Tanking portfolio

For everyone here who is invested in nbis and other stocks ofcourse, is your portfolio going down since the end of June when it was the top for most AI stocks?

Just a note:

Nebius serves open weight models in the token factory and doesn't even have a deal with openai or anthropic, so we are good long term, because open weight models will always become better. But every now and then we will face problems from both of those companies, especially if they ipo.

One news from openai tomorrow and we go back up immediately

Update: all of this was because of fake news, make america great again. In a serious note, the 50b from openai is the net revenue and the 70b is the gross revenue.

https://x.com/firstadopter/status/2108295008218685841

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u/Business_Writer4634 — 8 days ago

All of the talks about slowing AI will drop this stock

All of those posts by Elon, Dario, Sam in the weekend all agreeing to slow down AI will probably drop this stock short term. https://darioamodei.com/post/we-must-pace-the-frontier

Now ofcourse no one of those people actually cares about humanity or are trying to save us or something it's all lie, it's not like Jesus Christ suddenly appeared to them or something. But this might be the following:

- They don't want to IPO because they know they won't be profitable anytime soon
- The open weight models are catching up, and they wanna say this publicly in the hope they can regulate and stop open weight models while they work secretly
- The models aren't actually improving that much and they don't see a way to reach super intelligence with this technology

Now short term this will be bad for nebius because it will be affected by all of those talks, but ofcourse contracts,demands it's all still there so long term the thesis is still the same, more or less a short term buying opportunity.

Nebius doesn't have a deal with openai or anthropic and microsoft/meta would still need the compute to serve the models same thing with other enterprises that have deals with nebius. So regarding this topic, I would wait for Jensen to post, i'm pretty sure they know that they can't regulate anything that is open source (it's like when windows and linux used to fight) and Jensen buying HF means he wants to be the 'king' of open source models.

u/Business_Writer4634 — 1 month ago

when will those big swings stop?

I know this is a high growth high risk stock and actually i have been holding since the tariff drop in 2025 and even before, and I'm willing to hold until 2030 or more depend on how the company is doing, but any idea at what point will those hug swings stop? We go up alot and then for no reason related to the company we go down and keep going down. I know if they announce some new deal, we would go up alot or any new good news we go up alot, but when will these drop stop? At a certain market cap?

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u/Business_Writer4634 — 2 months ago

Which platforms did you use to learn Spanish fast?

I wanna learn Spanish maybe reach level between A2-B1 not necessary be fluent, but just out of interest. I already speak Arabic, English and understand French, but forgot most of it since it was a minor language in my school (can only understand it probably I'm A2 in it). I have also learned German and I have the telc B1 certificate and now I'm aiming for B2 German through online courses targeted for that level.

I had learned German on my own but that took some time, watching youtube videos, doing some duolingo and mostly using Anki cards for each level A1, A2, B1 and was able to memorize all the words but from B2 it's more about immersing and there is no specific vocabs to learn. Anyhow i expect Spanish is easier and it shouldn't take as much time as it did with German, which platform do you guys use that made it faster and fun to learn?

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u/Business_Writer4634 — 2 months ago

How is Pi faster?

I recently downloaded pi just to try it out, literally 5 minutes ago, but how is it faster than using `codex` or `claude`? I'm using the model codex 5.5, but i didn't enable fast mode in codex, and it's literally super fast to give the answer how is that possible if PI isn't a model on its own?

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u/Business_Writer4634 — 5 months ago
▲ 1 r/Munich

I have a light wooden floor and by accident i had forgot that the steam iron is still connected and it was on the wooden floor for some time now i have a burned spot, how to remove that? Did anyone experience anything like that? I tried sanding with k180 and k220 but that didn't work

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u/Business_Writer4634 — 5 months ago

I recently bought my first running shoes which is the asics nb 5 (i already do 5k or 10k runs, my best PR for 5k is 5:20/km but was using a casual runner shoes "puma flyer lite 3"), unfortunately on my left foot i have a problem with my toenail, it's pretty much dead so the nail always grows wrong. So it would be something like this picture in this website:

https://worthingtonfootdocs.com/ailments-treatments/toenail-problems/

The picture next to "Toenail Fungus Symptoms, Signs and Popular Treatments" and this only happened on my left foot because of an accident, now it doesn't hurt or anything but it can't be fixed. I wear other sneakers normally (daily use or gym use), but i noticed in this one is that from the front it's a bit higher than other shoes, so because i have this problem with my toenail it's hitting the the edge of the running shoes from the top.

Would this create a hole long term or even short term because im running? I tried to do filing to the nail to decrease the height and make it smooth (asked chatgpt) but wondering if anyone experienced this lol and what did they do?

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u/Business_Writer4634 — 6 months ago