Trips

[Trips @tripscapital]

@bennybigbull Commence short covering into earnings especially when every drone company has beat and raised so far.

[Trips @tripscapital]

@bennybigbull Some more volume on this basing here would be nice

[Trips @tripscapital]

@rennyzucker @kj_atf Anything from the “losing their marbles” and sales motion-led baskets that you believe still hold some value today?

[Trips @tripscapital]

@pennycheck @bonanza2025 @fundmyfund Valuation makes no sense compared to $ONDS, crazy cheap

[Trips @tripscapital]

@akramsrazor When do you full port $META

[Trips @tripscapital]

@rennyzucker They won’t let AMD hold above 200 smh

[Trips @tripscapital]

@pradeeepk When was this report published?

[Trips @tripscapital]

@KeningYe26924 We take what we can get. Should help the sale process tho.

[Trips @tripscapital]

@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.

[Trips @tripscapital]

@DP3188144159988 Smallest chance of announcement coming on or right before IBM earnings like $HCP sale last year.

[Trips @tripscapital]

@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.

[Trips @tripscapital]

@DP3188144159988 You think it’s possible before earnings?

[Trips @tripscapital]

@BillyTheKid_59 Great call! Took some gains this morning. OKTA has that look too. Lots of weird PA last two weeks.

[Trips @tripscapital]

@algoflows 6606

[Trips @tripscapital]

@dalibali2 $CFLT dip buyable?

[Trips @tripscapital]

@pennycheck did you see the DoD contract for $DPRO

[Trips @tripscapital]

@Optionsavvy All SaaS have been consolidating for the past two weeks.

[Trips @tripscapital]

@rennyzucker Hopefully some uplift for $BASE from Netflix today, am I right

[Trips @tripscapital]

@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.