Myles on X
$ASAN down 12% on weak guidance. This earnings season has sucked so gotta enjoy my wins. https://t.co/wHULS7a1xW
NYSE
Asana, Inc.
ASAN
4 stories
$2.7B Market cap · 2026-10-23
Myles on X
@DeepSailCapital $ASAN has been caught up in the software bounce despite being a pretty obvious AI loser and having none of the qualities that make the other software companies good.
Myles on X
@ArgonathCapital Yeah the problem is crowd strike has a really narrative behind it. $ASAN is my largest single stock short atm.
Myles on X
A lot of software stocks looking like juicy shorts again after this bounce. $XRO.ax makes no sense to my mind at the current valuation. $ASAN up 40% in 3 months despite being unprofitable and a likely AI victim. $BL is super expensive still for low growth. To name a few.
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