Sep. 2 at 10:01 PM
A clear winner of the massive XPU ramp by
$GOOG , Anthropic, and OpenAI.... aside from just
$AVGO ... is
$CLS
No clue what the broader market is doing lately selling this off to just 20x fwd earnings while various earnings calls are literally signaling the company is a screaming buy off a multi-year market ramp up of XPUs. Why else do you think the company just raised
$3B in capital.... TO MEET ALL THE IMMINENT DEMAND.