We trimmed down on the position in Nebius. Yeah, we should maybe clarify, when we say NeoClouds, Nebius, CoreWeave, IREN. Those are the three most popular, I think, that I see on social media all the time,
Now, the last stock I want to discuss in detail is Nebius. Recently, their CEO announced that Nebius is now introducing spot pricing and dynamic pricing features , which is very exciting.
He said, " As we say, AI infrastructure is the least interesting part of the most interesting sector of the AI industry." In my opinion, AI infrastructure is great, but many people dislike it and I think the most boring aspect of it is the debt.
Uh NBIS was another one that was mentioned uh in the chat as well. This has been another really great trader for us. NBIS only up a percent here today. We actually still have the tuning fork here on the daily.
We'll see if that if that ends up working out here, but NBIS um we're still under the Thursday high.
