STORY: “So the stock has had a huge run, mainly because of earnings being up a lot. So if you look at revenue a year ago was about 25 billion for the data center segment and now that’s 100 billion. So the run up has really just been commensurate with the increase in earnings… So we believe based on our research and the companies we speak to across the value chain that there is still a lot of opportunity for these earnings to go higher,” said Delevska.
Source Agencies
