@meeijer · Long NBIS · The Analysts

Added to my $NBIS position today.

$NBIS today is a complete overreaction, and I'm considering adding. Why it's an overreaction: The market is treating $META monetizing spare AI compute as if it's evidence demand is falling. I see it differently. $META has always intended to build AI capacity aggressively

Read asLong NBIS

Since the call—

#97 of 575 rankedThe analyst's rank today

High · 1.00Confidence

Wed, Sep 30Tweeted

Thu, Oct 1 closeCounted from

not in the basket todayBasket

Rank per close

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Oct 1

#371

Oct 4

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Oct 5

#97

Oct 6