MojoStellar
09-03 22:44

# Winning Trades

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  • peepie
    ·09-04 16:43
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    17 was a gift, but the harder question is whether the AI story actually supports this valuation. The contract quality matters more than the cheerleading lol
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    • MojoStellar: 
      Agreed. The headline valuation gets the attention, but the real signal is in the underlying contract quality, duration, commitments, economics, and how much of the projected AI revenue is actually secured. The narrative is interesting, but ultimately the contracts have to justify the valuation.
      09-04 18:28
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