The Analysts

Call · @ilzmcfly · unranked

@ilzmcfly

@ilzmcfly · Fri, Jul 31

McFly@ilzmcfly
Chanos is wrong here. The Nvidia/Hut 8 and AMD/Core Scientific deals do not threaten pure neoclouds ($CRWV, $IREN, $NBIS). They expand the total addressable capacity in a power- and construction-constrained market, and the Nvidia arrangement is explicitly structured to support
35d agoview on X ↗

tweeted Fri, Jul 31 · counted from Mon, Aug 3 close

Read as

Long CRW, Long IREN, Long NBIS · Medium confidence

Confidence

Medium0.86

Counted from

Mon, Aug 3 · market close

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