May. 29 at 9:37 PM
$P
Market sold off
$P ~20% post earnings as a “storage beat,” but I think it’s an overreaction.
Evergreen//One +73% driven by procurement uncertainty
Enterprise shifting from capex to long-term contracts
Supply chain volatility is changing buying behavior, not breaking demand
ARR >
$2B
RPO +41%
Customers locking longer deals
Story may be accelerating, not deteriorating. Re-rating still ongoing.