@TMTLongShort@Richard15322800 These numbers are likely bad from flow through of Reta. Kills HRV and raises RHR. Will take awhile to normalize after coming off
How do you even get behind $WDAY ?There is virtually no moat, nobody will to spend on it, and hearing privates are creating their own system (no it’s not vibe coded). I’ll take it as a funding short.
@TwannsWorld Think maybe over the long term. But with the rapidly changing demand/ product need it feels like CISOs prefer to lean on a platform to provide majority of what they need.