@mf_camillus · Exit DDOG

Just abt five months ago, Mr. Market was dumping $DDOG, $SNOW, $CRWD, $OKTA, $RBRK and others at absurdly low valuations, completely ignoring their moats, execution, consistency and strategic importance...and ofc the usual talking heads on Bloomberg, CNBC and elsewhere were all

LBM_LXXVIII@MF_Camillus

The cycle is now complete for data infrastructure S/W companies: $DDOG, $SNOW and now $MDB showing how lazy and careless the now defunct "software is dead thesis" was Another narrative gone terribly wrong...

Read asExit DDOG+5 more

Since the call—

unrankedThe analyst's rank today

High · 0.90Confidence

Fri, Oct 9Tweeted

Mon, Oct 12 closeCounted from

7% of the basket · day 6fades out by Nov 20

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