Voting Machine Vs A Scale
Hi All,
I'm very excited about today's announcement and progress of the Surf Powered by On-Demand program and wanted to share a pertinent quote for the price action over the past year.
"In the short term, the stock market is a voting machine, in the long term, it's a scale"
The price action we have seen over the past 3-6 months is not indicative of the "weight" of this business, it's a reflection of the "vote" negative sentiment that has surrounded the stock, not all of it unjustified.
Currently, trading at .7 of 2026 revenue, the stock is criminally undervalued. I've done a lot of due diligence on this stock, and It's very exciting to see the key parts of this thesis come together.
- Surf Powered by On-Demand on pace to exceed 100 Brokers by EOY
- First Enterprise customer signed ahead of scheduled
- OperatorOS targeting H2 2026 Go Live
- Electric Demo Flights starting in the next few weeks
And management has shown a lot of confidence in their plan with the revenue target increase and EBIDA burn decrease announcements.
I encourage everyone to remember that these kind of turn arounds and growth stories do not play out over weeks and months, but quarters and years. Today was a big one to confirm that SurfOS is for real.
The scale will show the truth in the long term; it's just your job to diamond hand this shit until then.
Yeet.