u/Frequent-Ad1268

NBIS Now Leopold’s Largest Position

For those curious, this website shows the holdings of various institutional investors, like Leopold’s Situational Awareness fund. They take the most recently filed 13F and adjust for any changes, e.g., today’s new 13G. Based on current information and market prices, NBIS is now estimated to be the largest holding in the Situational Awareness fund by market value. Greater than CRWV and IREN combined.

https://whalewisdom.com/filer/situational-awareness-lp

reddit.com

u/Frequent-Ad1268 — 14 days ago

▲ 62 r/NBIS_Stock

GPU Rental Prices Bloomberg as of 5/27/26

Hi guys I’m a longtime Reddit lurker and have never posted before. Also an investor in NBIS ofc. I saw several posts on X showing GPU rental prices crashing over the last couple of days. I have access to a Bloomberg terminal through my work and can check rental indexes through it. The image shows YTD price trends. Still generally up ~20% YTD per Jensen’s comments.

u/Frequent-Ad1268 — 14 days ago