Compared to its AI infrastruct

Compared to its AI infrastructure peers, $Rum Group Inc(RUM)$ still looks ridiculously cheap.

Look at the market caps:

$CoreWeave, Inc.(CRWV)$ MKT CAP around 52B

$APPLIED DIGITAL CORP(APLD)$ MKT CAP around 11B

The new $Rum Group Inc(RUM)$ CFO Mike, from $Intel(INTC)$ , is talking about a $1B+ revenue run rate for the $Rum Group Inc(RUM)$ group.

You don't need Wall Street math to see the gap. The $Rum Group Inc(RUM)$ group is priced like a sideshow while peers trade like core AI infra.

When this re-rates to peer-type multiples, that 2.75B starting point is how you end up talking multi-bagger.

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