$NBIS Gavin math is not totally correct (confuses more profitable short-term pricing with long-term, etc.), BUT the direction for the immediate future it is: current Payback Period stated by Arkady can be even lower than 1 Year and 10 Months 🔥🔥
Imagine having those HUGE AI
Pay attention to the Damnang words 😌 I've not spoken to ppl with boots on the ground, but I know how China has gotten ""their"" advancements in Memory, and from that I've drawn a conclusion
Take advantage of the schizo Market at these giga ridiculous bargain prices guys $MU
According to $SKHY :
- Tight market until 2030
- After 2030: "I believe [CEO SK hynix] supply and demand will find balance and the entire AI industry can grow together"
First, huge for long and sustainable growth (prices, margins); after, giant volumes with stable moderate
$SNDK Very good summary of the financial number of the company for the next years 👀
A more compressed summary: SanDisk is ridiculous cheap 😌 You can't expect a fw P/E 5 2028 growing mid-highs 10%s to stay that undervalued for much longer... 🧠
So, according to $MRVL ....:
- CXL adoption is growing fast [due to the Memory bottleneck]
- CPO and NPO are here to COEXIST. And I add: also Transceivers, they are not exclusionary competitors!
- Power, Memory and Networking are great constrains
Invest accordingly guys. You
Mind the effect on the rest of main InP Laser producers too $COHR$AAOI 🔥
Yes, we know... $LITE is the BEST Photonics manufacturer by far (best specs for its Laser, for its OCS....; better financial structure than AAOI, that's for sure 😅), but we are in the beginning of the
Recent $IREN Q-report; Revenue per MW:
- Realized > $20 MM / MW (Nebius frens, it sounds you the amount?? 😉)
- "Active discussions" for $25 MM /MW 👀🔥
You know what's coming for the new MW contracted from $NBIS 🙌🚀 http
