Both play in the enterprise digital adoption space that i am long-term bullish

$WKME is an awesome category with an above-average product. Stock is now cheap at ~4X revenue while growing 30%, after today's 20% drop

$AMPL is an awesome product in an awesome category. Stock fell 50% based on a horrible and confusing forecast (how can growth fall from 65% to 35%, when RPOs are healthy). Ironically stock is still around 8-9X revenue. I'm going to assume a bit of sandbagging, but regardless I think this is a great company to own long term and I'm not passing up a 50% discount even if they 'only grow 35%'

The 3 stocks I'm not buying even though they got hammered in the last couple of days post-earnings

$FSLY Always thought their technology was subpar to $NET and $AKAM and customer concentration. Stock is cheap, but i think company still is below-par

$WIX again stock is cheap, but I'm not knowledgeable enough on this market, especially the impact macro has on the SMBs they serve.

$PLTR I don't get this company or stock. Too mystic. I don't think the 'AI' is all that. It's still not cheap. They are making non-strategic investments etc. I don't think highly of their management. Their customer concentration risk is insane (and yes I'm pretty sure I will get tons of push back on this darling stock:)

Now I'm going for a walk to listen to $WKME call and decide if I want to buy more. and yes of course I'll do this on the Fincredible mobile app (which will be released soon). In the meantime you can use browser at www.fincredible.ai for walk + listens)