@mathlonning After being in this stock for a while, Will almost certainly be some explanation for this which involves it not being as good news as you'd anticipate π€£. Directors taking planes out for a spin or something random
@QualCompounders If they get net Income to 6 billion within the next 5 years, and it trades at a 30 multiple.. that's 180 bil market cap which is only really a double from where it currently is and more like 15% compounded annual returns
I know Iβm not the first to say this on here but I really do hope that J.D. Vance can be persuaded to come over here and publicly demonstrate his support for Farage at the next election.
@TacticzH Pivoting to credit based charging & management showing re acceleration of net new revenue on recent earnings call. With new AI chips, inference costs will drop massively & so I think the economics of credit based charging will become a massive tailwind (hopefully).
@RahulSetty_ Can't have that serious businesses are going to vibe code their own CRMs, would be a mission critical mess. Pricing for AI credits will deal with any seat count issues (if that even happens). Think the sell off is way overblown.