The Analysts

Call · @xcapitalmgmt · #61 on the leaderboard

@xcapitalmgmt

@xcapitalmgmt · Fri, Aug 7

XCap@XCapitalMgmt
This week we had: 1/ $CIFR and $GLXY re-affirm extreme scarcity of 2026-27 power + increased value of already approved/energized sites, given: 2/ Abbott's letter pausing TX DCs, and separately we had: 3/ Elon going all-in on Vera Rubin and estimating incredible per watt economics
29d agoview on X ↗

tweeted Fri, Aug 7 · counted from Mon, Aug 10 close

Read as

Long IREN · High confidence

Confidence

High0.91

Counted from

Mon, Aug 10 · market close

Rank since this call

#158 → #61 · 7 scored days

#158

Aug 28

#160

Aug 29

#161

Aug 30

#105

Aug 31

#96

Sep 1

#156

Sep 2

#61

Sep 3

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