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@santivende El problema es que REAX todavía no ha implementado bien estos servicios adyacentes. Hoy representan solo una fracción del revenue y profit, y crecen a un ritmo poco atractivo. A seguir monitoreándola.

@santivende Sigo bastante a $REAX, no la veía venir. Al principio no me gustó, en la superficie pareceun un deal equivocado. Pero dado que el objetivo de la compañia es aumentar el magro profit vendiendo servicios complementarios, sumar 150k agentes puede tener sentido.

@HoldMyPosition Liked the article! Started my positions few months ago, avg $19,5. Do you have a financial model? Any estimates? I think we're on a sweet spot, HESAI is geopoliticaly toxic for the west and Lazr has died. Hoping to see a great StereoLabs integration and industrial scaling

Roads. Ports. Warehouses. Stadiums. Data centers. All of them blind. $OUST is giving them eyes. Lidar sensors plus AI software plus cameras. 1,200 contracted sites across 65 million square feet of critical infrastructure worldwide. Revenue up 52% in 2025. Profitability by 2027. Thesis below. 👇 open.substack.com/pub/holdmyposi…

@usppdd Do you still hold $50-80 target by the end of the year?

I’ve been the most reliable source on $OUST on X for years, yet I only have 1,474 followers—300 added just last week. That tells you how undervalued this stock really is.

@DollarCostAvg Sadly, none

Anthropic deal or $MSFT X $IREN ? What do you guys think?

@eldaminato No trates de entenderlo, relajate y goza! 😂 Todo sentiment nada de fundamentals

Forward P/E: $INTC 62x $AMD 45.5x $NVDA 23.9x Forward P/FCF: $INTC -1.322x $AMD 66x $NVDA 26.7x Operating Margin: $INTC -9.4% $AMD 10.7% $NVDA 60.4% ROIC: $INTC -5.8% $AMD 6.6% $NVDA 117% Vienen cada vez mas raras estas burbujas.

@DGretta_Author What is your PT? Think there’s time to get more? My avg cost is $19

If you are an $OUST investor like me, and you got in like me at a good average cost then all you really need to do going forward is absolutely nothing. Unfortunately for many stock investors, doing nothing for some reason is difficult.

@daniel_koss Love the company. My avg. cost is $19, but only 5% of my portfolio. What’s your price target? I’m considering increasing my position.

$OUST up another 8% today. Up almost 50% since I added it on April 10. I said multiple times this stock has the highest upside short-term, which is why I made it 28% position in my last portfolio update. Adding a ton of performance to my YTD, nice.

@daniel_koss Yes, please! You have many followers outside US. I thinks sub is the best , to eliminate all the fighting that comes along with X

Investors who follow my trades on Autopilot are up 43% in aggregate in less than 1 month. Cool! :) Only thing that bothers me: I'm up over 70% in the same period. Autopilot has a few rules (that make a ton of sense) to protect investors from reckless portfolios. I can NOT: - add leverage via margin or calls (did both in my personal account) - add non-US accounts, a bummer since I made huge gains with a chunky 30%+ $KRKNF position into earnings - make positions bigger than 25%, my main issue since I often run VERY high concentration up to 100% - update trades more than every 5 days, another sensical rule but suboptimal for me since I sometimes don't trade at all and other months make multiple trades a day Where should I share my full "no limits" (full degen for max gains) portfolio in the future? Substack? Or just simply on X?

@DeepValueBagger This would be nice! Please don’t become the regular guy with a substrack and DD

One really good idea I want, is like a Socrates Hour. We can have discussion in Socratic method. I think we can kill a whole hour by asking the nature of, "What is a quality company?"

I'm really tired of arguing with random people in my posts. I have been thinking about creating a smaller circle, "DVB Circle". I would like to share more long form format. I have a couple thesis I think could be big. I have a really nice research pipeline to produce great reports to share to. But i hate to be that guy with a sub. And I hate to be the guy having to nuture it. You guys know I don't need the money but it would be nice if I have a fund to increase my local LLM hardware. The idea is 1) I give you excellent reports from my research pipeline. 2) private discord for like-minded people 3) small fee to subsidize my local LLM hardware + cloud fees etc. 4. You get some really interesting thesis on my mind.

@MarkosAAIG @KashRamki Solid take, long here, thanks!

Good post by @KashRamki on $NUAI. They are definitly taking good steps and i own shares also. I want to add a quick note for less experienced investors on the “analyst community is catching up on $NUAI” framing: Northland’s own disclosure states: • They underwrote NUAI’s public offering in the past 12 months • NUAI has been an active investment banking client • They intend to pursue more banking fees from NUAI in the next 3 months • They make a market in the stock In other words: this is the company’s own investment banker publishing a research report on their own client. So be aware of that. Post-offering initiations from the underwriter are near-automatic. It’s called the “booster shot”. banks that underwrite offerings typically initiate coverage once the quiet period ends, and the ratings skew overwhelmingly positive. Academic research (Michaely & Womack, and others) has repeatedly shown that underwriter analyst recommendations are systematically more bullish than non-underwriter analyst recommendations on the same stocks, and that their stock-picking performance underperforms. This is a well-documented structural bias. So be aware of that also. Doesn’t change the investment thesis but just a small note from me to you on the factors that influence the Northern coverage.

@atin0x @chozzz_ @BurgerFcts Yyy pareceria un choreo (y eso que estoy acostumbrado a que me choreen con la comida)... usd37 la hamburguesa con side en smith & Wollensky ($70 si sumo postre+vino) , no se, digo

@chozzz_ @BurgerFcts Te parece mucho? cuánto sale algo así afuera?

Cena en Felisa Parrilla, la propuesta gastronómica de @BurgerFcts. Excelente el gusto de la carne madurada en la hamburguesa y las papas super cumplidoras. Recomiendo ir y pedirte un vino para acompañar. Precio por persona: $85000 ars.

@SJCapitalInvest Sad to hear, we’re losing one of the best accounts out here… Best of luck on the new journey my friend!

@SJCapitalInvest New Challenge? $40K to $1M account? Looks interesting 😁 Keep with the good quality, very appreciated!

@adrianratam Jodete, digna reflexión de un miserable

Una experiencia más Este fin de semana celebramos años de casados. Así que hace una semana me puse a investigar un lindo lugar para comer y encontré varios restaurantes recomendados Michelín. Había un montón en Buenos Aires, y después de un trabajo de investigación que incluyó artículos periodísticos, precios y ubicación, elegimos uno finalmente por el barrio. Nos quedaba a unas 10 cuadras, tenía un menú con cosas que parecían muy ricas y calculé que saldría alrededor de $ 200.000 una cena para dos, con servicio de mesa, entradas, platos principales, bebidas y postres. No es barato, pero el lugar lo ameritaba. Una vez en su web, vi que había lugar para el día y la fecha que quería. Y me hizo poner una tarjeta de crédito por si no iba o cancelaba faltando menos de 24 horas, con la advertencia de que si no iba me iban a cargar un consumo de $ 40.000. Que quede claro que las condiciones estaban clarísimas Faltando casi 24 horas para la cena me sentía descompuesto. Cancelemos, me dijo mi esposa. Yo le dije, vayamos igual, vos comés de todo, yo comeré un pollito con puré o algo así. Faltando 3 horas para la cena vi que realmente no podía ir, me sentía muy incómodo. Llamé al teléfono que ponen en el mail que mandan con la reserva, media docena de veces y siempre me tiraba el ocupado Finalmente, al no poder hablar con nadie para explicar la situación (también mandé mensaje por Instagram hace una semana y nadie lo respondió) terminé intentando cancelar la reserva, cosa que no pude porque faltaban menos de 24 horas, pero había una opción de avisar que no asistís. Así que la toqué y me mandaron un GRACIAS POR AVISAR. Al rato recibí un mail informando que la reserva había sido cancelada y un alerta de consumo por $ 40.000 La verdad es que me sentí bastante defraudado. No sé muy bien por qué, ya que todo estuvo dentro de lo que ellos mismos habían avisado que pasaría. Compartí esta sensación con familiares que me dijeron que el lugar podía estar bueno, pero cuando les piden tarjeta directamente ni hacen la reserva. Claramente la culpa fue mía por seguir adelante. Además, algo que sentí fue que al lugar se puede ir con o sin reserva, por lo cual la mesa que no ocupé claramente podrían haberla usado para otra gente. Era un sábado a la noche, zona transitada, lugar de renombre, la mesa seguro fue ocupada por otra gente. Eventualmente lo que me hizo sentir este restaurante son unas ansias enormes de querer ganar siempre, más allá del trato con el cliente. Porque la mesa la tenían disponible (con reserva cancelada) para ocuparla de nuevo y si no la ocupaban por X motivo (precio, día del mes, etc) seria porque es habitual tener espacios vacíos en ese lugar. De nuevo, esa sensación de que conmigo tenían que ganar sí o sí es lo que me defrauda de estos comerciantes. Claramente no pondré más una tarjeta en una reserva. Bienvenidos los lugares de barrio como Los Chanchitos, en donde te reciben sin reservas extrañas y comen dos personas muy bien por algo más del dinero que me hicieron pagar a cambio de nada.

@badgernewman @samelifeenjoyer Agree! Very different 2-3% to 30% ownership

I question the revenue/profits for NUAI. They are a partner in the development. Won't 80% of revenue/profits go to the limited partnership? We have yet to hear what NUIA ownership % will be. This remains a mystery to me. Can you explain your model and how the revenue/profits will be shared?

Here is $NUAI by the numbers. This is done in comparison with similar deals across the market. Share count info here is pulled directly from the info shared in the presentation deck. Current market cap: ~$300M Fully diluted shares: 82M The Revenue Math NNN lease rates: $10-12M per MW annually 200MW Phase 1 = $2B-2.4B contracted ARR 450MW Phase 2 = $4.5B-5.4B contracted ARR 1GW+ full buildout = $10B+ annually Note: I believe MWs will be able to be contracted on the higher end due to the power/demand environment hyperscalers are facing. You could plug in $7b-$8b per MW if you want to be more conservative. The Land Math 492 acres acquired at raw Permian Basin prices Estimated acquisition cost: $500K-$2M Fair market value with signed hyperscaler tenant: $50M-$200M That spread = pure GP equity before construction begins The GP Math Development fees per project: $40-$60M Management fees on AUM: 1-2% annually GP carry on profits: 20% above hurdle rate Stacks across Texas, New Mexico, and future sites The Valuation Math Comparable infrastructure platforms: 15-25x contracted revenue At conservative 10x Phase 1 alone: $2B x 10 = $20B implied valuation vs $300M today. That’s a potential 66x from current market cap on Phase 1 alone. All of the above assumes execution on phase 1 goes according to plan. Again we have to remember the market and institutions are looking for confirmed revenue. Simple example: $IREN is completely different from $NUAI and further along in their execution story - but in the same way the market only prices what exist today even though many of us would agree PA should be higher. These numbers reflect what gets built tomorrow. That’s the bet. NFA. $NUAI

@warbirddotcom shortea

#MELI va a pasar de ser un E-commerce a una empresa de Logística y Fintech. Eso pricea el mercado. Y el 20% que le cobraba a los comercios pq su gran asset era el consumidor, lo va a perder.

@SJCapitalInvest Smart moove!