The Analysts

Call · @zephyr_z9 · unranked

@zephyr_z9

@zephyr_z9 · Mon, Aug 17

Zephyr@zephyr_z9
"Amazon Trainium 4: AWS projected to consume 5m (2H27E) & 12m (2028E) OE units, primarily 6.4T specs. Trainium 4 will likely have 3 configurations, with two expected to adopt NPO." 👀👀👀
18d agoview on X ↗

tweeted Mon, Aug 17 · counted from Tue, Aug 18 close

Read as

Long LITE, Long COHR, Long SMTC, Long MRVL, Long TSEM · Medium confidence

Confidence

Medium0.82

Counted from

Tue, Aug 18 · market close

Rank since this call

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Aug 28

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Aug 29

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Aug 30

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Aug 31

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Sep 1

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Sep 3

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

Active call · day 17 · fades out by Sep 28