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Mallik

@mallik70

Dec 12

SGA Margin on select SaaS companies. $HCP is at 127% (LOL) $DDOG is at 36.5% ♥️

Beth Kindig

@Beth_Kindig

Dec 14

Below are the notable cloud stocks that reported Q3 earnings last week with the highest revenue % beat. $HCP $MDB $GTLB $BASE $S $DOCU $ZUO

Shomik Ghosh

@shomikghosh21

Dec 14

Pure 🪙 from Hashicorp $HCP ALEER Sales Process OSS -> Land 1st Use Case -> Expand Adoption of Use Case -> Extend to Next Product / Use Case -> Renew 🔑 is even at Hashi scale still focused on landing with individual devs or smaller teams

ronjonbSaaS

@ronjonbSaaS

Dec 16

$MDB $HCP Nice to see these green on a day like this! Even if $MDB reaches half of $ORCL s market cap someday, it’ll be an 8x!!! And $MDB is the choice for the next gen cloud apps with unstructured data. So that’s not a far fetched goal! RDBMS wasn’t built for that.

ronjonbSaaS

@ronjonbSaaS

Dec 12

$MDB $HCP Two stocks in my portfolio ( see pinned tweet) $MDB up ~40% in less than a week 🚀🚀 $HCP up ~25% in less than a week 🚀🚀

nuance rocket

@nuancerocket

Dec 17

most expensive “ev/rev/r40” (fy23) - wblair $hcp $user $iot $bigc $par $shop $cflt $pcor $gwre $cwan

bottom 10 rule of 40 (fy23) - wblair $bigc $par $mixt $blze $hcp $alrm $yext $weav $smwb $domo

$HCP 2023-04-21 P $25 Underlying: $28.855, % Diff: -13.36 % Bid-Ask: $3.2 - $3.4 Open Interest: 106 Volume: 1,024 % Above Mid: 0.99 IV: 82.6% Daily Volume USD: 338,130

ModifiedDarvasBox

@DarvasTrading

Dec 12

I knew mentioning $HCP might cause a stampede into it by my savvy followers🐂 😉

12/13相場開始前のセクター動向＜セクター＞ 📈情報技術、通信サービス、一般消費財 📉- ＜業種＞ 📈 ソフトウェア $APPS $U $DDOG $SHOP $GTLB $NET $PATH $HCP $IOT 木材 $EVA $BCC ソーラー $SHLS $ARRY $ENPH 📉 紙製品 $SUZ

HedgeMind

@HedgeMind

Dec 17

Tech stocks that continued to show hype growth, revs up 50%+ y/y as of 22Q3: $GRAB +156% y/y $S +106% $BILL +94% $GLBE +79% $AYX +75% $GTLB +69% $SNOW +67% $MNDY +65% $ZS +61% $DDOG +61% $TOST +55% $CRWD +53% $HCP +52% $NCNO +50%

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HedgeMind

@HedgeMind

Sep 8

Stocks that are still growing revs at 50%+ y/y we've seen: $BILL Revs up 156% y/y $S +124% y/y $SNOW +83% y/y $DDOG +74% $GTLB +74% $ZS +61% $CRWD +58% $ABNB +58% $TOST +58% $CFLT +58% $MDB +53% $HCP +52% $IOT +52% $ASAN +51%

twitter.com/HedgeMind/stat…

Ami Joseph

@HedgeyeTech

Dec 18

1/n $CRM $NOW $HCP $CFLT $MDB Playbook for SaaS post Bubble. 1) pivot to FCF. <25% y/y gwth shld show full monty. sustaining 40% get to break-even. 2) begin buybacks. even small initial levels helps begin the road to absorb excess SBC. 3) make product lighter...

$hcp $mdb $okta are defying the odds and growing ever faster. I guess cloud infra, data, and identity are growing. I should start a company at the intersection of all these.

saastr.com

Some Folks in SaaS Are Still Doing Really, Really Well. E.g., MongoDB, HashiCorp, Monday, GitLab,...

https://twitter.com/jasonlk/status/1600684665576165377 So look, very few, if any, SaaS or Cloud companies are out there saying times are easier now than

Thomas J. Hayes

@HedgeFundTips

Dec 12

Where is the money flowing today? #MoneyFlow #StockMarket $HZNP $COUP $EURN $BOX $FRO $CRK $MNDY $HCP $NEX $CFLT $TRMD $HP $TKC $PTEN $DOCU $FRSH $CYTK $MDB $UAA $RRC hedgefundtips.com/where-is-the-m

GNRoses

@TortozaPalma

$HCP Awaiting Buy Signal based off 9 signals on the 15-min chart. Free trial at ultraalgo.com/?afmc=FastTrad

Replying to

and

Several days of gains is expected after earnings bump. Seriously dude, you might want to hold off dancing just because a stock went up for a couple of days. Look at that YTD performance. $HCP is getting fattened up for the slaughter.