Aug. 18 at 7:42 AM
$NTNX
Like Broadcom gobbling up VMware,
$NTNX is the logical endgame consolidation play in enterprise cloud.
With VMware’s post-acquisition price hikes driving massive migration tailwinds and GPT-in-a-Box giving
$NTNX a unique edge in hybrid AI infrastructure, this tech is simply too core to stay independent forever. Holding since IPO—the architectural moat is generationally distinct.
Trading around
$66 (~
$18B market cap) on strong momentum, the question isn’t if, but when and at what premium. A strategic buyer like Cisco, HPE, or Hyperscalers steps in at
$85–
$95/share (
$23B–
$26B EV) to secure the enterprise hybrid cloud stack.
Long and staying put. ☁️⚡