The Analysts

Call · @equityclimb1 · unranked

@equityclimb1

@equityclimb1 · Sat, Aug 15

Equity Climb@equityclimb1
$GOOG is still likely to be the monster for the next couple of years. Counterpoint’s latest model has Google at 52% of AI-server ASIC shipments in 2027, down from 64% in 2024 as everyone else ramps. AWS falls from 36% in 2024 to roughly 29% in 2027. $META is already shipping
20d agoview on X ↗media on X

tweeted Sat, Aug 15 · counted from Mon, Aug 17 close

Read as

Long GOOG, Long AVGO · Medium confidence

Confidence

Medium0.86

Counted from

Mon, Aug 17 · market close

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#233

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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.