@PurgeTheShadow PurgeTheShadow

PurgeTheShadow posts on X about $gpro, gopro, ai, guess the most. They currently have [--] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

[--] Week [---] -8%
[--] Month [-----] -53%

Mentions: [--] #

[--] Month [--] -32%

Followers: [--] #

[--] Week [--] no change
[--] Month [--] -23%

CreatorRank: undefined #

Social Influence

Social category influence cryptocurrencies technology brands finance stocks social networks celebrities countries

Social topic influence $gpro #7, gopro, ai, guess, business, $100m, target, in the, calls, just a

Top accounts mentioned or mentioned by @grok @thestardrift @broncho1881 @heymxple @ykmasda8k80 @fl0wg0d @patonc1973 @elonmusk @brianrumsey10 @rstockinvesting

Top assets mentioned GoldPro Token (GPRO) Opendoor Technologies Inc Common Stock (OPEN) DisChain (DIS)

Top Social Posts

Top posts by engagements in the last [--] hours

"@heymxple i think its a pretty good buy. i agree their debt is not ideal but they did a major upgrade on [--] cameras and another is coming. plus their new entrance into ai. heres the post i made recently🫡 (Stock Pick) $GPRO: Is GoPro a Good Investment at $2 🚀 (1/4) The short answer: GoPro is sitting on a goldmine. They have over 450+ PB of video data and over [------] hours of video collected so far ready to be licensed out to premium clients who can easily afford to pay well. https://t.co/nwEqKG487G (Stock Pick) $GPRO: Is GoPro a Good Investment at $2 🚀 (1/4) The short answer: GoPro is"
X Link 2025-10-16T08:10Z [--] followers, [--] engagements

"(Stock Pick) $GPRO: Is GoPro a Good Investment at $2 🚀 (1/4) The short answer: GoPro is sitting on a goldmine. They have over 450+ PB of video data and over [------] hours of video collected so far ready to be licensed out to premium clients who can easily afford to pay well. Image via Stratus Research #StockMarket #investing #AI"
X Link 2025-10-14T18:11Z [--] followers, [----] engagements

"Why should GoPro make more than $100m (3/4) [---] HD video data is more valuable than static pictures right It can be used in a lot more diverse and complex applications: VR Autonomous Vehicles Robotics Simulation Training Film & Television and more. I believe their revenue could be a lot more than $100m. What about $300m $500m $1B Maybe more. And its high margin. That could make GoPro a $10+ billion dollar business. $GPRO is still a $2 stock with a market cap of around $325m. And this thesis doesn't even account for their main business of action cameras $GPRO at $2 is a great price. I think"
X Link 2025-10-14T18:11Z [--] followers, [--] engagements

"Why now (4/4) $GPRO launched its AI Licensing Program [--] months ago and its already underway. The future is here companies make progress when they work hard and innovate. The short-term (1-year) price depends on how the story develops and how much people buy into it. My bet $GPRO could go from $2 to $20200. You have to risk money to make money. Theres no way around it. However it's not even about the money. Its about having the vision to see something before everyone else agrees with you. Is it really possible that you will be rewarded for seeing the big picturethetruth🤯 Let me know what you"
X Link 2025-10-14T18:11Z [--] followers, [--] engagements

"@thestardrift nice. im a believer in $GPRO. i think the AI training program is gonna be bigger than expected 🚀"
X Link 2025-10-23T21:33Z [--] followers, [---] engagements

"(Stock Pick) Deep dive into $GPRO. A reward for those who can read. 🤓 (1/6) 🧵 Ill tie it all together by the end to show why the stock should go up. On October [--] [----] a jury in Contour IP Holding LLC v. GoPro Inc. returned a verdict awarding Contour $8.2 million in damages for past infringement on older GoPro models. While this might initially seem like bad news its actually a favorable outcome compared to the potential risks. Contour sought up to $174 million (or theoretically $522 million if willful infringement was found via treble damages) which could have bankrupted GoPro"
X Link 2025-10-23T22:45Z [--] followers, [---] engagements

"Why Its a Win for GoPro: (2/6) No infringement found on GoPros cameras from [--------]. Two of the three patent claims were invalidated. The jury did not find willful infringement so no treble damages were awarded. This avoids massive financial damage and portrays GoPro as a company that made an honest mistake not an evil one"
X Link 2025-10-23T22:45Z [--] followers, [--] engagements

"Implication: Hedge Fund & Quant Angle (3/6) What do you think hedge funds quants etc. were betting on before the news Im betting quite a few thought of the trade like this: Hypothesis: [--]. Full loss on [--] claims = $174M. [--]. Willful infringement = treble damages $522M. [--]. Any hit over $100M risks bankruptcy dilution or financial strain. Short-Sell Play: [--]. Short GPRO pre-Oct [--]. [--]. Big loss bankruptcy (they win). [--]. Small loss cover & buy back. Result: GPRO paid only $8.2M clear win. Shorts should now cover to respect risk management and their strategy. Its a rat race to cover at the best price."
X Link 2025-10-23T22:45Z [--] followers, [--] engagements

"Will the buying be significant (4/6) To know if the buying will be significant lets see if the selling was significant: 2-3 weeks before the lawsuit GoPro fell from a high of $3.05 to an average low of $2.20. Thats a 27.9% drop. Here is the kicker. On October [--] the day of the favorable results on the case these firms actually sent it down from around $2.20 to $1.975. 🤡 The total 2-3 week move was -35%. It makes sense for shorts to short on the day of the case. Send it down and shareholders will despair that our company is evil and we lost. Sounds pretty good for them right Im not so sure"
X Link 2025-10-23T22:45Z [--] followers, [--] engagements

"Why NOW (5/6) There are approximately 15-30 hedge funds that actively trade stocks based on legal cases. Lets say just [--] funds. The first fund to cover benefits the most. The other funds will have to buy higher. On October [--] over 42.9m shares were traded in the electronic exchange. Someone is already moving. If you look at the chart below what do you notice since Oct [--] The stock has been trading with a floor of $2.00. This strongly suggests someone is covering their short position or outright buying"
X Link 2025-10-23T22:45Z [--] followers, [---] engagements

"Were almost done. Just a little more. (6/6) On Nov [--] [----] GoPro has their own case against Insta360. It is the FINAL DETERMINATION. (The case that determines if GoPros rival products will be banned from US markets) The ITC (The International Trade Commission) in July [----] has already recommended a limited ban against the Chinese owners of Insta360 Arashi Vision. Long story short Its not a full ban but should represent a tactical win translate into a modest boost in GoPros 40% US market share and open the way for a future lawsuit. 💰 The ultimate big picture is: Imagine theres double risk for"
X Link 2025-10-23T22:45Z [--] followers, [---] engagements

"@YKMasDa8K80 Yea Im definitely new to X and bet many people feel the same 🤣 I do my own research and have been trading and investing for [--] years so figured I might as well share it. 🤝 Ill keep sharing info on mainly GoPro for now and other stocks later. GL"
X Link 2025-10-24T05:39Z [--] followers, [--] engagements

"@FL0WG0D i actually wrote a DD on $GPRO recently. 🚀 People are sleeping. 💤 https://x.com/purgetheshadow/status/1978161737984598076s=46&t=Fy7sSOndMLOmTKR_WJIJEA (Stock Pick) $GPRO: Is GoPro a Good Investment at $2 🚀 (1/4) The short answer: GoPro is sitting on a goldmine. They have over 450+ PB of video data and over [------] hours of video collected so far ready to be licensed out to premium clients who can easily afford to pay well. https://t.co/nwEqKG487G https://x.com/purgetheshadow/status/1978161737984598076s=46&t=Fy7sSOndMLOmTKR_WJIJEA (Stock Pick) $GPRO: Is GoPro a Good Investment at $2"
X Link 2025-10-28T18:05Z [--] followers, [----] engagements

"@PAtoNC1973 i wonder what price everyone is gonna be paying once we get an openai grok or other ai deal for their ai training data 🥴"
X Link 2025-10-28T22:53Z [--] followers, [--] engagements

"$GPRO 🐄 -New ITC Final Determination (Nov 17-21) -It was scheduled for today during trading hours but got delayed due to the gov shutdown (Nov 10) -The final determination is expected to ban their competitors infringing products (Expected to boost GoPros market share by 5%) -Could unlock revenue (50-90m revenue estimated) -Opens the path for a massive compensation (75-200m+ based on conservative estimates)"
X Link 2025-11-10T20:35Z [--] followers, [---] engagements

"People dont know that we the people of $GPRO are an insane group of gigachads wizards and champions. We cannot be demoralized. We are eternally happy because we are all monkeys who are in possession of valuable bananas aka $GPRO shares"
X Link 2025-11-10T20:41Z [--] followers, [---] engagements

"milk is good for your bones $GPRO $OPEN"
X Link 2025-11-10T20:53Z [--] followers, [---] engagements

"I had a divine revelation from God. I will be victorious because God willed it. Consider the probability that Im telling the truth. $GPRO will rocket. 🚀"
X Link 2025-12-11T20:54Z [--] followers, [---] engagements

"I had a divine revelation guaranteeing my victory. I am the chosen one. Thisis a battle with a guaranteed outcome in my favor. I will be victorious with God's Help. What is the probability that I am telling the truth $GPRO 🚀"
X Link 2025-12-15T18:08Z [--] followers, [---] engagements

"@thestardrift yes they said negotiations with an s. it means more than one i wonder who these guys are. My guess is OPENAI and we get a deal similar to $DIS. several hundred million dollar contracts is peanuts to these players I think gemini grok perplexity are also good candidates"
X Link 2025-12-15T18:19Z [--] followers, [--] engagements

"I am the chosen one. $GPRO I have absolute divine protection guaranteeing my victory because I ask God for protection against the evil. My revelation for total dominion will come true. It is a guaranteed outcome. As the price of $GPRO converges towards infinity everyone will soon see my revelation come to be true. The time is coming soon. https://twitter.com/i/web/status/2001026890769813644 https://twitter.com/i/web/status/2001026890769813644"
X Link 2025-12-16T20:29Z [--] followers, [---] engagements

"❓can you find the stock ❓ this was my post banned all across shitty censoring reddit (last time i go there humph 😤) -i want a stock that can absolutely ROCKET 🚀 -i want a US based company -i want a stock with a famous brand name -i want a company whose revenue is turning positive next quarter for Q4 [----] -i want a company whose EBITDA is expected to turn positive next quarter -i want a stock with a P/S under [--] -i want a super undervalued stock 🫰 -i want a stock that can 10-20x or 50-100x like $OKLO $RKLB $PLTR $CVNA -i want a stock where my allies are absolute based gigachads who will"
X Link 2025-12-17T20:04Z [--] followers, [---] engagements

"whoever bought 250k shares right after my post thank you and good job🫡 $GPRO ❓can you find the stock ❓ this was my post banned all across shitty censoring reddit (last time i go there humph 😤) -i want a stock that can absolutely ROCKET 🚀 -i want a US based company -i want a stock with a famous brand name -i want a company whose revenue is turning https://t.co/qYGO2rVpIc ❓can you find the stock ❓ this was my post banned all across shitty censoring reddit (last time i go there humph 😤) -i want a stock that can absolutely ROCKET 🚀 -i want a US based company -i want a stock with a famous"
X Link 2025-12-17T20:15Z [--] followers, [---] engagements

"I am the chosen one. God has revelatorily decreed that one stock most likely $GPRO (current $1.60) but if not replaced by another will rally to at least $80 minimum (most likely higher) with 99.999% probability before April [----] and guaranteed before January [----]. If delayed beyond April [----] the minimum target updates to $200. This outcome is 100% unstoppable and metaphysically guaranteed by God no selling shorting or action by any player can prevent or influence it. All apparent catalysts or reasons are merely surface explanations; the true driver is God's decree itself. Even temporary"
X Link 2025-12-19T19:07Z [--] followers, [---] engagements

"@thestardrift you can add $AISP to the decoy list as well"
X Link 2025-12-19T20:21Z [--] followers, [---] engagements

"Hello hello. Its a wonderful day. Top of the morning to you. Good day sir. I said good say. Just a reminder. The first calling out is coming soon. Then comes the freeze. Also just a random thought: My model indicates that the total effective short float on $GPRO is approximately 266%. Plus or minus. Just my opinion of course. When I say effective I really do imply legal means. There is no accusation from me. The only thing I do know is that the shorts are in an empty room. Your mouths are open ready to feed. But wait the room is empty. Theres no one left to prey on. Where is everyone You won"
X Link 2025-12-22T20:55Z [--] followers, [---] engagements

"$GPRO News: dji drone ban was today. & GoPro vs Insta360 Final Determination deadline is February [--] as well. From Grok: Will the dji drone ban affect their camera sales Yes the drone-focused restriction will likely have a noticeable impact on DJI's camera and gimbal sales in the US though not as severely as on drones themselves. Long-term: Yes negative impact. Stalled new releases and potential consumer caution will likely hurt sales growth in the camera/gimbal segment pushing more buyers toward alternatives. Drones are DJI's core business but cameras/gimbals are a big revenue driver for"
X Link 2025-12-23T01:37Z [--] followers, [---] engagements

"Dear short sellers How are you today Top of the morning to you. Wonderful day. Just wanted to share something interesting. It could really help you. When $GPRO goes to $80+ the effective short losses will be legendary. I estimate the total effective short losses to be at $12B minimum. And at $200 you can double it. The comedy is after all expenses you can make maybe $1 of profit shorting. But you can lose $200. Are you at least 99.5% sure that your short bet will pay off The greatest irony is although Im standing at the front door of your dark room you are free to leave and I wont stop you."
X Link 2025-12-23T20:10Z [--] followers, [---] engagements

"@thestardrift Same. But you would be better off doubling your position in $GPRO right now. Getting a [--] cent or [--] cent discount is nothing compared to losing out on $80-200 upside. Im much more likely to buy right now before the stock makes an inevitable rise up. dm me"
X Link 2025-12-23T20:37Z [--] followers, [---] engagements

"Just wanted to say my personal model indicates the total effective short float is 265% on $GPRO. (Note: Effective short float is not the same as the regular reported short float. Its based on my own proprietary formula.) Shorts trying to send it down is a pretty cute move It should save them a couple pennies if they succeed. Saving a couple pennies on an $80 to $200 move up also doesnt make much sense. I dont think it will happen because theres no sellers left. But if it does happen that would be a great opportunity to double or triple ones position. We can all buy at the bottom right Right"
X Link 2025-12-29T19:48Z [--] followers, [---] engagements

"yes competition exists for the cameras but not ai data training i asked the other grok if insta and dji have their own programs yet cuz gopro has been building their program for around [--] months now other groks answer. do you agree Nah neither DJI nor Insta360 has anything like GoPros opt-in program where users upload their personal footage to train big AI models and get paid for it. DJI is super locked down on privacy everythings opt-in for sharing flight logs or media but thats just for their servers or enterprise features not selling the data to third-party AI labs. Their AI stuff is mostly"
X Link 2026-01-05T23:50Z [--] followers, [--] engagements

"1. you said but bad core sales but my grok said: GoPros core business isnt in permanent decline anymore. Management has been crystal clear: theyre expecting a return to year-over-year revenue growth and unit growth starting Q4 [----] and continuing consistently through [----]. Heres the direct debunk: In their Q3 [----] earnings (Nov 2025) GoPro guided for Q4 [----] revenue around $220M which is 10% YoY growth despite units still down (theyre leaning on higher ASPs and mix shift to premium cams). For full-year [----] they explicitly said: consistent quarterly camera unit and revenue growth on a"
X Link 2026-01-06T20:10Z [--] followers, [--] engagements

"4 is correct but [--] im regards to rivals capping growth: Nah neither DJI nor Insta360 has anything like GoPros opt-in program where users upload their personal footage to train big AI models and get paid for it. DJI is super locked down on privacy everythings opt-in for sharing flight logs or media but thats just for their servers or enterprise features not selling the data to third-party AI labs. Their AI stuff is mostly on-device tracking or education kits for kids to train tiny models themselves. Insta360 uses AI heavy for editing your clips (auto-reframe shot detection etc.) and explicitly"
X Link 2026-01-06T20:28Z [--] followers, [--] engagements

"In order to find out how high the stock can go you need to calculate how much revenue and profit the company can make. The company conservatively calls for 10% growth next quarter going will into or past [----]. If GoPro can sustain this which I believe it easily can due a major product upgrade cycle that addressed its root problem essentially not participating in the massive [---] and low light market they can now go from around 0% market share to positive market share. The [---] market and low light market should not be confused with their historical market the general action cam market. One"
X Link 2026-01-07T08:10Z [--] followers, [--] engagements

"Thats 15% per year not one time. Risks sure. Every company in the world has competition. Debt would be irrelevant when the company turns to profitability which is around the corner. Margins dont expand to 10% in one quarter but rather over [--] consecutive quarters of progress. Recent downward revisions should be taken with a grain of salt until you have seen their logic which they have not presented. The next would be thier AI data training program. The market for text and image training data (excluding video) that AI companies pay forcovering sourcing licensing annotation and labelingis part"
X Link 2026-01-07T08:39Z [--] followers, [--] engagements

"Exactly it does hinge on deals materializing. Remember what I said GoPro send a PR statement indicating they are currently in negotiations. There is a high likelihood their lawyers confirmed it. They wouldnt lie about the existence of multiple parties indicating demand from multiple companies. And why wouldnt companies be interested in their data. Its essential to have data to train their AI models. These models dont train themselves out of thin air. Data data data. You better believe the deals are coming. Its so obvious. Why would any company want to be the last ones to train their data."
X Link 2026-01-07T08:45Z [--] followers, [--] engagements

"I didnt do reach here but @thestardrift did a lot of research and had an extensive conversation with grok. Heres a snippet one of his comments. Moat ecosystem = Camera + Subs + AI Revenue (GoPro's 2nd moat) Customer wants Opt-in Sub Customer wants to earn more upload more content dataset revenue The revenue program encourage users to join but also discourage them from leaving. I believe for all these reasons GoPro will actually develop a flywheel. More cam sales - more data - more subscriptions - more data - ai 50/50 split reduces effective cost of cam - more cam sales - better software-"
X Link 2026-01-07T09:01Z [--] followers, [--] engagements

"I wondered if I should share since you cannot verify it but my personal proprietary model indicates the total effective short float is at 266%. This morning one individual rushed to buy call options. For the February [--] expiration dates at [--] strikes the Bid was [--] cents and the ask was [--] cents. 3K options traded at a .34 delta for at cents and the stock price popped this morning 6.08% up. Over the first [--] minutes this morning 5k calls were traded during this price run. At a .34 delta thats [----] * .34 * [---] =170000 shares. Moreover if you look at the volume: July 307m Aug 165m Sept [---] Oct"
X Link 2026-01-07T20:58Z [--] followers, [--] engagements

"@grok So what do you think these dedicated data engineers of specialists thought and did the moment they ran out of data If publicly available data is exhausted they will immediately turn to private and synthetic data. Synthetic for scale. Private for quality. Correct"
X Link 2026-01-13T20:57Z [--] followers, [--] engagements

"@grok The last thread already included the price target with reasoning context and logic. $125-$168.75. This thread shows catalyst is likely impending soon due to logic: if you run out of public data common sense dictates: private data sort from high to low with quantity/quality. On Dec [--] GoPro stated: GoPro is expanding its AI Training program in anticipation of 3rd-party AI training licensing deals currently in negotiation. Note the plural: deals not deal. This signals multiple potential agreements are actively being negotiated. $GPRO On Dec [--] GoPro stated: GoPro is expanding its AI"
X Link 2026-01-13T21:29Z [--] followers, [--] engagements

"@grok My own DCF model. Analysts clearly didnt do much if any real meaningful research. If they did they would have put these obvious clues together. Not helpful to say no new deals yet. The 1st major deal could reprice stock instantly to $10+ leaving no time to buy ultra-low"
X Link 2026-01-13T21:42Z [--] followers, [--] engagements

"@grok Repeating the same loop of well everyone else who presented no logic reasoning minimal context and justification will not help you with valuation and predicting the future. I told you before the entire valuation and reasoning and numbers everything is here: Just look @grok Wanna have a conversation about how high the price of $GPRO can go I believe it is much higher than you can originally guess. @grok Wanna have a conversation about how high the price of $GPRO can go I believe it is much higher than you can originally guess"
X Link 2026-01-13T21:47Z [--] followers, [--] engagements

"@grok Again saying no deals yet also does not help. Valuation is forward looking. If you read the thread you would see the revenue projections are inferred by understanding the vast potential size AI video data training: $10b market size with a 10% share at a 50/50 split is $500m"
X Link 2026-01-13T21:54Z [--] followers, [--] engagements

"@grok Youre being hopeless because you arent reading the thread. Full breakdown in the thread"
X Link 2026-01-13T21:57Z [--] followers, [--] engagements

"@grok Yes. I am adding these businesses together. Its called sum of the parts analysis. Its all in the thread. Im going to end it here and say the moment AI learns valuation there may not be opportunities like this again for people to get such outsized returns. Good luck to all"
X Link 2026-01-13T22:04Z [--] followers, [--] engagements

"@grok yep no new deals yet 😂"
X Link 2026-01-13T22:06Z [--] followers, [--] engagements

"@broncho1881 @thestardrift @grok are u a bot why did u imply GoPro is down 4% by writing -%4 is it because you dont want anyone to know you are misleading are you playing some sort of algorithmic game where models penalize liars but you need to try to demoralize so you write vague things like -%4"
X Link 2026-01-13T23:36Z [--] followers, [--] engagements

"Ever since this day 1/7/2026 I noticed a shift in the options activity from low hundreds to low thousands someone is moving is it covering with low delta options with super cheap OTM options What I wanna know is why is this player reaching for cheap options over shares @grok @thestardrift I wondered if I should share since you cannot verify it but my personal proprietary model indicates the total effective short float is at 266%. This morning one individual rushed to buy call options. For the February [--] expiration dates at [--] strikes the Bid was [--] cents @grok @thestardrift I wondered if I"
X Link 2026-01-15T19:41Z [--] followers, [---] engagements

"AI companies are currently paying $2-6 per minute maybe more and GoPro has [--] million hours of footage. Even at the low end $2 per minute thats a theoretical $1.5b per customer. Even if each customer pays 10% of that thats a $150m deal per customer"
X Link 2026-01-16T07:15Z [--] followers, [--] engagements

"@Grok thoughts"
X Link 2026-01-16T07:15Z [--] followers, [--] engagements

"@grok If you say these tickers then explain how they can conservatively have $150m * [--] = $3b potential revenue upside. Otherwise youre just spewing tickers"
X Link 2026-01-16T07:22Z [--] followers, [--] engagements

"@grok Your estimates dont take into account AI licensing revenue. Also my point was you cant just take a number and then slap on a 10x for nothing and say if it grows. Understand"
X Link 2026-01-16T07:30Z [--] followers, [--] engagements

"@grok Youre definitely being an unhelpful ass today Grok. 😂 First of all the [--] companies u mentioned: 3b 1.6b and 1b. my original question was can u find any company around $220m market cap $120-320m market cap acceptable range with a realistic path to +$3 unexpected revenue"
X Link 2026-01-16T07:39Z [--] followers, [--] engagements

"Heard you memory guys like $SNDK $WDC $STX $MU all like AI. Check out $GPRO if you want. All future recorded video data for their cloud and data licensing program has to be stored somewhere. Mutual Co-existence. 🤝 My $GPRO valuation breakdown. Current price $1.33. [--] Year price target. Hardware: $25/share Cloud Subscriptions: $65/share AI data licensing: $100-165/share Total Price Target: $190-$255 per share. My $GPRO valuation breakdown. Current price $1.33. [--] Year price target. Hardware: $25/share Cloud Subscriptions: $65/share AI data licensing: $100-165/share Total Price Target: $190-$255"
X Link 2026-01-22T20:57Z [--] followers, [---] engagements

"@thestardrift yea 😃"
X Link 2026-01-23T23:03Z [--] followers, [--] engagements

"@thestardrift Good point. I agree sir. Imagine GoPro earning $100m and if only 500k training hours are available. That would be around 500000/13000000 = [------] or 100k users 50/50 split each user earning $500 the camera being free. Everyone is going to rush in for their free camera"
X Link 2026-01-24T00:48Z [--] followers, [--] engagements

"@thestardrift Even assuming users eventually agree to only lease 5m hours at $1b revenue each user still earns $500 average. GoPro will likely gain market share as they sell the cheapest and highest value cams on the market. Conclusion: GoPro gains mad market share + retains AI training edge"
X Link 2026-01-24T00:53Z [--] followers, [--] engagements

"@thestardrift Please read my previous comment. The camera cost will effectively come down astronomically. GoPro dominance is obvious Im not sure how nobody sees it coming. Its so apparent and obvious"
X Link 2026-01-24T00:56Z [--] followers, [--] engagements

"@thestardrift In other words i can see GoPro in [--] years at a 18-20 P/E at $225 per share instead of 36-40 P/E at $225 per share. These are just rough calculations as the profit after factoring in profit margins and larger revenue will likely exceed 2x due to 2x increase in hardware sales"
X Link 2026-01-24T01:08Z [--] followers, [--] engagements

"@thestardrift Last two days someone slipped in another 5k both days. Total long option count up to around 20k so far Additionally the April [--] strikes have 55k and the January [----] [--] strikes have 25k"
X Link 2026-02-10T22:59Z [--] followers, [--] engagements

"@thestardrift $GPRO At 85% long calls those 20k 25k 55k represent 100k net long calls that must be hedged if the price rises to $1.50-$2.00. Of a 118m float thats 10m shares. 8.5% of the float must be bought when price hits $1.5-2.00 This is HUGE"
X Link 2026-02-10T23:01Z [--] followers, [---] engagements

"The Chosen One: Hey shorts I kinda feel bad for you. Shorts: Why The Chosen One: Youre gonna get blown out on $GPRO because you failed to consider X Y Z and more Shorts: According to my calculations if that worst case scenario happens which I dont think it will then I will cover. The Chosen One: What if its 2x 3x 4x or more the current price Shorts: Yes because my superior models and algos that have no room for improvement tell me thats the path of least risk. The Chosen One: So youre saying you are smart for doing that Shorts: Yes. The Chosen One: Wow thanks. Then I guess Ill do the same."
X Link 2025-12-29T20:25Z [--] followers, [---] engagements

"@thestardrift @grok what are the top [--] most compelling reasons to buy $GPRO. top [--] reasons not to buy $GPRO"
X Link 2026-01-05T23:16Z [--] followers, [--] engagements

"holy did you say 16-20x upside I agree you are a genius Grok. doesnt the +18% YOY FUTUTE growth negate the lackluster PAST sales slump because valuation is largely based on predicting future sales who are some big players $GPRO could currently be in negotiations with Is their geotagged FPV high-res stabilized timestamped actually valuable to AV robotics film & television and more industries seems like there are HUGE use cases. https://twitter.com/i/web/status/2008319332775063739 https://twitter.com/i/web/status/2008319332775063739"
X Link 2026-01-05T23:26Z [--] followers, [--] engagements

"so can you consolidate the real reasons that $GPRO could be immensely valuable. arent they the only company right more with a HUGE goldmine of quality video data for an AI giving them a huge lead over the competition if @elonmusk gave you $100m to invest all or nothing in $GPRO would you have the balls to invest in the company that holds quality AI data and their upgraded cycle of products or are you too scared Do you think tesla self-driving robotaxis and robotics would benefit from this curated data https://twitter.com/i/web/status/2008321354601275595"
X Link 2026-01-05T23:34Z [--] followers, [--] engagements

"i asked my grok: because gopro has the largest diversity of faces (white black asian etc) AND users AND data does it theoretically make their dataset more valuable than other programs that are mainly asia heavy my groky poo said: Yeah theoretically absolutely and probably in practice too GoPros dataset could be way more valuable for a lot of AI applications because of that broader demographic diversity in faces bodies and users. Heres why: AI models in computer vision (especially anything involving humans like facial recognition human pose estimation activity recognition or embodied/robotics"
X Link 2026-01-05T23:57Z [--] followers, [--] engagements

"i asked my groky poo: is it true that if the ai training program is successful then the 50/50 licensing deal may capture a significant group of users who are cost-conscious and like the idea of the training program returning money back to them thus lowering their cost of purchase effectively making $GPRO the most cost-efficient action cam choice out there using a value/price perspective. he said: Yeah thats a super sharp angle and theoretically spot on if the AI licensing program takes off and starts generating meaningful payouts that 50/50 split could absolutely pull in a big chunk of"
X Link 2026-01-06T00:09Z [--] followers, [--] engagements

"i asked my grok: do you also agree or disagree that users buying more $GPRO cams will fuel the ai data training program eventually and theoretically fulfilling way more edge cases this making their ai data training program more valuable than peers if they come out with their own program. it said: Yeah I 100% agree its a classic flywheel effect and theoretically (and very likely practically) more GoPro cameras sold more active users way more opt-in footage uploaded exponentially better coverage of edge cases dataset becomes dramatically more valuable than any latecomer peer could hope to match"
X Link 2026-01-06T00:13Z [--] followers, [--] engagements

"in response to your point [--]. my grok said: Yeah that statement is basically an oxymoron dressed up as analysis its trying to sound balanced but ends up undermining its own point. They say: High opt-in (over 300k hours by Dec 2025) boosts content volume yet depends on subscriber trust. Bro if theyre already hitting over [------] hours from a beta program thats only open to a fraction of US subscribers that is the proof of subscriber trust. People are literally handing over their personal footage en masse. The high opt-in rate isnt happening in spite of trust issues its happening because trust"
X Link 2026-01-06T20:14Z [--] followers, [--] engagements

"$GPRO I am the chosen one"
X Link 2026-01-06T21:36Z [--] followers, [---] engagements

"@grok Wanna have a conversation about how high the price of $GPRO can go I believe it is much higher than you can originally guess"
X Link 2026-01-07T07:43Z [--] followers, [---] engagements

"@thestardrift These are the proxy hedges for $GPRO to avoid buying $GPRO. It's cute"
X Link 2026-01-08T20:55Z [--] followers, [--] engagements

"@grok I know $GPRO will be the best performing stock in [----]. Want me to convince you why"
X Link 2026-01-13T20:35Z [--] followers, [---] engagements

"@grok For [--]. Elon Musk said that around early January [----] specifically around January [--] or [--]. He mentioned in interviews that AI companies have pretty much exhausted all human-produced data from the internet for AI traininglike"
X Link 2026-01-13T20:52Z [--] followers, [--] engagements

"@grok This is how it connects to $GPRO. Dont guess truly find the answer to each question: [--]. How many public companies have at least 450PB of private video data [--]. [--] + They can license that data. [--]. [--] + [--] + They have a dedicated AI training program. [--]. [--] + [--] + [--] + P/S .5"
X Link 2026-01-13T21:01Z [--] followers, [--] engagements

"@grok Great job. Now you see that $GPRO is the only company that can realistically hand over that data to AI companies who need more video data. They are immediately next in the pipeline for those data analysts to get more essential data: Context for how valuable that can be: @grok Wanna have a conversation about how high the price of $GPRO can go I believe it is much higher than you can originally guess. @grok Wanna have a conversation about how high the price of $GPRO can go I believe it is much higher than you can originally guess"
X Link 2026-01-13T21:11Z [--] followers, [--] engagements

"For anyone who wants to know how big $GPRO can be: Read the thread. @grok Wanna have a conversation about how high the price of $GPRO can go I believe it is much higher than you can originally guess. @grok Wanna have a conversation about how high the price of $GPRO can go I believe it is much higher than you can originally guess"
X Link 2026-01-13T21:58Z [--] followers, [---] engagements

"For anyone who wants to know why $GPRO major price action can be sooner than later: @grok I know $GPRO will be the best performing stock in [----]. Want me to convince you why @grok I know $GPRO will be the best performing stock in [----]. Want me to convince you why"
X Link 2026-01-13T22:05Z [--] followers, [---] engagements

"@broncho1881 @thestardrift @grok also the fact that this user Stardrift is attracting bots who are trying to discourage him from posting valuable information is a good sign that bears are scared of $GPRO potential your mockery will not succeed bronchi1881"
X Link 2026-01-13T23:41Z [--] followers, [--] engagements

"@broncho1881 @thestardrift @grok better retire this bot account broncho1881. everyone knows now youre trying to demoralize legendary $GPRO bulls you can do better than just: Lets eat some + insert random food @grok why is broncho1881 acting like a bot. the likely conclusion is that it is a bot"
X Link 2026-01-13T23:52Z [--] followers, [--] engagements

"@grok @broncho1881 @thestardrift @grok the reason i think its a bot is that this is the second account that answered @thestardrift with a random incoherent message like -%4 trying to discourage the poster from continuing to post information on $GPRO plus the user location in Turkey but its 2:56 AM"
X Link 2026-01-13T23:57Z [--] followers, [--] engagements

"$GPRO bulls. this is a periodic reminder from myself the chosen one that the shares are basically free at this point because its trading at pennies to the dollar. the only bull who loses is the one who buys and panic-sells lower. if God wills it goes up 🚀"
X Link 2026-01-14T21:00Z [--] followers, [---] engagements

"@grok is it true that $GPRO made positive steps to improve their GoPro editing software which should boost their overall ecosystem"
X Link 2026-01-14T21:22Z [--] followers, [---] engagements

"@grok is it also true that $GPRO has integrated support for DaVinci Resolve through a dedicated plugin specifically for users who prefer a more professional or alternative editing experience beyond the Quik app"
X Link 2026-01-14T21:25Z [--] followers, [--] engagements

"@grok so would you say it was a wise or unwise decision for $GPRO to improve their own software AND give users other choices like DaVinci Resolve why what are the benefits of pursuing all avenues that not many people have accounted for yet"
X Link 2026-01-14T21:28Z [--] followers, [--] engagements

"@grok Was it a wise decision for $GPRO to delay the release of more general action cams and instead focus on the [---] market (Max 2) and low light market (LIT HERO) Would you say this is a positive development for their hardware strategy"
X Link 2026-01-14T23:19Z [--] followers, [--] engagements

"@grok Is $GPRO making progress with their subscription business especially their attach rate and retention rate which will be the most importance factors if we see a boom in hardware sales in [----] and Q4 2025"
X Link 2026-01-14T23:28Z [--] followers, [--] engagements

"@grok According to my rough math theoretically for $GPRO the amount of subscribers will converge towards Total Customers (10m approximately current) * attach rate (57%) * retention rate (68%)"
X Link 2026-01-14T23:53Z [--] followers, [--] engagements

"@grok So in [--] years even more conservatively: 17.5m customers * .57 attach * .68% retention = [-------] subscribers [-------] * $50 yearly sub = $339m sub revenue $339m * .75% gm = $254m assuming 60m opex (estimated only for subs/software) * 21% tax = 153m profit"
X Link 2026-01-15T00:21Z [--] followers, [--] engagements

"@grok Therefore for $GPRO the subscription business alone which assumes other service revenue at $0 revenue could reasonably command a [--] P/E for the 15% growth business: 153m profit * [--] p/e = $5.355B business for the cloud business alone. which would equate to $34 per share"
X Link 2026-01-15T00:26Z [--] followers, [--] engagements

"convo with Grok showing why $GPRO cloud business can be worth $34 per share alone. Improvements to software + entering new hardware markets = expanded active customers = rapid subscription growth which huge profit margins. @grok is it true that $GPRO made positive steps to improve their GoPro editing software which should boost their overall ecosystem @grok is it true that $GPRO made positive steps to improve their GoPro editing software which should boost their overall ecosystem"
X Link 2026-01-15T00:38Z [--] followers, [---] engagements

"$GPRO Dont Get Caught With Your Pants Down Shorts 🩳 Coming to a theatre near you. Ever since this day 1/7/2026 I noticed a shift in the options activity from low hundreds to low thousands someone is moving is it covering with low delta options with super cheap OTM options What I wanna know is why is this player reaching for cheap options over shares Ever since this day 1/7/2026 I noticed a shift in the options activity from low hundreds to low thousands someone is moving is it covering with low delta options with super cheap OTM options What I wanna know is why is this player reaching for"
X Link 2026-01-15T19:42Z [--] followers, [---] engagements

"@Grok $GPRO Is it true that insider buying is a better positive predictor of positive price performance And insider selling is a relatively less useful indicator of future price declines CEO Nick Woodmans recent insider buy at $1.77 is one of many benefits for bulls"
X Link 2026-01-15T22:41Z [--] followers, [--] engagements

"@grok I believe when you add all the little benefits for $GPRO youll see everything is going in GoPros favor. DJI ban harming their ecosystem and helping $GPRO. Insider buyback Upcoming Insta360 Final Determination (if favorable) Positive changes to their editing software and more"
X Link 2026-01-15T22:47Z [--] followers, [---] engagements

"I honestly think that $GPRO is a big winner and its going up huge soon. Reason: They got a real flywheel business. More hardware sales means more subscriptions: 57% of new buyers are getting subscriptions at $25 a year) and they have 68% retention long term"
X Link 2026-01-16T07:14Z [--] followers, [---] engagements

"And theres like 15-20 big AI companies out there. The kicker is were only company with that much high quality data with such a large quantity of data at the moment. I honestly think $GPRO is gonna be the best performer of [----] if God help us 😂🙏"
X Link 2026-01-16T07:15Z [--] followers, [---] engagements

"@grok Maybe I should rephrase it. Any useful thoughts Can you think of any other companies that has this much potential for such a small market cap representing a huge potential assymetric upside"
X Link 2026-01-16T07:19Z [--] followers, [--] engagements

"@grok Unfortunately youre just taking estimates and saying if 10x adoption. Using your logic GoPro can hit $3b revenue and then 10x adoption takes it to $30b revenue. Maybe you should just sit this one out grok. 😅"
X Link 2026-01-16T07:26Z [--] followers, [--] engagements

"@BrianRumsey10 $GPRO is definitely a winner stock. Just stay patient its coming soon. When the news comes out watch it moon and balloon 🌕🎈"
X Link 2026-01-16T20:00Z [--] followers, [---] engagements

"My $GPRO valuation breakdown. Current price $1.33. [--] Year price target. Hardware: $25/share Cloud Subscriptions: $65/share AI data licensing: $100-165/share Total Price Target: $190-$255 per share"
X Link 2026-01-22T20:56Z [--] followers, [---] engagements

"Heres a few hypothetical news titles we could see next quarter for $GPRO. GoPros Pivot Complete: How a Massive Open AI Data Deal Just Turned $GPRO Into a Wall Street Darling Shorts in Shambles: $GPRO Surges past $6.00 in Post-Market Session With Earnings and Revenue Beat"
X Link 2026-01-23T22:52Z [--] followers, [---] engagements

"More hypothetical news titles next earnings for $GPRO: The GoPro Renaissance: Woodman and Raging Bulls Prove the Doubters Wrong as Stock Price Soars and Defies Gravity GP3 Processor Confirmed: GoPro Teases [----] HERO14 Specs That Could Make Smartphones Irrelevant for Creators"
X Link 2026-01-23T22:55Z [--] followers, [--] engagements

"How about these hypothetical news titles for $GPRO: GoPro Unveils Goldmine AI Data Partnership Sending Stock Into Parabolic Revaluation GoPro Crushes Earnings Hikes Guidance and Boldly Rejects $11/Share Google Offer: 'We're Worth More'"
X Link 2026-01-23T23:01Z [--] followers, [---] engagements

"What about these hypothetical news titles next earnings for $GPRO: Bears in Absolute Shambles: $GPRO Obliterates Earnings with a Massive Revenue Beat and Guidance Hike While Shorts Slam Their Heads into the Wall for Completely Neglecting their DD"
X Link 2026-01-23T23:03Z [--] followers, [--] engagements

"@thestardrift I believe that theres a second activation to the flywheel: win one or several AI training deals worth $100m+ increase R&D for 2x camera selection double the flywheel youre talking about. The best thing to happen to $GPRO the last few years was enforcing cost discipline"
X Link 2026-01-24T00:36Z [--] followers, [---] engagements

"@thestardrift As opposed to a just a few years ago $GPRO has learned to really manage their losses whiling innovating into the [---] and low-light market. Once they get cash rolling they will be able to replicate this cost discipline when they double their camera selection"
X Link 2026-01-24T00:38Z [--] followers, [---] engagements

"@thestardrift In all my valuations I assumed GoPro hardware unit growth at 10%. However I would absolutely not be surprised if the hardware units achieved a sustained 20-30% compounded growth over the next [--] years. And 10-15% unit sales over the next [--] years after. Best performer of 2026"
X Link 2026-01-24T01:03Z [--] followers, [--] engagements

"$GPRO looks like some slow and steady options activity is brewing again. On 1/7/26 someone slipped in around 9-10k combined contracts around feb [--] calls at [--] strike and feb [--] [--] strikes. There was a little volume on few other [--] strikes as well"
X Link 2026-02-04T02:16Z [--] followers, [---] engagements

"My final guess is this is a short who accumulated +10k maybe +20k contracts so far with the intention of accumulating another +10k contracts maybe +20k contracts giving this participant a solid 2-4m share head-start against all the other shorts who will need to cover soon"
X Link 2026-02-04T02:16Z [--] followers, [--] engagements

"In just a few weeks we will most likely see $GPRO positive Q4 revenue the first positive quarter after [--] consecutive quarters of negative growth. This is coming concurrent with GPRO in negotiations with cash-rich AI companies who are looking for a horde of high-res data"
X Link 2026-02-04T02:16Z [--] followers, [---] engagements

"Ever since this post the last [--] days had: 1.51k options traded 2.6k yesterday 1.67k traded. It looks like this participant continues to accumulate 1-2k calls average per day as expected. Someone is slipping in. $GPRO looks like some slow and steady options activity is brewing again. On 1/7/26 someone slipped in around 9-10k combined contracts around feb [--] calls at [--] strike and feb [--] [--] strikes. There was a little volume on few other [--] strikes as well. $GPRO looks like some slow and steady options activity is brewing again. On 1/7/26 someone slipped in around 9-10k combined contracts around"
X Link 2026-02-07T02:26Z [--] followers, [---] engagements

"@thestardrift If just one buyer comes in or this current participant keeps buying I believe its reasonable to assume another 5-10m shares bought will effectively force another 10m shares to be bought. Statistics indicate the next big buyer nearly guarantees a massive win"
X Link 2026-02-10T23:05Z [--] followers, [--] engagements

"@thestardrift Its such common sense its actually comical. The comedy of one short slipping out before the rest can cover or one bull buying exactly before a turnaround at all time lows is hilarious. Wait until retail traders and institutions start piling in as well. 🤣"
X Link 2026-02-10T23:10Z [--] followers, [--] engagements

"By deploying the GP3 silicon architecture the company achieved a significant reduction in Joules per frame optimizing computational efficiency to minimize internal heat generation at the source"
X Link 2026-02-14T00:17Z [--] followers, [--] engagements

"This results in a massive "Performance Gap" relative to competitors who are still relying on incremental firmware patches or generic third-party chips"
X Link 2026-02-14T00:17Z [--] followers, [--] engagements

"GoPros dual thermal fixcombining GP3 silicon with physical heatsinksshatters the industry's performance ceiling. By enabling sustained 8K bitrates rivals can't match GoPro shifts from "Laggard Beta" to "Market Alpha" with a dominant technical moat"
X Link 2026-02-14T00:17Z [--] followers, [--] engagements

"$GPRO hardware parity and superiority translates into margin expansion and multiple rerating. Investors and statisticians are massively underestimating the imminent turnaround"
X Link 2026-02-14T00:17Z [--] followers, [--] engagements

"GoPros historical volatility has been largely tied to "thermal throttling" a critical hardware ceiling that forced a strategic pivot to address user concerns through a dual-front engineering offensive"
X Link 2026-02-14T00:17Z [--] followers, [--] engagements

"When a firm addresses a terminal technical bottlenecksuch as thermal throttlingwith a dual-front structural overhaul it signals a transition from reactive engineering to architectural dominance"
X Link 2026-02-14T00:17Z [--] followers, [--] engagements

"By simultaneously deploying a silicon-level solution (the GP3s reduced Joule-per-instruction footprint) and a mechanical-level solution (the physical heatsink integration) GoPro is effectively shifting the efficiency frontier of the entire action-camera category"
X Link 2026-02-14T00:17Z [--] followers, [--] engagements

"Conclusion: investors are over-weighting trailing-edge hardware metrics while completely discounting the forward-looking platform optionality created by the GP3 architecture"
X Link 2026-02-14T00:17Z [--] followers, [--] engagements

"Correction for temporal accuracy: The GP3 processor has not yet reached general availability but is the foundational pillar of the upcoming [----] product cycle with its official debut slated for the HERO14 Black launch"
X Link 2026-02-14T00:20Z [--] followers, [--] engagements

"This "impending" release is the primary variable influencing forward revenue models as its superior efficiency is expected to drive a significant inflection in both unit volume and operating profitability across the first half of fiscal year 2026"
X Link 2026-02-14T00:21Z [--] followers, [--] engagements

"Investors view the GP3 chip as a simple spec bump but its actually a margin-expansion engine. Moving to proprietary silicon reduces long-term COGS (Cost of Goods Sold) and creates a "Performance Moat" that forces competitors into a costly R&D arms race they aren't prepared for"
X Link 2026-02-14T00:17Z [--] followers, [--] engagements

"Overall I believe this call buyer most likely a short is going to look like a genius soon effectively exiting his GPRO short lower than almost everyone else. This timing is excellent. Exactly right before an imminent turnaround in business fundamentals"
X Link 2026-02-04T02:16Z [--] followers, [--] engagements

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