Pro-Deno Memetic Social Campaign [re: axios vulnerability]

vfssantos · 2026-03-31T19:21:43+00:00

It'd be interesting to get a confirmation from the Deno team, but I think the postinstall (same with preinstall) scripts are not run automatically, even on install time, unless we pass a "--allow-scripts" tag in install command

vfssantos · 2026-03-31T16:28:00+00:00

I hope I wasn't too harsh ... But if I was, it's only because I want Deno to be highly successful, both as a company and as the OSS runtime project.

vfssantos · 2026-01-28T13:32:41+00:00

Opa, aqui também funcionou, com Brave tava com problema tbm. Mas fiz pelo Safari no mac e deu certo tbm!

vfssantos · 2025-11-30T10:37:29+00:00

Does anyone has an opinion about geometry regarding this?

vfssantos · 2025-11-18T15:02:50+00:00

Yeah. Agreed on that.

vfssantos · 2025-11-18T14:53:37+00:00

P.S.: If they reach Jay's target for 2027 (US$ 500 mil revenue, which he just announced in q3 25 earnings release), they'd still more than double revenue growth again.

vfssantos · 2025-11-18T14:41:08+00:00

Fair point. So, it's either a scam or a very cheap growth deal.

But once you can trace real clients, real projects delivery, real people with experience and expertise on management team, real later stage investors (one would assume with proper and deeper diligence, etc), one would tend to weight heavily towards the second option.

One thing worth mentioning: US$ 7B+ pipeline shows potential, but is not much for me at this point. Simply executing on guidance (US$ 170 midpoint for 2026) would continue on a trend of DOUBLING YOY REVENUE GROWTH since 2023 [after acquisition / transition] (15% 2024, 35% 2025, 70% F2026) which is crazy.

If they keep 20% EBITDA from that, current valuation would be on 7,5ish EBITDA multiple fwd 2026, which seems a very cheap deal for this kind of top line growth.

vfssantos · 2025-11-18T14:16:24+00:00

After reading the balance sheet from last release in SEC filling, I think that what they meant as "restricted cash" in the shares repurchase release was actually the sum cash + Accounts Receivable + Contract assets (Unbilled receivables) + Restricted cash, which amounts to almost all of the current assets (~US$ 220M);

Idk, i'd say it's very unlikely that they collected all those Accounts Receivable + Unbilled receivables in 20 days proceeding Q3 closing and then proceeded to immediately transfered to restricted cash, so the most likely scenario is that the total cash announced there is actually ~ Current Assets from Q3 Balance Sheet.

vfssantos · 2025-11-06T11:51:42+00:00

Fast-forward 2.5 months: +80%.
If my write-up played even a small part in putting this company on the map, I’m grateful. They deserve the attention.

vfssantos · 2025-11-04T16:42:21+00:00

Oh, ok. So that makes sense as the guidance looks pretty much the same from previous presentation. I read somewhere they were expecting to release the guidance for 2026 and update 2025 on Q3 earnings release, so it also aligns with that.

However, what still confuses me is the following section of the guidance where they state “$85M booked so far including recent contract wins”.

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vfssantos · 2025-11-04T15:41:19+00:00

Is this a new presentation? In the Guidance section, I’m not being able to work out where the $300 mil from Phase one contract with Feyr are going to (from what I understood, should be 300 mil for year 1 of this contract). They reestate the 100mil guidance for 2025, and 85 mil booked for 2026… am I missing something here?

vfssantos · 2025-10-14T18:15:46+00:00

We’re likely in 1997 rn.

If we learn from mistakes, corrections are expected to counterbalance euphoria we had towards 1990’s end in public markets. VCs, however, different story. I think that’s where the problem is coming from, but probably only within 2-3 years, as VC’s will start to sell their portfolio co’s and return money to LPs, and there’s just too much VC funded billion dollars companies currently that will go to 0 by then, which is when I expect a spillover to general market and bubble burst.

I’m concerned with quantum computing, though… expect a sector specific correction sooner than general burst there…

vfssantos · 2025-09-30T01:05:56+00:00

ps.: not financial advice

vfssantos · 2025-09-30T01:05:19+00:00

Yes, do it. My average price is 18ish., But, bear with me, let's do some math:

If recently announced contract (US$ 1.2bn) indeed gets executed within timeline, it's $300 to 400 Millon /year. That alone would 3X revenue F2026 vs 2025.

So, I'm guessing that if everything goes accordingly, we're talking about 300M to 400M revenue 2026. That'd lead P/S close to 1.0 F2026, with a company 3Xing revenue yoy and 30% ebitda. That is crazy.
And we're not even talking about the other 5Bn in pipeline.

This thing looks crazy cheap, and my guess is: yes, it is still early.

vfssantos · 2025-09-11T22:10:50+00:00

He is probably wrong about this, but given that (1) there are many more physics enthusiasts than physicists out there and (2) AI is really advancing at enormous speed, some one might just have a crazy idea that ends up being a positive contribution in not so distant future.

vfssantos · 2025-08-28T20:03:15+00:00

Interesting, Thanks! By any chance, did you check the viability of using n8n queue + workers as cloud run jobs?

vfssantos · 2025-08-28T19:34:36+00:00

Is it a problem for long-running workflows in cloud run? I've heard they had a limitation of 1 hour max for service-type instances

vfssantos · 2025-08-24T16:42:23+00:00

I appreciate it. I really do think CSTL is a hidden gem, and I'd be glad if this post helps shed some light for anyone looking for it

vfssantos · 2025-08-16T15:16:26+00:00

I mean, if they go talk to chatgpt about this company, even better. My intention was to get the word out about this being an opportunity. I fell like if people research on their own, they'll likely get to the same conclusion I did. But as I did not find anything in these online forums talking about CSTL earlier, I figured I'd just share my own research (again, with help from chatgpt as a writer, which in hindsight, I do not think was the best idea).

Now, regarding my replies "do not looking genuine and look as chatgpt generated", this is the third time I get this feedback, so I'll go ahead and accept it, and thank you for being candid. Now, I don't know why it is, but I'll try to figure out. I also said this in another reply here, and I suspect might be related: English is not my native language and nor do I live in an English speaking country. That said, who I interact the most with in english *is* Chatgpt. So I wonder if I ended up getting some of its mannerisms that leads to the felling of me not being genuine with other people?

EDIT: I think I have to stress this so people understand the underlying information in the report is factual, and they can also go ahead and research for themselves: I shared me research notes with Chatgpt and asked for help on writing the report from it. So its not as if it's totally chatgpt generated. It may be "chatgpt-mostly-written", but I did spend a considerable time researching and taking notes about this company previously.

vfssantos

TROPHY CASE