RE: RPis potentially being hoarded for AI inferencing19 Feb 2026 10:05
From @aleabitoreddit on X this morning
The Financial Times piece on $RPI seems disingenuous.
Especially the framing of "Raspberry Pi" as a Meme stock.
1. There's been 0 mentions about shorts
2. It's completely unrelated to $GME's short squeeze + hold "meme-stock" narratives.
This is informed flow from material revenue changes.
Especially when Raspberry Pi is an already profitable company.
My exact quote verbatim:
"
- ~$280M- $300M revenue
- ~$75M+ Gross Profit
- ~25% Gross Margin
- Net income: ~$10M - $15M
- Net Cash: $28M"
Analysts currently project revenue growth closer to 14–17%.
But if the demand influx continues, we might see revenue numbers might hit increase from 14% growth to a modest 48-55% if hoarding continues.
"
$AAPL mac minis has been known to be hoarded for OpenClaw deployments. But Apple devices purchases have little material impact on a $3.7T company.
$RPI is the other leading hardware of choice for OpenClaw agentic orchestration, causing a surge of demand.
But due to the market cap, a surge in demand increase does have a material impact.
This is purely fundamental revenue increases and a new addressable market.
Framing it as $GME-type rally around squeezing opposition shorts, when there's been 0 mentions of shorts whatsoever is disingenuous.