The Analysts

Call · @atlasshrug1 · unranked

@atlasshrug1

@atlasshrug1 · Wed, Aug 26

John Galt@AtlasShrug1
Re-shorting some many of the AI infra names I covered some of down hard yesterday. Nothing has changed. I think the infrastructure layer and the neos are in the worst spot, with memory a close third. Names I am adding more to today are $CAT $VRT $GEV (I think that the turbine
9d agoview on X ↗

tweeted Wed, Aug 26 · counted from Thu, Aug 27 close

Read as

Exit CAT, Exit VRT, Exit GEV · High confidence

Confidence

High0.95

Counted from

Thu, Aug 27 · market close

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