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![davey_juice Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1454132363529699329.png) Frank Slootman’s Abandoned Projects [@davey_juice](/creator/twitter/davey_juice) on x 4433 followers
Created: 2025-07-13 11:21:06 UTC

Felt I was overly bullish on $iot after looking back so I added a 4th scenario- what would happen if they beat estimates by ~ 1000 bp/year, growing revenue at XXXX% cagr with exit multiple of 12.75x, both closer to my bear case- to water down my PT. Results- $56.5$ (14.6% CAGR)

![](https://pbs.twimg.com/media/Gvu92M7XgAE85JW.jpg)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944356406427099275/c:line.svg)

**Related Topics**
[iot](/topic/iot)
[$iot](/topic/$iot)
[coins solana ecosystem](/topic/coins-solana-ecosystem)
[coins depin](/topic/coins-depin)

[Post Link](https://x.com/davey_juice/status/1944356406427099275)