Yilihua: AGPU's Q2 financial report releases four major positive news, but the current stock price is severely undervalued

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.