May. 15 at 1:59 PM
Passing on
$CBRS near ~
$100B mcap.
Bull case: real AI compute architecture shift, not just a cycle.
Customer list is strong:
OpenAI:
$20B+
$AMZN AWS
$META Llama
Perplexity,
$GSK, Mistral, Notion, AlphaSense
Diversification away from G42 reduces single-driver risk.
But timing risk remains:
$NVDA Vera Rubin cycle (H2 2026)
CUDA moat still dominant
AI stack competition rising
Feels like market already prices in near-perfect execution.
Not rushing in, maybe
$200 level.
Follow me 👉@ChipDistribution7 for real-time updates and everything. Let’s make moves!
