$BKSY ships its first Gen-3 satellite to $RKLB for a February launch -- offering 35cm imagery, AI analytics & sub-hourly data -- with more launches planned this year 👀
Here’s how I think about valuation with $CLPT:
I obviously think about and care very much about valuation. I care even more about the company’s quarterly execution in the context of the plan that was laid out by the CEO through the end of 2025. But I don’t think about it in terms of where the stock could go in the next 6-12 months.
I don’t fault anyone for playing the short term game, but if that’s what you’re doing, you have to base it on technical analysis (given where the company is at this point in time). That’s just not my approach.
Can the stock continue to run up with the current momentum?
Maybe. Maybe not. What I will say is that these types of runs tend to last longer than expected – especially for companies that can show some fundamentals to support the long-term vision.
Take $NVDA as an example: people thought it was expensive at $800M market cap, then at $1T, $2T, and now at $3T.
I’m not directly comparing Clearpoint Neuro to NVIDIA—NVIDIA is riding a generational tech wave with staggering revenue growth—but the point is, that there are certain companies where the fundamentals and surrounding factors can evolve rapidly.
$ABNB is such a horrible shit show. Honestly, 50% of times I’m having issues with their properties when I travel!
I paid 14k for 5 weeks in Mayfair, London for tiny 1 br apt.
They have no AC, no hangers, no hand towels, dirty furniture, slow 4G WiFi! 🤮
Superhost my ass!
It's not a like-for-like comparison, but shows how bad sentiment is in China.
Diageo, Brown Forman and Pernod Ricard all trade at higher EV/EBIT than Moutai, despite Moutai likely to grow earnings 13-15% this year vs the remaining 3 co's expected to decline in earnings.
@alc2022 $CLPT ClearPoint Neuro
Am still studying the company. Sales growth isn’t impressive however their technology seems quite advance + your biology background would be really valuable in understanding the tech behind the business
@ChrisKirkland43 get a scan! looks like a slipped disc or broken ribs. look for a vet that has truforma assays by Zomedica to get a quick GI exam done. Goodluck