Lowcap Connoisseur.

Current: AI Maximalist

Previous: EduTech (Exited)

[Lowcap Connoisseur. @AaronComics]

@CKCapitalxx isn't 300+ pe ratio concerning? how much $trt have to grow to close this to a reasonable number?

[Lowcap Connoisseur. @AaronComics]

@goatdsalmon oops lol

[Lowcap Connoisseur. @AaronComics]

@italianinvesto Is it correct to compare a reseller with no moats to companies that actually integrate or made these ai components? $arw

[Lowcap Connoisseur. @AaronComics]

@CKCapitalxx Even you said the 4-5 b revenue will be in a few years time so you don't think the current price fully justified its current state?

If this runs to 100B cap this year, then isn't the market front running it too much?

[Lowcap Connoisseur. @AaronComics]

@FinanceDocUK Damm, I was just about to buy my first $novo share. I will wait for here for your bearish thesis.

[Lowcap Connoisseur. @AaronComics]

@asklivermore So many lagging names. Which ones will prosper is tough to know

[Lowcap Connoisseur. @AaronComics]

@alc2022 What gemini said
"While data generation costs approach near-zero marginal cost in silico or in vitro (in the lab), clinical development costs do not scale like software. Phase II and III human trials require physical clinical sites, patient monitoring, and years of execution.

[Lowcap Connoisseur. @AaronComics]

@pillheadddd why $reppo team dun want to do backing for their coin?

[Lowcap Connoisseur. @AaronComics]

@RosannaInvests $cifr already 7x from past year. I wouldn't call this being slept on

[Lowcap Connoisseur. @AaronComics]

@RosannaInvests Even with $crdo's growth, is it enough to justify a 3.5x 1 year jump in price? Isn't the market already pricing this growth in?

[Lowcap Connoisseur. @AaronComics]

@btchydra187 Where is all these liquidity going to come from now that the crypto market is dead as hell?

[Lowcap Connoisseur. @AaronComics]

@rgvrmdya @Tanaka_L2 @virtuals_io @ethereumfndn how much rev is #virtual earning vs $hype now?

[Lowcap Connoisseur. @AaronComics]

@CoffeeStocksGuy seen more shilling of $elmt recently

[Lowcap Connoisseur. @AaronComics]

@BlackScholesMan 3 potential risks by ai

CapEx: If scaling the 3D-printing experiences manufacturing failures, margins will suffer.

Concentration:"satellite taxi" is heavily concentrated so customers wield pricing power,

Substitution: potential risk of deep-tech developing better materials

[Lowcap Connoisseur. @AaronComics]

@goatdsalmon Are u still in $near or $zec?

[Lowcap Connoisseur. @AaronComics]

@RosannaInvests This is the risk of $fsly according to gemini

- High Infrastructure Costs: Fastly require massive capital expenditures to build and maintain data centers.
- Intense Competition: Competing against AWS, Azure, Google Cloud etc limits its ability to expand margins.

[Lowcap Connoisseur. @AaronComics]

@RosannaInvests At 130 P/e, isn't the growth already reflected in the price of $crdo?

[Lowcap Connoisseur. @AaronComics]

@CoffeeStocksGuy Still 121 p/e though

[Lowcap Connoisseur. @AaronComics]

@ParadisLabs @amitisinvesting But you have no position as stated in your previous post for $now?

[Lowcap Connoisseur. @AaronComics]

@ope_dave It is not. I tried building 1 for 2 months and the views are still small. It is not as easy as your screenshots imply.