80
Bought
There is an active short from Hedgeye on the company based on execution and operation delays expected in 2026. It could go lower, but in the long run, I think it’s more noise than anything. Hedgeye isn’t even questioning the long term potential, in fact, it was early in discovering the company.
19.23
Bought
10
148.25
Bought
5
410.5
Bought
Initial purchase, will add more on declines.
109.8
Bought
Initial purchase, likely to add more
10.01
Sold
It was a tiny position, keeping Rubrik and Crowdstrike in cybersecurity.
45.76
Sold
It was a small position, recovery looks uncertain and too far out.
