7/29/24 :: VROCKSTAR :: 
VRNS
Don't like it > $40 into print
- stand by similar comments from last print
- i'd simply add that cyber got a nice boost as somewhat niche/more useful/ "acquirable" B2B software in the last months
- think the stock has over earned b/c 10x sales for 10% sales growth doesn't jive with current conditions
- still don't prefer to short anything that grows in this domain (cyber/ software) where the chart looks non-broken
- but i don't think you're going to make money at this pt in a multi-year context
- and if stonk does have an issue on print, you're left probably making the right decision to cut/ not add. i hate being in that position. and if it beats, it's nothing i'd feel confident holding for more rip.
- so TL;DR ... no thanks
- lmk if u have a diff opinion
V
VRNSDon't like it > $40 into print
- stand by similar comments from last print
- i'd simply add that cyber got a nice boost as somewhat niche/more useful/ "acquirable" B2B software in the last months
- think the stock has over earned b/c 10x sales for 10% sales growth doesn't jive with current conditions
- still don't prefer to short anything that grows in this domain (cyber/ software) where the chart looks non-broken
- but i don't think you're going to make money at this pt in a multi-year context
- and if stonk does have an issue on print, you're left probably making the right decision to cut/ not add. i hate being in that position. and if it beats, it's nothing i'd feel confident holding for more rip.
- so TL;DR ... no thanks
- lmk if u have a diff opinion
V
Penafian
Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.
Penafian
Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.