Holy moly $P is up nearly 20% today. At the start of the year I called Everpure the next AI rerating after memory and bought $75 2028 leaps at $20.50. Now the stock now pushing above $130 and those options have officially tripled. My thesis was that once AI runs everywhere then the next constraint becomes how efficiently all that data is fed, stored, retrieved and managed. Thats starting to show up in the numbers with Everpure now guiding FY28 revenue to $7.2B versus $6.2B consensus while Scale AI, Modern Data Software and Hyperscale Solutions could reach ~20% of revenue by FY30.
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