Jul. 30 at 11:09 AM
$AGPU - One thing not really discussed here is whether, having had the
$1.3bn &
$1.5bn announcements, whether Axe will secure an additional
$2BN by year end, as indicated, or indeed whether they’ll come to surpass that. It wasn’t long ago we were all hoping they would secure around
$1BN by year end, & now we’re nearly at
$3BN. Whilst hitting
$5BN contracted by year end would be incredible, the larger the number the more relevant the focus on execution becomes, and any supply constraints also.
