@MarcelLarsen_@realroseceline Good reply and good write up Rose ! I remain incredibly bullish while all the point her raised are valid thetr is alot answeted already fro now that gives positive feedback that this business is gonna be very lucrative
@RHouseResearch@Asmallfish5 That’s the whole point why short term is more expensive cause it could bankrupt them if they did. Along term they can’t afford so they are better off paying more for short term until their business takes off
@RHouseResearch@Asmallfish5 They literally cna sell all their Capacity right now if they wanted too and or deliberately moving to a more short term mix for a reason . I think they have a better insight into demand than you
@j_3093@realroseceline@daniel_koss Even at 200b we’re talking 600 share price… and with pricing power and compute scarcity and acess to latest chips each GW becomes more profitable making the ROI on I farstruxyure way bigger and faster
@jeremymjacquin What re you taking about ceo has 90% of his wealth tied to its stock . Name me another ceo with so much skin in the game . Your just spewing lies.
@liamdaltonjr Yeah a new cloud a with a 25B ARR for next year a 7-9B this year is not where the money will be at ? Okay critical AI infrastructure … With management that executes . Financing is there because semanas is there it’s clear and now we have pricing power