“Is buying below US$90 wise?”
If I were to summarise: Yes, it could be a reasonable speculative opportunity — provided you are comfortable with high risk and volatility, and you believe the AI infrastructure growth trajectory continues strong. But no, it is not a “safe” or conservative investment by any means.
Here are scenarios:
• Best case: The company executes well, continues to scale, reduces losses / turns to profit or stronger free‐cash flow, and the AI cloud infrastructure remains a structural growth story. Then buying at US$90 might yield substantial upside over medium term.
• Worst case: Growth slows, spending overruns, competition intensifies (or new technologies reduce their advantage), or macro pressures (interest rates, inflation) bite. Then a US$90 entry could lead to significant losses.
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