The Analysts

Call · @ivanburazin · #128 on the leaderboard

@ivanburazin

@ivanburazin · Wed, Aug 12

Ivan Burazin@ivanburazin
I love strategic investments by big tech in AI startups. Take the Nvidia/SSI deal, for instance. Nvidia invests 5 billion dollars. SSI takes that money and buys Nvidia chips. With nearly 70% gross margins, Nvidia paid 5B minus 70%. Plus they now own equity in a $32B company. No
23d agoview on X ↗

tweeted Wed, Aug 12 · counted from Thu, Aug 13 close

Read as

Long NVDA · Medium confidence

Confidence

Medium0.88

Counted from

Thu, Aug 13 · market close

Rank since this call

#255 → #128 · 7 scored days

#255

Aug 28

#253

Aug 29

#249

Aug 30

#186

Aug 31

#166

Sep 1

#108

Sep 2

#128

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 22 · fades out by Sep 23