Jamie Zammitt

@MarketMatrixs $INOD

If you had $100,000 to put into 2 stocks for the next 5 years, which ones would make you the most money out of these 15 names? 1. $NVDA 2. $SNDK 3. $MU 4. $AMZN 5. $ASTS 6. $RKLB 7. $PLTR 8. $ONDS 9. $HIMS 10. $MSFT 11. $DRAM 12. $NBIS 13. $IREN 14. $ZETA 15. $AMD I know my two

@HunterAllen4 Agreed

$INOD THE DIP WAS JUST MISSED Up ~28% today. Up ~150% in one week. This is a 500$ stock chilling. This was under 50$ LAST weekend. KEEP EYES X FAM - Q1 revenue: $90.1M (+54% YoY) - EBITDA: $25M (+97% YoY) - Gross margin expanded to 47% - EPS: $0.42 crushing estimates - Cash: $117M - No debt drawn Potentially a 1000$ stock if hyperscaler demand keeps scaling. NOW the market action (this is the real change): $INOD just went through a full repricing event: ~+86% post earnings move ~+117% YTD ~+219% over 1 year This is no longer “small AI services speculation.” This is the market aggressively pricing in AI infrastructure demand. The core moat (what actually matters long term) Innodata builds the data layer behind generative AI: LLM training fine-tuning AI safety/alignment RLHF multimodal annotation model evaluation Basically: the picks & shovels powering frontier AI models. And the scale is accelerating FAST. 2025 revenue: $252M (+48% YoY) 2026 guidance now raised to 40%+ growth again. That implies: ~350M+ projected 2026 revenue. The hyperscaler linkage is the important part: $INOD works with multiple major Big Tech AI companies. Management previously disclosed relationships tied to several “Magnificent Seven” firms. New customer programs alone are expected to add: ~$51M incremental 2026 revenue. That’s massive for a company this size. Why this matters structurally: AI models are useless without high-quality training + evaluation data. As models get larger: data quality becomes MORE important — not less. That creates long-term demand for: trusted datasets safety pipelines human feedback systems agentic AI evaluation This is where $INOD sits directly in the stack. The financial structure: TTM revenue: ~$283M Net income: ~$39M Operating cash flow exploding higher 10,000+ employees globally scaling delivery capacity And unlike many AI names: $INOD is already profitable. Phase shift Early → outsourced annotation company Mid → AI infrastructure validation Late → hyperscaler AI repricing cycle $INOD is now transitioning into a real AI infrastructure platform story. The market is starting to realize: AI isn’t just chips and GPUs. The data layer may become one of the most valuable bottlenecks in the entire ecosystem. $INOD $PLTR $NVDA $AMD $GSIT $MRAM $POET $QUIK $MU $AVGO $TSM $GOOGL $SNDK $SNDK $HIMX $TSSI $NVTS The AI infrastructure trade is still very early. Go follow @LeifInvests & @CKCapitalxx & @kastriooot8 Three amazing accounts for research and dd Credits to Leif for pointing out the move today 💪 Not financial advice. DYOR.

[6/6] The infrastructure is turning invisible. The impact will be impossible to ignore. Full conversation with @JamieZammitt ( @BVNKFinance ) on the Stablecoins & Gaming Report 2025 Podcast. 🎮 🎬 Watch: youtube.com/watch?v=Cu8IVF…

@materios_ntwrk Would be good to connect with someone on your team. How can I contact you? Please free to DM

Ladies and gentlemen... we now have a decentralized public testnet! 🥳🥂

@scottmelker @IOHK_Charles Brilliant episode!

"I Lost $2.5 Billion While The Government Destroyed Crypto Investors" | @IOHK_Charles 🎙️WATCH NOW:

I made something personal this Christmas - in memory of my baby brother, who passed away before age 2. I’m supporting @MakeAWishUK to help children who are fighting for their lives. If this video moves you, please like or repost so more people can see it. 💙✨ #MakeAWish

@ChrisGPackham x.com/jamesmelville/…

The BBC serves democracy across the world , it serves the people , and we must act to defend it . If you’re an employee , past or present , a contractor , a freelancer , if you’ve worked for the BBC in any capacity , please sign my open letter at defendthebbc.org

@WilliamJHague If it was about security you would be pushing and advocating for self-sovereign decentralised digital identities. Where people own their own identity on a blockchain not what you are all proposing. The tech is there for self sovereign DIDs. But not opting for that means control

The reaction to Digital ID shows the government still hasn’t explained it clearly. This is about security, not control. Other countries are moving ahead; Britain can’t afford to fall behind. I may have to write about this again soon.

@ShanAggarwal Without a doubt 👍🏽

A digital economy needs digital dollars, so it's no wonder stablecoins are quickly becoming crypto's killer app. Supply is already at an all time high with a record $300B, with momentum pointing to $1.2T by 2028. It's no longer if, but when.

@SLFMR1 @MasumiNetwork Good seems to have got the reaction we all wanted 🙏

That looks much better now!! @MasumiNetwork to the TOP!!

@Padierfind I hope the is does get funded

The Masumi Catalyst Proposal is currently likely to not get funded. If you like what we're doing with it, please consider giving it a vote :) Thank you!

@SLFMR1 I agree. This should be a must. It’s exactly the type of project needed

It’s over for Cardano adoption! Nobody is voting for mass adoption by big brands, why? projectcatalyst.io/funds/14/carda…

@trivolvetech @TheOCcryptobro @LaPetiteADA @krissbaird @navir333 @Sic2336 @udaisolanki @SuperSolow @aerokrator @nowhale_goudvis Really hope you get this 👊🏽

Dear Cardano, Your unwavering support for ‘Indianchain’ is boosting our energy and strengthening our responsibility to work even harder! There are still 9 days left to vote for ‘Indianchain.’ To vote, please search for ‘Indianchain’ in the Catalyst voting app! 🗳️

@AThrouvalas @adahandle More people need to know this

You guys know that your ADA handle can represent your bitcoin wallet as well, right?🔵🟠 Go to handle site, tap your handle, and hit "personalize." Then tap the "Cross Chain" option, press "add," and enter your BTC address. Bitcoin handles will be part of Charms Wallet btw💎

@IOHK_Charles Agree. What we need is a full on program where founding entities engage with companies who are moving a lot of stablecoins today on a daily basis for corporates and look at partnering which is what all the others are doing. So hard to engage. Been trying and nothing.

It's a good start and I'm glad that social pressure has improved the risk appetite. We still need a community elected board. This is the last mile to reconciliation

@Cardano_CF Would just love it if we could engage. We try to but it’s the only blockchain we can’t seem to speak to. No one has ever replied. All others are always speaking to us to collaborate and find ways to increase stablecoin adoption. It’s a shame.

2/ We will provide an eight-figure ada amount in liquidity to Cardano stablecoin projects. 📊 We will also back DeFi adoption and liquidity through initiatives like the Stablecoin DeFi Liquidity Budget: adastat.net/governances/e5…

Unveiling the next phase of our roadmap for Cardano adoption. • 8-figures $ada for stablecoin liquidity • DeFi liquidity initiatives support • 220M ada delegation to new DReps • $10M+ RWA launch • 2M ada to the Venture Hub • Expanded promotion & adoption Thread: 🧵

@IOHK_Charles @Florian7788 We should talk. Conversation with us at BVNK would be another one.

@Florian7788 None of the custodians provided support for CNTs because the CF never paid them to upgrade. We had to backfill them so that CNTs could be custodied and listed on exchanges.

New Partnerships every day, and also CNT support at Copper!

@njacobs22 @AdaBeacon @NewsAsset @rom1_pellerin Agree. I am just saying we should tread with caution as people will believe it is actually a fact and then if it doesn’t happen the disappointment is greater. We have seen this many times already. It ends up hurting us by hyping something and then potentially not happening.

@JamieZammitt @AdaBeacon @NewsAsset @rom1_pellerin But you know Cardano is 100% more mature than any other coin besides the two mentioned.. so why make a big deal about people already making a list of what fits within the laws parameters. $ADA is the sleeping juggernaut that is starting to wake up and run

The Clarity Act bill shows us what cryptos would be considered “Mature” under its guidelines. The conclusion that everyone is running with is that the only digital assets that fall into these guidelines are: - Bitcoin - Ethereum - Cardano What about Monero? LTC? SOL?? 🧵

@EPOCHpool @martypartymusic @TapTools @rom1_pellerin I don’t doubt Cardano should qualify

@JamieZammitt @martypartymusic @TapTools @rom1_pellerin Correct me if I’m wrong but doesn’t it list no blockchains specifically? It’s up to interpretation given some constraints as shown here? DYOR and form your own opinion congress.gov/bill/119th-con…

JUST IN: The Clarity Act now recognizes only three blockchains as “Likely Mature” under U.S. standards 🇺🇸 — Bitcoin, Ethereum, and Cardano.

@AdaBeacon @NewsAsset @rom1_pellerin Yes but what @rom1_pellerin confirmed is Cardano is not mentioned on the act in any way. This is kind of what is being reported and I would just say we should not jump the gun just yet. We seem to do that a lot to our detriment

@JamieZammitt @NewsAsset @rom1_pellerin