Consumer ( or Crypto ) Business dropped by around 20%. While Datacenter is 15% increase. Even if both Consumer and DC were to double their Revenue, this will still be 100x P/E. And you can safely bet consumer wont double, and leaves those headroom for DC, i.e DC segment to grow by 2.5x. It will still be 100 PE.
Could they do that? Possibly. But I still think it is too much hype.
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Consumer ( or Crypto ) Business dropped by around 20%. While Datacenter is 15% increase. Even if both Consumer and DC were to double their Revenue, this will still be 100x P/E. And you can safely bet consumer wont double, and leaves those headroom for DC, i.e DC segment to grow by 2.5x. It will still be 100 PE.
Could they do that? Possibly. But I still think it is too much hype.