My deep dive on OKTA and why I see it as undervalued at <5x ntm sales today bluewhalecap.substack.com/p/okta?r=647ub…

$COIN has long-term value but the near-term is risky. Revenues are highly correlated to BTC prices and the company likely doesn't survive if Bitcoin prices remain low. Buy the 2028 Senior Notes trading at 53 cents with a YTM of 17.3% now to get a high yield + downside protection

Blue Whale Capital: Long $COIN 2028 Senior Notes trading at 53/100 bluewhalecap.substack.com/p/long-coin-20…

$AI C3.ai has initiated a search for Mr. Tom Siebel’s successor as Chief Executive Officer CEO of C3 AI. I see this as presenting more downside risk. Tom was the key man at C3, closing deals, etc.