The Analysts

Call · @kastriooot8 · #160 on the leaderboard

@kastriooot8

@kastriooot8 · Thu, Sep 3

Kastriot@kastriooot8
The second wave of the AI infrastructure supercycle is here. ⚡️⚡️ While everyone is staring at $NVDA, colocation, neocloud, and power providers are becoming the real operational bottlenecks for frontier labs like Anthropic. Key players capitalizing on the physical buildout: •
1d agoview on X ↗

tweeted Thu, Sep 3 · counted from Fri, Sep 4 close

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Long DGXX, Long APLD, Long IREN, Long NBIS · High confidence

Confidence

High0.99

Counted from

Fri, Sep 4 · market close

This call was counted before the first scored close in the window (Aug 28), so it has no rank path yet.

Active call · day 0 · counts fully until Sep 17 · fades out by Oct 15