E_Hendō

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E_Hendō

E_Hendō

@e_hendo_

The shadows Katılım Haziran 2010
1.1K Takip Edilen356 Takipçiler
E_Hendō
E_Hendō@e_hendo_·
@ShardiB2 whats this mean?...thats a previous area QQQ might go to to test?
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E_Hendō
E_Hendō@e_hendo_·
@KillaXBT @KillaXBT if we go under 60k is it a quick sweep candle that recovers or worse and we stay below that for some time?
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Stock Talk
Stock Talk@stocktalkweekly·
The stock I shared with our community members on Feb 25th was Mitek $MITK I think it is one of the most compelling SMID caps on the market at current valuations. This is the simple thesis I shared: Mitek’s Q1 FY26 investor presentation frames their core investment thesis clearly: fraud is entering a new phase where AI-generated synthetic identities and deepfakes are outpacing legacy controls, and enterprises increasingly need accurate, multi-signal decisioning across onboarding, authentication, and transaction risk, rather than stitching together fragmented point tools from multiple vendors. Mitek’s claim to win this shift is that its Verified Identity Platform (MiVIP) unifies identity verification, authentication, liveness/deepfake detection, and advanced fraud analytics in a single workflow, while still operating a mission‑critical check platform at scale. In layman's terms: Mitek is positioning itself as an all-in-one reality check for digital interactions, proving a person and their credentials are real even when attackers can generate convincing fakes. Fraud & Identity Solutions is now the growth engine and is overtaking the legacy Check Verification business. In Q1 FY26, total revenue was about $44M (+19% YoY), with Fraud & Identity Solutions at ~$25M (+30% YoY) versus Check Verification at ~$19M (+6% YoY), meaning Fraud & Identity is larger than Check in the quarter. On a trailing‑twelve‑month basis, the deck shows Fraud & Identity at $96M vs. Check at $91M, 51% vs. 49% of LTM revenue, explicitly crossing the majority threshold. Nonetheless, it is worth noting that the Check Verification business process 1.2B transaction each year, and has upwards of 99% market share, giving it strong pricing power if volumes wane. Mitek’s biometrics stack (acquired from ID R&D) includes IDLive Face (passive face liveness to detect presentation and injection attacks), IDLive Doc (document liveness), and IDLive Voice (anti‑spoofing voice liveness, it also added voice-clone detection that can score the likelihood speech was generated by cloning technology from only a few seconds of audio), and its site explicitly categorizes “deepfake attack” and “injection attack” as fraud types it addresses. It’s not just matching your selfie to your ID, it’s trying to prove you’re a live human and not a replay, a mask, or an AI-injected video feed. The distribution/customer access angle is one of Mitek’s most underappreciated differentiators versus many identity point-solution vendors. The investor presentation states its technology supports more than one billion mobile deposits annually, which implies it is already deeply embedded in high-volume banking workflows, and outside the deck, Mitek has publicly stated that it is trusted by thousands of organizations and that the majority of North American financial institutions rely on its mobile check deposit solutions. That legacy footprint isn’t just old revenue, it is a distribution rail: it provides executive relationships, procurement paths, and operational trust inside highly regulated customers who are now being forced to upgrade defenses against AI-driven fraud. Mitek isn’t just saying “we can tell if an image looks fake.” They sell tools that try to answer: 1) Is this a real person in front of a camera right now (not a photo/video/deepfake)? 2) Is the camera feed authentic, or is someone secretly feeding fake video/images into the app? 3) Is this ID document real and physically present, or just shown on a screen / tampered? 4) Is this voice real, or a voice clone made by AI? The stock is very reasonably priced for a growing small-cap trading at 12 forward P/E, 0.60 PEG ratio, 11x free cash flow, and 15x EV/EBITDA.
Stock Talk@stocktalkweekly

New position opened in small cap stock in new thematic basket at whop.com/stocktalk

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Flow God
Flow God@FL0WG0D·
$MITK - $64K Call buyer
Flow God tweet media
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E_Hendō
E_Hendō@e_hendo_·
@JoshMandell6 @KC102822 @JoshMandell6 So are you saying the coins that mstr buys are actually mt gox coins from the government seizure and that’s why all this buying from saylor hasn’t really reflected in BTC price higher as expected (down 50% from highs and 2024-25 muted cycle)?
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Josh Man
Josh Man@JoshMandell6·
@KC102822 Hello I've chosen to focus on btc and avoid any coins Which which might have been involved in the Mount Gox heist. Some people insist that they're all fungible but it's a matter of principle to me
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Josh Man
Josh Man@JoshMandell6·
MSTR common stock has never paid a dividend but supposedly gives you exposure Bitcoin price movements. STRC does not have direct Bitcoin exposure but it pays a dividend of nearly 1% a month. If you own one share of each, you essentially have a dividend paying common stock which is almost like staking your Bitcoin. They're Approximating Bitcoin defi
edofa₿@edofab

@JoshMandell6 @CedYoungelman Sorry my brain is not catching up even after asking Grok about your answer @JoshMandell6 😅 I think I am almost there but can you clarify “the two products put together” I see your pov and cap the BTC accumulation, but I am still unsure🤔

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