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Despite VRRT's significantly higher earnings, the recent surge in capex (capex) across major tech companies is likely not yet reflected in VRRT's report. Imagine how explosive the growth of ADI (Aid Cash Flow) will be!

ariel reyez romero
@ReyezAriel
vrt这个被充分分析的财报和指引还能超成这样,我只能说,对ai大周期,市场还是“not bullish enough”!
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