RT @StockMarketNerd: Well $SE is certainly looking very interesting here. I get the CapEx fears from the cloud entry & the desire for more communication. I get the fierce competition risk (not new). I get the heightened uncertainty surrounding the FinTech IPO. But I still think this has gotten super interesting. 18x forward EPS. 30%+ EPS CAGR for 2027-2028. Thoughts? Yay or nay?
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