[GEOD_]

3 theses·2 analysts·Avg return: -27.0%

Hit rate: 33%·Median: -25.5%·3L

vs BTC: -9.8ppvs S&P: -36.8ppvs Gold: -64.2ppvs ETH: -11.0ppvs NASDAQ: -39.3ppvs SOL: +12.2pp

Return

Members Only?

User	Ticker	Asset	Dir	Gems	Date	Title	Entry	Now	1-Wk	1-Mo	Return	vs BTC	vs S&P
LafaMarino	$GEOD	Crypto	Long	0	12/30/25	GEODNET December Update: Scaling Revenue, Compressed Valuation	$0.1393	$0.1412	+6.8%	+6.7%	+1.4%	+14.5%	+3.0%
mapleleafcap	$GEOD	Crypto	Long	5	06/04/25	Soon $10 mm ARR will help $GEOD flip into net-burn (vs. long history of pure emission) w/ sizable growth bucking Robotics optionality (LT target at 1 Bn ARR)	$0.1897	$0.1412	+13.1%	-6.7%	-25.5%	+1.1%	-39.1%
LafaMarino	$GEOD	Crypto	Long	4	03/04/25	GeodNet: Where DePin Finally Gets It Right	$0.3277	$0.1412	-12.1%	-23.4%	-56.9%	-45.0%	-74.3%

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