Eric Jhonsa
@EricJhonsa
PM for Dutch Asset. Previously: Independent L/S investor, tech columnist @thestreet @thestreetpro. Nothing here is investment advice. DMs open to talk stocks.
가입 May 2012
1.2K 팔로잉 중 26K 팬
It took nearly a year from the first signs of agents boosting server CPU demand to get the current frenzy in CPU plays :). Meanwhile, many BTM power plays are trading for low 2027/2028 EPS multiples as signs keep growing of a big 2027 power shortfall relative to compute demand.
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One thing I don't think markets have really priced in yet (though we've gotten datapoints from $MSFT, $MU, etc.) is how much agents look poised to boost traditional server compute demand. Implications for IaaS providers, server OEMs/ODMs, CPU and memory suppliers, etc.
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