我们减持了Nebius的仓位。是的，我们或许应该说明一下，当我们说NeoClouds时，指的是Nebius、CoreWeave、IREN。我认为这三家是我在社交媒体上一直看到的最热门的三家。
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,
现在，我想详细讨论的最后一只股票是 Nebius。最近，他们的 CEO 宣布 Nebius 现在正在推出现货定价和动态定价功能，这非常令人兴奋。
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.
他说：“正如我们所说，AI 基础设施是 AI 行业中最有趣的领域里最不有趣的部分。”在我看来，AI 基础设施很棒，但很多人不喜欢它，而我认为其中最无聊的方面就是债务。
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.
NBIS也是聊天中提到的一个。这对我们来说一直是另一个非常好的交易标的。NBIS今天只上涨1%。我们日线上其实仍然有音叉形态。我们会看看那最终是否会奏效，但NBIS，我们仍然在周四高点之下。
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.
