The Analysts

Call · @chinoalemano · #239 on the leaderboard

@chinoalemano

@chinoalemano · Fri, Aug 28

ChinoAleman@chinoalemano
Setting the macro aside for a second. The Nvidia revenue-sharing pause is being traded like sector-wide bad news. Wrong read. $SHAZ: direct hit. $BRUN: zero direct exposure. $IREN: net winner. $NBIS: net winner. It's a sorting event: SHAZ: direct hit. The WSJ literally
7d agoview on X ↗media on X

tweeted Fri, Aug 28 · counted from Mon, Aug 31 close

Read as

Exit SHAZ, Long IREN, Long NBIS · Medium confidence

Confidence

Medium0.78

Counted from

Mon, Aug 31 · market close

Rank since this call

#338 → #239 · 4 scored days

#338

Aug 31

#323

Sep 1

#330

Sep 2

#239

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 6 · counts fully until Sep 11 · fades out by Oct 9