Accelerating AI Demand: This 40x P/E Stock is Cheap

“I don’t need an analyst to tell me a 10 PE stock is cheap. I need an analyst to tell me when a 40 PE stock is cheap.” That quote from Steve Mandel at Lone Pine Capital is particularly compelling with regards to the disruptive AI growth stock we review in this report (because it trades at 40x forward earnings—yet it’s still cheap relative to its powerful growth trajectory). The AI boom is creating extraordinary demand for infrastructure. Long these shares.