Fundamentals: - Growing revenue +50% year on year - Major partnerships with global leaders - Apple Pay, Google Pay, Union Pay, Alipay, Ripple - BNPL exposure - US expansion commenced - trading at 4X revenue, with peers trading at 15-20x revenue
ความคิดเห็น
Massive volume this week and a genuine breakout.
Given how undervalued NOV was prior to the breakout and its valuation vs comps, opinion is that $1 within reach in 6 months.