Hello everyone! Today i want to share some ai trading ideas with you!
1
$Frequency Electronics(FEIM)$ is nearly back at highs after the space / high beta sell off.
Reminder:
Set to hit $150M in revenue by FY29 which means it's growing ~32% CAGR over the next 3 years.
Whilst trading at 8x sales vs a company like $Rocket Lab USA, Inc.(RKLB)$ at 32x sales.
Again, not making the claim that $Frequency Electronics(FEIM)$ should trade in line with $Rocket Lab USA, Inc.(RKLB)$ but for similar growth forecasts, I'm not sure the difference should in multiple for be fourfold.
Currently +53% on $Frequency Electronics(FEIM)$
2
In the last 24 hours:
$Ouster Inc.(OUST)$ PT raised by Northland -> $60
$NEBIUS(NBIS)$ PT raised by Northland -> $410
I like these guys.
They don't just put a PT +10% from current prices.
Anyhow, $Ouster Inc.(OUST)$ is likely going far higher than $60 but a good start nonetheless.
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