NBIS

NBIS earnings are approaching, with significant anticipation surrounding potential increases in capacity and execution against high demand. Market sentiment remains cautious due to execution risks and competitive pressures.

About NBIS

NBIS refers to Nebius Group, a company focused on AI infrastructure, cloud platforms, and data centers.

Engagements: [---------] (24h)

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Engagements 24-Hour Time-Series Raw Data
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[--] Week: [------] -99%
[--] Month: [----------] -40%
[--] Months: [-----------] +407%
[--] Year: [-----------] +2,917%
1-Year High: [----------] on 2025-11-11
1-Year Low: [------] on 2025-04-19

Engagements by network (24h): Reddit: [-----] News: [--] YouTube: [------] X: [---------] TikTok: [------]

Mentions: [-----] (24h)

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Mentions 24-Hour Time-Series Raw Data
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1-Year High: [------] on 2025-11-13
1-Year Low: [---] on 2025-04-13

Mentions by network (24h): Reddit: [---] News: [--] YouTube: [--] X: [-----] TikTok: [--]

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Creators 24-Hour Time-Series Raw Data
[-----] unique social accounts have posts mentioning NBIS in the last [--] hours which is down 5.40% from [-----] in the previous [--] hours Daily Average: [-----]
1-Year High: [-----] on 2025-11-13
1-Year Low: [---] on 2025-04-13

The most influential creators that mention NBIS in the last [--] hours

Creator	Rank	Followers	Posts	Engagements
@momobazz	[--]	[---]	[--]	[--]

Sentiment: 84%

Sentiment Line Chart
Sentiment 24-Hour Time-Series Raw Data
Current Value: 84%
Daily Average: 82%
[--] Week: 85% +3%
[--] Month: 83% +1%
[--] Months: 83% no change
[--] Year: 83% -12%
1-Year High: 97% on 2025-02-18
1-Year Low: 60% on 2025-03-28

Most Supportive Themes:

AI Infrastructure and Data Centers: (60%) NBIS is a key player in AI infrastructure, focusing on building and operating data centers and cloud platforms. The company is seen as a significant beneficiary of the AI revolution due to the increasing demand for computing power.
NVIDIA Partnership and Chip Access: (20%) NBIS has a strong relationship with NVIDIA, including engineering feedback and access to chips, with NVIDIA also holding an equity investment in NBIS. This partnership is seen as a significant advantage for NBIS in securing necessary hardware for its operations.
Expansion and New Data Center Sites: (15%) NBIS is actively expanding its operations with new data center sites being developed in various locations. Recent filings for building permits indicate strategic growth and a commitment to increasing capacity.

Most Critical Themes:

Execution Risk and Market Skepticism: (70%) Despite strong growth potential, there is skepticism regarding NBIS's ability to meet its ambitious ARR targets and operational milestones. Investors are closely watching execution, as past skepticism has led to significant price volatility.
Competition and Hyperscaler Dynamics: (25%) NBIS faces competition from hyperscalers who could become rivals as supply catches up, potentially impacting contracts. The relationship with hyperscalers is a double-edged sword, providing revenue but also posing a long-term threat.

Top NBIS Social Posts

Top posts by engagements in the last [--] hours

Showing a maximum of [--] top social posts without a LunarCrush subscription.

"Is $NBIS heading to $115 next Not only did it bounce off the bottom of the microphone like I called but it's breaking into the bull market support band again. This could move fast. Watching closely don't miss out Is $NBIS setting up for a big breakout soon Although $NBIS closed the week under the [-----] fib level AND the bull market support band there is still some hope. It bounced off the bottom of the megaphone pattern - which could mean a re-test to the top at $115. https://t.co/OvmehyWPvE Is $NBIS setting up for a big breakout soon Although $NBIS closed the week under the [-----] fib level"
X Link @TheSkayeth 2026-02-10T06:18Z 17.2K followers, 17K engagements

"Short interest from Neocloud sector from $IREN to $WULF are mostly convertible note hedging not actual shorts. Of course theres firms like Hedgeye adding to that number for $NBIS SI so its hard to know the actual figure. That being said dont really care too much about SI if fundamentals are strong. https://twitter.com/i/web/status/2021053268420591653 https://twitter.com/i/web/status/2021053268420591653"
X Link @aleabitoreddit 2026-02-10T02:47Z 58.3K followers, [----] engagements

"After seeing $IREN report earnings with no new hyperscaler deals. And seeing hyperscaler capex exponentially increasing: - It looks more and more likely $NBIS has something cooking for earnings through process of elimination. Few other TLDR tailwinds past few weeks: - Older GPUs have massively increased in price (see previous). Better for balance sheet - GPU availability dropped off the roof (increased demand) - Hyperscaler capex spend blowout (a large portion was cited for DCs) - $NBIS likely went through the 25M share ATM this quarter so hopefully the end of dilution is in sight. -"
X Link @aleabitoreddit 2026-02-10T02:34Z 58.4K followers, 114.8K engagements

"HUGE chart update posted for members: key levels setups+ Covered: SPY QQQ IWM Bitcoin Ethereum + Gold Silver XLE TSLA META AMZN GOOGL NVDA AMD NBIS CRWV AEHR EOSE RKLB ASTS ONDS HOOD PLTR SOFI LMND (NEW) BMNR IREN CIFR HUT MSTR (COIN/MARA yest) Ready to crush tomorrow BIG chart update dropping for Subscribers & Discord members - excellent day today we'll be prepared to crush tomorrow too. come join us BIG chart update dropping for Subscribers & Discord members - excellent day today we'll be prepared to crush tomorrow too. come join us"
X Link @SteveUrkelDude 2026-02-10T01:11Z 44K followers, [----] engagements

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