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@KEDM_COM 2 clicks

KEDM.com on X

“There's only 10 ways to do fraud.” @hkuppy and @herbgreenberg on why the same patterns keep showing up, and the thin line between a visionary and a fraud. Carvana $CVNA is a good example. A few years ago, it looked like the company might run out of money, with Herb joking that its car vending machines could become trampoline parks or indoor skydiving towers. Instead, the stock recovered and access to capital reopened. Being right about a questionable business doesn’t help much if it can keep financing itself.
@majgeoinvesting

Maj Soueidan on X

Absolutely right. And here’s why I like the CEO of $RFIL. He’s not touting “hypescalers” in his major TAM. He thinks some benefit will partly arise from the need for edge solutions because of data centers. He’s very quick to say that the opportunities are big in other areas. In my interview with him at the @MSmicrocaps 2026 virtual, I made sure to ask him how penetrated the telecom DAC opportunity was. He said barely. Will be interesting to fact check that, but that means the opportunity is pretty big and wide open. Back on the subject of data centers, I’m also hearing that modular data centers are finally gaining momentum. So, even though RFIL would not have a solution for hyperscalers, I’d presume they can have some presence in the modular business.