Letters by company

Gitlab Inc.

2 letters discussing GTLB. Everything written about it on this site is on its ticker page.

RGA Investment Advisors AI Bottleneck Mania: Crashing Up, and the Opportunities Left Behind RGA Investment Advisors bought GitLab, Adobe, Adyen and Mips after AI-driven market concentration created dislocations outside data-center infrastructure. The firm funded the purchases by selling Lattice Semiconductor, Disney and Workday, trimming Alphabet, and expects to retain Fox shares following its acquisition of Roku. Q2 2026 ADBE $90BADYEN $31BFOX $24B
Hayden Capital Quarterly Letter 2025 | Vol. 4 Hayden Capital sold New Oriental after its turnaround matured and backs Sea Limited, arguing Shopee’s logistics investment is offensive while TikTok Shop growth slows. It sees AI-driven selloffs creating opportunities in software, gaming and ecommerce platforms whose network effects, proprietary data and physical infrastructure remain defensible. 4th Quarter 2025 EDU $8.9BSE $57BAMZN $2.7T