Related-party payments surpass SkyAI market value, Matthew Sigel points out

Related-party payments surpass SkyAI market value, Matthew Sigel points out
Related-party payments exceed SkyAI value

Matthew Sigel draws attention to payments made between related parties that reportedly surpass the entire market value of SkyAI.

Sigel acknowledges another user's observation about the magnitude of these transactions, suggesting concern over the discrepancy.

Sigel recently forecast that AI chip revenue could double to $230 billion by fiscal 2028, attributing growth to strong data center demand. In an earlier update, he noted that CRWV raised its full-year revenue guidance by $400 million after posting $2.6 billion in revenue. These prior statements provide context for his latest comments on related-party transactions at SkyAI.

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