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 server demand remains resilient through the current capex cycle with Instinct MI300 deployment scaling well into hyperscaler fleets. Margin compression fears are overdone as mix shifts toward high-end accelerators.
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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