Jul. 3 at 9:36 PM
$GPRO 50% down since post. No i didnt short. But I do watch things that interest me. My concern isn't the share price; it's that GoPro has failed to establish a meaningful AI strategy, lacks a compelling ecosystem, and hasn't built partnerships that create durable competitive advantages. Unless management changes that trajectory, I don't see a catalyst for long-term value creation. It can die today and there would be no shortage of cameras.
