@chumbawamba22 $FLEX
Spin off biz is AI infra power/cooling, guidance 2027 +65%-75%, 2028 +80%
Spinco valued at only 3.5x 2027 sales, low relative to ai infra peers etc etc
How many retail investors and short only funds have to get blown out to realise that CVNA is not Enron and quit this bizzare group psychosis? In reality it is a phenomenal business growing massively YOY, benefiting from low IR financing moat.
You will see 4 digit $CVNA
@chumbawamba22 INTC
Trump wants to decouple from China and not keen on defending Taiwan which is currently single point of failure
ASI is a national race and INTC is the only American foundry, of course large gov equity stake