The Analysts

Call · @aleabitoreddit · #111 on the leaderboard

@aleabitoreddit

@aleabitoreddit · Mon, Aug 31

Serenity@aleabitoreddit
Macro has clearly cut high beta AI valuations over the past few months. But I try to stay focused on fundamentals. If you're curious about my take though: We're seeing record visibility with - memory (2031), photonics (2029-2030), etc LTAs - $NBIS,
5d agoview on X ↗

tweeted Mon, Aug 31 · counted from Tue, Sep 1 close

Read as

Long NVIDIA, Long NBIS, Long SMCI · Low confidence

Confidence

Low

Counted from

Tue, Sep 1 · market close

Rank since this call

#103 → #111 · 3 scored days

#103

Sep 1

#57

Sep 2

#111

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 3 · counts fully until Sep 14 · fades out by Oct 12