@yianisz · Long NBIS · The Analysts

Call · @yianisz · #220 on the leaderboard

@yianisz

@yianisz · Sat, Sep 12

Everyone is suddenly calling for a defensive rotation because jobs weakened and $XLK lost momentum. Maybe for the index. But AI infra isn't the Nasdaq anymore. It's becoming its own earnings cycle. Yes, $QQQ is down ~7% from its June peak and XLK has underperformed. That's

68d agoview on X ↗media on X

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

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Long NBIS, Long MU, Long SNDK, Long AAAOI, Long LITE, Long COHR, Long MRVL, Long TSEM, Long AEHR · High confidence

Confidence

High0.93

Counted from

Mon, Sep 14 · market close

Rank since this call

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Sep 14

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Sep 15

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Sep 16

#220

Sep 17

Leaderboard position per scored day, never a price chart. Other calls were active in this window; no single call is credited.