$Teradyne (TER.US)$The momentum shift will be tremendous. very expensive and the slide could be unstoppable.
$NVIDIA (NVDA.US)$what are all that shorts about? So much hate.
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$Stubhub Holdings (STUB.US)$I put a limited buy at 8.03, didn't fill. What a pity.
$Stubhub Holdings (STUB.US)$Another management promise big, deliver little. Bla bla bla, a lot of opportunities per the management, but when asked about numbers, they suck.
$Gitlab (GTLB.US)$I'd argue this company is a compelling takeover candidate by a larger company, e.g., $Datadog (DDOG.US)$ and $Alphabet-C (GOOG.US)$. The vibe coding crowd are using different platforms, but Gitlab has very valuable enterprise customers. They still can innovate to scale larger. The problem is fewer junior software engineers, and the scale is still not large enough for good gaap profitability.
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$monday.com (MNDY.US)$This Israeli company has 1.5 billion cash on its balance sheet. I bet they will use it to buy some company that's partially owned by the management.
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$iShares Expanded Tech-Software Sector ETF (IGV.US)$Demark sequential is 9 on weekly chart, indicating the end of selling, at least temporary. It might make a bottom or rebound to 87 in the near term. Median to long term depends on growth stabilization/re-acceleration.
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$Mobileye Global (MBLY.US)$this company is a scam. the management is shitty and self dealing. the mentee deal was massively overpaid with corporate cash, benefiting the ceo, cfo. sell every rebound and exit. there are much better opportunities.
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$Elastic (ESTC.US)$3900 employees, 1.8 billion revenue growing at middle teens, 16% non-gaap operating margin, yet sbc is 300 million, ~0.08 million per employee. Zombie company. Disgusting.
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$ON Semiconductor (ON.US)$Problematic, missed revenue.
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