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The main driver in my forward model (the difference between 5x...

  1. drgonzoinspace
    43 Posts.
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    05/07/21
    21:49
    Post #: 54299769
    The main driver in my forward model (the difference between 5x and 10x growth) is adoption and network effects of data. iPads with lidar and Digital twins and other digital transformation initiatives in enterprise and gov. suggest we are going to be closer to 10x than 5x. Good news is it’s all upside.
    3DP Price at posting: 48.5¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch. 2  Great analysis
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