$NBIS Catalyst Posts
May 14, 2026Single-day social intelligence recap and verified catalyst posts · ← Back to $NBIS Profile · Market Rankings
💬 Curated Viral Posts & Community Evidence
44 source posts analyzed· 2026-05-14T11:59:29+00:00$NBIS revenue is expected to go from $51M to $2.4B in just over two years showing how violent AI compute shortage can be for companies that can actually bring capacity online. This is contracted hyperscaler demand backed by 3.5GW of AI compute capacity that's already locked in.
· 2026-05-14T18:53:40+00:00$IREN is by far my favorite buy among the neo cloud companies right now. While $NBIS is up more than 180% YTD, $IREN is sitting at just +55%. The market is still massively underestimating one thing: Power. $IREN 5GW of contracted power is a real moat, and in the AI era, that
· 2026-05-14T23:03:57+00:00Two days ago someone bought over 4 million dollars worth of $NBIS 220c right before earnings. The next day $NBIS jumped 20% turning every $71 into $1400!! A nice 2000% return in 2 days. Insider trading @unusual_whales ??
· 2026-05-14T10:11:00+00:00I trimmed $NBIS yesterday from 40% to 25%. Before you stone me to death: I share because I want to be as transparent as possible. I'm still super bullish on the company. I've been going from 90% $NBIS port to now 25% and I do not regret it even a little bit. I did it to raise
· 2026-05-14T12:01:48+00:00$NBIS While reading Nebius's earnings materials, my hand first stopped at a strange spot. Revenue up about +684% year-over-year. Nebius AI Cloud's adjusted EBITDA margin at 45%. A 5-year, $27 billion contract with Meta. $2 billion in investment from NVIDIA. Normally, you'd draw
· 2026-05-14T13:39:02+00:00Added $NBIS here at $213 Long and strong
· 2026-05-14T20:15:34+00:00I’ve said this before, & I’ll say it again one last time… If you’re looking for the next $SNDK then look no further than $NBIS . Nebius has grown its revenues +684% YoY, built $50B worth of backlog (2027-2031), & has over $10B in cash. I can guarantee AI infrastructure names
· 2026-05-14T16:10:39+00:00If you have a large $NBIS position, I honestly don’t see much reason to rotate into something else or overtrade your portfolio over the next 4 years. Most likely, you’ll just lose money trying to be too clever. And in the best-case scenario, you may only end up matching what
· 2026-05-14T01:57:28+00:00$NBIS - More upgrades coming in tonight and they are massive. Citizens: $175 -> $270 Compass Point: $150 -> $260 DA Davidson: $175 -> $250 Cantor Fitzgerald: $129 -> $222 Morgan Stanley: $126 -> $144
· 2026-05-14T01:04:53+00:00I full port $NBIS and literally feel zero emotion or fear. Please lecture me. I’m ready.
· 2026-05-14T14:51:24+00:00$NBIS is the gift that keeps on giving This is my forever long, I’m not selling until they either become a hyperscaler or hit 10 ARR.
· 2026-05-14T13:09:05+00:00If you missed out on my $NBIS call at $20 for 600% gains, you don’t want to miss the next one. Many will wish they followed me sooner.
· 2026-05-14T10:56:22+00:00Citizens today raised its price target on Nebius $NBIS up to $270 from $175 while maintaining its Outperform rating
· 2026-05-14T01:21:04+00:00$nbis MS, among the most conservative on the street, is genuinely flummoxed tonight w/ Nebius's unexpected speed & execution progress. Admits strong print suggests a credible path to a "compelling bull case" w/ > 5 GW online by 2030. Still, with stock up sharply, decides to
· 2026-05-14T13:28:38+00:00saw some random comments saying I trimmed my $NBIS position. guys.. I’m not selling winners that early..
· 2026-05-14T13:48:33+00:00$NBIS JUST MADE ANOTHER NEW ATH
· 2026-05-14T03:54:54+00:00$NBIS is still undervalued
· 2026-05-14T01:10:15+00:00After a very long but productive day, I just published my full review of $NBIS ' Q1 results. You can find it in the usual place. Cheers!
· 2026-05-14T17:18:32+00:00$SPY $QQQ Market dumps after $CBRS Open Neo Clouds pulling back $NBIS $IREN
· 2026-05-14T13:53:47+00:00Don’t try and stop a moving train $NBIS
· 2026-05-14T22:38:31+00:0010 Minute Trade Recaps: Teachings that can change your life -> Master Post Earning Swing Trades $NBIS $ASTS -> How to Focus on A+ Long Setups $ONDS -> Power of MTF Clouds -> Choppy Loser -> Psych Levels 10 & 300 $CBRS -> How to Trade & Hold All Day -> Use Ripster Clouds
· 2026-05-14T15:35:05+00:00$NBIS We Educate Traders real time on our Swing & Long Setups Live on Voice & Email Updates Reasoning for Red Positions like $RDDT And Reasoning for longs like $NBIS $BE $AAOI winners Identify WHY behind any long so you can be self sufficient tenetresearch.ai
· 2026-05-14T03:51:31+00:00These $NBIS price target updates though...
· 2026-05-14T15:01:24+00:00$NBIS We added yesterday to our Portfolios vs 200 So far working out well our $BE position similar winner vs 200 , so post earning setup Check our full portfolios at tenetresearch.ai
· 2026-05-14T11:45:45+00:00$NBIS | 𝐍𝐞𝐛𝐢𝐮𝐬: Compass Point maintains 𝐁𝐮𝐲, raises 𝐏𝐓 𝐭𝐨 $𝟐𝟔𝟎 Analyst sees AI Cloud growth and operating leverage accelerating sharply, reinforcing confidence in Nebius’ scaling and ARR expansion outlook.
· 2026-05-14T11:43:03+00:00There is no substitute for doing the work. Picked up $NBIS in May 2025 after M.V. Cunha flagged it. Watched it rip 7x… and did nothing. Only in Sept-Oct did I finally sit down and do the real work: deep dive on the company, vision, product, business model. Mapped the full
· 2026-05-14T14:58:49+00:00$NBIS good lesson for people who just expect up up up everytime they trade options. Calls were literally -90% on Tuesday. Now everything is 200-300% and printing new ATH
· 2026-05-14T13:49:18+00:00If $NBIS closes the week above $214, then that will be confirmation that we are well on our way to $250-$260 next.
· 2026-05-14T19:07:28+00:00Apologies for the lack of $NBIS news today, folks. Normal service will resume in due course. Meanwhile, if you're in SF, don't miss Season 1 of @UFBots Humanoid Sports League, powered by Nebius. Waitlist-only at this point, but you might get lucky...
· 2026-05-14T13:26:00+00:00So basically $NBIS has $15B of collateral from $META to borrow against at investment-grade rates, use that capital to build capacity, then sell that capacity at a premium to other AI cloud customers? Sounds like a license to print money.
· 2026-05-14T15:50:21+00:00RIP to those that trimmed… $NBIS
· 2026-05-14T08:41:30+00:00$NBIS : The Meta $27B Deal: This Is the one of the Most Important Things in the Quarter The expanded Meta agreement (announced post Q4, layered into Q1 narrative) is structurally unique and worth dissecting carefully: $12B of dedicated compute capacity over 5 years, delivery
· 2026-05-14T14:25:38+00:00$NBIS Most impressing stock in the market. This will gap $1000 faster than you think. The only bears this stock got is $IREN holders.
· 2026-05-14T14:33:36+00:00IT SEEMS LIKE $NBIS AND $RKLB ARE UNSTOPPABLE RIGHT NOW.
· 2026-05-14T14:17:22+00:00$NBIS is up 200% since early February, when it traded around $70, almost 50% below its previous high. Because $NBIS is still a retail-heavy stock, it was trading at $70 because a lot of people saw fit to sell at those levels. Great call.
· 2026-05-14T16:38:01+00:00My $250 PT for $NBIS since last year, has almost hit. I only see upside from here. I am raising my EOY PT to $300 EOY 2027 from $400-700 —> $600-1000. I never ever exaggerate with my PT.
· 2026-05-14T21:06:47+00:00$NBIS My position in Nebius is now worth 3 hunny buns. Excited for what’s in store in the coming years
· 2026-05-14T18:22:23+00:00$NBIS 2027 will be the year in which we overtake CoreWeave in market cap is my bet. 2030 is the year we will join the hyperscaler game. Execution speed is the moat. More GW sites, more GPU’s online against better margins then the competition building new products on the stack
· 2026-05-14T13:27:51+00:00Catching up?? $NBIS $CRWV
· 2026-05-14T10:39:52+00:00$NBIS Yesterday's earnings showed +15.72% along with massive trading volume. The target is $220, they say. Wonder how far it'll stretch.
· 2026-05-14T13:46:57+00:00$NBIS - Added
· 2026-05-14T03:52:16+00:00$NBIS
· 2026-05-14T13:29:25+00:00$NBIS share rises +16.3% and hits a new all-time high above $205 after strong results • Revenues: $399M vs $371.4M expected • The company also announced securing power and land for a massive new AI factory in Pennsylvania with capacity up to 1.2GW
· 2026-05-14T14:45:37+00:00$NBIS . Massive move off the Weekly seller absorption in December. Order flow FTW