2 Articles 0 Followers
7 hours ago 4 minute read 0 comments Perfectionist25 $0.07
A statement made by Clay Magouyrk during $ORCL’s latest earnings call directly addresses one of the most common misconceptions in the debate surrounding AI infrastructure: “All GPU capacity that came up for renewal in Q1 was either renewed or resold...
4 Aug 2026 2 minute read 0 comments Perfectionist25 $0.13
For a software (SaaS) or consumer goods company, a PEG (Price-to-Earnings) ratio of 0.04 might mean the company is practically free. However, the rules are completely different in the memory (DRAM and NAND) market, a sub-sector of the semiconductor i...
15 Jun 2024 2 minute read 1 comment Perfectionist25 $0.13
Vertiv brings together hardware, software and services to address critical challenges in data centers, communications networks and industrial facilities. It focuses on advanced technology, including liquid cooling and power distribution solutions. Ve...
