The Analysts

Call · @_stockresearch · #317 on the leaderboard

@_stockresearch

@_stockresearch · Thu, Aug 27

Luminara Stocks@_stockResearch
$NVDA’s big beat is bullish for the neoclouds. $NBIS and $CRWV don’t need $NVDA to rally — they need GPU scarcity + hyperscaler demand to stay hot, and both signals just got reconfirmed. $NVDA beat big: revenue $96.2B (+106% YoY), EPS $2.22 (+111%), gross margin 75%. Yet stock
9d agoview on X ↗

tweeted Thu, Aug 27 · counted from Fri, Aug 28 close

Read as

Long NBIS, Long CRWV · High confidence

Confidence

High0.96

Counted from

Fri, Aug 28 · market close

Rank since this call

#311 → #317 · 7 scored days

#311

Aug 28

#309

Aug 29

#307

Aug 30

#310

Aug 31

#288

Sep 1

#305

Sep 2

#317

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 7 · counts fully until Sep 10 · fades out by Oct 8