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ID: uwu5F4xp/biz/60742530#60743032
8/5/2025, 6:54:18 PM
ai dashcams last year used to have a pe of 10.80
now it's barely breakeven since it's spending more on capex and marketing, the nvda cards for the data center must have been expensive
pe is a meme and is just a snapshot of where the company may be, but you can easily go from negative pe to pe 1000x to pe 10x and vice versa over a few quarters depending on what the company is using their profits on, you have to look at the whole picture
they could be outright losing money but if they're demonstrating their revenues are growing faster than their expenses, then thats operational leverage and it's a good value pick assuming they're really cheap along with like 50% CAGR or something lmao
1000x price-to-revenue is insane though, even the big tech companies since dotcom can only sustain like 15-20% CAGR longterm (compounding dont forget, so 15-20% is actually still insane basically a straight slope up on a LOG chart)
now it's barely breakeven since it's spending more on capex and marketing, the nvda cards for the data center must have been expensive
pe is a meme and is just a snapshot of where the company may be, but you can easily go from negative pe to pe 1000x to pe 10x and vice versa over a few quarters depending on what the company is using their profits on, you have to look at the whole picture
they could be outright losing money but if they're demonstrating their revenues are growing faster than their expenses, then thats operational leverage and it's a good value pick assuming they're really cheap along with like 50% CAGR or something lmao
1000x price-to-revenue is insane though, even the big tech companies since dotcom can only sustain like 15-20% CAGR longterm (compounding dont forget, so 15-20% is actually still insane basically a straight slope up on a LOG chart)
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