I have now finally reorganized my portfolio and reduced the position in Novo Nordisk B ($NOVO B) by 50 % in order to invest the freed-up capital in Nebius and SoFi ($SOFI) and SoFi ($SOFI). I am thus positioning myself more clearly in the direction of growth.
Yesterday, the figures from LendingClub ($LC) showed that the loan business for SoFi will accelerate again in Q3 accelerate again in Q3. The new members should also grow towards one million million. At least that's what the data from Sensortower have shown.
With the increase in the Nebius-position, I want to increase my exposure in the AI data center sector further. The share is currently back where it was when the $18 billion deal with Microsoft was announced. I still see a lot of potential here over the a lot of potential.
Greetings Bubu :)
