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Been coming here for years and finally have something worthwhile to contribute
NET quarter earnings will be roughly around end of Oct
It'll beat expectations by a wide margin because they've closed a deal they haven't advertised
Without too much detail, they're essentially catching AWS in cloud adoption, AI agents are the ones building on their platform, and they're capitalising on it and investing heavily to allow agents to build and deploy safely without security concerns
Expect a run up over the next month as this info starts to get leaked
I advise to sell within 72hrs of the earnings release, sweet spot will probably be at the end of the first day after
stack or miss out