• Elastic N.V. (ESTC $86.07)
  • $86.07 Cap: $9.08B
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• Vertiv Holdings LLC Class A (VRT $125.89)
  • $125.89 Fwd P/E: 73.41X Cap: $48.11B
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• Nebius Group N.V. (NBIS $47.10)
  • $47.10 Cap: $11.21B
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Q: let's take as given that we've entered in the new IA era. And suppose we are interested to invest in a small cap enterprise of this sector at the beginning of its promising journey, what is the two names you would recommend?

Upvote 12

Read Answer Asked by Gabriel on December 18, 2024

• Oracle Corporation (ORCL $234.50)
  • $234.50 Fwd P/E: 53.52X Cap: $658.67B
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• MongoDB Inc. (MDB $208.90)
  • $208.90 Cap: $17.07B
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• Elastic N.V. (ESTC $86.07)
  • $86.07 Cap: $9.08B
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• Confluent Inc. (CFLT $25.47)
  • $25.47 Cap: $8.66B
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Q: What are your thoughts on their strong Q2 earnings? Would this be a good entry point? It may finally be ready to rally over the next quarter.

Upvote 2

Read Answer Asked by Neeraj on September 03, 2024

• Elastic N.V. (ESTC $86.07)
  • $86.07 Cap: $9.08B
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• Dynatrace Inc. (DT $56.26)
  • $56.26 Fwd P/E: 35.58X Cap: $16.38B
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• Datadog Inc. (DDOG $145.94)
  • $145.94 Fwd P/E: 328.47X Cap: $50.40B
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Q: Could you review ESTC earnings and call? And if your feelings about the company remain strong.

Thx, M

Upvote 2

Read Answer Asked by Mark on August 30, 2024