The Analysts

Call · @leoskie_l · #267 on the leaderboard

@leoskie_l

@leoskie_l · Wed, Aug 12

Leonard@Leoskie_L
這兩天 Nebius 往上衝，很多人第一反應就是 short squeeze 把 Burry 炸掉了。但其實有點太快。真正先出現的，是 Q2 的數字。營收 5.82 億，同比多了四倍多。Adj. EBITDA 從去年虧 2100 萬，直接變成賺 2.36 億，AI cloud 毛利率差不多 50%。ARR 從 Q1 的 19 億衝到 30 億。
23d agoview on X ↗

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

Read as

Long NBIS · High confidence

Confidence

High0.97

Counted from

Thu, Aug 13 · 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.