The Analysts

Call · @leoskie_l · #267 on the leaderboard

@leoskie_l

@leoskie_l · Thu, Aug 20

Leonard@Leoskie_L
Nebius 不是另一家新雲端 $NBIS 它是 Jensen 故意在水裡撒的那條魚。超大規模雲端業者（Microsoft、Amazon、Google）一邊買 Nvidia GPU，一邊偷偷做自己的矽：TPU、Trainium、Maia。目的很單純——把 Nvidia 從堆疊裡擠出去。Jensen 看得很清楚。一個只有三家在蓋算力的世界，就是 Nvidia
15d agoview on X ↗media on X

tweeted Thu, Aug 20 · counted from Fri, Aug 21 close

Read as

Long NBIS · High confidence

Confidence

High0.97

Counted from

Fri, Aug 21 · 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.

Active call · day 14 · counts fully until Sep 3 · fades out by Oct 1