5/30/24 - $asan - temped to buy C's mkt seems offsides; risky AF5/30/24 - vrockstar - NYSE:ASAN - 3.7x sales for co growing sales ~10% pa (or that's the expectation) this year is too much esp for sub-scale software
so this is a mega high risk thing to own especially since *all?* software is getting dumped - give me a handful of names where that's not the case