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Jonah Lupton, investor and market commentator at Social Media / FinTwit, shares his continued optimism regarding TMDX despite personal frustrations with the company.
He emphasizes that his long-term thesis on the company is unchanged, and suggests that investors selling at current levels may come to regret their decision.
Lupton has recently commented on valuations across various companies. He previously discussed Palantir's strong U.S. revenue growth and high margins, but noted challenges with its valuation. Lupton also responded to rumors of a potential GameStop bid for eBay, raising questions about bid feasibility.