Aug. 29 at 7:57 PM
$PATH Thoughts on ER.
If results are lukewarm or shite the move down will be violent. That’s because this is the make or brake Q! If results are good or great the market can do whatever (as always) but our future will be set firmly on the moon.
What are good results? Arr is the key, we need more than 12 %, preferably 13 %+, to show us a real pivot. Net new arr needs to grow a lot, the same ball park as Q1 (78 %) would be brilliant! Nrr has to go up, direction is good, over 109% please. Lastly they need to raise guidance as always.
Thoughts on my thoughts?
I believe this could be a real banger of an er. I’m close to all in here. I see this going to
$100-
$200 in a year or so. I can also accept
$1500. Let’s get it!
