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72 P/E ratio while they have a mere monopoly on one the most valuable resource in the world. Competition WILL come. Maybe it's Groq, maybe AMD, maybe Cerebras
by swalsh 3y ago
72 P/E ratio while they have a mere monopoly on one the most valuable resource in the world.
Competition WILL come. Maybe it's Groq, maybe AMD, maybe Cerebras. Maybe there's a stealth startup out there. Point is, they're going to be challenged soon.
- htrp 3y agoYou and what fab? It's almost impossible to manufacture at scale with good yields and leading edge fabs are almost all bought out.