The Analysts

Call · @xcapitalmgmt · #61 on the leaderboard

@xcapitalmgmt

@xcapitalmgmt · Thu, Jul 30

XCap@XCapitalMgmt
Didn't think $MSFT / $META demand read through yesterday could be topped but $AMZN did it. Andy Jassy glaze maxxing AI capex and re-confirming $IREN thesis: "We now believe we will spend approximately $220 billion in cash CapEx in 2026... Even at that amount, we will still not
36d agoview on X ↗

tweeted Thu, Jul 30 · counted from Fri, Jul 31 close

Read as

Long IREN · High confidence

Confidence

High0.90

Counted from

Fri, Jul 31 · market close

Rank since this call

#158 → #61 · 7 scored days

#158

Aug 28

#160

Aug 29

#161

Aug 30

#105

Aug 31

#96

Sep 1

#156

Sep 2

#61

Sep 3

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