Know what you own
My current portfolio and #1 holding was and still $NBIS (will post a pic if someone asked because I know some people wants some proof or a screenshot lol), just keep adding every time it dips. Last year, I’ve been doing more research about AI infrastructure and neoclouds and we need more of them. FinX loves $IREN and $CRWV but those 2 doesn’t appealing to me (because of their management or financial structures to build their data centers) then I stumble with $KEEL. This is my 2nd AI infra trade next to $NBIS that I feel confident and can deliver.
Been adding around $3-5. IMO, below $20 is a great steal. Not financial advice and dyor!
P.S. it’s not going to be as big as Nebius(in terms of stock price) but AI infrastructures/neoclouds theme doesn’t only have a single winner