Kaushik
@BigBullCap on X
- $TTD You Have to Pay (a Lot) for the Best; Initiating on TTD at Sector Perform
- GitLab 3Q25: Growth Drivers Align for Impressive Beat and Raise PT to $90 at Truist
- $NU Bull Case $22 for FY25 at KeyBanc
- Key Charts - JPMorgan
- $MDB BULL CASE to $605 at PIPER
- $CRWD The Saquon of Cyber Security Showing Major Momentum Yet Again; New $390 PT - Wedbush
- $NTNX Beat on all guided metrics; strong operating margin and FCF, raises guidance - PT to $85 at BofA
- Software Valuations: EV/Revenue-to-Growth - KeyBanc
- $CRWD BofA
- $DELL PT Raised to $165 at Goldman Sachs
- $CRWD Surpassing Expectations Amid Challenges: A Brighter Outcome Than Feared - Thesis Remains In Play PT to $400 Evercore ISI
- $MDB ‘Turn Around, Bright Eyes'; Raising PT to $425 - Piper
- $CRWD MS OW PT $355
- Total Instances by Cloud Provider - Tracker uses data analytics to track the proliferation of semiconductor architectures by region based on instances available to purchase in the public cloud. Designed to track the launch and proliferation of new architectures (NVIDIA’s Ampere or AMD’s Milan)
- Reposted by Kaushik$SNOW Winter Comes Early; Raising Estimates - Citi PT to $225
