The Analysts

Call · @ilzmcfly · unranked

@ilzmcfly

@ilzmcfly · Thu, Aug 13

McFly@ilzmcfly
CEO of DataOne - Nebius Vineland "Whatever happens, AI compute will remain scarce for at least the next five years. And the reason is physical, not financial." "ENERGY the real bottleneck" I have to agree with him here, the physical infrastructure cannot meet the demand. Land
22d agoview on X ↗

tweeted Thu, Aug 13 · counted from Fri, Aug 14 close

Read as

Long IREN · High confidence

Confidence

High0.90

Counted from

Fri, Aug 14 · market close

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