The Analysts

Call · @kevinsxu · unranked

@kevinsxu

@kevinsxu · Thu, Aug 13

Kevin S. Xu@kevinsxu
"$/MW × MW activated × speed-to-revenue × funding efficiency + software leverage" Funding efficiency and software leverage are two advantages unique to Nebius since day 1. I saw it back in Nov 2024. And it took almost 2 years to show up in the numbers with relentless execution
23d agoview on X ↗

tweeted Thu, Aug 13 · counted from Fri, Aug 14 close

Read as

Long NBIS · Medium confidence

Confidence

Medium0.86

Counted from

Fri, Aug 14 · market close

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

Active call · day 21 · fades out by Sep 24