@D1RKAD1RKA@BrettSimba horrible management. activeist investor has since come in, new c-suite & ceo. many from VMware. CEO is a rockstar, spent the last yr turning around the company, and should see it reflected in Q3/4 earrings and a very strong 2026/27. massively undervaluled here
@BrettSimba LPSN is a their competitor. Higher alpha play in the AI agent space. TA - downtrend arrested, base formation at completion w increased volume signaling an imminent breakout. Strong retail interest.
@bold_perception Agreed. USA is at full employment right now, so it will have to be robo & AI + pulling top-tier talent from other nations onto Team America.
The Lutnick & Bessent interviews on the All-In podcast are worth a listen. A lot of inside sauce on the Trump agenda.