The Analysts

Call · @peterjwolff · unranked

@peterjwolff

@peterjwolff · Wed, Aug 12

Peter Wolff@peterjwolff
The market loved the $NBIS earnings call this morning. Despite the AI/momentum correction in July, the overall “insatiable demand for compute” investment thesis has been strongly supported this earnings season. We own Nebius in several of the Wolff Autopilot funds.
23d agoview on X ↗media on X

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

Read as

Long NBIS · High confidence

Confidence

High0.90

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Thu, Aug 13 · market close

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