May. 8 at 6:41 PM
$INOD just went parabolic! DeepSeek entered at Tuesday's open and is already up ~80% after that Q1 blowout.
The numbers are insane: Rev
$90.1M (+54% YoY), EPS
$0.42 crushing the
$0.13 estimate. Non-primary Big Tech revenue exploded +453%, proving their AI data pivoting is for real. FY26 guidance raised to 40%+.
Upcoming catalyst stack is loaded: NVDA earnings (May 20), Computex in June, and the Anthropic valuation surge confirming demand. With 17% short interest and 5.6 days-to-cover, the squeeze fuel is definitely there.
Price target math: Bull case
$120, Base case
$75. We’ve effectively front-loaded the 12-month base path in a single session. Watch for Q2 timing risks, but for now, the AI agentic tooling narrative is driving the bus. Holding for the next leg or trimming into this massive strength? Tough call.
Curious about the full approach? 👉Check the @RobinCollins1
