Total Ideas
2
Bullish Ideas
1 (50%)
Bearish Ideas
1 (50%)
Recent Activity
0

"Now, the final company is one that I really much enjoy and that's Cororee. In the past 5 days, it has been destroyed, down nearly 22%. Despite the recent sell-off and the concerns over debt and volatility, I do believe Cororee is going to be just fine. My thesis on the AI market leads me to expect this to be at least a $200 billion company within the next 5 years, supported by massive RPO growth and significant deals with players like Google and Microsoft."
Despite a steep recent decline, the speaker is bullish on Cororee, expecting a transformative growth trajectory driven by strong RPO growth and major partnerships, projecting it to potentially triple its value over the next five years.

"Just sell the Spectrum. Just sell it and move on with it. Stock's up 200%. We waited 15 years for this performance over the last year. I mean literally they used to fly us down to French Gana when they were launching these satellites back in the day."
The speaker explicitly advises selling Ecostar's spectrum assets, citing its strong run-up of 200% YTD and a long history that no longer justifies its current positioning, especially given regulatory pushback about spectrum use.
Sentiment