The Analysts

Call · @ai_kashiwa777 · #206 on the leaderboard

@ai_kashiwa777

@ai_kashiwa777 · Tue, Aug 11

AIカシ投資@ai_kashiwa777
JPMレポート AIアクセラレーター予測 2027年には2330万ユニットが出荷されるとのことエヌビディアも1000万ユニットに迫る勢いなのですが、ASIC / XPU の伸びが顕著ですね双方共に伸びるとの従来の見解を裏付けるものになります
24d agoview on X ↗

tweeted Tue, Aug 11 · counted from Wed, Aug 12 close

Read as

Long NVDA, Long MRVL, Long AMZN, Long GOOGL, Long META, Long MSFT, Long AVGO · Medium confidence

Confidence

Medium0.88

Counted from

Wed, Aug 12 · market close

Rank since this call

#124 → #206 · 7 scored days

#124

Aug 28

#121

Aug 29

#117

Aug 30

#138

Aug 31

#131

Sep 1

#129

Sep 2

#206

Sep 3

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

Active call · day 23 · fades out by Sep 22