Podbit · Schwab Network
Reports say Oracle could be required to post roughly $7 billion in collateral tied to a large AI data center project in Wisconsin. The stock is already trading just above its 52-week low, with investors increasingly worried about Oracle's balance sheet and infrastructure spending.
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At 1:03 · chapter starts 0:37
In a disclosure that rattled markets, Nvidia revealed it now holds 22.3 million Class A shares of Nebius, a 9.3% passive stake worth more than $4 billion [1] — Marlee Caden "Nvidia disclosed a 9.3% passive stake in Nebius worth more than $4 billion — 22.3 million Class A shares. The neo-cloud company's stock sur…" 00:38 . The neo-cloud company's stock responded immediately, surging 18.8% on the news — a dramatic single-session move that reflects just how closely investors are watching Nvidia's every capital allocation decision. This isn't Nvidia's first move on Nebius: the chipmaker already made a $2 billion strategic investment in March, meaning its total exposure to the company now runs well north of $6 billion [1] — Marlee Caden "Nvidia disclosed a 9.3% passive stake in Nebius worth more than $4 billion — 22.3 million Class A shares. The neo-cloud company's stock sur…" 00:38 . The pattern suggests Nvidia is quietly building a significant position in the emerging neo-cloud space, likely to secure AI compute capacity and infrastructure partnerships outside the traditional hyperscaler ecosystem. For Nebius, the Nvidia endorsement is transformative — turning a relatively obscure infrastructure play into a name investors are scrambling to learn.
Nvidia disclosed a 9.3% passive stake in Nebius worth more than $4 billion, owning 22.3 million Class A shares.
Nvidia disclosed a 9.3% passive stake in Nebius worth more than $4 billion — 22.3 million Class A shares. The neo-cloud company's stock surged 18.8% on the news, following a $2 billion strategic investment Nvidia made in March.
Shares of Nebius, the neo-cloud company, surged 18.8% after Nvidia disclosed its $4B+ stake.
Nvidia disclosed ownership of 22.3 million Class A shares of Nebius, representing a 9.3% passive stake.
Nvidia's latest $4B+ stake in Nebius follows an earlier $2 billion strategic investment made in March.
The fastest path to Twitter growth isn't volume — it's forming sharp opinions about how the platform works and sharing them immediately. People cluster around those who understand the rules and say so out loud.
More connectivity doesn't produce more independent thinking — it produces more homogeneity. Kierkegaard called this 'leveling': the internet's utopian promise of everyone thinking for themselves is backwards. The more interconnected people are, the stronger the phantom of public opinion, and the more of a liability it becomes to stand out.
Sam had no coding knowledge, so he used ChatGPT voice mode to generate his entire codebase and copy-pasted it into Notepad. A friend later introduced him to Cursor, and he never looked back.
Copy days of Discord chat history, paste it into ChatGPT, and ask it to list recurring pain points. The ones that come up most often are your best product bets.
Sam's top advice: when prompting Cursor, tell it to architect code for 100,000 users from day one. The AI changes its approach, building scalable frameworks instead of brittle one-user code.
With AI coding tools like Cursor, Bhanu replicates an existing free tool for a new keyword in under 5 minutes. What used to be a multi-day build is now a lunch-break task.
Ahrefs, SiteGPT, Cal.com, PostHog, Datafast, Sibyl AI, Bento, Feather, Featurepace, Mintlify, Cloud Code, ChartMogul — Bhanu runs his entire business solo with these 12 tools.
PropGPT runs on React Native with TypeScript and Python for ML, Neon for the database, RevenueCat and Superwall for monetization. LLM costs are $20/month, data APIs $100/month, and after $10K in monthly marketing spend, margins sit at roughly 50%.
Game apps keep users engaged long enough for ads to pay off. Tool apps don't — so if you're building a utility, ads are almost always the wrong call and subscriptions are your only real lever.
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