Doug from Fabricated Knowledge on the Semis industry and his RMBS thesis
Yet Another Value Podcast
The Datacentor Market
The company itself trades it around, i want to say, 220 million dollars to free ccash low on a two point four billion dollar e d. It's growing revenue like forty % this year. This is an adoption story, of i that should, that will continue for the next ten years. And i have a high conviction that, yes, maybe the first hat of 20 23 could be bumpy, but eventually, when we get to this next level, this next leg of growth, it's going to start to accelerate with a sen in it.
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