The Analysts

Call · @leoskie_l · #267 on the leaderboard

@leoskie_l

@leoskie_l · Mon, Aug 10

Leonard@Leoskie_L
真正會被 squeeze 的，是 Burry 對這家公司最核心的判斷：他把時間看成成本，我把時間看成產品。我知道 Michael Burry 為什麼要空 $NBIS，但我覺得他可能看反了。 Burry 看到的是一間正在瘋狂吃 CapEx 的公司。 GPU 要買，data center 要蓋，power 要簽，lease 要簽，而且 GPU
25d agoview on X ↗media on X

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

Read as

Long NBIS · High confidence

Confidence

High0.98

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.