PB

SparrowTide

Then this center would be isolated and quite limited if it is self reliant. Usually data centers can rely on others for training and use PB or EB amounts for data.

Life_Trust_582

It's PB ratio is a bit concerning IMO, it's trading at over 10 times its book value, but again as you said, there's no competition whatsoever and it's also growing in developing countries with devices becoming more accessible.

seikonoakuma

Even cancer doesn’t deserve to be associated with PB.

UnregisteredDomain

If you were actually worried about the P/E Price, you would have noticed how it’s currently sitting barely above its 10 year average. And this is all setting aside the fact that as a software company, NVDA’s appeal is not on its balance sheet, and therefore the PB ratio is not the best thing to use to analyze them.

Excellent-Expert-154

.92- .65 - aka a healthy PB. BUT it did halt down. But then it halted up

WorldlyBar4375

When Cerebras Systems doubled on its Nasdaq debut, I started wondering about something: Is there still an AI infrastructure play that the market hasn’t fully priced in yet? I missed the Nvidia run. I missed the Cerebras IPO. By the time I got into China’s AI chip names like Cambricon Technologies and Hygon Information Technology, valuations were already through the roof. Same story every time — watching everyone else make money while I sit there holding cash. Last week, I was screening Nasdaq-listed small caps tied to AI using keywords like “edge computing” and “AI inference.” That’s when one ticker caught my eye: $MAAS. One phrase in the announcement stood out immediately: “edge AI computing,” alongside a RMB 5 billion investment. So I dug deeper. And after researching it, I came away thinking this might be much bigger than it looks. I’m writing down my thought process here — you can decide for yourself. First, let’s talk about Cerebras. Last week on Nasdaq, CBRS opened up over 100%, pushing its market cap past $65 billion. Wall Street lost its mind. Why? Because of one chip: the WSE-3 — 4 trillion transistors, an entire wafer without cutting, 21 PB/s of on-chip SRAM bandwidth, and inference speeds reportedly 21x faster than Nvidia’s H100. That’s real engineering. No argument there. But here’s the thing: Who exactly does Cerebras solve problems for? Microsoft. Google. Sovereign AI funds in the Middle East. A single CS-3 system consumes 23kW of power, requires specialized liquid cooling infrastructure, and costs a fortune. This isn’t infrastructure for ordinary businesses. It’s infrastructure for OpenAI-scale players. So where’s the opportunity for regular investors? In China. Specifically, in edge AI computing. First, understand why deploying AI in China is still difficult. Have you noticed something strange? Foundation models keep getting more powerful, but AI applications inside factories, toll stations, logistics hubs, and remote mining sites still struggle in real-world deployment. The issue isn’t the model. It’s the architecture. Centralized cloud computing runs into three major walls that keep AI trapped inside data centers: The first is the latency wall. Industrial quality inspection often requires decisions within 50 milliseconds. Autonomous driving systems need obstacle response times below 100 milliseconds. If data has to travel to the cloud, get processed, and come back, network round-trip time alone can exceed the threshold. At that point, it doesn’t matter how fast the chip is — the accident has already happened before the inference result returns. The second is the bandwidth cost wall. Imagine dozens of HD video feeds streaming from a factory to the cloud 24/7. Dedicated network costs alone can run into millions annually. At scale, bandwidth costs destroy the business model. The third is the data sovereignty wall. China’s Data Security Law places strict limits on sensitive data leaving local environments. Industrial formulas, smart city data, power grid scheduling information — a lot of it simply cannot be freely uploaded to centralized clouds. Cerebras doesn’t solve any of these problems, because that’s not the battlefield it’s fighting on. Now look at this company. Huazhi Future, under MAAS Intelligent Technology, partnered with China Electronics Computing Power and Zhongwai Zhiyu to launch a project called the “Xingchen Edge AI Computing Cluster.” Total planned investment: RMB 5 billion. Its first edge computing node reportedly delivers 4000P of computing power and is directly powered by renewable energy, positioning itself as a zero-carbon AI infrastructure benchmark. What does 4000P actually mean? It means a single edge node can simultaneously handle dozens of mainstream inference workloads. This isn’t traditional edge computing anymore. This is basically a mobile AI supercomputing center packed into containers and deployed directly where inference is needed. What’s smart about the Xingchen architecture? Let’s break it down. Layer One: Dual-core AI computing centers. One in Yinchuan, Ningxia, with 512 servers. Another in Yiwu, Xinjiang, with 256 servers. Why those locations? Cheap renewable power. Low land costs. Full alignment with China’s “Eastern Data, Western Computing” initiative. Western China’s computing costs can reportedly run 30–40% lower than eastern regions. That’s not software optimization — that’s geographic arbitrage. The two centers operate in active-active redundancy mode, meaning if one fails, the other takes over instantly. Enterprise-grade disaster recovery with near-zero RTO. Layer Two: 50–100 distributed edge nodes. Each node contains 10–16 edge servers delivered in containerized form — plug-and-play deployment with elastic scaling. Traditional data centers can take 12–24 months to build. These nodes can be deployed almost immediately after delivery and power connection. Technically, each node does three things: * Localized inference execution, reducing latency close to zero * Nearby data processing, cutting bandwidth demand by up to 90% * Local data residency, keeping customer data fully compliant with China’s regulatory framework Layer Three: Unified scheduling platform. One centralized platform orchestrates all nodes nationwide, handling resource pooling, intelligent workload scheduling, AIOps maintenance, and granular FinOps billing. In plain English: Compute resources become something like an electrical grid — centrally coordinated, consumed on demand, and billed dynamically. That’s what a true national computing network looks like. And policy alignment? This is where MAAS may have positioned itself extremely well. “Eastern Data, Western Computing” — check. “Xinjiang Compute Serving Chongqing” — check. China’s upcoming 15th Five-Year Plan shift from infrastructure construction toward operational efficiency and controllable security — also check. The Xingchen platform seems almost purpose-built for that transition. Three national-level policy trends, all aligned at once. That’s not luck. That’s strategic positioning. Huazhi Future has also reportedly established partnerships with Chongqing active-active data centers, the Ya’an AI Computing Center in Sichuan, and the Beijing Super Cloud Computing Center, while appearing on CCTV as a representative example of practical “Eastern Data, Western Computing” deployment. One final thought. Cerebras, at a $65 billion valuation, is solving the compute bottleneck for the world’s largest AI companies. Huazhi Future’s Xingchen project is trying to solve something very different: the real-world deployment bottlenecks of AI inside China — latency, bandwidth, and regulatory compliance. Its target market isn’t frontier model training. It’s manufacturing, smart cities, low-altitude economy infrastructure, and industrial AI deployment across China’s trillion-dollar industries. Cerebras’ logic is: Push centralized compute to the extreme so models run faster. Huazhi Future’s logic is: Bring compute directly to the edge so AI can actually be deployed. Both models make sense. But over the next five years, the second one may end up being far more important for China’s industrial AI rollout. Edge AI computing could become the final piece of China’s AI infrastructure puzzle. And Xingchen appears to be moving early. After finishing my research, I added $MAAS to my watchlist. I’m not telling anyone to blindly jump in. In fact, if you’re already opening your trading app to check the chart, hold on a second. This is how I’m thinking about it: First, catalysts. The first Xingchen node has already landed in Chongqing. Every future deployment phase could become a market-moving event: new node launches, customer contracts, policy endorsements, strategic partnerships. Since MAAS is Nasdaq-listed, material developments would likely require public disclosure, which improves transparency. Second, valuation anchors. Cerebras is already valued at $65 billion. Cerebras focuses on cloud-scale inference infrastructure. MAAS is positioning around edge AI deployment. Different markets, but both are fundamentally AI infrastructure plays. And the edge AI market opportunity may ultimately be just as large as centralized cloud inference. Compare the valuations yourself. Third, policy tailwinds. “Eastern Data, Western Computing,” “Xinjiang Compute Serving Chongqing,” and China’s next-generation national computing infrastructure strategy all point in the same direction. Historically, when policy, infrastructure, and AI narratives align in China, entire sectors can rerate very quickly. Of course, there are risks. Small-cap stocks can be highly volatile and heavily sentiment-driven. The RMB 5 billion figure is a phased investment plan, which means execution risk is real. And Chinese ADRs listed on Nasdaq always carry geopolitical and regulatory risk. But here’s the reality: When we missed Nvidia, we told ourselves it already looked too expensive. When we missed Cerebras, we said we heard about it too late. This time, while the Xingchen project is still early and before the market fully reacts, I’d rather study it seriously now than regret it later after the move is over. Manage your own position sizing. Set your own stop losses. But personally? I think this is a name worth putting on your radar.

kazkeb

PB and chill

Street-Badger

‘Packaged food for poors’ gang, assemble.  I’ll be eating PB+KD sandwiches on wonder bread while you guys are trying to choke down that DRAM.

heckadeca

Love myself a high quality PB&J

Srini_ko

Cerebras could be a disruptor of GPU based AI computing. They have designed from ground up to unblock the Memory bandwidth contention. 1. Their processors are designed to Solve the Memory bound computing. 2600 times faster than a GPU memory bandwidth. ( 44GB of memory in the Chip itself ) 2. It comes as appliance controlled from Host CPU over an ethernet. WSE-3 rack has 900,000 cores · 44 GB SRAM , 21 PB/s bandwidth. ( 2500 times more memory bandwidth speed than a Nvidia GPUs) 3. Datacenter hosted model with recurring revenue, like Google TPUs. Stock is might correct, especially after that 6 month lock in expires. But I think they have no competition in their completely innovative architecture. I t would take 4-5 years for Nvidia to catchup, if they decide to go in this direction.

WSB-mods-are-

I'm fine. I just need to eat PB&J sandwiches for lunch and just rice for dinner for the next 35 years, but I'm fine.

haarp1

i was not talking about PB, but the poster above me.

Sakrie

I'm the actual person with oceanography experience. This idiot isn't completely wrong about his data point, he's just an idiot and can't articulate it. FWIW I hate OPTT's board and will go nowhere near anything with that much retired Naval Brass control (they have everything to lose and nothing to gain). Essentially, the new selling point of the PB3 system is that it can integrate the individual data-signals from various nearby autonomous sensors (ASV/AUV/etc.) into a single data-transfer back to a land source. In principal, smoothing the data locally can reduce the overall data volume. It's a many-pipe problem that could be solved with local pipelines. From what I've seen on this data processing, it's still extremely work in progress. I first saw some of this data processing stuff used for ship traffic triangulation, in the context of "how do we best deploy future sensors around shipping channels". It's inherently solid principles backed with scientific studies. It's just also nowhere near the scale people on reddit keep wanting it to be.

Sakrie

> you lost me at "persistent maritime autonomy infrastructure" I'm an OPTT bear (and have been for a longgg time) but the PB3 system can actually be a useful tool in persistent maritime observations. I don't feel like finding them, but some existing Oceanography papers (from researchers associated with the US Naval programs) use the PB3 system to triangulate ship traffic and examine signal-bottleneck related issues.

Sakrie

Anduril purchased/leased (idk the right language) 3 PB3 systems for their new west-coast campus. That is not a partnership, depending on language. Amusingly, the west-coast campus is close to SailDrone's HQ. A major competitor in the ASV space to OPTT.

Retaining-Wall

The year is 2032AD of the Old Calendar, Year 7PB of the Permabull Run. Spy is trading at $19,975, and oil at $1,678/bbl. You open your newspaper (yeah those came back into style for some reason) as you wait for the Hyperloop to bring you to your job at GameCorp. You don't really absorb anything you read in the newspaper; you're too excited for work today because GameCorp's acquisition of Canada is nearly finalised. You fold up your newspaper neatly and hand it to the homeless ber trying to nap on the Hyperloop platform and step onto the train. Life is good, you think, as the train starts to roll out...for some of us, you add, as you catch a sad, furtive glance from the homeless ber.

NoInterraction

If I buy the exact inverse of OPs position the market will do one of those perpetuum motion things like the cat glued to a PB sandwich.

Suitable_Amount2974

I like fairfax financial for the same reasons but it's actually even cheaper. PB around 1.3 right now and they're also heavily buying back shares.

ImmodestPolitician

Manalapan, FL it's an island south of PB.

MrRo8ot

That guy is right. Figma is the best product in the market. Adobe is the real value trap here. I was a designer growing up with macromedia and Adobe products, I wish I would have Figma back then. They are pushing for AI integration and their MCP server is working well with coding llms. I was managing designers the last few years and all of them were happy users. The market is wrong and it’s just a MM/PB/HF liquidity grab to plumb other holes while waiting out what the real AI victims will be.

Appropriate_Ad_7022

Those are used to generate future earnings & so are already accounted for in a discounted cashflow model when you value a company as the current day balance sheet net assets + discounted future earnings. The PE & PB ratio are both useful for assessing how much you are paying for those assets. It’s not only tech companies that have significant non-tangible assets like brand value, but the fact they tend to be more material for tech companies is already accounted for in the higher future growth assumptions.

Appropriate_Ad_7022

PE doesn’t tell the whole story though - it’s a big simplification of a true discounted cashflow model. The Nasdaq has only a slightly higher forward PE than the S&P500 (23 vs 21) but it’s PB ratio is massively higher (6.33 vs 4.25). This is just one example, but the point is it’s much more complex than just looking at PE ratios.

TradingMomentum

Well the CTAs aren't going to be too dependent on vol because all the PB reports I have read says they are buyers in all scenarios.

dinglebarryb0nds

I get the blue buffalo from Sam’s Club delivered and it’s a really good deal. Like 1 bag pays for the year membership, maybe 2 bags. Also real cheap protein powder and PB fit

No-Way1923

Stock prices are determined by two things, 1) as companies continue to generate positive net income, it will grow their equity balance so price per share will continue to up and vice versa, and 2) as investors forecast the Company’s performance will go up and continue to buy the stock, price per share will go up and vice versa. TLDR - just continue to buy shares in high EPS companies with low PB ratio and the price will always go up in the end.

happy123z

Had PB&J croissant for breakfast. Some people call me fancy

2Hosslovescash

PB, NUTELLA, ice and almond milk vanilla whey protein shake

gizamo

It'll be hilarious if some random person got access to the White House phone lines again and just pretended to be Iran. If so, the recording of it will be hilarious when it gets released. I hope they demanded ridiculous shit from him in negotiations, e.g. "We always want try American PB&J. It's on bread, and has smears of jams and butter of the peanut. We demand 12 now and 6 more each month that the strait remains open."

jrex035

We're in the midst of the worst energy crisis in history and people are still selling FSLR like its going out of business. PE of ~14, PB of 2.4, no debt, 31% profit margins, wtf? SEDG is up 38% in the last months and it's a dogshit company by comparison

Delicious_Bicycle527

$550 strike????  Looks like your gonna make a mean PB&J.

External_Anteater730

Both datacenters & robots need energy to function, and China is the world's largest net importer of oil. There currently are no guarantees that these ships won't get blown up by Americans/Iranians, but negotiations are ongoing: [https://www.chosun.com/english/world-en/2026/03/18/YQDQXG4PB5BCVNUI3C5SX3XFR4/](https://www.chosun.com/english/world-en/2026/03/18/YQDQXG4PB5BCVNUI3C5SX3XFR4/)

platinumarks

She'll just be captured by Israel, given a sandwich and a drink, and flown home at Israeli expense again. As soon as she lands, she'll claim that she was tortured by Israel because she doesn't like turkey and would've preferred PB&J.

WSB-mods-are-

If I only have PB&J for lunch and Ramen for dinner for the next 183 years, I can make back the difference

Get_dat_money

I had a PB&j for lunch, it was delicious. I ate it with some grapes.

VerifiedGenius

I believe: SaaS on the way back up, NVIDA folding sell outs after earnings, while Intel, HP, AMD, and Micron actually holding weight of supply chain. Tech propagators, NVIDIA, META, Google, and similar American tech in direct pull of government agenda will stagnate the next few months. Notable increase for demand in integrated tech, making waves in the financial sector first, commodity silver, materials/minerals stocks fintech/local banks increasing gains with AI, DAVE, SoFi, PB, WesBanco, and diversified Japanese/ South Korean ETFs will grind the path to secure AI, proving new wave mentality from stocks to AI: safety=accuracy=performance. Who would’ve thought doing the logical thing all along was the best path forward, even if it was hard and we have to be patient? *I am not a financial advisor and this comment is not financial advice, only my personal opinion.*

WSB-mods-are-

Nothing but PB&J for lunch for the next 200 years ought to cover it

plumpypenguin

puts on AI, calls on PB&J sandwiches

RecursivelyYours

So I have actually done this at scale, but without scraping, but instead using AI to parse the reports. It took me months to do at scale but AI these days is really powerful and is very good at resonating and extracting values from reports in a normalized manner. Unexpected cases and industry specific metrics. I have created more than 80+ widgets and 20+ stock alerts about various metrics in my platform (from basic ones to PE and PB, industry specific ones like net interest income for banks or loss ratio for insurance companies, and alerts about things like inventory, solvency, fcf/earnings quality and many more). You have to account for various cases that could affect metrics and also account for the "recency" factor where things are getting better or worse in the most recent quarters. It's rather complex. I am not going to give a link to my tool because the sub doesn't allow it, but you can take a look to get some ideas, it's the social link of my profile, or just PM me and i will give it to you. Happy to help with questions about how to do it with AI, I have worked months on it :)

amvart

PE of 1.8, and PB of .3, wtf??

guoren83

haha, but I don't think this company will be delisted. Its fundamentals are sound, and with a PB ratio of 0.69, it's still cheap. However, BTC will continue to fall. Everyone is shorting, and the trend is unlikely to change in the short term. My strategy is to gradually build a long-term position.

Life_Eye_5457

I used to study fundamentals and found it to be a waste of time, bc Tech in the 90s had 2x the fundamentals as SPY and 2.5 to 3 x the PE, PB as value, Yet Tech outperformed them all to present times. People pay more for a booming stock, as we will now see in Ai in the next 35 yrs.

United-Win-2432

Petty theft and Europe go together like PB and j

usernamealreadyt_ken

700,000 and low confidence, the new PB&J

jrex035

Just did a comparison and EWJV looks better than EWJ on every metric. Better returns over 1 year, 3 year, and 5 year periods, lower PE, PS, and PB, lower expense ratio, AND better dividends to boot

handsome_uruk

After PB&J, Claude is peak American invention. Full port on Anthropic IPO.

Educational_Pop6138

When your primary product has its own spot price market and futures market you are a commodities producers (a heavy cyclical). Sometimes your commodity goes on a bull run for a while but eventually it cycles. Korean analysts (those that have covered memory for decades) price these things on a forward PB.

Educational_Pop6138

I've been holding SK Hynix for a while now. Looking to get out soon. Deep cyclicals inflect violently up as well as down. When analysts start using forward PE from forward PB to value them thats when you should start getting very nervous.

RecursivelyYours

I want to understand the history of a company, as well as key events, strategic positioning, and also the actual numbers of the company. Buying a company is not only about how good the company is, but how expensive or cheap is based on the stock price. So it is important to understand the underlying economics as much as possible. I have created a tool called StockAInsights that uses AI to parse SEC filings automatically and not only generate normalized metrics like PE ratio, PB, PS, ROE and all relevant metrics and of course statements as well, but also strategically analyze the company filings and tell me what risks they have, competitors, debt, regulatory issues, funding, dilution, quality of earnings and a lot of things that are really important. It is a multifaceted analysis that you need to do if you are responsible about investing. Like do you understand why a company would have a prime position in the market against its competitors ? For example, TSM is a company that designs chips that are really tough to replicate, effectively a monopoly. Can you identify that ? and do the economics align with that story? AI can help you distinguish that fast by reading filings for you for example. If you attempt to do everything manually I'd say it's very frustrating to derive ratios and account for non GAAP adjustments. You'd need paper and pencil for sure. A tool helps a ton to automate all that.

No_Feeling920

Wake me up when it can actually create something approaching the old Piranha Bytes RPGs (Gothic, Risen). Not even humans create stuff like that anymore (even ELEX by PB is bland). Played the Avatar, Horizon, Shadow of Mordor games and it just doesn't scratch the same itch anymore.

IBangTokyoWife

No worries man. We've both got real life! I'll look into solar a bit more. I wrote it off prematurely, it seems. Lots happening around nuclear but I get that that's decades away. When you get a chance, mind walking me through why you think HWM is reasonably valued? I looked into it but maybe I'm missing something. PE 59, forward PE 49. PEG 2.4 according to NASDAQ. PS 10, PB 16. EPS and Rev growth in the last 5 years have been impressive. If it continues, maybe? How're you judging valuation on this one? Looking forward to the list Always appreciate these chats. Pretty rare on Reddit, at least for me

FSO88

Price the same strike put for microstructure. If you're satisfied with paying the extrinsic (put prem) then go for it. It's a good proxy if DITM in a margin account provided they are deep enough not to pay more in extrinsic then it would cost you to carry the shares in your book. I am leveraged/PM/"in the box" treatment in a PB-relationship so I wouldn't do it for efficiency reasons. rn the GOOGL Mar27 forward is 341 with cash at 328. The Mar27 75D put is $23--you're paying $2,300 to carry the limited risk call.

Bl1nk9

From the comments I saw : ASAP for PB is Adminstratively Stalling All Progress.

_hiddenscout

So screening just gives you idea to jump from. This is gearing towards GARP, growth at a responsible price. Looking at APP, valuation doesn't look too bad from a PEG level, but the PS, PB, and PC is pretty high. Second step is I run the name through quickfs like [https://quickfs.net/company/APP:US](https://quickfs.net/company/APP:US) I like to see the trend of ROIC, EPS growth, Margins and Revenue from here. I also like to look at FCF growth [https://stockanalysis.com/stocks/app/financials/cash-flow-statement/?p=quarterly](https://stockanalysis.com/stocks/app/financials/cash-flow-statement/?p=quarterly) Which there looks pretty solid. I actually use like an LLM to run a DFC as well to see what the instrict value of the company is. So APP is just an interesting name, since some things look expensive while other look good. To me, this is a hard company to get a gauge on, so personally, I would just pass on it. Doesn't mean it's a bad investment or anything, but if I can't get a good grasp, I don't have confidence to buy. I also don't know much about the ad markets as well.

PossibleResearch271

This is correct, looking at a company’s PB Ratio is important but also what is the EPS and how is the EPS trending YoY?

FrostingSecret6900

**na lol** **Shift to AMD MI455X Instead of TPUs**: The same note specifies Meta is opting for AMD's Instinct MI455X accelerators over Google's TPUs for upcoming deployments. This isn't a full replacement but a strategic purchase shift to meet escalating inference and training requirements more efficiently. Meta has been AMD's largest AI accelerator customer, accounting for about 42% of AMD's 2025 GPU purchases (over 250,000 units of MI300X/MI325X/MI355X). Analysts project Meta to acquire 300,000–400,000 MI355X units in 2026, with the MI455X building on that for even larger scales. [$AMD](https://x.com/search?q=%24AMD&src=cashtag_click) **Helios Rack-Scale System**: Meta co-developed Helios with AMD, a rack featuring 72 MI455X GPUs and 18 EPYC "Venice" CPUs (Zen 6, 256 cores/512 threads on 2nm). It targets yotta-scale AI (10\^24 FLOPs), with aggregate 31TB HBM4 memory and 1.4 PB/s bandwidth. Meta is projected to deploy 5,000–10,000 Helios racks in 2026, supporting Llama models and a push toward AGI. This validates AMD's traction, with FY2026 revenue estimates at $70–100B, half from AI GPUs. Cooling is direct-to-chip liquid for both GPUs and memory, emphasizing efficiency in power-hungry data centers.

FrostingSecret6900

**Shift to AMD MI455X Instead of TPUs**: The same note specifies Meta is opting for AMD's Instinct MI455X accelerators over Google's TPUs for upcoming deployments. This isn't a full replacement but a strategic purchase shift to meet escalating inference and training requirements more efficiently. Meta has been AMD's largest AI accelerator customer, accounting for about 42% of AMD's 2025 GPU purchases (over 250,000 units of MI300X/MI325X/MI355X). Analysts project Meta to acquire 300,000–400,000 MI355X units in 2026, with the MI455X building on that for even larger scales. [$AMD](https://x.com/search?q=%24AMD&src=cashtag_click) **Helios Rack-Scale System**: Meta co-developed Helios with AMD, a rack featuring 72 MI455X GPUs and 18 EPYC "Venice" CPUs (Zen 6, 256 cores/512 threads on 2nm). It targets yotta-scale AI (10\^24 FLOPs), with aggregate 31TB HBM4 memory and 1.4 PB/s bandwidth. Meta is projected to deploy 5,000–10,000 Helios racks in 2026, supporting Llama models and a push toward AGI. This validates AMD's traction, with FY2026 revenue estimates at $70–100B, half from AI GPUs. Cooling is direct-to-chip liquid for both GPUs and memory, emphasizing efficiency in power-hungry data centers.

FrostingSecret6900

**Shift to AMD MI455X Instead of TPUs**: The same note specifies Meta is opting for AMD's Instinct MI455X accelerators over Google's TPUs for upcoming deployments. This isn't a full replacement but a strategic purchase shift to meet escalating inference and training requirements more efficiently. Meta has been AMD's largest AI accelerator customer, accounting for about 42% of AMD's 2025 GPU purchases (over 250,000 units of MI300X/MI325X/MI355X). Analysts project Meta to acquire 300,000–400,000 MI355X units in 2026, with the MI455X building on that for even larger scales. [$AMD](https://x.com/search?q=%24AMD&src=cashtag_click) **Helios Rack-Scale System**: Meta co-developed Helios with AMD, a rack featuring 72 MI455X GPUs and 18 EPYC "Venice" CPUs (Zen 6, 256 cores/512 threads on 2nm). It targets yotta-scale AI (10\^24 FLOPs), with aggregate 31TB HBM4 memory and 1.4 PB/s bandwidth. Meta is projected to deploy 5,000–10,000 Helios racks in 2026, supporting Llama models and a push toward AGI. This validates AMD's traction, with FY2026 revenue estimates at $70–100B, half from AI GPUs. Cooling is direct-to-chip liquid for both GPUs and memory, emphasizing efficiency in power-hungry data centers.

Paynis

[T Mobile is a partner](https://www.t-mobile.com/coverage/satellite-phone-service?gclsrc=aw.ds&&cmpid=MGPO_PB_P_25SATDLCH_1733093272988_179499437172_776370166686&gad_source=1&gad_campaignid=16905361613&gbraid=0AAAAAD79WuXHJPw44Qd0iiJ3mRHAcj6l3&gclid=CjwKCAiAvaLLBhBFEiwAYCNTfyDEIFNrQAOrnLOYc-myzYuupRNzlLxmp_UMTiW49Rif-zw_TTU17RoC17kQAvD_BwE). 🍞🍞🍞🍞🍞

PresentationNo634

Name: CyanConnode Holdings plc Ticker: CYAN (London Stock Exchange ‑ AIM) ISIN: GB00BF93WP34 Sektor: Technologie / Kommunikationsausrüstung UK Workers: ca. 115 🔹 Market Cap: ~£24,11 Mio. (~24 Millionen GBP)   🔹 Enterprise Value (EV): ~£42,06 Mio.  PS‑Ratio: ca. 1,51   PB‑Ratio: ca. 2,10   • triple Orderbook (~£180 Mio.) • Deal with India Government Smart Meter (~£70mio) Stocks ca 352 mio Free Float 63% Big investors Axia Investments Ltd. And Premier Fund Managers Mesh networks are not just a technology of the future—they have the potential to transform critical infrastructure in energy, communication, and transportation. Startups like Cyanconnode are strategically well-positioned because they have already implemented mesh networks in smart grids, providing a stable market and growth opportunities in the long term. Future Potential & Market Opportunities a) IoT & Smart Homes / Smart Cities • Every device can function as a node (lights, sensors, thermostats, cameras). • Advantage: Lower infrastructure costs and stable, self-healing networks. • Market potential: Billions of connected devices by 2030. b) Smart Grids / Energy Supply • Cyanconnode, for example, uses mesh networks for smart meters → real-time load management and energy optimization. • Advantages: Reduces power outages and enables distributed energy resources (DERs) such as solar and battery storage. • Long-term potential: Critical infrastructure, especially in emerging markets. c) 5G & 6G Networks • Mesh networks can serve as a backbone for ultra-dense networks. • Advantages: Higher bandwidth, lower latency, improved resilience. d) Autonomous Vehicles & Robotics • Vehicles and drones can use mesh networks to communicate directly with each other (V2V – Vehicle-to-Vehicle). • Advantage: Real-time collaboration without a central infrastructure. e) Emergency & Crisis Communication • Mesh enables networks that remain operational even if infrastructure fails. • Example: Natural disasters or military operations. Strategic Opportunities: • Scaling in regions with insufficient infrastructure (India, Africa, Southeast Asia) • Partnerships with energy providers → smart grid projects • Integration of AI/ML → predictive maintenance, consumption forecasts, and network load optimization

WhiteGirth

yall can thank guru PB trades for introducing FVGs to peter tuchman

Icy_Jelly_315

#SPY has been underperforming rest of world for a year LMAO🤌 ROW have taken podium places 1-8. SPY bros with their ATH be like the fat asthmatic kid who still hasn't finished but has BEATEN HIS OWN STRAVA PB LMAO🤌 Nice little nation but needs to face the fact that being pour is a choice LMAO🤌

WhoreIn_Buffet

PB&J and a glass of milk is the only right answer

RegisteredJustToSay

I'm not a TSLA stan and can't stand Elon but actually the person you're relying to is right - they said that it's always traded at a much relative to their industry, which is a defensible statement. Tesla's price-to-book (PB) ratio was its lowest in 2020, at 8, but was much higher compared to pretty much any other auto maker such as Toyota and GMs 1-1.2. Consider their P/E ratio was literally negative during the same period it's also fair to say that they were trading at a premium (they didn't have to give away money to get people to buy their shares). There are other ways to measure 'premium' obviously, but PB is about as classic as it gets since it doesn't try to measure the value of future income but tracks the cost of raising capital.

Sakrie

what specific niche? The WAM-V is a niche use fast surface ASV, but not the kind that you want to ram into stuff as a suicide vessel (or at least not currently). They are more very fast observational units as far as I have seen. For most marine naval tech, I point to Teledyne's vast offerings. The conglomerate controls the space, because the militaries can trust the proven track record in sensitive situations. For future Naval tech, it's Kraken because of their deep-sea offerings (battery and acoustics). Everything needs a battery and acoustics, and the deep ocean will become an important area in the future. I dn't think they get bought out because they are getting pieces of the Naval spending from basically every country in the Free World (including non China Asian ones). OPTT's still like a decade out I think from being anything useful . To my knowledge, these PB3 deployments (Navy on the East, now Anduin on the West coast) are testing-phase things to figure out how to actually use the data and how to actually place the super-expensive and defenseless buoys.

Own_Top_7009

thats the ath probalby 400 before PB to 350

Pioustarcraft

Gotta say, the Nike pegasus gave me massive blisters so I switched to Asics. The Asics were magnificent. During black friday I got the Nike alphafly at 50% off and just did a 10k PB with them... I am not ready to switch back to Nike yet but it gets me thinking...

btoned

Grilled PB&J boys. Don't bull rush me.

Zulumus

PB & Jet Propulsion?

PresidentKraznov

That's what I've got, a '21 PB. I mean I love the truck but 6 months in the shop (not drivable ) to get a couple of half shafts because that axle bolt recall bit me and actually failed. You would think they could at least manage to prioritize parts for actual vs preemptive for customers who didn't have a failure would be a no-brainer, so I can really only conclude they have no brains. And on top of it if you go to the NTHSB website and look up that recall "we have the parts." Bullshit.

Panduninja

I set up valuation alerts on moomoo for metrics like PE and PB. Once they stretch far past historical norms, that’s usually a signal for me to lighten up. Also been using their AI earnings summaries a lot. Helps me digest key changes right after reports drop, especially with names like NVDA where every small shift matters.

btoned

Who else is having an apple butter and PB sammich? 😙

ken-davis

Is PS and PB? Both all time highs now

ken-davis

Yep. Down to 32% in equities. If the shiller breaks 42, I will decrease to 25. PS and PB are at all time highs. People are going to pay for this.

nhalas

https://youtu.be/AmEWj0PB12s?si=Zi3SyO3s1hBpTVD4

WorkSucks135

Some stocks do. Companies with debt and low PB, i.e. value stocks, do very well in inflationary environments. Growth stocks, i.e. the entire S&P, languish. 

deployant_100

It's trading at a premium, but not every premium level is worth it. Historically the PB range varies between a rare 1.2 to a recent 1.7. 1.3-1.4 is the sweet spot, and right now it's 1.6, which is kind of high considering that you are also paying a premium on... cash. If you adjust the P and B for 300B of cash, it's in the high range.

deployant_100

True, but Ii's trading at 1.6 PB, which is kind of on the high range. And if you correct the PB for the huge amount of cash they are holding, it's trading at even a higher number. Personally I am not selling my position for now, but I wouldn't add up right now.

ShiangShaoLong

How so? For a PB ratio of 2 and forward PE less than 20?

WSB-mods-are-

ProTip: Eat PB&J for lunch every day to help offset the tens of thousands you lost in the market this year

Sakrie

FWIW I actually like the tech OPTT has, the WAM-V has a lot of use as a fast-moving ASV (Autonomous surface vehicle) despite the payload being relatively small. The PB3 has use-cases, but not nearly as many as people on reddit try to spin. It is not being used offensively, the specs for installation do not allow that. It is being used domestically to study the most effective ways to monitor ship traffic in/out of ports AFAIK. It will never be used for green-energy generation as a purpose.

Sakrie

Oh look, this cycle of bullshit again. Your information is a bit wrong, OP. [OPTT was sued by a decently large stakeholder](https://finance.yahoo.com/news/paragon-technologies-files-complaint-alleging-184000893.html) in 2024, which was dropped by Paragon (no reason disclosed) in August of 2025. [Paragon also publicly advised against the votes for increasing the number of shares in July 2024](https://finance.yahoo.com/news/paragon-technologies-recommends-ocean-power-203000793.html). They weren't "releasing a stream of bad news", they were realizing the board just kept diluting and never meeting long-term promises and recommended against more dilutions. They cannot produce enough WAM-V to meet cash-flow needs. They cannot expand their WAM-V production without cash-flow. They keep blowing money into PB3 and nobody actually buys the long-term service contracts on those things at the scale they promised investors years ago. They keep misleading retail investors (to me) about the status of their "field drone recharging" because the fucking patent was just approved in June 2025 (and patents don't mean shit besides an idea, anybody can file for patents).

Health_Code_T

Toasted PB&B is so legendary that the best musician in history loved it

Atomic_Hot_Sauce

MSTR is trading at 1.07 PB. Why pay a 7% premium when you can just buy Bitcoin yourself? I genuinely don’t understand why people buy this stock

Babajji

1PB is a good start

WSB-mods-are-

I'm built different. I was always destined to be poor. I love ramen, PB&J, corn dogs. all of it. But some of you gentlemen may not survive.

budoobudoo

You are probably not wrong. Just not right enough. If we're talking pure alpha in the metabolic disease game, let's zoom east to Hong Kong where the real fireworks are popping off. I'm eyeing Innogen-B (02591.HK) and PegBio (02565.HK) as straight-up superior moonshots right now, all laser-focused on the GLP-1 revolution that's exploding in Asia's massive diabetes and obesity market. These aren't diluted plays like UNH's insurance sprawl or HOOD's trading volatility; they're razor-sharp biotechs riding China's 1.4 billion-person wave, with approvals incoming and valuations that make US counterparts look like overpriced lattes. Let me break down why swapping some of that bag for these HK gems could 5x your portfolio by 2028—pure fire, no fluff. First off, the macro setup in Hong Kong biotech is straight dominance mode. While the US Nasdaq biotech index is grinding up a measly 20% this year, Hong Kong's Hang Seng Biotech Index has ripped 80%+, outrunning even AI hype. Why? Beijing's pumping state cash into "Made in China 2025" for pharma independence, with 14 fresh listings already raising over HK$18 billion in 2025—quadrupling last year's haul—and 36 more queued up. Valuations? HK biotechs trade at 8-10x forward sales on average, versus 18x+ for US peers, giving you dirt-cheap entry into 30%+ CAGR growth as Asia's diabetes epidemic (hello, 140 million cases and counting) meets ultra-long-acting GLP-1s that crush Ozempic's dosing hassle. No DOJ probes or Medicare cuts here—just streamlined NMPA nods and export pipelines to Southeast Asia. HIMS is cute with its telehealth subs, but it's a US middleman facing Amazon's boot; these HK plays own the IP and manufacturing in the world's fastest-scaling market. Take Innogen-B: This beast just exploded 296% on debut in August, opening at HK$72 after pricing at HK$18.68, and it's still humming around HK$50-60 with HK$683 million fresh in the tank from an IPO oversubscribed 5,365 times—HK$370 billion in bids from 260k investors, second-hottest in Hong Kong this year. Their crown jewel, Efsubaglutide Alfa (branded Diabegone), is Asia's first homegrown humanized long-acting GLP-1 agonist, already greenlit for type 2 diabetes in China and barreling through late-stage trials for obesity and MASH (that fatty liver goldmine worth $30 billion globally). Early data? 7% weight drop in four weeks, with monthly dosing that laps weekly shots—perfect for compliance in a market where 80% of patients ghost treatments. They're deploying IPO cash for Phase III global pushes, commercial ramps, and CNS add-ons, turning red ink (losses narrowed to HK$175 million last year) into black by mid-2026. Compared to HIMS' 50x P/E bloat and GLP-1 supply glut risks, Innogen's at <5x sales with zero revenue yet—pure asymmetry. Bears whine about Eli Lilly/Novo competition, but Innogen's local pricing edge (half the cost) and China-first moat mean they snag 10-15% market share easy, printing HK$10 billion revenue by 2030. UNH? It's a sleepy dividend cow at 13x earnings, dodging cyber headaches but capped at 8-10% growth; Innogen's your uncapped rocket to HK$300/share. Then PegBio seals the deal as the stealth assassin. Listed earlier this year at HK$15.60, raising HK$301 million for a HK$6 billion val, it dipped to HK$10 on open but clawed back to HK$15+ on pipeline heat—up 7% monthly despite broader volatility. Their lead, PB-119, is another long-acting GLP-1 banger for diabetes and obesity, with NMPA acceptance last year and marketing greenlight eyed for Q1 2026. Preclinicals on PB-2301 (GLP-1/GIP dual) and PB-2309 (triple agonist) target NASH and rare endocrines, diversifying beyond HIMS' one-trick pony. R&D burn was HK$280 million in 2022, tapering to HK$76 million YTD as trials wrap, with cash at HK$27 million pre-IPO now beefed for launch and expansions. Losses ticked up slightly to HK$283 million last year on zero revenue, but that's biotech math—post-approval, ARPU from chronic scripts hits HK$500/year per patient in a 500 million obese Asian pool. Versus HOOD's cyclical 70% transaction reliance (hello, 35% revenue crater in '22), PegBio's recurring revenue moat is ironclad, with PEGylation tech for custom peptides adding service upside. Analysts are mum on ratings yet, but the sector tailwind screams Buy; at 4x projected sales, it's a steal next to UNH's regulatory quicksand (DOJ antitrust, 85% loss ratios). PegBio could 4x to HK$60 by 2027 if PB-119 captures 5% China share, while HOOD prays for bull markets. Bottom line, apes: HIMS/HOOD/UNH are fine for balanced bags, but Innogen and PegBio are the asymmetric edges—cheaper entries, explosive China growth (20% GDP healthcare slice by 2030), and GLP-1 purity without US baggage. HK's policy rocket fuel means 50-100% pops on approvals alone, while US names grind through comps and comps. I'm allocating 20% here; dips under HK$45 for Innogen and HK$12 for PegBio are no-brainers. DYOR, markets flip fast, but this is where the smart money's flowing east. Who's jumping in? 🚀🇭🇰 #HKBiotech #GLP1Bets

FuckleUp

Just had a PB&BJ sandwich even cupped my balls.

WSB-mods-are-

My brain: *Eating only PB&J on tortillas for this week will surely offset the thousands of dollars you lost today* 🤡

NotBradPitt90

He just wants a new PB in Government Shutdown Days.

cinciNattyLight

It is below 1.6 PB now

surfinbird

Welp, it’s raining outside so sorry kiddies, I’m gonna eat all these PB cups myself. 😋

littlelowcougar

Do you watch the GTC events or listen to the conference calls? They can’t make chips fast enough to keep up with demand. And every 12 months there are new data center chips that LOWER the cost to run AI workloads compared to predecessors, such that it’s more cost effective for all the hyper scalers to upgrade. AI is now like electricity and internet. We, as humans, will never consume less than the amount we’re consuming right now. Let’s say current Blackwell chips can do all to all comms at 1 TB/s. Well, that’ll eventually be 10 TB/s, then 100 TB/s, then PB/s. New frontier models are being worked on every day that are being designed around these predicted memory bandwidth increases. So… no, there isn’t really a ceiling, we’re only at the infancy of the AI age. Think of NVDA @ $200 like Bitcoin at $100 so many years ago.

ishouldworkatm

Wow really They have some snacks that are very good, not all sure But their PB cup and their chili lime chips are excellent

Anfield_Cowboy

PB runs up in recession

EngineeringWeekly682

[“Exciting news! Instone welcomes Carolina Stone Products to the Capstone Family! This partnership means a stronger presence for Instone products in the Carolinas and beyond. Carolina Stone Products customers will soon enjoy expanded product offerings from the Instone platform, as well as support from the Instone team. We’re thrilled to welcome Carolina Stone Products to the Capstone family and look forward to building even greater success together!”](https://www.linkedin.com/posts/instone-co-_instoneco-capstone-carolinastoneproducts-activity-7388922556017459200-PB70?)

coolelel

Well... We're getting close. Shiller and PB ratios are closer to .com than ever.

serj1982

Dude I live on PB&J

NaiveMercury

I want to buy a snack sandwich from the cafeteria, I'll let you guys decide what I'll have today Upvote for PB&J and downvote for ham and cheese

NaiveMercury

PB&J or ham and cheese as a post lunch snack?

mrkitzero

https://x.com/TheAhmadOsman/status/1981598358088134687?t=H7k3k2YWiaeE0TMc0fEi1g&s=19 > be us > Larry & Sergey > a dorm in Stanford, caffeine shakes, wild ambition > slap together a janky web crawler > accidentally organize the entire internet > call it Google > build search, email, maps, docs, OS, phones, browser, car, satellite, thermostat, AI lab, TPU farm, and quantum computer > 2025 > everyone talking about AGI > OpenAI: “we need data, sensors, feedback, and scale” > us: staring at Google Maps, YouTube, Gmail, Android, Waymo, Pixel, Fitbit, Docs, Calendar, Street View, and Earth Engine > "damn. guess we already did that." > YouTube: 2.6M videos/day > Android: 3B phones, streaming sensor data 24/7 > Gmail: 1.8B inboxes of human priors > Search: global-scale RLHF > Waymo: 71M miles of real-world self-driving footage > Google Earth: modeled the entire planet > also your calendar > people training LLMs on books and PDFs > we train on humanity > every click, swipe, tap, misspelled search, scroll, and bookmark > feedback loop from hell (or heaven) > depends who you ask > OpenAI: “we need $100B for GPUs” > us: already built TPUs > custom silicon > datacenters pre-co-located with planetary data lakes > no egress, no latency > just vibes and FLOPs > coders: fine-tuning on GitHub repos > us: 2 BILLION lines of internal code > labeled, typed, tested > every commit is a training signal > Code LLMs dream of being our monorepo > AGI recipe? > multimodal perception > real-world feedback > giant codebase > scalable compute > alignment signals > embodied sensors > user data for days > yeah we’ve had that since like 2016 > no investor decks > no trillion-dollar hype rounds > just a 25-year accidental simulation of Earth > running in prod > OpenAI raises $1T to build AGI > investors call it revolutionary > us: quietly mapping 10M new miles in Street View > syncing another 80PB of Earth imagery > collecting another year of Fitbit biosignals > enjoy your foundation model > we OWN the foundation > people: “but Google is fumbling” > true > we’re fumbling in 120 countries simultaneously > with the greatest compute footprint and research team on Earth > fumble hard enough and you loop back into winning > AGI? > we don’t need to build it > it’s already inside the building > powered by Chrome tabs and doc revisions > mfw we spent 20 years indexing reality > mfw our data is so good it scares us > mfw the only thing stopping us from AGI is a meeting between four VPs and one confused lawyer > call it research > call it scale > call it “planetary simulation-as-a-service” > we call it Tuesday