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Adobe Is Trading Like It’s Dying. Guess what, it Isn’t Adobe is in one of its biggest drawdowns in years, and sentiment has flipped so hard that the stock now trades at a *forward P/E of \~19* — basically unheard of for a company with 89% gross margins and 95% …
Revenue barely moved quarter over quarter. How much net new ARR did they add? What Crack are you smoking?
$IOT * *Q3 revenue of $416.0 million, representing 29% year-over-year growth in actuals and in constant currency* * *Ending ARR of $1.745 billion, representing 29% year-over-year growth in actuals and in constant currency* * *2,990 customers with ARR over $100,000, including an increase of 219 in Q3, a quarterly record* …
Is $CRWD still a buy after earnings? Crowdstrike Holdings Inc. ($CRWD) reported a classic beat and raise quarter last night, however the stock still sold off about 3% in after hours trading. Then this morning the stock opened even lower, falling to about $486. That ended up being the low …
This was a clean quarter from CRWD. The revenue beat was expected, but the standout for me is the consistency in ARR growth and how efficiently they’re converting it into cash. Nearly $400M in operating cash flow during a macro where most cybersecurity names are still juggling higher costs says …
**Pure Storage (NYSE: PSTG)** reported third quarter fiscal 2026 results for the period ended November 2, 2025, with **Q3 revenue of $964.5M (+16% YoY)** and subscription services revenue of **$429.7M (+14% YoY)**. Subscription ARR reached **$1.8B (+17% YoY)** and RPO was **$2.9B (+24% YoY)**. GAAP gross margin was **72.3%** and …
RZLVs cooperation with Google and Microsoft is real and deep This is the [link](https://news.microsoft.com/source/2024/10/03/microsoft-and-rezolve-ai-partner-to-drive-global-retail-innovation-with-ai-powered-commerce-solutions/#:~:text=Companies%20collaborate%20to%20bring%20differentiated,of%20Industry%20&%20Partnerships%20at%20Microsoft) to Microsofts website about RZLV. To quote the article **Microsoft will extend extensive Go-to-Market (GTM) and co-sell support, providing marketing, sales, and technical support to accelerate Rezolve AI’s market penetration over the next five years. The …
RZLV's cooperation with Google and Microsoft is real and deep This is the [link](https://news.microsoft.com/source/2024/10/03/microsoft-and-rezolve-ai-partner-to-drive-global-retail-innovation-with-ai-powered-commerce-solutions/#:~:text=Companies%20collaborate%20to%20bring%20differentiated,of%20Industry%20&%20Partnerships%20at%20Microsoft) to Microsofts website about RZLV. To quote the article **Microsoft will extend extensive Go-to-Market (GTM) and co-sell support, providing marketing, sales, and technical support to accelerate Rezolve AI’s market penetration over the next five years. The …
Someone convince me to not buy NBIS. They are projecting 8B ARR eoy, which would put them $500+
RZLV This is the description of revenue in RZLV's F3 filing, which clearly states that 'brain commerce' only generated revenue in the third quarter of 2025: "We expect to commercialize the Rezolve platform by the end of Q4 2025, initially in Europe and the U.S.A. Revenues from brain commerce began …
PetVivo Launches AI Platform Reducing Veterinary Client Acquisition Costs by 50-89% News Link: [https://www.globenewswire.com/news-release/2025/11/25/3194291/0/en/PetVivo-Launches-AI-Platform-Reducing-Veterinary-Client-Acquisition-Costs-by-50-89.html](https://www.globenewswire.com/news-release/2025/11/25/3194291/0/en/PetVivo-Launches-AI-Platform-Reducing-Veterinary-Client-Acquisition-Costs-by-50-89.html) *Revolutionary* [*PetVivo.ai*](http://PetVivo.ai) *Uses Nine AI Agents to Transform $150B Pet Care Market* MINNEAPOLIS, Nov. 25, 2025 (GLOBE NEWSWIRE) -- PetVivo Holdings, Inc. (OTCQX: PETV; OTCID: PETVW), in cooperation with its wholly owned subsidiaries PetVivo Animal Health, …
This is bullish for BESS plays as well such as EOSE, FLNC and TSLA. DataCenters will be buying lots of behind the meter storage for both backup and to buy electricity when the rates are lowest and then store it for when rates are high. FLNC just released and had …
r/ValueInvesting – Why I Just Put ~25% of My Personal Portfolio into UIPath (PATH) – My Thesis & Math (NOT FINANCIAL ADVICE) NOT FINANCIAL ADVICE – I’m just a random internet value nerd sharing my own thinking. Do your own research and never invest money you can’t afford to lose. …
Scam company. They don’t have any real partnerships that they advertise on their website. Faking ARR. please do our own DD. Don’t buy anything you see on Reddit or TikTok.
PLTR up 5% on rumors it added $12k more in ARR
RZLV and the alleged AI Bubble The Al bubble narrative seems to be all that Al spending will not produce enough income. I don't agree with that, I think traditional ecommerce websites will be goign through a paradigm. Traditional search will be replace by agentic Al. I think RZLV could …
RZLV and the so called AI Bubble The Al bubble narrative seems to be all that Al spending will not produce enough income. I don't agree with that, I think traditional ecommerce websites will be goign through a paradigm. Traditional search will be replace by agentic Al. I think RZLV …
Here's my thesis for Adobe $ADBE Adobe has now lost half its value amid growing concerns about the impact of Gen-AI tools. The last time Adobe traded at its current P/E level was in 2012, before it moved to a subscription model! https://preview.redd.it/ookuhr2m573g1.png?width=944&format=png&auto=webp&s=9699985ac05a610d3c9d585c2fb75284661f5012 We now have one of the best …
check the ARR trading multiple of SOUN
This is all garbage and vaporware please delete this post. Where is proof for all those customer relationships? Only bold claims nothing is peer reviewed then this nonsense fantasy math and most importantly **possibly manipulated ARR numbers have nothing to do with Reality** . Seriously I wanna have whatever drugs …
Been building a position for a while, ready for the December update of live ARR contracts, followed by April earnings. No rush, 2026 will start the growth.
Yes, it should be at $15-20 already with $90,000,000 ARR already signed, December will see an update to confirm hitting the $150,000,000 EOY target. I'm just waiting patiently for all the ducks to line up, April earnings will put the icing on the cake , very bullish.
Rezolve AI (RZLV) is the next 100 bagger In the latest interim report RZLV showed c. 400% revenue growth and c. 95% gross margin. 2025 guidance of $150m ARR and 2026 guidance $500m ARR. If management scales the business with above-mentioned margins and hits ARR guidances, buckle up to see …
Thanks for the clarification on the OpenAI commitment—I had assumed it was included in the $392 billion backlog figure, so I stand corrected on that specific number. However, the comparison of scale is still a bit off: Size of Cloud: Azure is not three times the size of GCP. $75 …
What would you recommend VS Chat GPT? Greetings! Since I was told to stop chasing Meme stocks in my last post, I figured I'd run this idea by everyone here first. I'm looking to setup a portfolio that has a monthly DRIP. The end result being that I then diversify …
Next Steps Toward the Halleck Creek PFS Hey everyone, here’s a quick update on where American Rare Earths (ARRNF) is with the Cowboy State Mine and what we need to see before the Pre-Feasibility Study drops: **In-Fill Drilling** * **ARR just got permits for 27 in-fill drill holes at CSM.** …
Next Steps Toward the Halleck Creek PFS Hey everyone, here’s a quick update on where American Rare Earths (ARRNF) is with the Cowboy State Mine and what we need to see before the Pre-Feasibility Study drops: **In-Fill Drilling** * **ARR just got permits for 27 in-fill drill holes at CSM.** …
Anecdotal evidence: AI coding agent, Cursor, has been in business for 3 years and just crossed $1b in ARR. 3 years! AI is revolutionary and will continue to grow.
Here’s the deal. The CEO came out flying and set huge expectations but has never backed it up. And no, setting ARR guidance is not backing it up. Instead of announcements about contracts and customers-so we can see where that ARR guidance should be coming from-we get meaningless fluff and …
Divio Technologies AB ($DIVIO) – Deeply Undervalued SaaS Pivoting Into a Scalable Agency-Driven Growth Engine I’ve been digging into a small Swedish SaaS company called **Divio Technologies AB** and the latest Q3 2025 report caught my eye. The market is completely ignoring what looks like a major turnaround story with …
the company confirmed $90million signed ARR contracts on Oct 1st. they raised their eoy forecast from $100 million to $150 million and added 2026 forecast of $500million ARR. they have brought senior people from microsoft, Google and Tata. what has happened since then for your trust to decline, if you …
RZLV: Buy with caution at the bottom 📉 Why the Share Price May Have Fallen Despite its ambitious goals, the company is not yet profitable and, according to open data, exhibits significant valuation premiums, increasing risk. Expectations play a major role: If the market notices that growth or execution is …
That is why sentiment regarding RZLV has turned sharply bearish Despite overall market stability, Rezolve Ai's share price has fallen to around $2.9, which many see as confirmation of a protracted decline. Expectations of sharp growth seem to have failed to take into account the scale of the difficulties that …
Declining trust in Rezolve Ai Despite overall market stability, Rezolve Ai's share price has fallen to around $2.9, which many see as confirmation of a protracted decline. Expectations of sharp growth seem to have failed to take into account the scale of the difficulties that investors have been talking about …
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Total Off-Exchange Volume: 913974
Values over 50% Short often indicate hidden bearish pressure from institutions.
🏆 Master Buzz Score: 4/15
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Institutional Holdings (Whales)
| Institution | Shares | Value | % Held | Date |
|---|---|---|---|---|
| Blackrock Inc. | 17,424,158 | $305.3 million | 0.1557% | Sep 30, 2025 |
| Vanguard Group Inc | 11,995,105 | $210.2 million | 0.1072% | Sep 30, 2025 |
| State Street Corporation | 3,866,636 | $67.7 million | 0.0346% | Sep 30, 2025 |
| Geode Capital Management, LLC | 2,826,338 | $49.5 million | 0.0253% | Sep 30, 2025 |
| Marshall Wace LLP | 2,495,203 | $43.7 million | 0.0223% | Sep 30, 2025 |
| Invesco Ltd. | 1,855,148 | $32.5 million | 0.0166% | Sep 30, 2025 |
| Shaw D.E. & Co., Inc. | 1,510,196 | $26.5 million | 0.0135% | Sep 30, 2025 |
| Ameriprise Financial, Inc. | 1,149,610 | $20.1 million | 0.0103% | Sep 30, 2025 |
| UBS Group AG | 1,109,852 | $19.4 million | 0.0099% | Sep 30, 2025 |
| Northern Trust Corporation | 1,086,693 | $19.0 million | 0.0097% | Sep 30, 2025 |

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