The Analysts

Call · @beavinvests · unranked

@beavinvests

@beavinvests · Tue, Aug 11

Beav Invests 🦫@beavinvests
CoreWeave earnings show yet another sign that the demand for AI compute is unbelievably robust. $NBIS will show the same tomorrow. $IREN will show the same at the end of the month. If there's one truth in the market right now, it's that demand for AI compute is massive.
24d agoview on X ↗

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

Read as

Long NBIS, Long IREN · Medium confidence

Confidence

Medium0.86

Counted from

Wed, Aug 12 · market close

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