@DP3188144159988 I’d assume the buyout before earnings speculators are exiting. Not sure if it is actual signal towards the performance of earnings, management was pretty upbeat during the Goldman conference last month.
@KeningYe26924 Last year on $HCP, it took approximately a month from the time the Reuters rumor dropped until IBM confirmed its acquisition, which coincided with IBM’s earnings release for that quarter.
@sv_techie GTLB has been underperforming other SaaS since Google I/O. Perhaps market is under impression long term business could be disrupted by AI coding tools like Jules, Codex.