Post by
Ciao on Jun 21, 2024 4:02pm
Money Mark's comments today
His comments;
1) he's been buying the past few days, including today*, so he was likely resp. for the move this morning
2) 33% drop from recent high is a bargain, downside at .50, upside at $1.20
3) expects an acceleration in growth in Q3/Q4, not like the what was seen in Q2
4) he hears there has been large deals in the industry with it's partner and it will cascade down to GSI (used PNG analogy with Anduril)
It's a good watch, just scroll when he talks about GSI.
From a question: his best guess why institutions did not buy into GSI, Doug was a bit rusty and did not turn on investors,when he was on the phone he was better talking to Mark
* second mention of GSI