EPR
EPR Properties
stock NYSE

Fundamentals. They communicated expectations of $91B revenue in Q2 which would be over double revenue compared to Q2 last year. Estimates are that we are near the peak of AI CAPEX, but the demand for chips is still outpacing supply. If you look at their investor presentations and listen to their EPR, they fully expect for this to continue to grow until at least 2030 with 2030 being a larger AGR than 2028 and 2029. Once analyst update their forecasts for demand this thing will be back in the clouds.

Fundamentals. They communicated expectations of $91B revenue in Q2 which would be over double revenue compared to Q2 last year. Estimates are that we are near the peak of AI CAPEX, but the demand for chips is still outpacing supply. If you look at their investor presentations and listen to their EPR, they fully expect for this to continue to grow until at least 2030 with 2030 being a larger AGR than 2028 and 2029. Once analyst update their forecasts for demand this thing will be back in the clouds.