The dashed levels, the dated horizon and the shaded range are sealed in the record. The price line is live market data — context, never part of the proof. The call settles on the price at the horizon, not on touching the target before it.
Rationale
Enterprise GPU demand remains capacity-constrained through the next two quarters. Hyperscaler capex revisions continue to trend upward, keeping backlog robust and supporting margins against initial cost headwinds.
Discussion
Comments are discussion, not evidence. They can be edited or deleted at any time and are never part of the sealed record, the proof, or anyone's score.
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