The Analysts

Call · @moninvestor · #154 on the leaderboard

@moninvestor

@moninvestor · Sun, Aug 23

mon@moninvestor
Rising memory/GPU prices sound bearish for neoclouds $IREN, $NBIS & $CRWV. If Nvidia servers are becoming more expensive, surely that hurts the companies buying thousands of them? Not necessarily. It all comes down to when you bought the hardware and when you sell the compute.
12d agoview on X ↗media on X

tweeted Sun, Aug 23 · counted from Mon, Aug 24 close

Read as

Long IREN, Long NBIS, Long CRWV · High confidence

Confidence

High0.97

Counted from

Mon, Aug 24 · 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.

Active call · day 11 · counts fully until Sep 6 · fades out by Oct 4