The Analysts

Call · @moninvestor · #154 on the leaderboard

@moninvestor

@moninvestor · Sun, Aug 30

mon@moninvestor
$IREN, $NBIS & $CRWV Elon Musk says the consensus estimate is that around 15GW of AI compute produced in 2027 will not be turned on that year because the transformers, wiring, cooling and networking will not be ready. In short, the winners in 2027 will be the companies that can
5d agoview on X ↗

tweeted Sun, Aug 30 · counted from Mon, Aug 31 close

Read as

Long IREN, Long NBIS, Long CRW · Medium confidence

Confidence

Medium0.88

Counted from

Mon, Aug 31 · market close

Rank since this call

#103 → #154 · 4 scored days

#103

Aug 31

#122

Sep 1

#92

Sep 2

#154

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 4 · counts fully until Sep 13 · fades out by Oct 11