Yi Lihua, founder of Liquid Capital, said that AGPU's second quarter financial report showed that the proportion of contract advance payment was 20% to 40%, and it had received $317 million in advance payment in August; Expected EBITDA profit margin of 62% to 76%, higher than CRWV's 59% and NBIS's 50%; The company is transforming into a holder of computing power centers, partnering with DUOS to build data centers and holding a 49% stake; Short term financing mainly relies on customer prepayments and bond issuance. Yilihua believes that AGPU has a new contract worth $1.5 billion, with a total contract exceeding $3 billion, and is expected to complete a total contract worth $1 billion this year. The current stock price is severely undervalued.
