The Analysts

Call · @leoskie_l · #267 on the leaderboard

@leoskie_l

@leoskie_l · Mon, Aug 10

Leonard@Leoskie_L
Nebius 的風險敘事已經換了主線。 7 月 23 日芬蘭機架驗證通過，市場卻在 8 月 6 日單日暴跌 13.29%。兩件事看起來像因果，其實只是時間點碰巧撞在一起。真正的推手，是紐澤西 Vineland 一場跟 AI 技術完全無關的地方公聽會。再往前看時間軸就更清楚：7 月 13 日 Nvidia 送出 13G 持股文件 → 7 月
25d agoview on X ↗media on X

tweeted Mon, Aug 10 · counted from Tue, Aug 11 close

Read as

Mentions NBIS · Medium confidence

Confidence

Medium0.84

Counted from

Tue, Aug 11 · market close

Rank since this call

#327 → #267 · 7 scored days

#327

Aug 28

#324

Aug 29

#322

Aug 30

#227

Aug 31

#303

Sep 1

#318

Sep 2

#267

Sep 3

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