The stock has surged significantly over six months, driven by its position as a high-growth AI infrastructure company. Analysts highlight potential from a partnership with Microsoft for GPU expansion and strong funding access. However, concerns are rising due to its now-stretched valuation, the high costs of building data centers, and general execution risks, casting doubt on the near-term outlook. Despite these risks, a major bank maintains a buy rating with a price target, suggesting belief in further upside.