๐จ 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:
โข Subscription and services revenue is already running at ~$116 million annually
โข GoPro generated its first $2 million from licensing footage for AI training last quarter
โข The new $700 MISSION 1 puts GoPro into professional filmmaking, competing with cameras costing nearly 10x more
โข The board is exploring a sale or merger after receiving unsolicited interest
โข Defense, aerospace, and robotics create entirely new markets for its imaging technology
Markiplier brings something money canโt 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.