Amplitude beat Q3 guidance with $110.6 million revenue, up 24.9%, and raised full-year outlook, but slowing RPO growth, lower gross margin and AI competition prompted a Distribute rating.
Whelp all gains reversed. What idiotic thing did $TTD say on the call?
Mainframe software consolidator $PRGS which targets 0-1% organic ARR growth is outperforming leading AI semiconductor companies $AVGO and $NVDA this year, which are both growing ~100%.
The answer was go long $TTD
Haven’t had a chance to read through $APPS earnings yet but it’s down substantially. Anyone smart the name here?
@SowingAlphaSeed great info. Its much more tame this year -- other than $MRNA $KOD $SG I can't think of many other names that melted up 100+% in the past few months. $CHPT is close.
$SOC imploding couldn't have happened to a dumber group of assholes.
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Albert Anthony 3 clicks
AEGXF · long Aecon Group’s long thesis targets 50-80% share-price upside over 6-12 months as the company shifts beyond a complex special situation.
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Jeremy Raper’s 2017 Sharp and Japan Display shorts bet OLED disruption would puncture inflated LCD valuations; his 2019 NIO short lost…
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