TY $ANT for the positive $3.4B FCF for H1 2026. Still feels like all your AI i… · @aleabitoreddit · TwKit
@aleabitoreddit
TY $ANT for the positive $3.4B FCF for H1 2026. Still feels like all your AI infra names from $MU to $AAOI sold off way too hard. Considering the billions in financing raised by frontier labs to hyperscalers.. End up ultimately flowing back to GPUs, networking, to memory.
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