Deep Sail Capital on X
Anti Software trade. Short $OKTA and $TWLO. Both are up 80-120% this year. If software trends down they both will get crushed 30%.
NYSE
TWLO
1 article
$35B Market cap · 2026-09-02
Anti Software trade. Short $OKTA and $TWLO. Both are up 80-120% this year. If software trends down they both will get crushed 30%.
Companies the articles above are also about, besides TWLO.