
Just 3 months ago, European media called my $RPI thesis:
"A Meme Stock" where earnings isn't factored into decisions. 2 months ago, $SOI was labeled "overvalued, with nothing new with the thesis".This month it's $SIVE is "nothing special with Sivers or CPO, it's been around for years". Each are still hitting YTD highs with triple digit returns. Especially, Raspberry PI after it shattered projections by 52% to 55% fwd. rev growth from ~15% est.And I expect all 3 ($RPI, $SIVE, and $SOI) to keep delivering record growth as AI, SiPH, and CPO drive structural re-rating.Maybe after each negative hit piece... it's time for European media to look in a mirror? The ones focusing on actual fundamentals are the ones they're mocking.Source: Serenity
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