6/5/24 - vrockstar - 
GWRE - a stock up on EPS print that marginally beat/ look ahead. 10x sales. subscale mid single digit growth. going to get murdered. great funding for some of my dip buys this morning. software rn is an impossible factor to own - if you do - you need funding. gl to the longs, nothing against this one in the MT/LT context, but ST for the growth and limited opex flex, this move looks hilariously overdone to the upside. echos like the 
DOCS that i sized up in the last week. still holding a lot of that. also similar to the 
ANF move i remain holding. these moves won't likely stick. gamma fueled, not real buyers. if u see it differently i'd love to know so i don't get trapped lol - earnestly :)
-V
GWRE - a stock up on EPS print that marginally beat/ look ahead. 10x sales. subscale mid single digit growth. going to get murdered. great funding for some of my dip buys this morning. software rn is an impossible factor to own - if you do - you need funding. gl to the longs, nothing against this one in the MT/LT context, but ST for the growth and limited opex flex, this move looks hilariously overdone to the upside. echos like the DOCS that i sized up in the last week. still holding a lot of that. also similar to the ANF move i remain holding. these moves won't likely stick. gamma fueled, not real buyers. if u see it differently i'd love to know so i don't get trapped lol - earnestly :)-V
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