mmmsssssrrrer OP Masterldl : It would, maybe 20-50% up like Plantir?

mmmsssssrrrer : It's about the algorithm that determine if the TAM size of AI is really that big. It may now seems that with new algorithm, they don't need high end GPU that many as estimated before. So in other words, the cake is smaller now, so it is logical to see that the stock price will come to a 90-110 level to match its addressable market size.

mmmsssssrrrer OP Ryo3830 : For box build, usually these EMS only gain from material address and value added assembly, you don't expect same proportion of growth for their profit. The  EMS usually count on bottom line, revenue result.

mmmsssssrrrer OP Ryo3830 : This is not definite, it depends on factors such as the dates of their account payables and receivables.

mmmsssssrrrer OP Ryo3830 : It's not sustainable drop. Market will rebound.

mmmsssssrrrer 103288916 : 2.5

mmmsssssrrrer : Wa

mmmsssssrrrer 101601389 : how? logic please?

mmmsssssrrrer : 2.5

mmmsssssrrrer : 250

mmmsssssrrrer : new data center coming up, so they are winning more projects.

mmmsssssrrrer : How possible.