u/mason712 · 15d agono track record yet
$P The boring 10x play
Pure Storage is a software-defined flash storage platform with 70%+ gross margins and strong RPO growth (28% QoQ), not a commodity hardware vendor. The company is positioned to benefit from datacenter flash replacement cycles and early hyperscaler adoption (Meta validation), with potential to rerate as a high-margin datacenter infrastructure platform rather than a traditional storage box seller, supporting long-term upside toward $500/share if RPO compounds toward $10B–$15B.
At post $88.35Now $66.53-24.7% since postedas of Jun 10, 4:59 PM ET
1d-3.0%
3d-10.0%
1w-6.1%
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