The Analysts

@penguinvesting

@penguinvesting · Tue, Sep 1

The King Penguin@penguinvesting
🚨A few overlooked things from the $NBIS Q2 earnings call 👉1, Lots of people assumed when saw the $40-50 million deals to come from Vera Rubins. It's not coming from Vera Rubins. It's coming from just GB300 Blackwell Ultras. "What we described earlier as short-term scale
3d agoview on X ↗

tweeted Tue, Sep 1 · counted from Wed, Sep 2 close

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Long NBIS · High confidence

Confidence

High0.93

Counted from

Wed, Sep 2 · market close

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Sep 2

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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 2 · counts fully until Sep 15 · fades out by Oct 13