Smart Sand股票討論區

Analysts upgraded their earnings per share estimates for Smart Sand, expecting improved earnings this year. They also upgraded revenue estimates, though growth is forecasted slower than the wider market. This clear improvement in sentiment should make shareholders more optimistic about Smart Sand's future.

Despite strong past performance, the company's future projections lag industry averages, potentially explaining its low price-to-sales ratio. Shareholders should remain vigilant due to its continued weak outlook and uncertain revenue growth.

"The world has $1 trillion of data center installed, and it used to be 100% CPUs.
In the next 5-10 years, most of that $1 trillion...will be largely gen AI."
-Jensen Huang
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CPU -> GPU
This means more Capex but also more revenue stream for cloud host companies.
It also means a restructuring or/and new infrastructure to be built. An incredible new revenue source for an already growing environment.
Let us dissect the winners for this shift from central processing unit to graphics processing unit...