Anthropic be like

$gtlb is a no brainer for Anthropic

Yeah, $gtlb could easily be bought out for 70$ and be an amazing deal for acquirer

Lemonis is finally giving up the reins at $cwh and stepping down as CEO and chairman. If you invested in $cwh at IPO, you’d be down 53% after almost a decade although revenue and ebitda doubled and they gained a lot of market share. A lot of bad capital allocation …

Agent compliance and audit $gtlb

That’s instating. Giving up the TRA as well $four

This is correct. The main problem in robotics has always been actuators that are efficient and powerful enough to do what the control algos wanted. Also simulations and RL have helped design better control

They’re many reasons insiders sell their stock, but just one reason to buy, and then to do it on a regular schedule … $gtlb

yes $amzn is a POS when it comes to how it treats employees, and that's a reason top talent doesn't stay, but it's in no way house of cards or collapsing, and to say so, means you understand nothing about the company

$GTLB customers just got access to a competitive agentic coding tool with this partnership

The opencode agent can run on GitLab Runners with access to all tools and $gtlb context in a sandboxed environment to implement sound code, test, and self-heal code autonomously. This enables gitlab dedicated customer can deploy agentic coding on their air gapped env

why isn't $mrvl one of the best r/r opportunities for 2026? a classic case of a fast growing sector (AI data center) masked by cyclical bad sector that is in trough and will be in recovery? good sector is now 75% of biz growing 35%. tell me why I am wrong plz

$GTLB at 30$ due to fears of AI replacing SaaS, but in this market writing the software was never the issue. Remember that $goog and $amzn existed the space after tying to compete with pretty good software for a while and now it’s a duopoly of $gtlb and $msft.

This probably closer to reality than the citrini memo imo

OpenAI is building an internal git repo product, and they’ll soon realize why this market is a duopoly. They are now the top contender for $gtlb acquisition given their desire to be tightly integrated into the government ..

Good note on $gtlb, once they come out of their GTM overhaul, they have more capacity to sell and more new products as well. Second half looks promising

$mrvl looking good

$jd the robotics company

Hmm, wondering if there’s a company providing a SoR for code and enables customers to enforce security, compliance and governance processes for non human identities $gtlb

Anthropic saw the success of CC and thought wow, think how much money we could make if we can make sth similar in another domain. So they are going down the list. But remember what happened to OpenAI when they started to be everything to everyone?