The Analysts

Call · @leoskie_l · #267 on the leaderboard

@leoskie_l

@leoskie_l · Mon, Aug 10

Leonard@Leoskie_L
TL;DR｜ Nebius：GPU 已經不是問題，真正的瓶頸開始跑到機房外面 Nebius 現在最有意思的地方，是它的風險敘事正在換位置。以前大家最怕的是 GPU 拿不到、機架跑不起來，但 7/23 芬蘭 Mäntsälä 的機架驗證已經把這件事往前推了一大步；Vera Rubin NVL72、NVLink
25d agoview on X ↗media on X

tweeted Mon, Aug 10 · counted from Tue, Aug 11 close

Read as

Mentions NBIS · Medium confidence

Confidence

Medium0.87

Counted from

Tue, Aug 11 · market close

Rank since this call

#327 → #267 · 7 scored days

#327

Aug 28

#324

Aug 29

#322

Aug 30

#227

Aug 31

#303

Sep 1

#318

Sep 2

#267

Sep 3

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