The Analysts

Call · @dodatathings · unranked

@dodatathings

@dodatathings · Wed, Aug 12

Winston B.@DoDataThings
Compute owners are setting prices now. For two years the AI trade was "buy the shovel makers, GPUs are scarce." Nebius just showed the other side of that shortage: $25M-$50M per MW, sub-two-year paybacks, customers prepaying half the capex. That's pricing power, not just demand.
23d agoview on X ↗

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

Read as

Long NBIS · High confidence

Confidence

High0.91

Counted from

Thu, Aug 13 · market close

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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