The Analysts

@noegrs_research

@noegrs_research · Tue, Aug 4

Noé@noegrs_research
JUST IN : Anthropic reportedly signed a $10B deal with a new cloud startup called Volta. From what I could find, this company just has 130MW operational and 1GW in pipeline. What is differiencing from other players is that they are focusing on providing sovereign AI infra for
31d agoview on X ↗

tweeted Tue, Aug 4 · counted from Wed, Aug 5 close

Read as

Long NBIS, Long CRWV · Medium confidence

Confidence

Medium0.86

Counted from

Wed, Aug 5 · market close

Rank since this call

—

Aug 28

—

Aug 29

—

Aug 30

—

Aug 31

—

Sep 1

—

Sep 2

—

Sep 3

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