I decided to continue buying #NBIS on dips; its price has dropped back to the level disclosed by the Situational Awareness LP fund on May 28!

As an institutional stock god focused on AI investment, Leopold's fund holds 12.41 million shares of Nebius (#NBIS) Class A common stock, accounting for 5.6% of the outstanding shares, worth 2.7 billion dollars, which is 19.7% of its fund; this amount must be a long-term holding!

Another interesting event is that #Anthropic's Claude Fable 5 model released yesterday will be removed on June 23 due to insufficient computing resources!

Last month, #Anthropic just signed a massive computing power lease agreement with SpaceX, paying nearly 45 billion dollars to SpaceX over three years, and now the computing power is insufficient again!

Which company do you think will be the next to sign a contract? 🧐

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