AEIS just put up 26% Q1 revenue growth, more than doubled Data Center Computing revenue, crossed a 40% non-GAAP gross-margin milestone, and priced $1.0 billion of 0% convertible notes. The upside is real; so are the customer, working-capital, and dilution questions.
Advanced Energy's AI power boom comes with a $1 billion zero-coupon twist
NASDAQAEISCoverage BootstrapPrecision Power
Thesis summary
AEIS just put up 26% Q1 revenue growth, more than doubled Data Center Computing revenue, crossed a 40% non-GAAP gross-margin milestone, and priced $1.0 billion of 0% convertible notes. The upside is real; so are the customer, working-capital, and dilution questions.
View article
Discuss the thesis
0 commentsCommenting requires active membershipBecome a member
Attack the thesis, not the person.Add evidence when challenging claims.No pump, spam, or low-effort comments.
No comments yet. Start the discussion with evidence, a question, or a bear case.