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.