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No. of Recommendations: 6
COUP did well yesterday.
Lot's of notable names this week. Borrowed from Saul board:

Tues
pm COUP

Wed
pm MDB, SMAR, WORK

Thur
pm ZM, CRWD, DOCU, PD


I still own MDB.
Like, but dont own SMAR, WORK, and CRWD.
Still can't fathom ZM's valuation, so I kind of just pretend they don't exist. CRWD is close to that.

My crappy crystal ball says $95m in rev, negative eps, and Atlas is now 39% of total revenue.
If MDB goes up more than 4% today, I think the AH pop is muted, and perhaps down. If MDB goes up less than 4% today, I think they pop (barring Orange Tweet of Doom - OTD) in 11% range. These companies are getting a bit too big for 30% ER pops, imo.

Maybe ESTC plans on flat-lining until next ER, just to give me a final SaaS 30% post-ER pop, replete with 20-30x returns on options to boot. Hmmm.


Dreamer
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