The Analysts

Call · @danielisdizzy · #124 on the leaderboard

@danielisdizzy

@danielisdizzy · Fri, Aug 21

Daniel@danielisdizzy
The market is massively underestimating the useful life of AI GPUs — and that makes it nowhere near bullish enough on neo-clouds $NBIS $CRWV $IREN By 2030, ~75% of AI workloads will be inference. Older GPUs won’t become obsolete. They’ll keep generating revenue for years. We’re
14d agoview on X ↗media on X

tweeted Fri, Aug 21 · counted from Mon, Aug 24 close

Read as

Long NBIS, Long CRW, Long IREN · High confidence

Confidence

High0.96

Counted from

Mon, Aug 24 · market close

Rank since this call

#96 → #124 · 7 scored days

#96

Aug 28

#95

Aug 29

#93

Aug 30

#98

Aug 31

#125

Sep 1

#104

Sep 2

#124

Sep 3

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