SWE who took investing way too seriously. Small caps, founder-led, hyper-growth. Posting whatever I'm thinking. Right sometimes. Wrong other times. NFA.
Bought $INOD at $45 in April. Now at $93. Still adding. Deep dive on Innodata — the 38-year-old AI data engineering company powering 5 of the Magnificent 7
Yeah well, everything is possible, I’m more inclined towards the scenario where Q2 earnings will be a banger but because of the current sentiment in the market we won’t see a big move up, but after a while (maybe weeks maybe months) when sentiment flips back, I believe we will start flying
Yeah, fair enough, I agree. I genuinely think we're going to surprise the market with Q2 earnings just as the way we did with Q1 (maybe not in the same way but very close). After that gap up is inevitable. I don't want to miss these prices because after earnings we might not see it.
PS: No one knows except the management how they will report. So I might be wrong.
$INOD shorts are betting that Q1 growth was a one-time event, while CEO's basically saying - Q2 will be strong, and yes it may not have the things we did in Q1, but "we have more and more things going on, and that tends to even things out".
I have full faith in Abuhoff because I know what kind of CEO he is, if you look at the history of the company, there were times when they were on the edge of bankcruptcy and CEO didn't give up. Right now they're positioned very well to benefit from AI's growing demand. Long $INOD.
@QS9sn Yeah I totally agree, it’s just earnings will tell us a lot, meaning investors will change the way they see the company as well, so it’s an important day for $INOD
Must read for investors getting interested in $INOD, right now it sits at 69$/share, down from 125$. It's time to accumulate, July 30th earnings are around the corner, don't be late to the party.
$INOD earnings getting close, right now it’s time to load up, after earnings it might be too late, to beat those shorts they just have show them that growth of Q1 is continuous and not a single quarter metrics
$PONY sits at 7$/share, down 50% YTD, while Robotaxi revenue is up 350% YoY, robotaxi fleet has reached roughly 2000, and guided 3500 cars by EoY.
Business is growing, but investors dumping the stock because they have uncertain future, like can they keep scaling and not run out of money. Also, Chinese regulatory risk. For me this is nothing, I have faith in management, they keep guiding and delivering on their promises, do we really think a technology such this won’t be funded? Hello, they’re literally backed by Toyota. Anyways, do you own due diligence, but this might be the best long term opportunity in the market.