Looks like it has taken a bit of a dip since December. A potential buying opportunity for those who have had the company on their watchlist.

I remember looking into Nutanix in 2018, at the time the thesis was something like "Nutanix's "enterprise operating system" enables a data center filled with hardware, storage, and networking to behave as if it were a public cloud like AWS."

Not sure if the investment thesis is still similar. I haven't checked in on it in a while.