Short portfolio analysis with positions

Nebius (NBIS) My longest standing bet and +40% of my portfolio. I have invested in this team since the Yandex days (2021). Thesis: Nebius will follow the same playbook Yandex used to dominate search in Russia: Own the core infrastructure layer first (IaaS and PaaS), then expand into adjacent-competency of operationalizing AI for enterprises at scale. Made a long-form post on the full product roadmap on Reddit as well Coinbase (COIN) I have traded in and out of Coinbase over three years and my vi

• Short portfolio analysis with positions
  r/wallstreetbets

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• Excess mitochondrial ROS beyond redox thresholds drives oxidative damage and neurodegeneration in the retina, leading to blindness. The authors propose a unifying framework in which neurodegeneration is governed by mtROS signalling and progressive exhaustion of mitochondrial resilience. 31.0%