5/1/24 - $weav - like biz but dip only in this tape
5/1/24 - vrockstar - like the prints so far this year, great niche, good b2b unaffected by consumer issues all around but valuation not "obvious" outside of a beat which they should deliver on the MSD range top line. any miss or in line would probably yield a 10-15% correction where you can dip buy w/ more confidence which is my plan. otherwise sidelines on a good q that rips and congrats to hodls
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