$BIDU has the most compelling AI product on the market with Comate. When sentiment on Chinese stocks turns expect this to lead the way. Amazing that CNBC only covers the same 10 stocks and never does a deep dive into China AI. Watch the video to understand Comate and then…

Look at the Woodman discount. $GRMN vs $GPRO EV/Sales. And yes, shareholders STILL pay for his plane

$GPRO shareholders consider this. If $GRMN bought $GPRO for $4.5 a share ( a deal everyone has been waiting for) GRMN would add 20% to their top line by spending 2% of the market cap...but this is the person standing in the way. Disgusting

This CEO owes his shareholders money..the anti -Musk. Is it

$TSLA If Elon Musk deserves $47 bil for a job well done and the Musk premium on the stock...than which high profile CEO deserves to give back his G550, Yacht, and egrigous pay package for being the worst CEO of the past 10 years? If this CEO stepped down his stock would be up…

$EGIO Let's clear up some misconceptions. Yesterday a note was put out by an analyst challenging our thesis. We maintain the company will be bought at a significant premium to here.
1- $EGIO Is a significant player in the CDN space which is crucial for edge computing and the…

So $MSFT swtiched from $AKAM to $EGIO claiming that $EGIO has better tools, pricing, and support. And why is this stock not $60 today?? This is taken fro Copilot

$EGIO is still the most compelling valuation in edge.
thenewstack.io/chipmakers-put…

$EGIO. Edge computing is in the industry's spotlight, with recent announcements from $DELL, $SMCI, $AMD, and $INTC. Despite a challenging stock performance, $EGIO has reported record revenue and has one of the largest edge networks in the world. Its client list includes: $AMZN,…

Being asked about Hunterbrook. While I admire the fire in Sam Koppleman’s belly, he should be reminded that he did not invent activist short-selling. Citron was started when he was in Kindergarten and had over 150 stories written before he even finished high school.  Citron…

$BIDU Citron maintains $200 tgt. South China Morning Post reporting as the if the deal is DONE with $AAPL. scmp.com/tech/big-tech/…
Last month Citron called $BIDU the most underappreciated name in AI. Since then risk/reward has become more asymmetrical In past 2 weeks XI has…

$GEO Market appreciates the presentation put out yesterday that shows the NAV of the company of over $29 a share. Once $GEO refinances...boom, even without extended ISAP funding investors.geogroup.com/static-files/0…

$GEO thoughtful article on SA puts a price target of minimum of $23 based on multiple expansion. Depsite proscpects never being better and cash flow consistent, the ESG mafia has pushed this to all time low multiple. This remains the best idea the market is not giving propert…

The recent $COIN site malfunction makes the long Bitcoin/Short Coinbase trade one of the most compelling trades in the crypto market. This means going LONG bitcoin through an ETF and short the bloated Coinbase exchange.

$GEO's investment appeal grows daily, albeit for troubling reasons. The Laken Riley tragedy underscores the unsustainability of the current catch-and-release approach, signaling a likely return to stricter immigration enforcement. This shift could necessitate the expanded use of…

$BIDU should trade to $210. It remains the most underappreciated name in AI. Despite being the clear leader in AI in China, their stock is trading at a historically low multiple. The China slump WILL end. Citron recommends investors look at the work of Fawne Jiang at…

Consider this if $JMIA traded at 5x sales comped to $Meli, it puts $JMIA at $15. More importantly, Africa is an underpenetrated and faster growing region than Brazil. Nigeria and Kenya only has brighter days in future with new government dedicated to tech and ecom and Jumia IS…

Amazed at the Jumia transformation. Stock can easily trade up to $10+ on just the optionality of owning a company that does not burn cash that owns the mindshare, logistics, payments, of billions of underserved people. That is why Starlink partnered with Jumia...the obviously…

OMG. Jumia $JMIA just put up one of the most impressive quarters EVER. Revenue up 28% while operating loss down over 100% (constant currency). EBIDTA loss down 99%. The Jumia brand has become so strong that they grew revenues while eliminating unprofitable categories and…