Dec. 1 at 6:28 PM
$JFIN For a small retail trader like me, the whole point is finding spots where fundamentals, sector tailwinds and valuation don’t match, and N/X/X/T is exactly that: multi decade PPA cash flows, hypergrowth in a microgrid/EV/AI convergence sector, yet an EV under
$200M and a sales multiple under 3x – the upside if the market “corrects” this disconnect over a few years could be life changing for those who sized it right and held 😎
