all of this depends on: 1. The amount of sales we actually land 2. the value of our tech v. Others we compete against 3. if the tech does not outstrip our solutions to it
comparing to NVDA isn’t wise because they had massive barriers to entry and AI is a generational tech development that is impact all industries globally.
there is tremendous upside with the upcoming Land 156 deal. A miss has downside, though given the $100m in sales already this year that downside is moderate. The upside is however big. Anything $50m plus will be solid. It is a tricky stock in that we never know when contracts will come in and there’s not really any external indicators to guide that. TAM keeps growing though with the increased geo-political tensions and growing evidence of drone superiority.
DRO Price at posting:
$1.91 Sentiment: Buy Disclosure: Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)