The Analysts

Call · @oguzerkan · #249 on the leaderboard

@oguzerkan

@oguzerkan · Mon, Aug 24

Oguz Erkan@oguzerkan
Why hyperscalers will win: AI models are getting more commoditised day by day. OpenAI was behind Anthropic in growth, releases GPT 5.6, it’s a good model, and OpenAI gets ahead. There is no customer loyalty and no product that locks in users. This means we’ll eventually look
11d agoview on X ↗media on X

tweeted Mon, Aug 24 · counted from Tue, Aug 25 close

Read as

Long MSFT, Long GOOG, Long AMZN, Long NBIS, Long CRWV · High confidence

Confidence

High0.90

Counted from

Tue, Aug 25 · market close

Rank since this call

#161 → #249 · 7 scored days

#161

Aug 28

#158

Aug 29

#157

Aug 30

#220

Aug 31

#310

Sep 1

#230

Sep 2

#249

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 10 · counts fully until Sep 7 · fades out by Oct 5