Elastic stock analysis: wide moat, strong expansion and balance sheet, plus buyback. Valuation suggests ~56% upside to $108.8 ...
Super Micro Computer, Inc. downgraded to Hold as shipment delays, thin margins, and premium valuation outweigh AI demand.
Summary: Sovereign AI and sovereign cloud deployments are accelerating as governments treat data, compute, and model access as strategic assets amid rising geopolitical tension and jurisdiction risk.
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