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"They're growing at a constant 50% plus rate, but people are worried if it's too good to be true." -Shay Boloor That question opens the $APP deep dive with Stock Market Nerd.

"They're growing at a constant 50% plus rate, but people are worried if it's too good to be true." -Shay Boloor That question opens the $APP deep dive with Stock Market Nerd.

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"It's not a deal breaker. It's not a red flag. I consider it a yellow flag." -Shay Boloor Customer concentration at $CRDO: the top four customers are around 33%, 28%, 13% and 10% of quarterly revenue. Two of them are more than half.

"It's not a deal breaker. It's not a red flag. I consider it a yellow flag." -Shay Boloor Customer concentration at $CRDO: the top four customers are around 33%, 28%, 13% and 10% of quarterly revenue. Two of them are more than half.

Futurum Equities

10,971 次观看 • 12 天前

"Qualified institutional investors are willing to lend $ASTS more than a billion dollars for over seven years with a 1.6% interest rate." The financing terms are a vote of confidence in the long-term opportunity.

"Qualified institutional investors are willing to lend $ASTS more than a billion dollars for over seven years with a 1.6% interest rate." The financing terms are a vote of confidence in the long-term opportunity.

Futurum Equities

22,956 次观看 • 2 个月前

WHY THE FUTURUM AI FIFTEEN IS SIGNAL IN THE NOISE -- BUILT FOR UPSIDE, ARMORED FOR DOWNSIDE Control layer: $AMD, $ARM, $TSM, $AVGO, $ASML, $QCOM, $MU, $CSCO Operating layer: $PLTR, $NOW, $ORCL, $SNOW, $IBM, $CRWD, $PANW, $NET, $CRM Expansion layer: $OKLO, $MDB, $ALAB, $ADBE

WHY THE FUTURUM AI FIFTEEN IS SIGNAL IN THE NOISE -- BUILT FOR UPSIDE, ARMORED FOR DOWNSIDE Control layer: $AMD, $ARM, $TSM, $AVGO, $ASML, $QCOM, $MU, $CSCO Operating layer: $PLTR, $NOW, $ORCL, $SNOW, $IBM, $CRWD, $PANW, $NET, $CRM Expansion layer: $OKLO, $MDB, $ALAB, $ADBE

Futurum Equities

55,632 次观看 • 1 年前

Daniel’s 2026 predictions

Daniel’s 2026 predictions

Futurum Equities

22,912 次观看 • 8 个月前

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