The Analysts

Call · @astridwilde1 · #168 on the leaderboard

@astridwilde1

@astridwilde1 · Fri, Jul 31

Astrid Wilde 🌞@astridwilde1
in 2029 everyone will be asking why the hyperscalers didn't build more. it was so obvious. 3 year break evens on 5 year contracts with 6 years of useful life. inference will eat the world and we have barely begun. demand will more than 80x in less than 5 years
36d agoview on X ↗

tweeted Fri, Jul 31 · counted from Mon, Aug 3 close

Read as

Long AMZN · High confidence

Confidence

High0.90

Counted from

Mon, Aug 3 · market close

Rank since this call

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Aug 28

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Aug 29

—

Aug 30

#154

Aug 31

#167

Sep 1

#91

Sep 2

#168

Sep 3

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