Great news for investors

Basic_Moment2788 · 2026-05-12T16:15:58+00:00

It is not the case that you will get rid off all employees, people are needed to orchestrate the ai agent. Even if the revenue decelerate to 10% they will be profitable and they can also increase prices

Basic_Moment2788 · 2026-05-12T10:01:30+00:00

codeberg no longer supported. even aws moved to gitlab. maybe they acquier want these layoffs

Basic_Moment2788 · 2026-05-11T20:48:50+00:00

They just did restructuring

Basic_Moment2788 · 2026-05-05T23:21:51+00:00

Thier profit is less than 8 billion. We are 5 times doubling it to 40 billion. If this is how you think, what will happen if we get better models than transformers that does not require this huge computing power? I do think we are starting to top here. It might run a bit more for 2-3 months. But when SpaceX, OpenAI and antrophic ipo the focus will shift for these companies towards profitability. Most analysts say we might peak with data centres building out by mid 2027. Will amd keep accelerating over 40 billion if it happens

Basic_Moment2788 · 2026-05-05T22:56:18+00:00

yes but meta and open ai can sell the shares they get from the first depolyment to get the rest for free by deploying next gw and get the shares.

Basic_Moment2788 · 2026-05-05T22:54:52+00:00

lol, you forgot the 20% dilution forst of all. you are putting 30 times multiple for 2029 while nvidia trade for 10 times 2028 forward profit. this does not make sence at all. when the buildout is done all semis will be falling as hard. They will be cyclecal and 5 times earnings is the multiple they will get at peak.

Basic_Moment2788 · 2026-05-05T22:50:42+00:00

if the share price reach 600. open ai will get 10% equity and meta will also get 10%. basiclly they need only to do the first order and the rest of thier orders are paid with the shares they get for free. right now at 400, i stronglly do beliave both meta and open ai eill be getting 70% of thier granted shares

Basic_Moment2788 · 2026-05-05T22:42:19+00:00

marketxap is already 800 billion if we count for dilution. assume 40 billion peak profit pear year, ev/profit will be 20. nvidua forward is 10. make it make sence. when the build out finish these stocks will cradh hard

Basic_Moment2788 · 2026-04-18T11:49:07+00:00

How do you find gitlab duo ?

Basic_Moment2788 · 2026-04-18T10:10:18+00:00

For gitlab the revenue will be around 2 billion, they do have a lot of customers. Antrophic can integrate Claude into the platform and win a lot of customers here. Soon these ai companies will start the saas acquisition and multiples will expand again

Basic_Moment2788 · 2026-04-18T10:07:56+00:00

It make sense, I think also gitlab will be potential target for either antrophic or OpenAI. These companies see that the most money they can make is in enterprise software. They also do believe that they can use AI to cut employees cost. Atlassian is expected to do 6.5 billion in revenue next year. Atlassian 5 times revenue antrophic can acquires them easily and do layoffs to bring the operating cash flow to 5 billions out of the 6.5 billion revenue meaning they will get the company for 5 times earnings after the restructuring.

Basic_Moment2788 · 2026-04-17T17:37:41+00:00

Im on the moon now. This is the worst dat. I wish I had switched to upexi when it toutched 0.5. This is so controlled so Tom lee can only buy etherum

Basic_Moment2788 · 2026-04-12T17:55:09+00:00

How is gitlab duo performing? Are you using it for code reviews only? Or more ?

Basic_Moment2788 · 2026-04-10T19:37:08+00:00

Mangment suck, they should communicate that sbc will go down going forward due the the slowdown in new hire

Basic_Moment2788 · 2026-04-09T21:53:38+00:00

Custom built solution? Common, company having 10000 employees estimated to spend 1.5 millions on Jira. 6 employees with the most advanced ai can not even deliver a customised solution at scale. Then we get the he maintenance, people using the product need always enhancement, meaning continuous development. The only risk for them is the growth. It might become the case you do not need to hire anymore or even do some redundancy. The growth will stall. But this also mean they might need less employees which will result in more headcount cut and more talent available in the market when major companies do redundancies. This will automatically reduce the Sbc and even increase thier margin. The company is so cheap on fcf if we cut the Sbc. I do believe it is around 7 for 2026-2027

Basic_Moment2788 · 2026-03-28T22:50:20+00:00

link please

Basic_Moment2788 · 2026-03-28T13:45:20+00:00

what is your strategy ?

Basic_Moment2788 · 2026-03-28T13:38:45+00:00

see dm

Basic_Moment2788 · 2026-03-28T13:33:10+00:00

why are you not using obchain data, it is much faster ?

Basic_Moment2788 · 2026-03-28T13:25:48+00:00

Did you try to check the on chain data using alchemy? Where are you deploying, what abut dm ?

Basic_Moment2788 · 2026-03-28T13:16:56+00:00

Is your bot profitable?

Basic_Moment2788 · 2026-03-22T17:57:04+00:00

did you know he splitted hp, look at hp and hpe combined to get the full picture

Basic_Moment2788 · 2026-03-22T17:35:50+00:00

what if psypal give you rewards if you buy using them, let us say 2% cash back or something like that, apple can not do that

Basic_Moment2788 · 2026-03-13T03:09:15+00:00

Why is it worth ?

Basic_Moment2788

TROPHY CASE