There is potential strength. Anyway, Amazon invested $500 million in the Series C round in '24, and ARK and a few others invested $700 million in the Series D round. The current valuation is 4 times the Series C round and 2 times the Series D round. Just think of its current stock price as a 5-year call option on the 11GW order, and it's fully "perfectly priced".

Added to the watchlist, a potential allocation target. If the reality doesn't change, we'll see if it's in the strike zone below 20.

Longbridge - 輸棟樓的韭菜
輸棟樓的韭菜

Everyone thought Cathie Wood wasn't buying in, waiting for xspace, but it seems like she was waiting for you? $X-Energy(XE.US)

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