> "Unlike 
$IREN
, 
$NBIS
 Atm is not tapped at all"


### Post #110 by @FunOfInvesting
> **Author:** Tevis ([@FunOfInvesting](https://x.com/FunOfInvesting))  
> **Metrics:** 25 likes · 2 retweets · 0 comments · 4.2K views  

> **Posted:** 2026-05-13T12:44:04+00:00  


> **Source Link:** [https://x.com/FunOfInvesting/status/2054543196961558590](https://x.com/FunOfInvesting/status/2054543196961558590)  


> 
> "$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"


### Post #111 by @EndicottInvests
> **Author:** Nate Endicott ([@EndicottInvests](https://x.com/EndicottInvests))  
> **Metrics:** 131 likes · 4 retweets · 10 comments · 4.2K views  

> **Posted:** 2026-05-13T12:36:23+00:00  


> **Source Link:** [https://x.com/EndicottInvests/status/2054541265308713082](https://x.com/EndicottInvests/status/2054541265308713082)  


> 
> "$NBIS
 Anthropic or OpenAI deal by September 

Stamp it"


### Post #112 by @CaesarCapitalz
> **Author:** Caesar Capital ([@CaesarCapitalz](https://x.com/CaesarCapitalz))  
> **Metrics:** 54 likes · 1 retweets · 2 comments · 4.2K views  

> **Posted:** 2026-05-13T00:17:44+00:00  


> **Source Link:** [https://x.com/CaesarCapitalz/status/2054355375369957723](https://x.com/CaesarCapitalz/status/2054355375369957723)  


> 
> "$NBIS
 I have a very good feeling about tomorrow's earnings!"


### Post #113 by @beauty_oe
> **Author:** みみりん@投資系女子 ([@beauty_oe](https://x.com/beauty_oe))  
> **Metrics:** 79 likes · 1 retweets · 8 comments · 4.1K views  

> **Posted:** 2026-05-13T06:04:09+00:00  


> **Source Link:** [https://x.com/beauty_oe/status/2054442556331872468](https://x.com/beauty_oe/status/2054442556331872468)  


> 
> "$NBIS  
I told you it would absolutely become a big deal.  
All along, forever"


### Post #114 by @Sandeman52
> **Author:** SandemanStocks ([@Sandeman52](https://x.com/Sandeman52))  
> **Metrics:** 145 likes · 2 retweets · 16 comments · 4.0K views  

> **Posted:** 2026-05-13T14:23:17+00:00  


> **Source Link:** [https://x.com/Sandeman52/status/2054568166001426883](https://x.com/Sandeman52/status/2054568166001426883)  


> 
> "$NBIS
 is now a 4 bagger for me in less than a year."


### Post #115 by @MB_Hogan
> **Author:** Mark Hogan ([@MB_Hogan](https://x.com/MB_Hogan))  
> **Metrics:** 61 likes · 3 retweets · 5 comments · 3.9K views  

> **Posted:** 2026-05-13T18:23:47+00:00  


> **Source Link:** [https://x.com/MB_Hogan/status/2054628688675639485](https://x.com/MB_Hogan/status/2054628688675639485)  


> 
> "$NBIS
 And the PT raises begin with DA Davidson to $250"


### Post #116 by @RealSimpleAriel
> **Author:** Ariel Hernandez ([@RealSimpleAriel](https://x.com/RealSimpleAriel))  
> **Metrics:** 39 likes · 1 retweets · 8 comments · 3.9K views  

> **Posted:** 2026-05-13T11:53:26+00:00  


> **Source Link:** [https://x.com/RealSimpleAriel/status/2054530455655846192](https://x.com/RealSimpleAriel/status/2054530455655846192)  


> 
> "$NBIS
(long) has anyone talked about the earnings yet?"


### Post #117 by @SMASIMHO
> **Author:** Nebulizer ([@SMASIMHO](https://x.com/SMASIMHO))  
> **Metrics:** 69 likes · 3 retweets · 2 comments · 3.8K views  

> **Posted:** 2026-05-13T02:22:02+00:00  


> **Source Link:** [https://x.com/SMASIMHO/status/2054386656724263174](https://x.com/SMASIMHO/status/2054386656724263174)  


> 
> "$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."


### Post #118 by @EndicottInvests
> **Author:** Nate Endicott ([@EndicottInvests](https://x.com/EndicottInvests))  
> **Metrics:** 84 likes · 0 retweets · 4 comments · 3.8K views  

> **Posted:** 2026-05-13T11:11:58+00:00  


> **Source Link:** [https://x.com/EndicottInvests/status/2054520019971883055](https://x.com/EndicottInvests/status/2054520019971883055)  


> 
> "$NBIS
 

I predicted $401M in revenue and $96M EBITDA

Pretty close when it was $399M and $106M EBITDA"


### Post #119 by @beauty_oe
> **Author:** みみりん@投資系女子 ([@beauty_oe](https://x.com/beauty_oe))  
> **Metrics:** 179 likes · 3 retweets · 7 comments · 3.8K views  

> **Posted:** 2026-05-13T12:05:10+00:00  


> **Source Link:** [https://x.com/beauty_oe/status/2054533406692876302](https://x.com/beauty_oe/status/2054533406692876302)  


> 
> "$NBIS 7 Baggers×7 

Congratulations to all holders
Earnings are super strong"


### Post #120 by @killing_pa20637
> **Author:** 누라두의 세계주식 ([@killing_pa20637](https://x.com/killing_pa20637))  
> **Metrics:** 28 likes · 0 retweets · 3 comments · 3.7K views  

> **Posted:** 2026-05-13T11:16:16+00:00  


> **Source Link:** [https://x.com/killing_pa20637/status/2054521102291132804](https://x.com/killing_pa20637/status/2054521102291132804)  


> 
> "$NBIS 

Backlog: $46B 
Cash: $9.3B

You gotta buy this stock, it's seriously fucking solid, Nebius"


### Post #121 by @EndicottInvests
> **Author:** Nate Endicott ([@EndicottInvests](https://x.com/EndicottInvests))  
> **Metrics:** 97 likes · 6 retweets · 5 comments · 3.6K views  

> **Posted:** 2026-05-13T11:06:28+00:00  


> **Source Link:** [https://x.com/EndicottInvests/status/2054518633888625108](https://x.com/EndicottInvests/status/2054518633888625108)  


> 
> "$NBIS
 $200"


### Post #122 by @EndicottInvests
> **Author:** Nate Endicott ([@EndicottInvests](https://x.com/EndicottInvests))  
> **Metrics:** 87 likes · 0 retweets · 4 comments · 3.6K views  

> **Posted:** 2026-05-13T12:11:39+00:00  


> **Source Link:** [https://x.com/EndicottInvests/status/2054535037576745349](https://x.com/EndicottInvests/status/2054535037576745349)  


> 
> "$NBIS
 RAISES CAPEX GUIDANCE TO $20B - $25B 

It was $16B - $20B last quarter"


### Post #123 by @MB_Hogan
> **Author:** Mark Hogan ([@MB_Hogan](https://x.com/MB_Hogan))  
> **Metrics:** 38 likes · 1 retweets · 3 comments · 3.6K views  

> **Posted:** 2026-05-13T20:22:29+00:00  


> **Source Link:** [https://x.com/MB_Hogan/status/2054658563872542733](https://x.com/MB_Hogan/status/2054658563872542733)  


> 
> "$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"


### Post #124 by @McnallieM
> **Author:** McNallie Money ([@McnallieM](https://x.com/McnallieM))  
> **Metrics:** 22 likes · 1 retweets · 5 comments · 3.5K views  

> **Posted:** 2026-05-13T14:19:50+00:00  


> **Source Link:** [https://x.com/McnallieM/status/2054567297763967484](https://x.com/McnallieM/status/2054567297763967484)  


> 
> "Okay... how many actual 1GW+ sites are there in the United States??? 

Any experts here  
$NBIS"


### Post #125 by @daniel_koss
> **Author:** Daniel Koss ([@daniel_koss](https://x.com/daniel_koss))  
> **Metrics:** 61 likes · 0 retweets · 2 comments · 3.4K views  

> **Posted:** 2026-05-13T06:01:42+00:00  


> **Source Link:** [https://x.com/daniel_koss/status/2054441936983871854](https://x.com/daniel_koss/status/2054441936983871854)  


> 
> "Will share my 
$NBIS
 2026 (EOY) price target AFTER earnings.

Obviously have to update my numbers and interpret what they are saying."


### Post #126 by @MB_Hogan
> **Author:** Mark Hogan ([@MB_Hogan](https://x.com/MB_Hogan))  
> **Metrics:** 81 likes · 1 retweets · 4 comments · 3.4K views  

> **Posted:** 2026-05-13T11:36:42+00:00  


> **Source Link:** [https://x.com/MB_Hogan/status/2054526244155228438](https://x.com/MB_Hogan/status/2054526244155228438)  


> 
> "$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"


### Post #127 by @FransBakker9812
> **Author:** Frans Bakker ([@FransBakker9812](https://x.com/FransBakker9812))  
> **Metrics:** 26 likes · 1 retweets · 5 comments · 3.3K views  

> **Posted:** 2026-05-13T06:42:36+00:00  


> **Source Link:** [https://x.com/FransBakker9812/status/2054452230867300839](https://x.com/FransBakker9812/status/2054452230867300839)  


> 
> "AI 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"


### Post #128 by @HeeraniPK
> **Author:** Parkash Heerani ([@HeeraniPK](https://x.com/HeeraniPK))  
> **Metrics:** 22 likes · 2 retweets · 2 comments · 3.3K views  

> **Posted:** 2026-05-13T11:08:26+00:00  


> **Source Link:** [https://x.com/HeeraniPK/status/2054519128765988962](https://x.com/HeeraniPK/status/2054519128765988962)  


> 
> "$NBIS
 12% up to $200+ after beating revenue, Adj. EBITDA, reaffirming $7-$9b ARE guidance and raising contracted power to >4GM from >3GW"


### Post #129 by @DeepValueBagger
> **Author:** DVB ([@DeepValueBagger](https://x.com/DeepValueBagger))  
> **Metrics:** 50 likes · 4 retweets · 8 comments · 3.2K views  

> **Posted:** 2026-05-13T11:12:38+00:00  


> **Source Link:** [https://x.com/DeepValueBagger/status/2054520186384875755](https://x.com/DeepValueBagger/status/2054520186384875755)  


> 
> "$nbis
 breaks $200.

Let's go!!"


### Post #130 by @DrTomsLens
> **Author:** Dr. Tomislav Marinovic ([@DrTomsLens](https://x.com/DrTomsLens))  
> **Metrics:** 31 likes · 0 retweets · 5 comments · 3.2K views  

> **Posted:** 2026-05-13T11:31:13+00:00  


> **Source Link:** [https://x.com/DrTomsLens/status/2054524865265226206](https://x.com/DrTomsLens/status/2054524865265226206)  


> 
> "$NBIS
 crushing earnings and now above $200.

Doc’s officially saddled up for the Wild West. Red Dead Redemption 2 time."


### Post #131 by @StbjergTro97997
> **Author:** Troels Østbjerg ([@StbjergTro97997](https://x.com/StbjergTro97997))  
> **Metrics:** 67 likes · 3 retweets · 7 comments · 3.2K views  

> **Posted:** 2026-05-13T11:34:48+00:00  


> **Source Link:** [https://x.com/StbjergTro97997/status/2054525765350298031](https://x.com/StbjergTro97997/status/2054525765350298031)  


> 
> "$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"


### Post #132 by @TheRayMyers
> **Author:** Ray Myers ([@TheRayMyers](https://x.com/TheRayMyers))  
> **Metrics:** 48 likes · 6 retweets · 5 comments · 3.1K views  

> **Posted:** 2026-05-13T11:21:14+00:00  


> **Source Link:** [https://x.com/TheRayMyers/status/2054522352776470899](https://x.com/TheRayMyers/status/2054522352776470899)  


> 
> "$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!"


### Post #133 by @pumpkinpuripuri
> **Author:** うみ＠Future Stock ([@pumpkinpuripuri](https://x.com/pumpkinpuripuri))  
> **Metrics:** 27 likes · 0 retweets · 1 comments · 3.1K views  

> **Posted:** 2026-05-13T04:08:37+00:00  


> **Source Link:** [https://x.com/pumpkinpuripuri/status/2054413478895681676](https://x.com/pumpkinpuripuri/status/2054413478895681676)  


> 
> "$NBIS Sold-out NBIS Is today's pre-market due to earnings?"


### Post #134 by @EndicottInvests
> **Author:** Nate Endicott ([@EndicottInvests](https://x.com/EndicottInvests))  
> **Metrics:** 76 likes · 2 retweets · 2 comments · 3.1K views  

> **Posted:** 2026-05-13T11:15:03+00:00  


> **Source Link:** [https://x.com/EndicottInvests/status/2054520795679044081](https://x.com/EndicottInvests/status/2054520795679044081)  


> 
> "$NBIS
 RAISED CONTRACTED GW GUIDANCE FROM 3GW to 4GW"


### Post #135 by @Sam_Badawi
> **Author:** Sam Badawi ([@Sam_Badawi](https://x.com/Sam_Badawi))  
> **Metrics:** 34 likes · 1 retweets · 1 comments · 3.0K views  

> **Posted:** 2026-05-13T11:40:36+00:00  


> **Source Link:** [https://x.com/Sam_Badawi/status/2054527225324851640](https://x.com/Sam_Badawi/status/2054527225324851640)  


> 
> "$NBIS
 BROKE ABOVE $210"


### Post #136 by @Gubloinvestor
> **Author:** Gublo ([@Gubloinvestor](https://x.com/Gubloinvestor))  
> **Metrics:** 63 likes · 0 retweets · 5 comments · 3.0K views  

> **Posted:** 2026-05-13T11:32:49+00:00  


> **Source Link:** [https://x.com/Gubloinvestor/status/2054525266764910970](https://x.com/Gubloinvestor/status/2054525266764910970)  


> 
> "Congratulations 
$NBIS
 holders, You are in $200 league now."


### Post #137 by @zen_tropy
> **Author:** shoshin ([@zen_tropy](https://x.com/zen_tropy))  
> **Metrics:** 19 likes · 4 retweets · 2 comments · 3.0K views  

> **Posted:** 2026-05-13T12:17:34+00:00  


> **Source Link:** [https://x.com/zen_tropy/status/2054536528643145838](https://x.com/zen_tropy/status/2054536528643145838)  


> 
> "$nbis
 If you were wondering about operating leverage . . ."


### Post #138 by @MktMavPro
> **Author:** MarketMaverick ([@MktMavPro](https://x.com/MktMavPro))  
> **Metrics:** 47 likes · 1 retweets · 6 comments · 2.9K views  

> **Posted:** 2026-05-13T11:54:20+00:00  


> **Source Link:** [https://x.com/MktMavPro/status/2054530680969687382](https://x.com/MktMavPro/status/2054530680969687382)  


> 
> "Tick tock…. 
$NBIS"


### Post #139 by @AdityaInvests90
> **Author:** Aditya R ([@AdityaInvests90](https://x.com/AdityaInvests90))  
> **Metrics:** 43 likes · 0 retweets · 2 comments · 2.9K views  

> **Posted:** 2026-05-13T17:38:05+00:00  


> **Source Link:** [https://x.com/AdityaInvests90/status/2054617190435897524](https://x.com/AdityaInvests90/status/2054617190435897524)  


> 
> "This is just the start of raising price targets for 
$NBIS
$300 price targets will come faster than you think"


### Post #140 by @TheValueist
> **Author:** TheValueist ([@TheValueist](https://x.com/TheValueist))  
> **Metrics:** 8 likes · 1 retweets · 1 comments · 2.9K views  

> **Posted:** 2026-05-13T14:11:40+00:00  


> **Source Link:** [https://x.com/TheValueist/status/2054565242441519512](https://x.com/TheValueist/status/2054565242441519512)  


> 
> "$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,"


### Post #141 by @TheRayMyers
> **Author:** Ray Myers ([@TheRayMyers](https://x.com/TheRayMyers))  
> **Metrics:** 59 likes · 2 retweets · 1 comments · 2.9K views  

> **Posted:** 2026-05-13T11:04:39+00:00  


> **Source Link:** [https://x.com/TheRayMyers/status/2054518177472639361](https://x.com/TheRayMyers/status/2054518177472639361)  


> 
> "$NBIS
 Increased 2026 Contracted Capacity Target

3GW  4GW"


### Post #142 by @mmonis
> **Author:** Monis ([@mmonis](https://x.com/mmonis))  
> **Metrics:** 38 likes · 2 retweets · 6 comments · 2.9K views  

> **Posted:** 2026-05-13T13:06:17+00:00  


> **Source Link:** [https://x.com/mmonis/status/2054548789743300715](https://x.com/mmonis/status/2054548789743300715)  


> 
> "$NBIS
 - When your largest holding in LT gaps up over 15% - you show gratitude and trim"


### Post #143 by @itsalasdairmann
> **Author:** Alasdair Mann ([@itsalasdairmann](https://x.com/itsalasdairmann))  
> **Metrics:** 28 likes · 1 retweets · 2 comments · 2.9K views  

> **Posted:** 2026-05-13T14:54:36+00:00  


> **Source Link:** [https://x.com/itsalasdairmann/status/2054576047375683655](https://x.com/itsalasdairmann/status/2054576047375683655)  


> 
> "Dawg 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"


### Post #144 by @DrTomsLens
> **Author:** Dr. Tomislav Marinovic ([@DrTomsLens](https://x.com/DrTomsLens))  
> **Metrics:** 25 likes · 0 retweets · 4 comments · 2.8K views  

> **Posted:** 2026-05-13T14:36:17+00:00  


> **Source Link:** [https://x.com/DrTomsLens/status/2054571437340406183](https://x.com/DrTomsLens/status/2054571437340406183)  


> 
> "I 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"


### Post #145 by @BitcoinAIGuy
> **Author:** BitcoinAIGuy ([@BitcoinAIGuy](https://x.com/BitcoinAIGuy))  
> **Metrics:** 50 likes · 3 retweets · 9 comments · 2.7K views  

> **Posted:** 2026-05-13T12:50:44+00:00  


> **Source Link:** [https://x.com/BitcoinAIGuy/status/2054544873479373234](https://x.com/BitcoinAIGuy/status/2054544873479373234)  


> 
> "$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"


### Post #146 by @DrTomsLens
> **Author:** Dr. Tomislav Marinovic ([@DrTomsLens](https://x.com/DrTomsLens))  
> **Metrics:** 49 likes · 0 retweets · 3 comments · 2.7K views  

> **Posted:** 2026-05-13T07:14:06+00:00  


> **Source Link:** [https://x.com/DrTomsLens/status/2054460157300510975](https://x.com/DrTomsLens/status/2054460157300510975)  


> 
> "Getting 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."


### Post #147 by @babyfolio
> **Author:** Babyfolio ([@babyfolio](https://x.com/babyfolio))  
> **Metrics:** 13 likes · 0 retweets · 9 comments · 2.7K views  

> **Posted:** 2026-05-13T04:10:44+00:00  


> **Source Link:** [https://x.com/babyfolio/status/2054414011479752961](https://x.com/babyfolio/status/2054414011479752961)  


> 
> "$NBIS
 is releasing earnings in a few hours what do we think will be the move?"


### Post #148 by @DrTomsLens
> **Author:** Dr. Tomislav Marinovic ([@DrTomsLens](https://x.com/DrTomsLens))  
> **Metrics:** 35 likes · 1 retweets · 1 comments · 2.7K views  

> **Posted:** 2026-05-13T11:43:24+00:00  


> **Source Link:** [https://x.com/DrTomsLens/status/2054527932215730543](https://x.com/DrTomsLens/status/2054527932215730543)  


> 
> "My 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."


### Post #149 by @EndicottInvests
> **Author:** Nate Endicott ([@EndicottInvests](https://x.com/EndicottInvests))  
> **Metrics:** 18 likes · 1 retweets · 1 comments · 2.6K views  

> **Posted:** 2026-05-13T11:34:47+00:00  


> **Source Link:** [https://x.com/EndicottInvests/status/2054525763429564549](https://x.com/EndicottInvests/status/2054525763429564549)  


> 
> "$NBIS
 ARR hit $1.92B at the End of March"


### Post #150 by @EndicottInvests
> **Author:** Nate Endicott ([@EndicottInvests](https://x.com/EndicottInvests))  
> **Metrics:** 21 likes · 0 retweets · 1 comments · 2.5K views  

> **Posted:** 2026-05-13T11:29:28+00:00  


> **Source Link:** [https://x.com/EndicottInvests/status/2054524424217579969](https://x.com/EndicottInvests/status/2054524424217579969)  


> 
> "$NBIS
 Operating like a monster in the making"


### Post #151 by @DrTomsLens
> **Author:** Dr. Tomislav Marinovic ([@DrTomsLens](https://x.com/DrTomsLens))  
> **Metrics:** 45 likes · 1 retweets · 6 comments · 2.4K views  

> **Posted:** 2026-05-13T12:34:09+00:00  


> **Source Link:** [https://x.com/DrTomsLens/status/2054540701740769557](https://x.com/DrTomsLens/status/2054540701740769557)  


> 
> "Huge 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."


### Post #152 by @LandoInvests
> **Author:** Lando ([@LandoInvests](https://x.com/LandoInvests))  
> **Metrics:** 30 likes · 0 retweets · 10 comments · 2.4K views  

> **Posted:** 2026-05-13T14:08:26+00:00  


> **Source Link:** [https://x.com/LandoInvests/status/2054564429191147559](https://x.com/LandoInvests/status/2054564429191147559)  


> 
> "Even 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"


### Post #153 by @geokoutalidis
> **Author:** George Koutalidis ([@geokoutalidis](https://x.com/geokoutalidis))  
> **Metrics:** 43 likes · 2 retweets · 11 comments · 2.4K views  

> **Posted:** 2026-05-13T11:06:24+00:00  


> **Source Link:** [https://x.com/geokoutalidis/status/2054518619548131337](https://x.com/geokoutalidis/status/2054518619548131337)  


> 
> "$NBIS
 HAS HIT $200 FOR THE FIRST TIME EVER!!!"


### Post #154 by @TheRayMyers
> **Author:** Ray Myers ([@TheRayMyers](https://x.com/TheRayMyers))  
> **Metrics:** 53 likes · 3 retweets · 5 comments · 2.4K views  

> **Posted:** 2026-05-13T11:23:37+00:00  


> **Source Link:** [https://x.com/TheRayMyers/status/2054522949831422128](https://x.com/TheRayMyers/status/2054522949831422128)  


> 
> "$NBIS
 AI Cloud revenues grew 841% Y/Y and 82% Q/Q to $390M!

Insanity!"


### Post #155 by @jiahanjimliu
> **Author:** Jim Liu ([@jiahanjimliu](https://x.com/jiahanjimliu))  
> **Metrics:** 35 likes · 0 retweets · 5 comments · 2.4K views  

> **Posted:** 2026-05-13T16:38:19+00:00  


> **Source Link:** [https://x.com/jiahanjimliu/status/2054602149741445369](https://x.com/jiahanjimliu/status/2054602149741445369)  


> 
> "$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"


### Post #156 by @CernunnosCap
> **Author:** Cernunnos Capital ([@CernunnosCap](https://x.com/CernunnosCap))  
> **Metrics:** 22 likes · 0 retweets · 7 comments · 2.3K views  

> **Posted:** 2026-05-13T12:37:48+00:00  


> **Source Link:** [https://x.com/CernunnosCap/status/2054541621753270389](https://x.com/CernunnosCap/status/2054541621753270389)  


> 
> "$IREN
 Yo 
@mikealfred
 

Do you still know?
$NBIS
  

No wonder he keeps blocking people who make sense. #ai #Datacenters"


### Post #157 by @Remzztrades
> **Author:** Remz ([@Remzztrades](https://x.com/Remzztrades))  
> **Metrics:** 32 likes · 0 retweets · 8 comments · 2.3K views  

> **Posted:** 2026-05-13T17:02:30+00:00  


> **Source Link:** [https://x.com/Remzztrades/status/2054608235156369673](https://x.com/Remzztrades/status/2054608235156369673)  


> 
> "$Nbis
 250 coming fast lol"


### Post #158 by @801010athlete
> **Author:** PBA ([@801010athlete](https://x.com/801010athlete))  
> **Metrics:** 29 likes · 0 retweets · 6 comments · 2.3K views  

> **Posted:** 2026-05-13T11:11:04+00:00  


> **Source Link:** [https://x.com/801010athlete/status/2054519791373713570](https://x.com/801010athlete/status/2054519791373713570)  


> 
> "$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"


### Post #159 by @babyfolio
> **Author:** Babyfolio ([@babyfolio](https://x.com/babyfolio))  
> **Metrics:** 36 likes · 0 retweets · 5 comments · 2.2K views  

> **Posted:** 2026-05-13T11:19:47+00:00  


> **Source Link:** [https://x.com/babyfolio/status/2054521988656324820](https://x.com/babyfolio/status/2054521988656324820)  


> 
> "I'm getting closer 
$NBIS"


### Post #160 by @InvestNorthwise
> **Author:** Northwise Project ([@InvestNorthwise](https://x.com/InvestNorthwise))  
> **Metrics:** 47 likes · 5 retweets · 1 comments · 2.1K views  

> **Posted:** 2026-05-13T23:37:55+00:00  


> **Source Link:** [https://x.com/InvestNorthwise/status/2054707745853436279](https://x.com/InvestNorthwise/status/2054707745853436279)  


> 
> "Will 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."


### Post #161 by @EndicottInvests
> **Author:** Nate Endicott ([@EndicottInvests](https://x.com/EndicottInvests))  
> **Metrics:** 71 likes · 0 retweets · 5 comments · 2.1K views  

> **Posted:** 2026-05-13T15:07:04+00:00  


> **Source Link:** [https://x.com/EndicottInvests/status/2054579182689198105](https://x.com/EndicottInvests/status/2054579182689198105)  


> 
> "Excited to see the 
$NBIS
 PT upgrades"


### Post #162 by @AlexfromBabylon
> **Author:** Alexander ([@AlexfromBabylon](https://x.com/AlexfromBabylon))  
> **Metrics:** 22 likes · 2 retweets · 1 comments · 2.1K views  

> **Posted:** 2026-05-13T21:37:19+00:00  


> **Source Link:** [https://x.com/AlexfromBabylon/status/2054677395806826894](https://x.com/AlexfromBabylon/status/2054677395806826894)  


> 
> "$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"


### Post #163 by @MarketMatrixs
> **Author:** The Market Matrix ([@MarketMatrixs](https://x.com/MarketMatrixs))  
> **Metrics:** 22 likes · 0 retweets · 3 comments · 2.1K views  

> **Posted:** 2026-05-13T00:21:36+00:00  


> **Source Link:** [https://x.com/MarketMatrixs/status/2054356349723824325](https://x.com/MarketMatrixs/status/2054356349723824325)  


> 
> "POV: 
$NBIS
 & 
$EOSE
 after earnings tomorrow morning: 

(I have a garbage track record for these posts)"


### Post #164 by @BlackPantherCap
> **Author:** Black Panther Capital ([@BlackPantherCap](https://x.com/BlackPantherCap))  
> **Metrics:** 32 likes · 0 retweets · 2 comments · 2.1K views  

> **Posted:** 2026-05-13T11:09:30+00:00  


> **Source Link:** [https://x.com/BlackPantherCap/status/2054519401013981690](https://x.com/BlackPantherCap/status/2054519401013981690)  


> 
> "Wow. 
$NBIS
 just hit $200 for the first time ever."


### Post #165 by @geokoutalidis
> **Author:** George Koutalidis ([@geokoutalidis](https://x.com/geokoutalidis))  
> **Metrics:** 45 likes · 3 retweets · 4 comments · 2.1K views  

> **Posted:** 2026-05-13T12:35:54+00:00  


> **Source Link:** [https://x.com/geokoutalidis/status/2054541140217520268](https://x.com/geokoutalidis/status/2054541140217520268)  


> 
> "$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."


### Post #166 by @PurpleDrink_LLC
> **Author:** PurpleDrinkCapital ([@PurpleDrink_LLC](https://x.com/PurpleDrink_LLC))  
> **Metrics:** 30 likes · 0 retweets · 4 comments · 2.1K views  

> **Posted:** 2026-05-13T01:13:10+00:00  


> **Source Link:** [https://x.com/PurpleDrink_LLC/status/2054369325784371497](https://x.com/PurpleDrink_LLC/status/2054369325784371497)  


> 
> "Would be really nice to not get cucked by 
$NBIS
 tomorrow"


### Post #167 by @EndicottInvests
> **Author:** Nate Endicott ([@EndicottInvests](https://x.com/EndicottInvests))  
> **Metrics:** 83 likes · 1 retweets · 2 comments · 2.1K views  

> **Posted:** 2026-05-13T11:19:08+00:00  


> **Source Link:** [https://x.com/EndicottInvests/status/2054521824759939583](https://x.com/EndicottInvests/status/2054521824759939583)  


> 
> "$NBIS
 ARR GREW 647% YoY"


### Post #168 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 55 likes · 1 retweets · 7 comments · 2.1K views  

> **Posted:** 2026-05-13T21:46:00+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2054679581437595876](https://x.com/longinvest32/status/2054679581437595876)  


> 
> "$NBIS
 could hit 500$ tomorrow and I’m not selling"


### Post #169 by @StbjergTro97997
> **Author:** Troels Østbjerg ([@StbjergTro97997](https://x.com/StbjergTro97997))  
> **Metrics:** 11 likes · 0 retweets · 0 comments · 2.1K views  

> **Posted:** 2026-05-13T09:15:31+00:00  


> **Source Link:** [https://x.com/StbjergTro97997/status/2054490713845313726](https://x.com/StbjergTro97997/status/2054490713845313726)  


> 
> "$NBIS"


### Post #170 by @MB_Hogan
> **Author:** Mark Hogan ([@MB_Hogan](https://x.com/MB_Hogan))  
> **Metrics:** 49 likes · 0 retweets · 1 comments · 1.8K views  

> **Posted:** 2026-05-13T15:33:37+00:00  


> **Source Link:** [https://x.com/MB_Hogan/status/2054585868149502270](https://x.com/MB_Hogan/status/2054585868149502270)  


> 
> "$NBIS
 is a monster and their high margin Ai Cloud business pipeline is exploding QoQ"


### Post #171 by @pepe_maltese
> **Author:** Pepe Maltese ([@pepe_maltese](https://x.com/pepe_maltese))  
> **Metrics:** 40 likes · 2 retweets · 0 comments · 1.8K views  

> **Posted:** 2026-05-13T11:55:13+00:00  


> **Source Link:** [https://x.com/pepe_maltese/status/2054530902013747553](https://x.com/pepe_maltese/status/2054530902013747553)  


> 
> "Quick 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"


### Post #172 by @TaPlot
> **Author:** TA ([@TaPlot](https://x.com/TaPlot))  
> **Metrics:** 23 likes · 0 retweets · 4 comments · 1.8K views  

> **Posted:** 2026-05-13T18:38:38+00:00  


> **Source Link:** [https://x.com/TaPlot/status/2054632426652012602](https://x.com/TaPlot/status/2054632426652012602)  


> 
> "$AAOI
Still holding........
Its and 
$NBIS
 moving EC to new highs."


### Post #173 by @SpacBobby
> **Author:** SpacBobby ([@SpacBobby](https://x.com/SpacBobby))  
> **Metrics:** 35 likes · 4 retweets · 3 comments · 1.8K views  

> **Posted:** 2026-05-13T12:07:26+00:00  


> **Source Link:** [https://x.com/SpacBobby/status/2054533978322034929](https://x.com/SpacBobby/status/2054533978322034929)  


> 
> "$NBIS
 - Bro, we are not bullish enough!

Send it!"


### Post #174 by @TheBigBerbowski
> **Author:** TheBigBerbowski ([@TheBigBerbowski](https://x.com/TheBigBerbowski))  
> **Metrics:** 88 likes · 0 retweets · 3 comments · 1.8K views  

> **Posted:** 2026-05-13T11:10:55+00:00  


> **Source Link:** [https://x.com/TheBigBerbowski/status/2054519756049281382](https://x.com/TheBigBerbowski/status/2054519756049281382)  


> 
> "Congrats 
$NBIS
 folks.

What a monster of a company."


### Post #175 by @MB_Hogan
> **Author:** Mark Hogan ([@MB_Hogan](https://x.com/MB_Hogan))  
> **Metrics:** 64 likes · 4 retweets · 3 comments · 1.8K views  

> **Posted:** 2026-05-13T21:16:47+00:00  


> **Source Link:** [https://x.com/MB_Hogan/status/2054672226520031587](https://x.com/MB_Hogan/status/2054672226520031587)  


> 
> "$NBIS
 UPDATE: BoA RAISES Nebius PRICE TARGET to $240"


### Post #176 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 48 likes · 0 retweets · 6 comments · 1.7K views  

> **Posted:** 2026-05-13T12:20:49+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2054537348323430515](https://x.com/longinvest32/status/2054537348323430515)  


> 
> "Where 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"


### Post #177 by @YodaStockInvest
> **Author:** YodaStocks ([@YodaStockInvest](https://x.com/YodaStockInvest))  
> **Metrics:** 32 likes · 1 retweets · 10 comments · 1.6K views  

> **Posted:** 2026-05-13T23:00:01+00:00  


> **Source Link:** [https://x.com/YodaStockInvest/status/2054698205024305442](https://x.com/YodaStockInvest/status/2054698205024305442)  


> 
> "My 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."


### Post #178 by @SMASIMHO
> **Author:** Nebulizer ([@SMASIMHO](https://x.com/SMASIMHO))  
> **Metrics:** 20 likes · 0 retweets · 2 comments · 1.6K views  

> **Posted:** 2026-05-13T11:17:06+00:00  


> **Source Link:** [https://x.com/SMASIMHO/status/2054521311498809754](https://x.com/SMASIMHO/status/2054521311498809754)  


> 
> "$NBIS
 beats on revenue as expected!
(palms definitely weren’t sweaty)"


### Post #179 by @SMASIMHO
> **Author:** Nebulizer ([@SMASIMHO](https://x.com/SMASIMHO))  
> **Metrics:** 28 likes · 0 retweets · 3 comments · 1.6K views  

> **Posted:** 2026-05-13T00:08:17+00:00  


> **Source Link:** [https://x.com/SMASIMHO/status/2054352999523496114](https://x.com/SMASIMHO/status/2054352999523496114)  


> 
> "$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"


### Post #180 by @itsalasdairmann
> **Author:** Alasdair Mann ([@itsalasdairmann](https://x.com/itsalasdairmann))  
> **Metrics:** 23 likes · 0 retweets · 3 comments · 1.6K views  

> **Posted:** 2026-05-13T14:37:03+00:00  


> **Source Link:** [https://x.com/itsalasdairmann/status/2054571631956398322](https://x.com/itsalasdairmann/status/2054571631956398322)  


> 
> "Now that 
$NBIS
 owns so much power maybe Leopold/Situational Awareness will finally buy in?"


### Post #181 by @CaesarCapitalz
> **Author:** Caesar Capital ([@CaesarCapitalz](https://x.com/CaesarCapitalz))  
> **Metrics:** 12 likes · 1 retweets · 1 comments · 1.4K views  

> **Posted:** 2026-05-13T11:49:35+00:00  


> **Source Link:** [https://x.com/CaesarCapitalz/status/2054529484259283101](https://x.com/CaesarCapitalz/status/2054529484259283101)  


> 
> "HEY 
$NBIS
 BEARS I’VE GOT SOMETHING FOR YOU!"


### Post #182 by @RocketLabrador
> **Author:** RocketLabrador ([@RocketLabrador](https://x.com/RocketLabrador))  
> **Metrics:** 32 likes · 2 retweets · 1 comments · 1.4K views  

> **Posted:** 2026-05-13T02:05:44+00:00  


> **Source Link:** [https://x.com/RocketLabrador/status/2054382556100059573](https://x.com/RocketLabrador/status/2054382556100059573)  


> 
> "People 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."


### Post #183 by @MktMavPro
> **Author:** MarketMaverick ([@MktMavPro](https://x.com/MktMavPro))  
> **Metrics:** 48 likes · 0 retweets · 10 comments · 1.4K views  

> **Posted:** 2026-05-13T09:37:11+00:00  


> **Source Link:** [https://x.com/MktMavPro/status/2054496167040311564](https://x.com/MktMavPro/status/2054496167040311564)  


> 
> "Good morning 
$NBIS
 investors!"


### Post #184 by @NeuralCadence
> **Author:** Marc ([@NeuralCadence](https://x.com/NeuralCadence))  
> **Metrics:** 8 likes · 0 retweets · 2 comments · 1.4K views  

> **Posted:** 2026-05-13T07:44:27+00:00  


> **Source Link:** [https://x.com/NeuralCadence/status/2054467797393051778](https://x.com/NeuralCadence/status/2054467797393051778)  


> 
> "My 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."


### Post #185 by @SmallCapSnipa
> **Author:** Small Cap Snipa ([@SmallCapSnipa](https://x.com/SmallCapSnipa))  
> **Metrics:** 42 likes · 1 retweets · 3 comments · 1.3K views  

> **Posted:** 2026-05-13T11:58:08+00:00  


> **Source Link:** [https://x.com/SmallCapSnipa/status/2054531637166158281](https://x.com/SmallCapSnipa/status/2054531637166158281)  


> 
> "$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"


### Post #186 by @DrTomsLens
> **Author:** Dr. Tomislav Marinovic ([@DrTomsLens](https://x.com/DrTomsLens))  
> **Metrics:** 26 likes · 0 retweets · 0 comments · 1.3K views  

> **Posted:** 2026-05-13T13:34:36+00:00  


> **Source Link:** [https://x.com/DrTomsLens/status/2054555916616294680](https://x.com/DrTomsLens/status/2054555916616294680)  


> 
> "$NBIS
 entire bear thesis crushed in literally 60 minutes"


### Post #187 by @MB_Hogan
> **Author:** Mark Hogan ([@MB_Hogan](https://x.com/MB_Hogan))  
> **Metrics:** 30 likes · 1 retweets · 1 comments · 1.3K views  

> **Posted:** 2026-05-13T11:31:09+00:00  


> **Source Link:** [https://x.com/MB_Hogan/status/2054524845715574925](https://x.com/MB_Hogan/status/2054524845715574925)  


> 
> "$NBIS
 Financials for Q1 HERE Part 1:"


### Post #188 by @StbjergTro97997
> **Author:** Troels Østbjerg ([@StbjergTro97997](https://x.com/StbjergTro97997))  
> **Metrics:** 23 likes · 0 retweets · 1 comments · 1.3K views  

> **Posted:** 2026-05-13T15:48:44+00:00  


> **Source Link:** [https://x.com/StbjergTro97997/status/2054589669032038886](https://x.com/StbjergTro97997/status/2054589669032038886)  


> 
> "Absolutely 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"


### Post #189 by @RayT168
> **Author:** Ray.T168 ([@RayT168](https://x.com/RayT168))  
> **Metrics:** 32 likes · 0 retweets · 2 comments · 1.3K views  

> **Posted:** 2026-05-13T14:02:09+00:00  


> **Source Link:** [https://x.com/RayT168/status/2054562849444475003](https://x.com/RayT168/status/2054562849444475003)  


> 
> "$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."


### Post #190 by @AlexfromBabylon
> **Author:** Alexander ([@AlexfromBabylon](https://x.com/AlexfromBabylon))  
> **Metrics:** 13 likes · 0 retweets · 0 comments · 1.3K views  

> **Posted:** 2026-05-13T06:00:05+00:00  


> **Source Link:** [https://x.com/AlexfromBabylon/status/2054441533441544551](https://x.com/AlexfromBabylon/status/2054441533441544551)  


> 
> "$NBIS
 What a legend!"


### Post #191 by @DrTomsLens
> **Author:** Dr. Tomislav Marinovic ([@DrTomsLens](https://x.com/DrTomsLens))  
> **Metrics:** 37 likes · 0 retweets · 2 comments · 1.3K views  

> **Posted:** 2026-05-13T11:58:51+00:00  


> **Source Link:** [https://x.com/DrTomsLens/status/2054531818150318186](https://x.com/DrTomsLens/status/2054531818150318186)  


> 
> "Now, say my name.
You’re 
$NBIS
.
You’re goddamn right."


### Post #192 by @DrTomsLens
> **Author:** Dr. Tomislav Marinovic ([@DrTomsLens](https://x.com/DrTomsLens))  
> **Metrics:** 23 likes · 1 retweets · 1 comments · 1.2K views  

> **Posted:** 2026-05-13T18:09:44+00:00  


> **Source Link:** [https://x.com/DrTomsLens/status/2054625152239866313](https://x.com/DrTomsLens/status/2054625152239866313)  


> 
> "Just 
$NBIS
 here confirming my Nebius software thesis.

Thank you guys for being with me last 12 months.

Software wins, and is just getting started"


### Post #193 by @RayT168
> **Author:** Ray.T168 ([@RayT168](https://x.com/RayT168))  
> **Metrics:** 20 likes · 1 retweets · 2 comments · 1.1K views  

> **Posted:** 2026-05-13T11:16:33+00:00  


> **Source Link:** [https://x.com/RayT168/status/2054521172919001259](https://x.com/RayT168/status/2054521172919001259)  


> 
> "BOOKING MY TICKETS TO AMSTERDAM NOW!!
$NBIS
@nebiusai
 i love you sm!!!"


### Post #194 by @pepe_maltese
> **Author:** Pepe Maltese ([@pepe_maltese](https://x.com/pepe_maltese))  
> **Metrics:** 16 likes · 0 retweets · 0 comments · 1.1K views  

> **Posted:** 2026-05-13T15:16:23+00:00  


> **Source Link:** [https://x.com/pepe_maltese/status/2054581530664554755](https://x.com/pepe_maltese/status/2054581530664554755)  


> 
> "My 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"


### Post #195 by @SMASIMHO
> **Author:** Nebulizer ([@SMASIMHO](https://x.com/SMASIMHO))  
> **Metrics:** 11 likes · 0 retweets · 3 comments · 1.1K views  

> **Posted:** 2026-05-13T10:12:32+00:00  


> **Source Link:** [https://x.com/SMASIMHO/status/2054505063587213366](https://x.com/SMASIMHO/status/2054505063587213366)  


> 
> "My 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."


### Post #196 by @MB_Hogan
> **Author:** Mark Hogan ([@MB_Hogan](https://x.com/MB_Hogan))  
> **Metrics:** 35 likes · 1 retweets · 2 comments · 1.1K views  

> **Posted:** 2026-05-13T11:25:47+00:00  


> **Source Link:** [https://x.com/MB_Hogan/status/2054523498043768903](https://x.com/MB_Hogan/status/2054523498043768903)  


> 
> "$NBIS
 EARNINGS:  Operating Cash In-flows of $2.3B 

Over $9.2B cash on hand now!!"


### Post #197 by @geokoutalidis
> **Author:** George Koutalidis ([@geokoutalidis](https://x.com/geokoutalidis))  
> **Metrics:** 32 likes · 3 retweets · 9 comments · 1.1K views  

> **Posted:** 2026-05-13T12:14:52+00:00  


> **Source Link:** [https://x.com/geokoutalidis/status/2054535850113814788](https://x.com/geokoutalidis/status/2054535850113814788)  


> 
> "Guys, the only thing I'll say: 
$NBIS
 will take care of you!"


### Post #198 by @EndicottInvests
> **Author:** Nate Endicott ([@EndicottInvests](https://x.com/EndicottInvests))  
> **Metrics:** 24 likes · 2 retweets · 0 comments · 998 views  

> **Posted:** 2026-05-13T11:17:34+00:00  


> **Source Link:** [https://x.com/EndicottInvests/status/2054521430516404708](https://x.com/EndicottInvests/status/2054521430516404708)  


> 
> "$NBIS
 Cloud revenue up 841% YoY and 82% QoQ"


### Post #199 by @trenddoses
> **Author:** Follow Trend ([@trenddoses](https://x.com/trenddoses))  
> **Metrics:** 8 likes · 1 retweets · 0 comments · 994 views  

> **Posted:** 2026-05-13T16:40:57+00:00  


> **Source Link:** [https://x.com/trenddoses/status/2054602811867087223](https://x.com/trenddoses/status/2054602811867087223)  


> 
> ". 
@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"


### Post #200 by @AlexfromBabylon
> **Author:** Alexander ([@AlexfromBabylon](https://x.com/AlexfromBabylon))  
> **Metrics:** 11 likes · 0 retweets · 1 comments · 977 views  

> **Posted:** 2026-05-13T06:39:09+00:00  


> **Source Link:** [https://x.com/AlexfromBabylon/status/2054451361400471605](https://x.com/AlexfromBabylon/status/2054451361400471605)  


> 
> "$NBIS
 I am dead serious in investing in the next hyperscaler!"


### Post #201 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 18 likes · 0 retweets · 7 comments · 959 views  

> **Posted:** 2026-05-13T12:16:52+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2054536354353021397](https://x.com/longinvest32/status/2054536354353021397)  


> 
> "If you are still gonna short 
$NBIS
 I wanna hear the reason 

Genuinely"


### Post #202 by @SMASIMHO
> **Author:** Nebulizer ([@SMASIMHO](https://x.com/SMASIMHO))  
> **Metrics:** 18 likes · 0 retweets · 2 comments · 955 views  

> **Posted:** 2026-05-13T09:22:05+00:00  


> **Source Link:** [https://x.com/SMASIMHO/status/2054492367009538261](https://x.com/SMASIMHO/status/2054492367009538261)  


> 
> "CHALLENGE: DON’T CHECK 
$NBIS
 PREMARKET ACTION UNTIL 8AM EST"


### Post #203 by @MktMavPro
> **Author:** MarketMaverick ([@MktMavPro](https://x.com/MktMavPro))  
> **Metrics:** 37 likes · 0 retweets · 3 comments · 955 views  

> **Posted:** 2026-05-13T14:48:51+00:00  


> **Source Link:** [https://x.com/MktMavPro/status/2054574599795310629](https://x.com/MktMavPro/status/2054574599795310629)  


> 
> "$NBIS
 - No victory lap needed. IYKYK…."


### Post #204 by @DrTomsLens
> **Author:** Dr. Tomislav Marinovic ([@DrTomsLens](https://x.com/DrTomsLens))  
> **Metrics:** 18 likes · 1 retweets · 2 comments · 949 views  

> **Posted:** 2026-05-13T04:14:41+00:00  


> **Source Link:** [https://x.com/DrTomsLens/status/2054415005903192093](https://x.com/DrTomsLens/status/2054415005903192093)  


> 
> "Good morning everyone, especially to long 
$NBIS
 shareholders"


### Post #205 by @AlexfromBabylon
> **Author:** Alexander ([@AlexfromBabylon](https://x.com/AlexfromBabylon))  
> **Metrics:** 13 likes · 0 retweets · 1 comments · 943 views  

> **Posted:** 2026-05-13T05:30:29+00:00  


> **Source Link:** [https://x.com/AlexfromBabylon/status/2054434084676395011](https://x.com/AlexfromBabylon/status/2054434084676395011)  


> 
> "$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?"


### Post #206 by @TopTechStocksUS
> **Author:** Top Tech AI Stocks ([@TopTechStocksUS](https://x.com/TopTechStocksUS))  
> **Metrics:** 7 likes · 0 retweets · 0 comments · 935 views  

> **Posted:** 2026-05-13T05:54:33+00:00  


> **Source Link:** [https://x.com/TopTechStocksUS/status/2054440141171658801](https://x.com/TopTechStocksUS/status/2054440141171658801)  


> 
> "$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"


### Post #207 by @AlexfromBabylon
> **Author:** Alexander ([@AlexfromBabylon](https://x.com/AlexfromBabylon))  
> **Metrics:** 25 likes · 0 retweets · 0 comments · 927 views  

> **Posted:** 2026-05-13T11:30:02+00:00  


> **Source Link:** [https://x.com/AlexfromBabylon/status/2054524566622326860](https://x.com/AlexfromBabylon/status/2054524566622326860)  


> 
> "$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"


### Post #208 by @Para_Capital
> **Author:** Paradise Capital ([@Para_Capital](https://x.com/Para_Capital))  
> **Metrics:** 12 likes · 1 retweets · 1 comments · 906 views  

> **Posted:** 2026-05-13T11:01:57+00:00  


> **Source Link:** [https://x.com/Para_Capital/status/2054517499387937075](https://x.com/Para_Capital/status/2054517499387937075)  


> 
> "SENSATIONAL! 
$NBIS"


### Post #209 by @AlexfromBabylon
> **Author:** Alexander ([@AlexfromBabylon](https://x.com/AlexfromBabylon))  
> **Metrics:** 13 likes · 0 retweets · 0 comments · 902 views  

> **Posted:** 2026-05-13T05:13:43+00:00  


> **Source Link:** [https://x.com/AlexfromBabylon/status/2054429864199893338](https://x.com/AlexfromBabylon/status/2054429864199893338)  


> 
> "$NBIS
 Another day another acquisition for Nebius Token Factory"


### Post #210 by @rip_trader
> **Author:** RIP Trader ([@rip_trader](https://x.com/rip_trader))  
> **Metrics:** 11 likes · 0 retweets · 1 comments · 882 views  

> **Posted:** 2026-05-13T12:32:13+00:00  


> **Source Link:** [https://x.com/rip_trader/status/2054540213817336236](https://x.com/rip_trader/status/2054540213817336236)  


> 
> "$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…"


### Post #211 by @_Sgr_A_Star
> **Author:** The God Particle ([@_Sgr_A_Star](https://x.com/_Sgr_A_Star))  
> **Metrics:** 28 likes · 3 retweets · 1 comments · 872 views  

> **Posted:** 2026-05-13T04:05:43+00:00  


> **Source Link:** [https://x.com/_Sgr_A_Star/status/2054412750387134645](https://x.com/_Sgr_A_Star/status/2054412750387134645)  


> 
> "$IREN
 $NBIS
 $CRWV
 $ORCL
 

And the beat goes on!

No signs of slowing down for GPU Rental rates."


### Post #212 by @LEAPTRADER_
> **Author:** LEAPTRADER ([@LEAPTRADER_](https://x.com/LEAPTRADER_))  
> **Metrics:** 23 likes · 0 retweets · 0 comments · 868 views  

> **Posted:** 2026-05-13T11:04:38+00:00  


> **Source Link:** [https://x.com/LEAPTRADER_/status/2054518174050111794](https://x.com/LEAPTRADER_/status/2054518174050111794)  


> 
> "$NBIS
 with the DOUBLE BEAT!!!"


### Post #213 by @SMASIMHO
> **Author:** Nebulizer ([@SMASIMHO](https://x.com/SMASIMHO))  
> **Metrics:** 17 likes · 0 retweets · 1 comments · 816 views  

> **Posted:** 2026-05-13T13:02:21+00:00  


> **Source Link:** [https://x.com/SMASIMHO/status/2054547800441143763](https://x.com/SMASIMHO/status/2054547800441143763)  


> 
> "Last 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."


### Post #214 by @longinvest32
> **Author:** matt ([@longinvest32](https://x.com/longinvest32))  
> **Metrics:** 13 likes · 0 retweets · 0 comments · 811 views  

> **Posted:** 2026-05-13T09:43:40+00:00  


> **Source Link:** [https://x.com/longinvest32/status/2054497799429841007](https://x.com/longinvest32/status/2054497799429841007)  


> 
> "Long 
$NBIS"


### Post #215 by @MktMavPro
> **Author:** MarketMaverick ([@MktMavPro](https://x.com/MktMavPro))  
> **Metrics:** 15 likes · 0 retweets · 4 comments · 806 views  

> **Posted:** 2026-05-13T11:14:21+00:00  


> **Source Link:** [https://x.com/MktMavPro/status/2054520618909852029](https://x.com/MktMavPro/status/2054520618909852029)  


> 
> "$NBIS
 Double beat"


### Post #216 by @RayT168
> **Author:** Ray.T168 ([@RayT168](https://x.com/RayT168))  
> **Metrics:** 6 likes · 0 retweets · 0 comments · 791 views  

> **Posted:** 2026-05-13T08:47:11+00:00  


> **Source Link:** [https://x.com/RayT168/status/2054483581872013435](https://x.com/RayT168/status/2054483581872013435)  


> 
> "$NBIS
 Follow them all!"


### Post #217 by @NeuralCadence
> **Author:** Marc ([@NeuralCadence](https://x.com/NeuralCadence))  
> **Metrics:** 12 likes · 0 retweets · 0 comments · 780 views  

> **Posted:** 2026-05-13T07:25:04+00:00  


> **Source Link:** [https://x.com/NeuralCadence/status/2054462917618094116](https://x.com/NeuralCadence/status/2054462917618094116)  


> 
> "Nebius with yet another acquisition! 
$NBIS"


### Post #218 by @borex_investing
> **Author:** Borex Investing ([@borex_investing](https://x.com/borex_investing))  
> **Metrics:** 19 likes · 3 retweets · 1 comments · 780 views  

> **Posted:** 2026-05-13T11:01:51+00:00  


> **Source Link:** [https://x.com/borex_investing/status/2054517474163356049](https://x.com/borex_investing/status/2054517474163356049)  


> 
> "$NBIS
 Q1 2026"


### Post #219 by @MB_Hogan
> **Author:** Mark Hogan ([@MB_Hogan](https://x.com/MB_Hogan))  
> **Metrics:** 13 likes · 0 retweets · 0 comments · 666 views  

> **Posted:** 2026-05-13T21:14:34+00:00  


> **Source Link:** [https://x.com/MB_Hogan/status/2054671669130617001](https://x.com/MB_Hogan/status/2054671669130617001)  


> 
> "$NBIS
 Goldman Sachs reiterates Nebius BUY rating despite maintaining $205 PRICE TARGET"


### Post #220 by @WOLF_Financial
> **Author:** WOLF ([@WOLF_Financial](https://x.com/WOLF_Financial))  
> **Metrics:** 6 likes · 0 retweets · 0 comments · 644 views  

> **Posted:** 2026-05-13T11:45:48+00:00  


> **Source Link:** [https://x.com/WOLF_Financial/status/2054528532496134627](https://x.com/WOLF_Financial/status/2054528532496134627)  


> 
> "Congrats to the 
$NBIS
 bulls"


### Post #221 by @momobazz
> **Author:** momo&baz ([@momobazz](https://x.com/momobazz))  
> **Metrics:** 12 likes · 0 retweets · 1 comments · 625 views  

> **Posted:** 2026-05-13T11:02:54+00:00  


> **Source Link:** [https://x.com/momobazz/status/2054517736701677620](https://x.com/momobazz/status/2054517736701677620)  


> 
> "$NBIS
 Earning out, highlights:"


### Post #222 by @Spiralout_one
> **Author:** Tobacco Barn ([@Spiralout_one](https://x.com/Spiralout_one))  
> **Metrics:** 20 likes · 1 retweets · 3 comments · 624 views  

> **Posted:** 2026-05-13T12:55:58+00:00  


> **Source Link:** [https://x.com/Spiralout_one/status/2054546190222405873](https://x.com/Spiralout_one/status/2054546190222405873)  


> 
> "$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"


### Post #223 by @HeeraniPK
> **Author:** Parkash Heerani ([@HeeraniPK](https://x.com/HeeraniPK))  
> **Metrics:** 20 likes · 1 retweets · 0 comments · 593 views  

> **Posted:** 2026-05-13T11:17:03+00:00  


> **Source Link:** [https://x.com/HeeraniPK/status/2054521299397910816](https://x.com/HeeraniPK/status/2054521299397910816)  


> 
> "How can you fight against 
$NBIS
 team?"


### Post #224 by @HeeraniPK
> **Author:** Parkash Heerani ([@HeeraniPK](https://x.com/HeeraniPK))  
> **Metrics:** 17 likes · 1 retweets · 1 comments · 574 views  

> **Posted:** 2026-05-13T11:04:57+00:00  


> **Source Link:** [https://x.com/HeeraniPK/status/2054518253465063745](https://x.com/HeeraniPK/status/2054518253465063745)  


> 
> "$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"


### Post #225 by @Para_Capital
> **Author:** Paradise Capital ([@Para_Capital](https://x.com/Para_Capital))  
> **Metrics:** 10 likes · 0 retweets · 1 comments · 542 views  

> **Posted:** 2026-05-13T11:20:04+00:00  


> **Source Link:** [https://x.com/Para_Capital/status/2054522056209821857](https://x.com/Para_Capital/status/2054522056209821857)  


> 
> "$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.""


### Post #226 by @Thousandcoin_U
> **Author:** u ([@Thousandcoin_U](https://x.com/Thousandcoin_U))  
> **Metrics:** 1 likes · 0 retweets · 1 comments · 540 views  

> **Posted:** 2026-05-13T12:20:03+00:00  


> **Source Link:** [https://x.com/Thousandcoin_U/status/2054537155503128889](https://x.com/Thousandcoin_U/status/2054537155503128889)  


> 
> "Jensen: “Nebius will take care of you”
The earnings report is just too dazzling $nbis"


### Post #227 by @Dream5728363541
> **Author:** @Dream5728363541 ([@Dream5728363541](https://x.com/Dream5728363541))  
> **Metrics:** 13 likes · 0 retweets · 3 comments · 531 views  

> **Posted:** 2026-05-13T23:02:29+00:00  


> **Source Link:** [https://x.com/Dream5728363541/status/2054698827656163563](https://x.com/Dream5728363541/status/2054698827656163563)  


> 
> "$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"


### Post #228 by @StbjergTro97997
> **Author:** Troels Østbjerg ([@StbjergTro97997](https://x.com/StbjergTro97997))  
> **Metrics:** 16 likes · 1 retweets · 1 comments · 528 views  

> **Posted:** 2026-05-13T11:14:13+00:00  


> **Source Link:** [https://x.com/StbjergTro97997/status/2054520587385487567](https://x.com/StbjergTro97997/status/2054520587385487567)  


> 
> "$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"


### Post #229 by @HeeraniPK
> **Author:** Parkash Heerani ([@HeeraniPK](https://x.com/HeeraniPK))  
> **Metrics:** 20 likes · 1 retweets · 3 comments · 508 views  

> **Posted:** 2026-05-13T11:16:38+00:00  


> **Source Link:** [https://x.com/HeeraniPK/status/2054521194485821907](https://x.com/HeeraniPK/status/2054521194485821907)  


> 
> "From $20 to $200, we ride 
$NBIS"


### Post #230 by @LandoInvests
> **Author:** Lando ([@LandoInvests](https://x.com/LandoInvests))  
> **Metrics:** 25 likes · 0 retweets · 5 comments · 498 views  

> **Posted:** 2026-05-13T11:38:57+00:00  


> **Source Link:** [https://x.com/LandoInvests/status/2054526809090253152](https://x.com/LandoInvests/status/2054526809090253152)  


> 
> "Main message I’m seeing is demand is there, congrats to all the 
$NBIS
 holders yall KILLED it today 

Already $200+"


### Post #231 by @SMASIMHO
> **Author:** Nebulizer ([@SMASIMHO](https://x.com/SMASIMHO))  
> **Metrics:** 14 likes · 1 retweets · 2 comments · 482 views  

> **Posted:** 2026-05-13T11:30:36+00:00  


> **Source Link:** [https://x.com/SMASIMHO/status/2054524707601518608](https://x.com/SMASIMHO/status/2054524707601518608)  


> 
> "Finding 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."


### Post #232 by @HeeraniPK
> **Author:** Parkash Heerani ([@HeeraniPK](https://x.com/HeeraniPK))  
> **Metrics:** 14 likes · 0 retweets · 0 comments · 478 views  

> **Posted:** 2026-05-13T11:23:43+00:00  


> **Source Link:** [https://x.com/HeeraniPK/status/2054522977232785636](https://x.com/HeeraniPK/status/2054522977232785636)  


> 
> "$NBIS
 $6.3b capital secured"


### Post #233 by @SMASIMHO
> **Author:** Nebulizer ([@SMASIMHO](https://x.com/SMASIMHO))  
> **Metrics:** 6 likes · 0 retweets · 0 comments · 477 views  

> **Posted:** 2026-05-13T04:21:30+00:00  


> **Source Link:** [https://x.com/SMASIMHO/status/2054416720878789018](https://x.com/SMASIMHO/status/2054416720878789018)  


> 
> "$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."


### Post #234 by @Asmallfish5
> **Author:** Asmallfish ([@Asmallfish5](https://x.com/Asmallfish5))  
> **Metrics:** 7 likes · 0 retweets · 0 comments · 476 views  

> **Posted:** 2026-05-13T04:45:19+00:00  


> **Source Link:** [https://x.com/Asmallfish5/status/2054422714333749551](https://x.com/Asmallfish5/status/2054422714333749551)  


> 
> "This 
$nbis"


### Post #235 by @NBISStock
> **Author:** NBIS Stock ([@NBISStock](https://x.com/NBISStock))  
> **Metrics:** 14 likes · 0 retweets · 0 comments · 456 views  

> **Posted:** 2026-05-13T10:50:32+00:00  


> **Source Link:** [https://x.com/NBISStock/status/2054514624276340789](https://x.com/NBISStock/status/2054514624276340789)  


> 
> "Nebius Group NV 
$NBIS
 welcomes Clarifai’s core team and licenses inference IP to strengthen Nebius Token Factory."


### Post #236 by @BastianelliLore
> **Author:** Lorenzo2cents ([@BastianelliLore](https://x.com/BastianelliLore))  
> **Metrics:** 12 likes · 0 retweets · 0 comments · 452 views  

> **Posted:** 2026-05-13T06:15:38+00:00  


> **Source Link:** [https://x.com/BastianelliLore/status/2054445443476603007](https://x.com/BastianelliLore/status/2054445443476603007)  


> 
> "$NBIS
 This is a good omen ahead of tonight's earnings.

Ready?
nebius.com/newsroom/nebiu
…"


### Post #237 by @Kajiastic
> **Author:** Akash ([@Kajiastic](https://x.com/Kajiastic))  
> **Metrics:** 19 likes · 1 retweets · 0 comments · 446 views  

> **Posted:** 2026-05-13T11:38:20+00:00  


> **Source Link:** [https://x.com/Kajiastic/status/2054526656782504376](https://x.com/Kajiastic/status/2054526656782504376)  


> 
> "$NBIS
 

Retail: "Nebius will take care of us""


### Post #238 by @AlexfromBabylon
> **Author:** Alexander ([@AlexfromBabylon](https://x.com/AlexfromBabylon))  
> **Metrics:** 18 likes · 0 retweets · 0 comments · 445 views  

> **Posted:** 2026-05-13T11:15:07+00:00  


> **Source Link:** [https://x.com/AlexfromBabylon/status/2054520814221897858](https://x.com/AlexfromBabylon/status/2054520814221897858)  


> 
> "$NBIS
 Strong Q1 results!"


### Post #239 by @Lazarus_Capital
> **Author:** Lazarus ([@Lazarus_Capital](https://x.com/Lazarus_Capital))  
> **Metrics:** 16 likes · 0 retweets · 1 comments · 442 views  

> **Posted:** 2026-05-13T12:59:11+00:00  


> **Source Link:** [https://x.com/Lazarus_Capital/status/2054547002910785735](https://x.com/Lazarus_Capital/status/2054547002910785735)  


> 
> "Every other neocloud right now: 
$IREN
 $CRWV
 $NBIS"


### Post #240 by @HyperAICapital
> **Author:** Jordan ([@HyperAICapital](https://x.com/HyperAICapital))  
> **Metrics:** 14 likes · 0 retweets · 1 comments · 418 views  

> **Posted:** 2026-05-13T07:39:44+00:00  


> **Source Link:** [https://x.com/HyperAICapital/status/2054466610732445816](https://x.com/HyperAICapital/status/2054466610732445816)  


> 
> "$NBIS
 earnings hours away"


### Post #241 by @RayT168
> **Author:** Ray.T168 ([@RayT168](https://x.com/RayT168))  
> **Metrics:** 7 likes · 0 retweets · 0 comments · 351 views  

> **Posted:** 2026-05-13T08:46:17+00:00  


> **Source Link:** [https://x.com/RayT168/status/2054483355618681043](https://x.com/RayT168/status/2054483355618681043)  


> 
> "$NBIS"


### Post #242 by @WOLF_Financial
> **Author:** WOLF ([@WOLF_Financial](https://x.com/WOLF_Financial))  
> **Metrics:** 2 likes · 0 retweets · 1 comments · 345 views  

> **Posted:** 2026-05-13T10:45:29+00:00  


> **Source Link:** [https://x.com/WOLF_Financial/status/2054513355084181595](https://x.com/WOLF_Financial/status/2054513355084181595)  


> 
> "Nebius: $200 or Not? | The Solid Report 
$NBIS"


### Post #243 by @RayT168
> **Author:** Ray.T168 ([@RayT168](https://x.com/RayT168))  
> **Metrics:** 9 likes · 0 retweets · 0 comments · 343 views  

> **Posted:** 2026-05-13T11:14:42+00:00  


> **Source Link:** [https://x.com/RayT168/status/2054520709108600946](https://x.com/RayT168/status/2054520709108600946)  


> 
> "LOSS FOR WORDS!
@nebiusai
 $NBIS"


### Post #244 by @RayT168
> **Author:** Ray.T168 ([@RayT168](https://x.com/RayT168))  
> **Metrics:** 10 likes · 0 retweets · 1 comments · 336 views  

> **Posted:** 2026-05-13T00:10:16+00:00  


> **Source Link:** [https://x.com/RayT168/status/2054353495697113261](https://x.com/RayT168/status/2054353495697113261)  


> 
> "Been 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."


### Post #245 by @borex_investing
> **Author:** Borex Investing ([@borex_investing](https://x.com/borex_investing))  
> **Metrics:** 15 likes · 0 retweets · 1 comments · 328 views  

> **Posted:** 2026-05-13T11:33:30+00:00  


> **Source Link:** [https://x.com/borex_investing/status/2054525439951913322](https://x.com/borex_investing/status/2054525439951913322)  


> 
> "$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"


### Post #246 by @RayT168
> **Author:** Ray.T168 ([@RayT168](https://x.com/RayT168))  
> **Metrics:** 9 likes · 0 retweets · 0 comments · 299 views  

> **Posted:** 2026-05-13T04:08:56+00:00  


> **Source Link:** [https://x.com/RayT168/status/2054413561825538504](https://x.com/RayT168/status/2054413561825538504)  


> 
> "$nbis
 nebiusmaxxxing!"


### Post #247 by @RayT168
> **Author:** Ray.T168 ([@RayT168](https://x.com/RayT168))  
> **Metrics:** 6 likes · 0 retweets · 3 comments · 278 views  

> **Posted:** 2026-05-13T05:31:15+00:00  


> **Source Link:** [https://x.com/RayT168/status/2054434274053665033](https://x.com/RayT168/status/2054434274053665033)  


> 
> "If 
@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"


### Post #248 by @StbjergTro97997
> **Author:** Troels Østbjerg ([@StbjergTro97997](https://x.com/StbjergTro97997))  
> **Metrics:** 7 likes · 0 retweets · 2 comments · 225 views  

> **Posted:** 2026-05-13T07:01:07+00:00  


> **Source Link:** [https://x.com/StbjergTro97997/status/2054456891888083373](https://x.com/StbjergTro97997/status/2054456891888083373)  


> 
> "How 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"


### Post #249 by @RayT168
> **Author:** Ray.T168 ([@RayT168](https://x.com/RayT168))  
> **Metrics:** 8 likes · 1 retweets · 1 comments · 199 views  

> **Posted:** 2026-05-13T09:15:20+00:00  


> **Source Link:** [https://x.com/RayT168/status/2054490666630332691](https://x.com/RayT168/status/2054490666630332691)  


> 
> "$NBIS
 - Register to join the ER call

…
-2026-earnings-call.open-exchange.net/registration/"


### Post #250 by @venzukj_aguqq
> **Author:** The Life Change Report ([@venzukj_aguqq](https://x.com/venzukj_aguqq))  
> **Metrics:** 2 likes · 0 retweets · 0 comments · 70 views  

> **Posted:** 2026-05-13T15:55:37+00:00  


> **Source Link:** [https://x.com/venzukj_aguqq/status/2054591402089038022](https://x.com/venzukj_aguqq/status/2054591402089038022)  


> 
> "Feel 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"


### Post #251 by @c_u_xpafamebi
> **Author:** CryptoBulls ([@c_u_xpafamebi](https://x.com/c_u_xpafamebi))  
> **Metrics:** 2 likes · 0 retweets · 0 comments · 58 views  

> **Posted:** 2026-05-13T15:43:35+00:00  


> **Source Link:** [https://x.com/c_u_xpafamebi/status/2054588376100049093](https://x.com/c_u_xpafamebi/status/2054588376100049093)  


> 
> "Think 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"


### Post #252 by @__cuvotubidux
> **Author:** Tom Tresidy ([@__cuvotubidux](https://x.com/__cuvotubidux))  
> **Metrics:** 2 likes · 0 retweets · 0 comments · 56 views  

> **Posted:** 2026-05-13T16:37:01+00:00  


> **Source Link:** [https://x.com/__cuvotubidux/status/2054601821302174045](https://x.com/__cuvotubidux/status/2054601821302174045)  


> 
> "Ever 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"




---

*Generated by Context Pilot Social Intelligence Engine.*