5/28/24 - vrockstar - 
APPS - don't think much changes from my prior (non-public) comment heading into the last print in Feb. the capital stack is basically the main problem here. massive short interest at 8 DTC keeps this think probably moving pretty dramatically one way or another. but given the size of the company and the impending AI disruption generally, this would seem to probably be a lower hanging fruit sooner than later for competition. while you could claim they'll adapt... this is much easier said than done to retrofit your org to becoming AI-centric. i'd probably just stay away from this period unless you have a much more nuanced POV. gl to the holders, but you may want to find another parking spot for your capital.
APPS - don't think much changes from my prior (non-public) comment heading into the last print in Feb. the capital stack is basically the main problem here. massive short interest at 8 DTC keeps this think probably moving pretty dramatically one way or another. but given the size of the company and the impending AI disruption generally, this would seem to probably be a lower hanging fruit sooner than later for competition. while you could claim they'll adapt... this is much easier said than done to retrofit your org to becoming AI-centric. i'd probably just stay away from this period unless you have a much more nuanced POV. gl to the holders, but you may want to find another parking spot for your capital.
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