The Analysts

@bigbirdflychan

@bigbirdflychan · Sun, Aug 23

Pike时政财经分析@BigbirdflyChan
我对此略偏谨慎。英伟达服务器因为存储涨价提价15%，首先直接利好的是存储等上游环节；对云计算和算力租赁企业并非天然利好。理解ACE对 SpaceX/xAI
12d agoview on X ↗

tweeted Sun, Aug 23 · counted from Mon, Aug 24 close

Read as

Mentions IREN, Mentions NBIS, Mentions CRWV · Low confidence

Confidence

Low0.68

Counted from

Mon, Aug 24 · 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.