it’s like the nvda of vram right? and theyre projected revenue of quarter 2 is 18.7B, a 5B jump from quarter 1, that’s like insane growth from its normal 2B a quarter so far.
\n low price to sales, great margins, theyre working on spending more capex for more future growth for ai spending.
\n cyclical is now out of the question because of so much future sales, sold out this year already. any extra sales lead to even higher revenue. perfect to sell calls if it stagnates?
\n thoughts?