@yianisz · Long NBIS · The Analysts

Call · @yianisz · #220 on the leaderboard

@yianisz

@yianisz · Tue, Sep 15

Call me cynical: “slow AI” is strategically convenient. $MSFT and $NVDA have committed to invest up to $5B and $10B in @AnthropicAI respectively, while Anthropic has committed $30B back to Azure. Amazon has invested $13B with potentially $20B more tied to milestones while

3d agoview on X ↗media on X

tweeted Tue, Sep 15 · counted from Wed, Sep 16 close

Read as

Long NBIS, Long AAAOI, Long AEHR, Long TSEM, Long LITE, Long COHR · High confidence

Confidence

High0.98

Counted from

Wed, Sep 16 · market close

Rank since this call

—

Sep 16

#220

Sep 17

Leaderboard position per scored day, never a price chart. Other calls were active in this window; no single call is credited.

Active call · day 2 · counts fully until Oct 13 · fades out by Oct 27