Jack of All Trades: SKORE 03.02.2026
Strong Buy on Credo's 200% hypergrowth. Buy on MongoDB's Rule of 40 inflection and AES deal arb. Hold on Riot's near-zero EBITDA and ASTS's execution-dependent valuation.
Strong Buy on Credo's 200% hypergrowth. Buy on MongoDB's Rule of 40 inflection and AES deal arb. Hold on Riot's near-zero EBITDA and ASTS's execution-dependent valuation.