The Analysts

Call · @futurumequities · #274 on the leaderboard

@futurumequities

@futurumequities · Mon, Aug 3

Futurum Equities@FuturumEquities
Nvidia Rubin and AMD Helios racks begin shipping in Q4, with rack shipments rising from 61,000 this year to 88,000 in 2027. The next-gen cadence is on schedule, and Bernstein's 22% server CAGR gives both vendors room to sell into. $NVDA
33d agoview on X ↗media on X

tweeted Mon, Aug 3 · counted from Tue, Aug 4 close

Read as

Long NVDA · Medium confidence

Confidence

Medium0.78

Counted from

Tue, Aug 4 · market close

Rank since this call

#335 → #274 · 7 scored days

#335

Aug 28

#333

Aug 29

#331

Aug 30

#329

Aug 31

#313

Sep 1

#324

Sep 2

#274

Sep 3

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