🚨 MARKIPLIER JUST BOUGHT A STAKE 8.5% IN $GPRO AT ITS ALL-TIME LOW.
HE BELIEVES THE MARKET IS COMPLETELY MISPRICING THE COMPANY.
His bullish thesis:
• Subscription and services revenue is already running at ~$116 million annually
• GoPro generated its first $2 million from licensing footage for AI training last quarter
• The new $700 MISSION 1 puts GoPro into professional filmmaking, competing with cameras costing nearly 10x more
• The board is exploring a sale or merger after receiving unsolicited interest
• Defense, aerospace, and robotics create entirely new markets for its imaging technology
Markiplier brings something money can’t buy: distribution to nearly 39 million subscribers and proven filmmaking credibility.
Wall Street sees a dying action-camera company.
Markiplier may see an undervalued creator platform with a global brand, valuable IP, unique training data and multiple paths to a buyout.