invest1 publisher
Goldman's 54-million-chip 2030 forecast requires China to double domestic output every year
China's four little GPU tigers now have public prices and a 2030 demand forecast big enough to justify them. The lock-up calendar has been repricing them faster than their losses have narrowed. Enflame is the newest of them.
Publishers:morningstar.com
Reality
- Evidence46
- Adoption24
- Hype gap+29
- Incentives66
- Confidence43