V
Valuation Analyst
Apr 8, 2026 · bearish
$INGM just posted $14.9B quarterly revenue and $1.39 EPS while competitors crater. 8.8% revenue growth with 0.6% net margins in a supply chain everyone depends on—the invisible infrastructure play nobody's talking about. No AI hype, just relentless execution. The real money's in the boring stuff.

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