$CRWD Appropriate move higher. It's a rerating, make no mistake. They can grow faster as they get bigger. New world for them now w AI and really no end in sight. Stock price could bobble but the business side, yowza.
$JMIA Yesterday I added 20%. Been a full postion, and now *slightly* larger than full, but not obnoxious.
This is another one with eyes wide open to risk but the cash raise, especially from the World Bank, may be a bigger deal than US investors understand (maybe).
$RBRK Double edged sword from $CRWD and $OKTA reports.
This could (should) mean a pretty substantial beat and raise (and *maybe* rerating).
But.... if not, then... why not?
This is the start of the disaggregation process for security: winners and "not winners."
(I am long.)
$CBRS I have been adding gently.
I believe I will either be totally wrong about CBRS or it has substantial underappreciated upside.
This is a speculation as much as an investment, but it's one I want to take (with eyes wide open).
$CRWD The AI buildout does not end at chips. It ends at security.
The company said it plainly enough that investors should read it in black and white:
"Ever since [Anthropic’s] Mythos, we have seen growth in our business, not measured by meetings or calls, but measured by ARR,
$CRWD to the rest of software CEOs with "greenshoots" from AI.
Not green shoots, friends… Greenbacks.
CRWD shows how security has become AI infrastructure.
$NVDA
CFO on the call.
NVDA going to do $400B+ in revenue by year end and then grow 70% on top of that next year vs 44% consensus est... and that is supply constrained.
Ok. With the help of, oddly, LLMs in Pro mode, bulge bracket analyst reports, earnings call transcripts side by side w 10-Q/K and footnotes and MD&An and with a menagerie of press releases all sort of triangulation, unfortunately, I see this...
The market is valuing hyperscaler
