The Analysts

Call · @mf_camillus · #167 on the leaderboard

@mf_camillus

@mf_camillus · Wed, Aug 19

LBM_LXXVIII@MF_Camillus
And as far as AI infrastructure goes, this isn't even the metric that matters, as OS model adoption is obviously not included Key message: you can be bearish on the economics of frontier AI labs without being bearish on AI infrastructure Conflating the two is a pretty weak
16d agoview on X ↗

tweeted Wed, Aug 19 · counted from Thu, Aug 20 close

Read as

Long NVDA, Long MU, Long SNDK · Medium confidence

Confidence

Medium0.82

Counted from

Thu, Aug 20 · market close

Rank since this call

#137 → #167 · 7 scored days

#137

Aug 28

#137

Aug 29

#132

Aug 30

#109

Aug 31

#144

Sep 1

#131

Sep 2

#167

Sep 3

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