Jan. 7 at 6:56 PM
$GTLB $ADBE $CRM $MDB $WCLD Remember for GitLab, same story here (until it's not) due also to the overarching or continuing market narrative of "AI is eating Software" - hence, lot of sector unknowns, so unless GTLB announces more partnerships, clear GAAP profit trends (while not losing steam in its sales as it naturally matures as a company), or M&A (which once again, Sid wants a much higher price that matches up with the company's numbers), they are swimming upstream (until they are not...).... not to mention DevOps is generally not a sexy business that can monetize AI immediately unless it starts ramping code/usage-based revenue immediately (which it more plans to slowly roll out this year) which it won't do to avoid scaring away customers (even though, yes, this business is incredibly sticky). Patience... but several unknowns... and M&A possibilities should make folks scared to short. No doubt anyone who is is either a Market Maker w/ insider info from Street gossip around town
