Great numbers - N3 appears to be starting to earn its way. Share price relative to earnings is starting to look very solid. I don’t see any issue with the share price tracking earning multiples going forward. Very interested
in seeing whether cost growth slows relative to ARR; the sooner that happens, the sooner LVT becomes profitable.
That’ll be a key SP driver/re-rate point.
Great numbers - N3 appears to be starting to earn its way. Share...
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