Jun. 11 at 4:49 AM
$INOD
Meta deal may’ve been fluff—J Capital says it was just a pitch. But Q1 crushed: rev +120%, EBITDA +236%, real AI contracts across Big Tech.
Q2 pipeline includes legal AI tools in Europe + multi-
$M fintech deployment. Core platform Goldengate drives it—but lawsuits call it “rudimentary,” warn of AI-washing.
Valuation? Trades at ~39x P/E vs peers ~35x, EV/rev ~7.4x. Street target
$72.
High-growth, high-risk AI infra play. If Goldengate is legit, this rerates. If not… house of cards. Transparency = key.