They're not DOGE - they basically a monopoly on chips for AI data centers. They're far enough ahead of their competition, that they can call any price for those.
It's a gem of a company - not a stupi...
They are clearly dominating in the space, but that P/E ratio is still priced for a lot more growth. Eventually it won’t hit the numbers investors want. When I compare it to DOGE what I mean is that when it finally runs out of steam it could be a good signal that we have reached the top of this bull run in stocks