Adrian Soweski 🦛

Space & Astronomy enthusiast / Rocket Lab investor since 2021 / +7,000% since 2022 / 1,620 $NBIS shares / Polyglot

[Adrian Soweski 🦛 @SohoNehel]

@WulffResearch I do some buys here and there
Now owning 14,530 shares

[Adrian Soweski 🦛 @SohoNehel]

@SpaceInvestor_D @DOXboki I bought at 3.7

[Adrian Soweski 🦛 @SohoNehel]

@SimpleETF La seule valeur que j'ai en commun avec lui c'est Total, lol

[Adrian Soweski 🦛 @SohoNehel]

@danielisdizzy I'd rather buy the great stuff regardless. I don't believe in toming my purchases

[Adrian Soweski 🦛 @SohoNehel]

@Divs_King Assez d'accord
Il fallait acheter Rocket Lab à 4$ si vous aimez l'espace

[Adrian Soweski 🦛 @SohoNehel]

@TopTechStocksUS @mvcinvesting @robcapSE I admit his tweet was very suggestive.

I'd bet some that a deal with Anthropic will be announced next week

[Adrian Soweski 🦛 @SohoNehel]

@earthviewss1 Rieqwihr?

[Adrian Soweski 🦛 @SohoNehel]

@soumyasen Comparing stocks with cryptos is absurd

[Adrian Soweski 🦛 @SohoNehel]

@kaczinskpilled Main risk is possible inability for Neuraxis to sign agreements with payers this year

[Adrian Soweski 🦛 @SohoNehel]

My updated portfolio:

As I'm still in my twenties and with a high tolerance for risk, a large portion of my portfolio is growth oriented. At the top, three positions:

$NBIS remains my most solid asset. The stock grows as the business grows, steadily and fast ; the company's management has proven time and time again that it can be trusted. My concerns are minimal.

$RKLB is my legacy stock - my first success (along with Palantir). Rocket Lab is the company I am the most passionate about at a personal level ; however I have trimmed aggressively over the last few months, as I think the current valuation is a bit stretched. I don't intend to trim again, now that the overall weight is controlled.

$NRXS is my most ambitious bet. I am confident that the stock can grow significantly, perhaps to a $1B capitalization in case of an acquisition. Risks inherent to the company's size exist.

Beyond these three assets, I also own various safer positions, which I aim to grow further as my tolerance for risk diminishes.

First, what I call "Elemental" positions : stone, fire and gold. To me safety equates simplicity ; things that are much harder to move when times get sour. Stone is Real Estate ($O); fire is Energy ($TTE); and gold is currency, one that has experienced absolute supremacy since the neolithic.

I own a minor stake in $ASTS as my most speculative position. AST is the company I own that is the most likely to go bankrupt within the next three years.

Finally, the basis of my portfolio is made up of multiple dividend-paying stocks as a strategy to have a regular income in case of a major crisis, mostly French, Chinese and European. In total I make about 400€ per month in dividends, after taxes.

I also own about 110 000 euros in cash, not shown on this graph.

That's it! Anything I should sell, or add? Let me know :)

[Adrian Soweski 🦛 @SohoNehel]

@LeDindonFiscal Bah elle a le droit, chaque prestataire est libre de se créer des règles

[Adrian Soweski 🦛 @SohoNehel]

@jeremymjacquin @AnthropicAI Sorry, I meant clarity on whether you're right or I'm right

[Adrian Soweski 🦛 @SohoNehel]

@jeremymjacquin @AnthropicAI I guess next week (or later) will bring clarity to this 👍

[Adrian Soweski 🦛 @SohoNehel]

I think they will use the ATM right after the Anthropic deal that will be announced likely next week (speculating but now close to certain after today's CRO's message).

To answer your other post - Nebius has currently close to 10B in cash + collateral assets worth a few B combined + an interesting way of financing its projects that comes from upfront payments from its large customers. It's simply not anywhere as risky as having 35B in debt.

I also think Nebius more and more provides added value to its customers that CoreWeave or Iren don't, but that's another topic

[Adrian Soweski 🦛 @SohoNehel]

@HyperAICapital Ok Anthropic is done

[Adrian Soweski 🦛 @SohoNehel]

@daniel_koss I'd prefer not
When OpenAI goes bankrupt (I'm pretty sure it will) I'd prefer if Nebius has nothing to do with it

[Adrian Soweski 🦛 @SohoNehel]

@danielisdizzy Why don't you mention the debt? Why do they never mention the debt?

[Adrian Soweski 🦛 @SohoNehel]

@CryptoBankz_65 It's more than a norm, it's basically political suicide to own companies in France

I know it might sound weird to someone not from here, but it's true