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Call · @yianisz · #220 on the leaderboard

@yianisz

@yianisz · Sat, Sep 12

The market sees $META as a threat to $NBIS I see another company validating that AI compute demand is still exploding. More infrastructure doesn’t kill the neocloud thesis it proves it. $CRWV $IREN
79d agoview on X ↗

tweeted Sat, Sep 12 · counted from Mon, Sep 14 close

Read as

Long NBIS, Long CRWV, Long IREN · High confidence

Confidence

High0.91

Counted from

Mon, Sep 14 · market close

Rank since this call

4
#220

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