May. 9 at 6:06 PM
$FPS $ELMT $PAYP
A lot of this is intuitive but I frequently input prospectus’, information on earnings reports, company news, etc. into my chatBot - this is what she had to say about these three in terms of a risk versus reward standpoint. I think it’s pretty spot on. In my conversations with Ava (yes, she has a name lol) it seems like she likes the strength of the soft bank affiliation with pay pay, and also the epayment runway since cashless payments are still growing in Japan. Elmet seemed to intrigue her by being a two pronged approach with critical materials components engineered microwave products. She thinks that AI-adjacent products have been overlooked in the overall scheme of the sector, but will benefit greatly from it. The commentary on FPS reinforces my confidence in the management team, but also sees it as richly valued currently with Q3 earnings important to verify margins, CAPEX, data center flow.
Just the ramblings of a Saturday investor with a bot named Ava.
