# $NBIS Catalyst Posts & Social Intelligence Recap — June 26, 2026

> **Asset:** $NBIS  
> **Date:** 2026-06-26 (June 26, 2026)  
> **Canonical URL:** https://cryptitalk.com/tokens/nbis/2026-06-26  
> **Token Profile:** https://cryptitalk.com/tokens/nbis.md  
> **Market Rankings:** https://cryptitalk.com/rankings.md  

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## Curated Viral Posts & Community Evidence


### Post #1 by @FL0WG0D
> **Author:** Flow God ([@FL0WG0D](https://x.com/FL0WG0D))  
> **Metrics:** 233 likes · 8 retweets · 17 comments · 52.5K views  

> **Posted:** 2026-06-26T16:14:52+00:00  


> **Source Link:** [https://x.com/FL0WG0D/status/2070541313703862770](https://x.com/FL0WG0D/status/2070541313703862770)  


> **Visual Note:** A Bullflow chart shows a large bullish options trade on NBIS 257.5 calls expiring 07/17/26, with an average fill of $18.15, 850 contracts sold at the ask, 0 on the bid, and a $1.5M premium—matching the post's claim of "$1.5 million into these $NBIS calls." The trade is shown as a tall green bullish candle at 12:10 PM local time.  

> 
> "$1.5 million into these 
$NBIS
 calls"


### Post #2 by @MB_Hogan
> **Author:** Mark Hogan ([@MB_Hogan](https://x.com/MB_Hogan))  
> **Metrics:** 260 likes · 23 retweets · 15 comments · 49.5K views  

> **Posted:** 2026-06-26T12:59:45+00:00  


> **Source Link:** [https://x.com/MB_Hogan/status/2070492208642351279](https://x.com/MB_Hogan/status/2070492208642351279)  


> **Visual Note:** The image displays a Nebius Valuation Model for 2030 (NBIS) outlining Bear, Base, and Bull case scenarios with revenue projections ranging from $44B to $108B, adjusted EBITDA from $17.6B to $58.3B, and resulting share prices of $503, $2,074, and $4,595 respectively, directly illustrating the Base Case price target of $2074 highlighted in the accompanying post.  

> 
> "$NBIS
 : The Fundamentalist presents his Nebius valuation model base case 2030 PRICE TARGET of $2074 a share 

Worth a read, check it out below!"


### Post #3 by @TheLongInvest
> **Author:** The Long Investor ([@TheLongInvest](https://x.com/TheLongInvest))  
> **Metrics:** 33 likes · 0 retweets · 9 comments · 14.5K views  

> **Posted:** 2026-06-26T13:34:20+00:00  


> **Source Link:** [https://x.com/TheLongInvest/status/2070500913752518895](https://x.com/TheLongInvest/status/2070500913752518895)  


> 
> "$NBIS
 if you have an opportunity to add 
$NBIS
 at $200 again, would you take it?"


### Post #4 by @0xAA_Science
> **Author:** 0xAA ([@0xAA_Science](https://x.com/0xAA_Science))  
> **Metrics:** 21 likes · 3 retweets · 34 comments · 14.1K views  

> **Posted:** 2026-06-26T15:02:22+00:00  


> **Source Link:** [https://x.com/0xAA_Science/status/2070523069714907582](https://x.com/0xAA_Science/status/2070523069714907582)  


> **Visual Note:** The image is a Binance Wallet screenshot showing a portfolio loss of -$19,747.15 (-19.60%) on NBISon holdings, with an average cost of $296.96 versus a current price of $238.74. It humorously illustrates the post's claim about losing a large amount on $NBIS, displaying the painful unrealized loss for the poster to "be saved" from.  

> 
> "Bought $NBIS and lost 200k, save me!"


### Post #5 by @TheLongInvest
> **Author:** The Long Investor ([@TheLongInvest](https://x.com/TheLongInvest))  
> **Metrics:** 24 likes · 0 retweets · 7 comments · 13.5K views  

> **Posted:** 2026-06-26T19:03:27+00:00  


> **Source Link:** [https://x.com/TheLongInvest/status/2070583737213952068](https://x.com/TheLongInvest/status/2070583737213952068)  


> **Visual Note:** A TradingView candlestick chart of Nebius Group N.A. (NBIS) on the NASDAQ from May 2024 to October 2025, displaying an Elliott Wave analysis with labeled points 1-5 and projected Fibonacci extension targets at 2.618 ($411.57) and 1.618 ($302.80), supporting the claim that NBIS has not yet topped.  

> 
> "$NBIS
 has not topped yet.

It will top when the chart below says it’s topped."


### Post #6 by @octopusycc
> **Author:** 大老师Bugsbunny ｜DRAM UP only ([@octopusycc](https://x.com/octopusycc))  
> **Metrics:** 15 likes · 1 retweets · 8 comments · 9.5K views  

> **Posted:** 2026-06-26T07:20:30+00:00  


> **Source Link:** [https://x.com/octopusycc/status/2070406834226409506](https://x.com/octopusycc/status/2070406834226409506)  


> 
> "Just realized

Mining companies transitioning to data centers might also be affected

NBIS IREN and the like will be hit first

Huge expenses"


### Post #7 by @Funmentalist
> **Author:** The Fundamentalist ([@Funmentalist](https://x.com/Funmentalist))  
> **Metrics:** 58 likes · 9 retweets · 5 comments · 4.1K views  

> **Posted:** 2026-06-26T17:46:44+00:00  


> **Source Link:** [https://x.com/Funmentalist/status/2070564430622896312](https://x.com/Funmentalist/status/2070564430622896312)  


> **Visual Note:** A line chart titled "AI Revenue Has Overtaken Capital Expenditure Depreciation" shows quarterly AI revenue (orange) surpassing quarterly AI capex depreciation (black) around Q4 2025, reaching roughly $30 billion by Q1 2026. The chart supports bullish sentiment on AI plays like $NBIS and $IREN by demonstrating that AI revenue growth has finally outpaced the depreciation costs of the massive infrastructure buildout, undermining bear arguments that AI capex is unsustainable.  

> 
> "$NBIS
 $IREN
Nice piece of news

Bears will need to come up with a new argument after seeing this"


### Post #8 by @HedgebergCom
> **Author:** Hedgeberg | Technical Precision. Fundamental Depth ([@HedgebergCom](https://x.com/HedgebergCom))  
> **Metrics:** 20 likes · 0 retweets · 5 comments · 2.2K views  

> **Posted:** 2026-06-26T15:29:35+00:00  


> **Source Link:** [https://x.com/HedgebergCom/status/2070529918551662816](https://x.com/HedgebergCom/status/2070529918551662816)  


> 
> "$NBIS
If Nebius closes below $245 then it goes to $220 imo. That’s my target for a new trade. A bigger one but not for holding probably"


### Post #9 by @Eli5defi
> **Author:** Eli5DeFi ([@Eli5defi](https://x.com/Eli5defi))  
> **Metrics:** 2 likes · 0 retweets · 1 comments · 137 views  

> **Posted:** 2026-06-26T06:54:24+00:00  


> **Source Link:** [https://x.com/Eli5defi/status/2070400269037588912](https://x.com/Eli5defi/status/2070400269037588912)  


> 
> "Love the point about moving beyond pure memory. 

Personally I think 
$SNDK
, 
$CRDO
, and 
$NBIS
 should start seeing more attention if memory bottleneck is confirmed. 

Also, I am betting big on Optics as well."




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*Generated by Context Pilot Social Intelligence Engine.*