@6df4e6d9972a44f "@punchcard20 @MinotaurStocks Well Northland didn't raise their target price on the 1Q beat only recently on the DNI win. The company's 1Q guidance upgrade to 50% or more for secaas growth wasn't inspiring enough inferring a potential weak BMIS ramp/poor economics. Let's hope it was sandbagged"
@6df4e6d9972a44f on X 2025-07-20 19:12:57 UTC 11 followers, 95 engagements

"@punchcard20 @MinotaurStocks @MinotaurStocks sudden silence is deafening especially after the good 1Q. Wonder if he's changed his mind on $ALLT's potential. Unusual for an analyst to drop coverage without notice. He did taper his ARR numbers for BMIS from previous $720m to now $144m"
@6df4e6d9972a44f on X 2025-07-20 13:21:57 UTC 11 followers, 224 engagements

"@MinotaurStocks It's been blood red the past 2 weeks. Any clue as to why Could it be public sector weakness affecting VZ business as was called out in the earnings call"
@6df4e6d9972a44f on X 2025-07-21 16:24:12 UTC 11 followers, 234 engagements

"@punchcard20 @MinotaurStocks The story was over sold in the past. Think many of us invest in $ALLT based on the trust of analysts. Just hope it's not being over sold to us again this time"
@6df4e6d9972a44f on X 2025-07-20 17:31:54 UTC 11 followers, 247 engagements

"@MinotaurStocks $BNED hasn't been doing well lately too. The confluence of the market rallying hard alongside and lynrock using $ALLT as exit liquidity and now another sudden waterfall decline. Glad you are keeping a leveled head"
@6df4e6d9972a44f on X 2025-07-22 05:22:42 UTC 11 followers, 486 engagements

"@punchcard20 @MinotaurStocks "Verizon Business would be 20x the opportunity in FWA alone or $720 million" Then in the comments "a TAM of 30.5 million subscriber lines that encompasses $180 million of ARR potential for Allot." Now this Subtle shifts"
@6df4e6d9972a44f on X 2025-07-20 17:27:24 UTC 11 followers, 134 engagements