# $NBIS Catalyst Posts & Social Intelligence Recap — August 29, 2026

> **Asset:** $NBIS  
> **Date:** 2026-08-29 (August 29, 2026)  
> **Canonical URL:** https://cryptitalk.com/tokens/nbis/2026-08-29  
> **Token Profile:** https://cryptitalk.com/tokens/nbis.md  
> **Market Rankings:** https://cryptitalk.com/rankings.md  

---



## Curated Viral Posts & Community Evidence


### Post #1 by @FrostByte123456
> **Author:** FrostByte ([@FrostByte123456](https://x.com/FrostByte123456))  
> **Metrics:** 43 likes · 4 retweets · 5 comments · 10.1K views  

> **Posted:** 2026-08-29T17:59:31+00:00  


> **Source Link:** [https://x.com/FrostByte123456/status/2093760474160546209](https://x.com/FrostByte123456/status/2093760474160546209)  


> **Visual Note:** The image is a Goldman Sachs table titled "Exhibit 2: IREN - Old vs. new estimates," comparing updated FY2027E, FY2028E, and FY2029E forecasts for Iris Energy ($IREN) metrics including Cloud Services Revenue, Total Revenue, Adjusted EBITDA, Free Cash Flow, and EPS against prior estimates. It aligns with the post by highlighting the massive negative revised free cash flow projections of -$24.15B in 2027, -$21.55B in 2028, and -$17.86B in 2029, alongside peers $NBIS and $CRWV.  

> 
> "$IREN
 - some revised estimates from Goldman Sachs.  -$24B in free cash flow in 2027, -$21B in 2028, -$17.9B in 2029.  
$NBIS
 $CRWV"


### Post #2 by @ZeekTyt
> **Author:** Zeek | Insights ([@ZeekTyt](https://x.com/ZeekTyt))  
> **Metrics:** 52 likes · 7 retweets · 1 comments · 4.5K views  

> **Posted:** 2026-08-29T02:44:39+00:00  


> **Source Link:** [https://x.com/ZeekTyt/status/2093530237631975717](https://x.com/ZeekTyt/status/2093530237631975717)  


> 
> "People keep debating 
$IREN
 vs 
$NBIS
 like it's the same conversation. It's not.

NBIS is already running $3B in ARR, guiding $7-9B by year end, profitable on an adjusted EBITDA basis.

IREN is at $0.5B ARR today, targeting over $4B by December. Still absorbing losses from winding"


### Post #3 by @FrostByte123456
> **Author:** FrostByte ([@FrostByte123456](https://x.com/FrostByte123456))  
> **Metrics:** 5 likes · 0 retweets · 0 comments · 709 views  

> **Posted:** 2026-08-29T23:27:19+00:00  


> **Source Link:** [https://x.com/FrostByte123456/status/2093842967458910387](https://x.com/FrostByte123456/status/2093842967458910387)  


> **Visual Note:** A Goldman Sachs Equity Research report dated 27 August 2026 on IREN Ltd. (IREN), with a NEUTRAL rating, 12m Price Target of $50.00, and the headline 'F4Q26 review: C2026 ARR reiterated, F2027 capex outlook higher.'  

> 
> "$IREN
 $NBIS
 $CRWV"


### Post #4 by @tradeongtr
> **Author:** GTR Trade ([@tradeongtr](https://x.com/tradeongtr))  
> **Metrics:** 10 likes · 0 retweets · 8 comments · 506 views  

> **Posted:** 2026-08-29T12:29:32+00:00  


> **Source Link:** [https://x.com/tradeongtr/status/2093677430116610412](https://x.com/tradeongtr/status/2093677430116610412)  


> 
> "$NBIS
 Perps are now live on 
gtr.trade.

Long/Short leveraged exposure to Nebius with 10x Leverage

Nebius is one of the fastest-growing AI infra companies, building GPU cloud & compute infrastructure.

Trade all global pairs with Gtr 

Powered by 
@entropyIO"


### Post #5 by @reddit
> **Author:** AmbitiousLength4759 ([@reddit](https://x.com/reddit))  
> **Metrics:** 2 likes · 0 retweets · 0 comments · 200 views  

> **Posted:** 2026-08-29T18:18:22.636000+00:00  


> **Source Link:** [https://x.com/reddit/status/b99f1246093ad3522c0725c01828c059c1ccb01521a33b95077064243baf745b](https://x.com/reddit/status/b99f1246093ad3522c0725c01828c059c1ccb01521a33b95077064243baf745b)  


> 
> "$NBIS - Unclear

Suggested"




---

*Generated by Context Pilot Social Intelligence Engine.*