Alon Dado

[Alon Dado @AlonDado1313]

@buymoremakemore Very interesting indeed
JNJ discontinuation could be a strategic reason, could you collaborate pls?

[Alon Dado @AlonDado1313]

@buymoremakemore Got it, I see, when it’s dated the event? On your screenshots no date showing
Thank you

[Alon Dado @AlonDado1313]

@buymoremakemore @PCavahlo @Driller562 Thank you for providing a valuable information on this board!
I really appreciate it
Looks like you’re heavily in biotech expertise and background
Pls continue and keep us posted here

[Alon Dado @AlonDado1313]

@Driller562 @buymoremakemore @PCavahlo Thanks, got it,

[Alon Dado @AlonDado1313]

@Driller562 @buymoremakemore @PCavahlo So nothing related to CNTX, possible buyout/merger?
Thank you

[Alon Dado @AlonDado1313]

@Driller562 @buymoremakemore @PCavahlo What that means precisely? Sorry I’m new here, thanks

[Alon Dado @AlonDado1313]

@DonutShorts What company

[Alon Dado @AlonDado1313]

@BoxLongs GTM doesn’t have any chance?!

[Alon Dado @AlonDado1313]

@TheTranscript_ $GTM

[Alon Dado @AlonDado1313]

@TheTranscript_ The company is in oversold extremely condition , like a biotech when loosing 95% of its value, ridiculous market!
$1.2 billion in revenues in last 3 years, $450 million free cash flow, 35,000 customers, B -B best in class database , $200 million in cash plus untouched revolver!

[Alon Dado @AlonDado1313]

The company is in oversold extremely condition , like a biotech when loosing 95% of its value, ridiculous market!
$1.2 billion in revenues in last 3 years, $450 million free cash flow, 35,000 customers, B -B best in class database , $200 million in cash plus untouched revolver!

[The Transcript @TheTranscript_]

$GTM CFO: ZoomInfo is pivoting toward consumption-based pricing

"We plan to roll out a hybrid pricing model later in Q3 that pairs a low annual platform fee with prepurchase credits....This is the next step in the evolution away from seat-based pricing as we build on the positive momentum from the expansion of enterprise license agreements across our largest customers."

[Alon Dado @AlonDado1313]

@fammetaX What’s his stake in CAI?
Direct one or through a fund?
Thanks

[Alon Dado @AlonDado1313]

@teaze_r @babyfolio Not for a long!
Recently IPO since June 2025
$CAI

[Alon Dado @AlonDado1313]

@richtrades100 Huge block sales every day since last week,

[Alon Dado @AlonDado1313]

@BoxLongs @OpenAI Adswerve deal was announced as well today which is important one!

[BoxLongs @BoxLongs]

$AMPL has no debt, if they burn $2M or $5M or $6M or make $2M it really shouldnt matter, hundreds of millions in the bank and will make money in the 2H, there is infinite duration on this asset. surprised trading down on that profit guide, they are leaning in on some investments. its a $400M run rate co, still a baby in SAAS terms, they need to scale the biz. over reaction. i predict this will be a great entry at $6, silly action

[BoxLongs @BoxLongs]

@zzyzx_research $AMPL the big 1M+ customers growing much faster than overall income statement. definitely accelerating growth here.... The number of customers with $1.0 million or greater in ARR increased to 55, or +25% year-over-year growth

[BoxLongs @BoxLongs]

$AMPL with a clean beat and raise, RPO growing mid 30% range, full year guidance raised, stock should be +10% nobody trading it i guess. RPO +31% y/y full year guidance $397-403M vs previous $390-398M, they will be walking numbers up all year long. will be adding...

[Amplitude @Amplitude_HQ]

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