Hjaelmarsson
Oct 10, 3:25 AM
$BE It is quite obviously consolidating, macro swings can absolutely take it briefly down to even 240s again, but fundamentals and the AI build-out are not going to stop and will take it to 1k+ eventually and a sudden explosion to over 400 is likely happening still this year, nothing can stop this beast. This is by far the most "perfect investment", 1) if one goes into details, it has a quality monopoly in terms of cleanliness, efficiency, time to deliver, absurdly little capex needed per GW of expanded capacity, modularity, 800 DC, future-proof, scandium sourcing. And KR is a treasure!
0 replies