@aleabitoreddit@TheRealTP Google doesn’t like suppliers having higher margins in general. So, it won’t last longer unless there isn’t enough supply available.
@mkfilko@UncleAlpha007 Look at CEPT (securitize) another sleeping giant. Barely moved. I missed BRUN since it was sleepy early on but spiked after despac. I expect the same thing happening with CEPT.
BTW, I’d get back in BRUN. Going forward I’d stick with your write up, not the ones you refer 😉!
I realized the potential early on when it was around $12 and got in around 23+ and sold today after market at 36+ after reading the article that you’d mentioned. His article was negative overall and gave the impression that it’s going to mid twenties.
I need to stick to my own conviction I guess.
@mkfilko@michaelsikand@StableBread I was bullish before reading the article and sold it in the after market due to the risks (dilution) mentioned by him.
I think the reality is in the middle. The orders will come slowly and steadily. It’s ultra bull market, so each news bite would take it to higher and higher. Markets are pricing in 4 years of growth within a few weeks time. So, it’s better to be in than out. Execution doesn’t matter in these sort of markets. Hope is all they’re looking for.
@Kaizen_Investor I agree with $SIVE but not for $POET. I had a huge stake and sold off on MRVL cancellation. They missed a great opportunity since Marvel is going to become a trillion dollar company.
800 Million potential revenue possibility. 11 times revenue would put this at 8.8 Billion, roughly 4x current market cap. This number is going to increase 2X to 3 x by end of 2027 which would translate to 8X current market cap conservatively. But the key is execution. There’s demand.