Jan. 17 at 5:29 AM
@AstroMithras @all_noing
$3B 2001 infl adj =
$5B in 2022.
$23B 2009 infl adj =
$35B in 2026.
$AMZN crossed
$3B rev in 2001 and reached
$24B revenue in 2009, a span of 9 years. Earnings per share for the first 4 years,
$0.50, inflation adjusted from 2001 to 2026,
$0.94 eps, take
$1.
$SMCI crossed
$5B rev in 2022, will cross
$35B in 2026, a span of 5 years. EPS first 4 years,
$5.60.
$SMCI = faster. mo' money.
Amazon holds up as the #1 growth stock in history. No peers, imo. But,
$SMCI is impressive. U see?
TAM is enormous, growing at >50% per year for at least 2 yrs. Mgmt chooses to grow faster, with broader market reach, and high reliability, at the expense of unnecessary margin. Projecting
$10B quarterly rev at a 5% margin during it's first deployment of mega scale liquid cooled DCBBS. That margin covers net debt in 3Qs.
Growing likaMF. Profitable enough. Demand is offthecharts.
Now trading at 0.95 P/S, or sell cereal for
$GIS at 1.3 P/S.
Most mispriced AI stock in the market.
Do u C it now?
