GBA Presents: THE GREEN MARKET

stonedinvestor said:
THE STOCK OF 2022 WILL BE......

C3.ai: A damaged IPO

Shares of C3.ai have been demolished since its IPO in late 2020, but it is far from down and out. After the IPO hype wore off, shares of C3.ai,which offers AI as a service,sunk over 70%.

C3's AI software uses predictive analytics to further application development and efficiency. The company offers its services to businesses that might not want to produce this technology in-house, or might not be able to. It serves oil and industrial companies, many of which probably won't attract the best AI developers in the labor market.

The company's quarter ending July 31 (its 2022 first quarter) had revenue growth of 29% to $52 million and customer growth of 85% to 98 customers. Its gross margin rose from 74% one year ago to 75% in its first quarter, but its sales and marketing expenses jumped more than 155% to $36.8 million. This resulted in a net loss of $37 million, compared to the year-ago quarter's break-even status.

C3.ai now trades at 22 times sales, which is more reasonable than the 80 multiple from the beginning of this year. The company has immense network effects as a result of obtaining more data from an increasing amount of customers. And that, in turn, makes its AI software more effective for the next customer. This gives me confidence that C3.ai will become increasingly valuable to its customers, propelling its revenue and customer count. Despite its drastic fall this year, C3.ai's potential is immense, and I think the company has a chance of catching up to its IPO price in 2022.

VAN--- !
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Stoney, I have been recommending this to everyone I know.
It's a long term play.
Anywhere around $45-$46... it'll be fine.
So yes.
Maybe even buy 50 for the college fund.
Just 50.
If it ever hits the $30's, get 50 more.
 
How's our "soaring" Marqeta now Stoney?
$26 and dropping.

vanzandt said:
Regarding my call on Marqeta, I think I might want to back peddle here on my confidence with this one. There's just too many little subtle things I don't like. I'm not saying it belongs in Granny's shorts, but I don't think it'll be a Roblox either.
I dunno Stoney, I think our play on this one, is to not play this one. I just have a bad vibe on it.
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You're welcome.
-sv
 
vanzandt said:
The other one is Zoom Info.
ZI.
$70 yesterday.
I've said this 1/2 dozen times... That stock is one strong.
Just give it time.
Zoom Info and C3AI are my number one tech picks for next year.
And of course our dog SNAP.
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Your pick EVLV also seems on its mission after the earnings:thumbsup::thumbsup:. Did take part of the table at 7.50 though
 
stonedinvestor said:
200 APPS PLANTED AT $70.40
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Stoney,
If we get another tech selloff, this thing will make a run at $60. $65 at minimum.
I know you saw it at $90 and you thought it was cheap at $70, but remember, it was also at $50 in late August.
I think you should sell it here at $68 and change. I really do.
Buy 200 of Zoom Info with the money. $71.50 or see if it goes a little lower.
Better prospects. Look at a 2 year charts of both.
I could see the bottom falling out of APPS.
ZI is channeling up. If you could catch $68 on ZI, it's a no brainer.
 
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