12min chapter

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

CHAPTER

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.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode