Jul. 1 at 1:17 PM
$AGPU still holding. It's 50% chance up /50% chance down here. I think the next big event will be when the
$1B shelf is declared effective. This can move the stock either way. Currently, they have not shown how they will fully finance the purchase of hardware for the
$260M contract. So that contract can be viewed as at risk.
With the
$1B shelf declared effective, they can announce how they will finance the purchase of GPUs. This could move the stock up as the
$260M contract can move forward with the deployment.
On the other hand, if the terms of financing are too dillutive, it could tank the stock. It's 50/50
