The Analysts

Call · @moninvestor · #154 on the leaderboard

@moninvestor

@moninvestor · Sun, Aug 16

mon@moninvestor
$IREN & $NBIS are clearly the top picks in the compute sector, but the opportunity is far too large for one or two companies. I believe there will easily be 10+ winners because the amount of power needed to meet compute demand over the next decade will be astronomical.
19d agoview on X ↗

tweeted Sun, Aug 16 · counted from Mon, Aug 17 close

Read as

Long IREN, Long NBIS · High confidence

Confidence

High0.96

Counted from

Mon, Aug 17 · market close

Rank since this call

#143 → #154 · 7 scored days

#143

Aug 28

#144

Aug 29

#144

Aug 30

#103

Aug 31

#122

Sep 1

#92

Sep 2

#154

Sep 3

Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.