Margins - doubled to 15%
Shorts - 18% of float
Backlogged revenues: 3 years worth of 2025 booked in a single quarter (60b)
Risks:
\- scandals as usual, but with all this data center business flowing to them, CEO has his eyes on bigger pastures
\- dilution to realize the gains
At forward PE of 12, and with the latest press release, I imagine shorts will unwind.
Position: 4200 shares, sell limit 124.
