The Analysts

Call · @patrickmoorhead · #260 on the leaderboard

@patrickmoorhead

@patrickmoorhead · Wed, Aug 26

Patrick Moorhead@PatrickMoorhead
AWS and NVIDIA just announced 2M *more* GPUs for 2027 and 2028. Blackwell Ultra, Rubin, Rubin Ultra. Plus Vera CPUs on AWS, 100K GPUs for federal AI factories, and NVHBM going into Trainium racks. Is 2M is a big number? It is. But here's what matters more. AWS committed to 1M+
9d agoview on X ↗

tweeted Wed, Aug 26 · counted from Thu, Aug 27 close

Read as

Long NVDA, Long AMZN · High confidence

Confidence

High0.94

Counted from

Thu, Aug 27 · market close

Rank since this call

#208 → #260 · 7 scored days

#208

Aug 28

#207

Aug 29

#312

Aug 30

#221

Aug 31

#301

Sep 1

#209

Sep 2

#260

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 8 · counts fully until Sep 9 · fades out by Oct 7