3/13/25 :: VROCKSTAR :: 
PATH
meh. tough call... pass?
- snagged a meager position of this AH -16 or so %
- read the transcript. i'm just not impressed. all this "cash generation" is just going to buying back shares of so much stock comp. and honestly, blaming "macro economic" situation for budget decisions being kicked (which that may be true) is just nothing i want to get involved in.
- god bless if their agentic stuff is catching wind, but it sounds like it's not a needle mover and TBH the tools are getting so good that might be tough to compete so they better speed this TF up
- hoping it opens in the same range i bought it... cathie can keep holding it, it's so tough to own any sofware in this tape that's not scale/ network effect stuff (e.g. FB - social or BTC - money... etc.)
anyone actually use this and think it's worth a deeper look?
V
PATHmeh. tough call... pass?
- snagged a meager position of this AH -16 or so %
- read the transcript. i'm just not impressed. all this "cash generation" is just going to buying back shares of so much stock comp. and honestly, blaming "macro economic" situation for budget decisions being kicked (which that may be true) is just nothing i want to get involved in.
- god bless if their agentic stuff is catching wind, but it sounds like it's not a needle mover and TBH the tools are getting so good that might be tough to compete so they better speed this TF up
- hoping it opens in the same range i bought it... cathie can keep holding it, it's so tough to own any sofware in this tape that's not scale/ network effect stuff (e.g. FB - social or BTC - money... etc.)
anyone actually use this and think it's worth a deeper look?
V
Feragatname
Bilgiler ve yayınlar, TradingView tarafından sağlanan veya onaylanan finansal, yatırım, işlem veya diğer türden tavsiye veya tavsiyeler anlamına gelmez ve teşkil etmez. Kullanım Şartları'nda daha fazlasını okuyun.
Feragatname
Bilgiler ve yayınlar, TradingView tarafından sağlanan veya onaylanan finansal, yatırım, işlem veya diğer türden tavsiye veya tavsiyeler anlamına gelmez ve teşkil etmez. Kullanım Şartları'nda daha fazlasını okuyun.