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No. of Recommendations: 1
Btw/ remember Mulesoft 16x consensus forward revenues, Mobileye 30x consensus forward revenues. In actuality growth would have been greater than consensus, but those are the official numbers. I doubt Salesforce was stupid to spend that much for Mulesoft. Intel certainly was not stupid to buy Mobileye for so much.

How much wold Zs go for? MDB? Nvidia? Certainly more than current valuation absent some bad things happening.

Tinker
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