$NBIS Catalyst Posts
July 01, 2026Single-day social intelligence recap and verified catalyst posts · ← Back to $NBIS Profile · Market Rankings
💬 Curated Viral Posts & Community Evidence
19 source posts analyzed· 2026-07-01T22:02:02+00:00$WFC believes $META can sell its excess compute for $20 billion per GW. Which means $NBIS and $CRWV can probably sell their compute for more than $10 billion per GW, which has been their average rate so far. Sounds like the exact opposite of the neocloud apocalypse?
AI visual analysis: This is an Equity Research company update from June 29, 2026 on Meta Platforms (META) titled "Expect Meta to Maintain Aggressive Investment Posture; Resale of 'Excess' Compute Capacity Possible in '27." Key highlights include the firm calling Meta's aggressive investment sustainable, expecting Meta to scale compute capacity from 7.5GW in YE25 to 21GW by YE28, and estimating that every 1GW of leased capacity could garner $20B in revenue and $5.50+ in EPS, or 16% to FY27 consensus EPS — directly supporting the post's claim that $META can sell excess compute for $20B per GW, which implies peer neoclouds like $NBIS and $CRWV could also command premium rates rather than facing an "apocalypse."
· 2026-07-01T13:30:16+00:00this is bad for nbis, crwv because the entirety of their 50b+ market cap is based on the market pricing in their future growth. the entire sector is a startup. they are far from profitable and they are a traditional business not software. they have everything to lose while
· 2026-07-01T21:06:46+00:00$NBIS #NBIS Sometimes the curl is the signal, not the actual cross.
AI visual analysis: A weekly TradingView candlestick chart of Nebius Group ($NBIS, NASDAQ) showing price action from August through October 2026 with two moving averages (blue ~33.99 and orange ~29.40) below, where two highlighted vertical regions marked with crosses mark specific candles—illustrating how the post's "curl" (the curving approach of the moving averages toward each other) signals a crossover before the lines actually intersect.
· 2026-07-01T11:55:56+00:00$WYFI we don't need another 7% day today (it would be welcomed) We just need to break and hold above $39.27. Then $46/$47 comes very quickly to us. I genuinely believe $WYFI has a run similar to $NBIS I'm watching closely for an entry today, and will send a buy alert when I
AI visual analysis: A TradingView daily candlestick chart of NASDAQ:NBIS (Whittaker, Inc.) at $39.29, annotated with Elliott Wave labels (i, ii, iii, iv, v) and key Fibonacci levels (0.618 at $31.77, 0.5 at $21.77), illustrating the recent rally to $42.89 that the post references as a model for $WYFI's potential breakout above $39.27 toward $46-$47.
· 2026-07-01T16:03:51+00:00I aped more $NBIS here at 237 I agree with Serenity, IMO this selloff and fud is overblown and buying here presents good rr
· 2026-07-01T08:23:26+00:00On the 26th of June - I told everyone that “I see the current pain and sell off in the sector as technically driven….that these are the levels you should be bidding…areas of interest for me NBIS 240s, ALAB 360s, CRDO 240s, SMH 605s”
AI visual analysis: A candlestick chart of the SMH ETF shows a recent price of $650.54 with a white trend line highlighting the rebound from the late-June lows around $605 to new highs, visually confirming the author's call that $605 was a key area of interest and a buyable dip.
· 2026-07-01T03:07:31+00:00昨天我在 NBIS 吃的爽，我在 Circle 也被操的很惨！ 这种级别的新闻是怎么预判也预判不到的，所以这是我无法掌控的情况，我唯一能掌控的只有我的持仓成本。 我是69U的成本，现在也开始亏钱了。但很多人是90、120甚至更高的成本。所以任何叙事任何机会要赚钱的前提是：买的便宜。
AI visual analysis: The image shows a stock chart snippet for Circle (ticker: CRCL) with a visible price of $69.489/69.489 alongside an earlier reference price of $62.63, accompanied by green and gray candlestick bars indicating price movement. This relates to the post where the author discusses their $69 cost basis on Circle and how, despite profiting on NBIS, they are now losing money on Circle due to unexpected negative news, emphasizing that buying at a low price is essential to profitability.
· 2026-07-01T20:12:22.738000+00:00$28K NBIS loss today, half my annual salary GONE in a single DAY
AI visual analysis: A Robinhood app screenshot shows a ROTH IRA position in NBIS (Nebius Group) with 600 shares at a $125.03 average cost, currently valued at $137,508.00 with an overall gain of +$62,490.21 (+83.30%), but reflecting a brutal -$28,194.00 (-17.02%) loss for the day as of July 1, 2026. The image directly corroborates the post's claim of a $28K single-day loss on NBIS, visually highlighting the dramatic intraday drop that erased a significant portion of the position's prior gains.
· 2026-07-01T16:20:25+00:00Originally, $NBIS was rebounding nicely these past couple of days, but then Meta announced its entry into the cloud computing/AI computing power market, and it directly got smashed down -13%! I get how $CRCL holders felt yesterday now! Llama is done so poorly, it can't even use
AI visual analysis: The image shows a financial news article in Chinese titled "报道：Meta筹划进军云计算市场，以出售富余的AI算力资源" (Report: Meta plans to enter the cloud computing market by selling surplus AI computing resources) dated 07/01, displaying Meta (META.US) up +10.02% at $619.74, while AI infrastructure competitors NEBIUS (NBIS.US) fell -13.33% to $239.35 and CoreWeave (CRWV.US) dropped -12.37% to $87.23. This illustrates the post's point perfectly—Meta's new "Meta Compute" venture selling excess AI compute directly crushed competing AI infrastructure stocks like NBIS and CRWV, validating the poster's frustration about Llama's underperformance being overshadowed by the market's negative reaction to Meta's cloud ambitions.
· 2026-07-01T16:37:09+00:00Well said. $NBIS
· 2026-07-01T23:26:38+00:00Huge Volatility $BE $NBIS $ARM $AAOI Etc ++
AI visual analysis: Stock chart on thinkorswim showing AAPL with candlesticks, moving averages, volume bars and a MACD indicator in an uptrend.
· 2026-07-01T15:36:54.505000+00:00Just made good gains on the NBIS price swing in the morning
· 2026-07-01T20:01:33.336000+00:00nebius loss lol, bought in this morning after the crash
AI visual analysis: A mobile trading app shows options for NBIS (Nebius Group) at $229.21, with two strategies valued at $36,934.00 and a total return of -$15,521.00 (-29.59%).
· 2026-07-01T13:51:15+00:00800.00 $NBISon sold for a total of $193,211.25
· 2026-07-01T13:46:16+00:00800.00 $NBISon sold for a total of $191,833.02
· 2026-07-01T15:02:17+00:00800.00 $NBISon sold for a total of $186,556.44
· 2026-07-01T13:37:15+00:00800.00 $NBISon sold for a total of $189,342.30
· 2026-07-01T16:04:14+00:00800.00 $NBISon sold for a total of $190,570.78
· 2026-07-01T14:19:02+00:00800.00 $NBISon sold for a total of $192,877.52