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Open original source ↗$BB Im not a seller anywhere at least for the next year or two unless something crazy happens, but am a dip buyer. Last add was at $8 on top of the $5.79 buys as shared, and I will just continue to look for places to add a little more.
If we see a broader sell off in the market this month, then that will be the time for me. It's fun to watch, but outside of that not taking any actions.
I expect that a lot of people will have borrowed conviction and at various times that will get tested. But I'm more focused on what the company is becoming, and where that road leads vs a quick flip. I am saying this while price is up. I never advise chasing price either fwiw. And just look for good places to deploy along the way with enough patience on each end of the PA
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$BB obviously up big today. A few reasons for that. One, they are generating huge free cash flow now, and the guidance set is that will continue. They also are doing a 5% share buyback, so there's no dilution risks to investors. Physcial AI, Robotics, NVDA partnership, medical, QNX being used in both Autos and the military like submarines with defense contracts. Robotics is currently viewed as a 4T market which they are going to play a role in. Large rev growth last year at 78% margins. I think in the next 1-2 years this is trading several multiples higher. Also @crypto_condom was the reason I originally got in the trade so the credit should go there for spotting this so early.
Pentosh1 ↗