4drant

4drant@4drant

A customer laying out the reliability based buy case for $gtlb vs GitHub

tweeted Sun, Aug 23 · counted from Mon, Aug 24 close

4drant@4drant

$iqe CY2027 growth secured! “ $LITE received its first ELS module purchase order for delivery by H2 CY2027. NPO is "completely additive". NPO engagements are happening "plus or minus a quarter" from the lead CPO customer timeline Lead CPO customer is also looking at NPO”

tweeted Wed, Aug 12 · counted from Thu, Aug 13 close

4drant@4drant

Oracle is a resurgent SaaSco Neo cloud 🚀

tweeted Wed, Aug 12 · counted from Thu, Aug 13 close

4drant@4drant

This is not good for $nvda

tweeted Wed, Aug 12 · counted from Thu, Aug 13 close

4drant@4drant

It’s not often that I sell a shitco at its absolute peak $THRY I think I sold around $38

tweeted Tue, Aug 4 · counted from Wed, Aug 5 close

4drant@4drant

$orcl 🚀

tweeted Mon, Aug 3 · counted from Tue, Aug 4 close