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@kidpudi
Brett
25 following25 followers
My $AMD trades
Stock well below 200-day SMA. Still like the company long term & can rebuy in 30 days if needed. Freeing up money for stocks above 50-day SMA

My $DDOG trades
Stock well below 200-day SMA. Still like the company long term & can rebuy in 30 days if needed. Freeing up money for stocks above 50-day SMA

Interesting choice but I suspect our investing styles are quite different. Over here I'm snapping up (no pun intended) $DDOG at any opportunity sub-$90.
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Projected negative revenue growth for next 3 quarters as demand weakens. Can always rebuy in 2023 if demand picks up
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My $MNDY trades
Very high gross margins, superior product, strong revenue growth & guidance. Smallest holding due to profits still trending down & I understand competition is still tough.

I can tell you I’ve had a big part in setting up Monday CRM up for our Sales operations, and it is SUPER user friendly and highly customizable. I sold my position a while back, but as I get deeper into it, I see huge opportunity and could see many other Small/Medium Businesses jumping on this over other platforms out there. Another huge upside is they also have templates for project management, support team functionality, and so much more. You can use their product suite to create boards for every department in the company, which will heavily contribute to NRR.
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