@CKCapitalxx Micron, the goat and best shareholder focused memory player.
CAT, as they are the front leading industrial player implementing AI. (Biggest AI-Robots - jensen)
LLY, same reason as CAT, but for healthcare.
@Workprak@BKad2005 Thats why signing deals is better when ur close to having the compute online, not a year out. Looks like the IREN strategy is working out (but that has been a terrible hold for other reasons)
Breaking down the real pro forma share count, dilution, cash, debt, ARR & TCV. The current price action makes more sense once you account for the true pro forma market cap — and the upside execution can unlock. https://t.co/PMDzjpfHK5