The Analysts

Call · @oguzerkan · #249 on the leaderboard

@oguzerkan

@oguzerkan · Tue, Aug 18

Oguz Erkan@oguzerkan
This de-risks all the major compute stocks, especially the neoclouds. At the end of 2025, Anthropic and OpenAI predicted combined 2026 ARR to be around $45 billion. They made investment decisions based on that figure. Now we are halfway through the year and their combined ARR
17d agoview on X ↗media on X

tweeted Tue, Aug 18 · counted from Wed, Aug 19 close

Read as

Long NBIS, Long CRWV, Long MSFT, Long ORCL, Mentions A · Medium confidence

Confidence

Medium0.78

Counted from

Wed, Aug 19 · market close

Rank since this call

#161 → #249 · 7 scored days

#161

Aug 28

#158

Aug 29

#157

Aug 30

#220

Aug 31

#310

Sep 1

#230

Sep 2

#249

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 16 · fades out by Sep 29