Aug. 8 at 4:51 PM
$SKYT just got a 50% price target hike from
$12 to
$18 by TD Cowen. Q3 revenue expected to double quarter over quarter as Fab 25 goes live. Onshoring, defense, quantum, and advanced packaging are all tailwinds.
$NVDA fueling demand across the chip supply chain
$SMCI riding the AI server boom
$GFS scaling U.S. foundry capacity