• Elastic N.V. (ESTC)
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• Vertiv Holdings LLC Class A (VRT)
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• Nebius Group N.V. (NBIS)
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Q: let's take as given that we've entered in the new IA era. And suppose we are interested to invest in a small cap enterprise of this sector at the beginning of its promising journey, what is the two names you would recommend?

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Read Answer Asked by Gabriel on December 18, 2024

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

• Elastic N.V. (ESTC)
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• Dynatrace Inc. (DT)
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• Datadog Inc. (DDOG)
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Q: Could you review ESTC earnings and call? And if your feelings about the company remain strong.

Thx, M

Upvote 2

Read Answer Asked by Mark on August 30, 2024