The Analysts

Call · @franny8 · unranked

@franny8

@franny8 · Mon, Aug 24

Franny@Franny8
Im going to keep hammering this point, no idea how people think open weight models is a positive for the ai trade.(picks and shovels + neo clouds) It is not.
11d agoview on X ↗

tweeted Mon, Aug 24 · counted from Tue, Aug 25 close

Read as

Exit NVDA, Exit MU · Medium confidence

Confidence

Medium0.82

Counted from

Tue, Aug 25 · market close

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