CK Capital@ckcapitalxx · Twitter
2h agoSays testing names put up monster earnings yet the group is down from highs; FORM had a record quarter with expanding margins and above-consensus guidance.
Says testing names put up monster earnings yet the group is down from highs; FORM had a record quarter with expanding margins and above-consensus guidance.
Highlights approved 1.2 GW capacity and a 4.4 GW target through 2030 as a long runway to convert power into AI infrastructure.
Calls ZTS a favorite long-term setup with precise target zone and massive upside to +$500
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