Jan. 13 at 10:54 PM
Not quite there yet but I may need to shuffle and make room for
$ATEC
These are off the table;
$ONDS $IBRX as they both have a very long runway
BITX is purely a trade; not looking to hold that LT
While I like all of these DOCU, ODD, OKTA
$YOU $ZM the 5yr (or ITD if less than 5yr) is horrendous
If DOCU doesn’t breakout this year with all of the AI hype it’s dead money
ODD reminds me of another company that dealt in synthetics (AMRS but don’t quote me on the ticker), looked promising but was dead money
I can vouch that OKTA is winning Corp Contracts but not enough to make up the 5yr
YOU’s fate imo will be based on National Security LT as their traffic in airports & events is still non-existent
ZM will never truly shine as long as Teams is around; their fate is tied to AI and additional features and I’m still not sure if it’s enough to take back market share from the Offie environment
They’re all solid which is how they made the list but I’m thinking aloud about potential risks
