@mchurchphoto Can’t give you any advice, but my view is that the stock is soon due for a legitimate rerating. Definitely some execution risk here, but so far they’re taking the right steps.
Everyone is chasing the obvious AI names while $DMGI is quietly building leverage to one of the biggest bottlenecks in the AI stack: power and infrastructure.
Tiny market cap. Massive optionality. Almost nobody is paying attention yet.
@AdamKoffler Exactly. I cherry-picked four examples because that’s what your original post did. Neither proves anything. If you want to argue extensions lead to lower production, show the full dataset and not a handful of names that fit the narrative.
@spacanpanman I’ve been following you since the $CANO debacle (RIP), and I’ve always appreciated your research and insights. Your background sounds a lot like mine, and I wanted to thank you for sharing.
@DaveHcontrarian A framework that treats every outcome as confirmation isn’t forecasting. If the market rises, the cycle is “still unfolding.” If it crashes, you were “eventually right.”
@AnfieldRd96 🥇 Player of the season: Szoboszlai
💪 Most improved: Ngumoha
👏 Unsung hero: Van Dijk
👎 Biggest disappointment: MacAllister
🔢 Rate the season out of 10: 5/10
@afcjxmes Think you all misunderstood me — it’s genuinely mad impressive how well VVD does with his head. Not many others in the world that can do what he does with his head both in attack and on defense