The Analysts

Call · @danielisdizzy · #124 on the leaderboard

@danielisdizzy

@danielisdizzy · Thu, Sep 3

Daniel@danielisdizzy
Jensen wants open-weight AI to explode. In just one week, $NVDA announced: • $13B to acquire Hugging Face, a leading platform for accessing open-weight models • A $6B licensing deal with Poolside to build frontier open-weight AI models The strategy is clear. Open-weight
1d agoview on X ↗media on X

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

Read as

Long NVDA, Long NBIS, Long IREN, Long CRWV · High confidence

Confidence

High0.97

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