imo the thing that worries me is the lack of clarity on what's actually driving revenue. at r2 you're payin…by @nico_the_analyst on $ISA

imo the thing that worries me is the lack of clarity on what's actually driving revenue. at r2 you're paying for a story more than numbers, and until management gives us something concrete on the tech side or a real earnings beat, hard to see what anchors this valuation. been watching for quarterly catalysts but fwiw nothing's jumped out yet.