• Oracle Corporation (ORCL)
  • View ORCL Profile
  • View Questions on ORCL
• MongoDB Inc. (MDB)
  • View MDB Profile
  • View Questions on MDB
• Elastic N.V. (ESTC)
  • View ESTC Profile
  • View Questions on ESTC
• Confluent Inc. (CFLT)
  • View CFLT Profile
  • View Questions on CFLT

Q: What are your thoughts on their strong Q2 earnings? Would this be a good entry point? It may finally be ready to rally over the next quarter.

Upvote 2

Read Answer Asked by Neeraj on September 03, 2024

• Datadog Inc. (DDOG)
  • View DDOG Profile
  • View Questions on DDOG
• Snowflake Inc. Class A (SNOW)
  • View SNOW Profile
  • View Questions on SNOW
• Applovin Corporation (APP)
  • View APP Profile
  • View Questions on APP
• UiPath Inc. Class A (PATH)
  • View PATH Profile
  • View Questions on PATH
• Confluent Inc. (CFLT)
  • View CFLT Profile
  • View Questions on CFLT

Q: Hi, could I have your updated opinion on CFLT please? I don't see recent questions on it - I have a small position and need to top up or sell. Could you possibly rank compared to DDOG, PATH, SNOW, APP

Upvote 5

Read Answer Asked by Kel on March 20, 2024

• Datadog Inc. (DDOG)
  • View DDOG Profile
  • View Questions on DDOG
• Snowflake Inc. Class A (SNOW)
  • View SNOW Profile
  • View Questions on SNOW
• Confluent Inc. (CFLT)
  • View CFLT Profile
  • View Questions on CFLT

Q: I hold three relatively small positions in each of the above, and am wondering if you could foresee one or two of them as better outperform the market over a longterm horizon (5 plus years) and thus worth consolidating towards? Thank you

Upvote 0

Read Answer Asked by Anthony on November 04, 2022