Pounding The Table: Stocks, Options, And Weekly Market News cover image

#98 | Earnings Recaps ($GLBE + $PANW) | Mini Monster: Evolv Technologies ($EVLV) and Confluent ($CFLT)

Pounding The Table: Stocks, Options, And Weekly Market News

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Confluent's Post-Earnings Dip and Valuation Concerns

This chapter discusses Confluent's recent dip in earnings and its expensive valuation. It explores Confluent's main product, data emotion, and its fit within the thematic of data warehouse and data analytics. The chapter also highlights Confluent's transition to a usage-based business model and raises concerns about its competitive advantage and future prospects.

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