$SNOW wisely gave Q4 YoY rev guidance for next year. Where will the deceleration floor be for $CRWD $DDOG $ZS? Curious if these will stabilize or ever reaccelerate revenue one day... or will they become the next $ZM and $DOCU.

We’ll see if this hangs true after this week, but after doing more research, I’m regretting not grabbing shares in $MDB when they were in the 6x NTM Rev valuation range.

One of my takeaways from the past three years is to take managements ambitious growth forecasts for the next five or ten years with a grain of salt. $ZM $TWLO $DOCU $SNOW $NET

"What I think our challenge, in the Zero Trust space, is not winning customers that know about us, but making sure that customers that are in the market for Zero Trust services are aware that that's something we do." $NET

I think this will be a tough problem for $NET to solve in such a competitive product market. Holding shares, but something I’m watching going forward on their “2nd S-Curve.”

$AEHR

My sentiments almost exactly. A company of this quality at 24x FCF is a bargain. I don't think AI will put companies out of business in the mid-term, and who knows, MNDY might end up benefiting from AI. And unlike Duolingo or something, you don't have to pay up for MNDY!

Great conversation with Aswath Damodaran H/T Justin J. Carbonneau Matt Zeigler He talks about how he manages his personal portfolio. 40 stocks, 10% turnover, 5% at cost max, lets winners run to 15-20% then trims. 38/40 up since purchase, 55% beat S&P. youtu.be/fmlPJBxzpMo?si…

$RBRK Rubrik Q2'25 Results: ↗️$309.9M rev (+51.2% YoY, +11.3% QoQ) beat est by 9.9% ↗️GM* (81.6%, +4.6 PPs YoY)🟢 ↗️Operating Margin* (-1.4%, +33.3 PPs YoY)🟢 ↗️FCF Margin (18.6%, +34.2 PPs YoY) ↗️Net Margin (-31.0%, +55.3 PPs YoY)🟢 ↗️EPS* -$0.03 beat est by 91.2%🟢 *non-GAAP

As with $NVDA, $ORCL is such a good lesson in patience -- patience almost to the point of feeling dumb. Oracle struggled to grow revenue well for years. Nvidia's stock was also flat for years. If your mentality is to not sell, you wait, basically believing in management and "the

$RBRK I really like this quote from Bipul from the GS conference yesterday. He really gives it to s/h straight and I appreciate that. He’s the opposite of George Kurtz “Displacements happen when you have quantum shift. And quantum shift, me as a venture capitalist, has always

Buying and selling are always easier than holding because at least you feel you are doing something and we love to think activity = productivity.

In bull markets everything you sell looks like a mistake one week later. In bear markets everything you buy looks like a mistake one week later.

Ultimately my view on $SE and $MELI is that the narratives behind this stock fall are excuses, not the true reason. Stocks that compound returns at ~30% p.a., also tend to see huge volatility, often for no reason. It is the price to pay for high returns. Each of them has seen