《Is the AI Bull Market Moving Past Semiconductors?》
说话者减持了NBIS的持仓。
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,