$Tuya Inc.(TUYA)$ Tuya's payoff from innovation and international expansion will take time to materialize. It's a good sign that the company is continuing to aggressively execute partnerships (Firefly, V2 Indonesia) while waiting for the interest rate/consumer environment to become more favorable. There is a clear demand for Tuya's product; they just need to continue their positive revenue/EPS/margin trajectory while containing operating losses. I'm confident in their management's ability to do this; better to ride the wave early!
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