$RPI does look sort of cheap for GAAP forward projections.
- 2026 Forward P/E: $5.29 / $0.256 = 20.6x- 2027 Forward P/E: $5.29 / $0.400 = 13.2x- 2028 Forward P/E: $5.29 / $0.553 = 9.5xOff personal projections. Especially when you’re growing 58% Y/Y (expect this to beat again due to OpenClaw buying):There’s not really much of a premium when it trades at 2x fwd/sales. Especially when theres new TAM expansion opportunities in the AI agentic hardware space. The downside risk is, OpenClaw is just a short term trend. But Jensen did validate it as the next major trend at GTC.If it is structural demand and Raspberry Pi is the $NVIDIA(NVDA.US) for consumer agentic hardware… could be a great opportunity at ~$1B MC.Source: Serenity
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