$GTLB up big in the post. Nice quarter. AI driving more activity through the platform. Ultimate adoption accelerating and the consumption model taking hold. See you at $70…
$CRCL’s been rallying of late on the crypto breakout, but think the real bull case is a 36-month story. Through 2029, one of the highest IRR opportunities we see in the markets here.
$AXON quietly been on a nice run since recent earnings selloff. Dedrone/counter-UAS and international still under appreciated. TAM just keeps growing...
$CRCL re-rate taking shape. Moving it well beyond just earning a spread on USDC reserve income to financial infrastructure.
Very different TAM. Arc mainnet scheduled for Sept. 16. The validator / integration list is looking very strong...
Nice work. Not just a blowout commodity quarter. More evidence that the structural part of the https://t.co/YYRpPFdpA1 thesis is progressing while the legacy businesses are throwing off more earnings than expected. Long term thesis getting better.
$AXON already made up its post earnings sell off and then some. PT boosts coming in hot: Barclays, MS, UBS…
International story still under appreciated. Bookings tripled YoY while 3 of top 5 AU Era Plan deals came from outside the U.S.
