@fletchdoeslive WR
WR posts on X about $allt, $cvna, $vz, business the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
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Mentions: [--] #
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Social Influence
Social category influence stocks finance technology brands cryptocurrencies countries currencies social networks automotive brands celebrities travel destinations
Social topic influence $allt #1, $cvna #87, $vz #110, business, $bned, $allts #1, $ttd, $cmtl #1, $amzn #946, ai
Top accounts mentioned or mentioned by @cornelialake @catapultcap @realjimchanos @6df4e6d9972a44f @jdonovan42 @burningbushcap @accruedint @gothamresearch @jaysyoon @hntrbrkmedia @greenhavenroad @ilovebonds @unicusresearch @bluechip1 @1maincapital @josephkluda @silbergleitjr @indrastocks @idknothingleft @cliffordsosin
Top assets mentioned Carvana Co. (CVNA) Verizon Communications Inc. (VZ) Barnes & Noble Education, Inc (BNED) Trade Desk, Inc. (TTD) Amazon.com, Inc. (AMZN) Helium IOT (IOT) Alphabet Inc Class A (GOOGL) OKZOO (AIOT) Crowdstrike Holdings Inc (CRWD) Magnite, Inc. Common Stock (MGNI) Palo Alto Networks Inc (PANW) CarMax, Inc (KMX) Ally Financial, Inc. (ALLY) F5 Inc (FFIV) L3Harris Technologies Inc (LHX) Netflix Inc (NFLX) CyberArk Software Ltd. (CYBR) Omnicom Group Inc. (OMC) Fortinet Inc (FTNT) Cellebrite DI Ltd. Class A Ordinary Shares (CLBT) Viasat Inc (VSAT) Kratos Defense & Security Solutions, Inc. (KTOS) Ubiquiti, Inc. (UI) Hertz Network (HTZ) Cisco Systems Inc (CSCO) TERADATA CORPORATION (TDC) Snowflake Inc. (SNOW)
Top Social Posts
Top posts by engagements in the last [--] hours
"2/10 $ALLT's SECaaS revenues have grown at an 80% CAGR from [----] to [----] reaccelerating to 69% YoY in Q3 [----]. Partnerships with major telecoms like Verizon and Vodafone present massive opportunities with Verizon alone offering $1B+ in potential annual recurring revenue"
X Link 2024-12-03T03:01Z [--] followers, [--] engagements
"3/10 The bankruptcy of Sandvine Allot's main DNI competitor opens the door for $ALLT to capture a significant portion of Sandvine's $200M annual revenue. This combined with 5G adoption and Fixed Wireless Access deployment could reignite growth in Allot's DNI segment"
X Link 2024-12-03T03:01Z [--] followers, [--] engagements
"9/10 New management led by CEO Eyal Harari and CFO Liat Nahum is focused on efficiency profitability and strategic growth. Their plan to integrate the DNI and cybersecurity units aims to capitalize on $ALLT s unique technology and market position"
X Link 2024-12-03T03:01Z [--] followers, [--] engagements
"10/10 While risks exist including execution large customer dependence and geopolitical factors the potential for 10x returns in [--] years makes $ALLT an attractive investment. As a small profitable cybersecurity player with unique tech it could also be an acquisition target"
X Link 2024-12-03T03:01Z [--] followers, [--] engagements
"@GorillaTrading $ALLT has a strong fundamental thesis and huge embedded catalyst with potential expansion of its Verizon contract. https://seekingalpha.com/article/4745419-allot-stock-potential-verizon-expansion-validates-the-bull-casev=1734873323#comment-99263780 https://seekingalpha.com/article/4745419-allot-stock-potential-verizon-expansion-validates-the-bull-casev=1734873323#comment-99263780"
X Link 2024-12-23T01:26Z [--] followers, [--] engagements
"The termination removes a significant binary risk for $BNED. While our 7/31/2024 article argued the risk was largely behind us the ongoing NPRM process continued to weigh on BNED's valuation and deterred some investors"
X Link 2024-12-26T14:13Z [--] followers, [---] engagements
"FDC conversions are likely to accelerate dramatically. With both balance sheet issues and regulatory concerns addressed BNED enters [----] with a clear runway for record FDC conversions in the upcoming Fall [----] back-to-school rush"
X Link 2024-12-26T14:13Z [--] followers, [---] engagements
"Recent ATM offerings and stock sales now make sense. BNED likely aimed to de-risk its balance sheet ahead of a potential adverse DOE announcement given the short window before an expected decision "by next year.""
X Link 2024-12-26T14:13Z [--] followers, [---] engagements
"Our FY27 price target of $56 could have $8.00 of upside if dilution stops at [--] million shares vs. the [--] million we modeled. Shareholders should voice their perspectives on this matter. 💰"
X Link 2024-12-26T14:13Z [--] followers, [---] engagements
"The DOE's decision comes at an ideal time for $BNED. Balance sheet distress and regulatory overhang were the primary factors slowing FDC conversions in FY25. With both issues resolved BNED is poised for growth"
X Link 2024-12-26T14:13Z [--] followers, [---] engagements
"@jaysyoon @CorneliaLake @MSVCap @BlueDuckCap @1MainCapital @CliffordSosin @GreenhavenRoad Thanks. I enjoy your research and look forward to continuing to follow it"
X Link 2024-12-26T19:14Z [--] followers, [--] engagements
"@Michaelrose102 @CuriousinFuture Like bundling in cable or any subscription model you are getting bundle economics. It's great for $BNED but student and faculty lives improve. I doubt this is where Trump administration wants to hang its hat. Any change highly disruptive so why bother"
X Link 2024-12-26T19:31Z [--] followers, [---] engagements
"@Michaelrose102 @CuriousinFuture Agree with the above"
X Link 2024-12-26T19:32Z [--] followers, [--] engagements
"However as they say "no plan survives first contact with the enemy." In this case the enemy was a Department of Education Notice of Proposed Rulemaking (NPRM) on inclusive and equitable access models like FDC. This drove $BNED's stock down 70% in early [----] just as its business was achieving breakout velocity"
X Link 2024-12-27T16:58Z [--] followers, [---] engagements
"Colleges students teachers and industry pushed back hard against the DOE proposals which threatened to disrupt courseware models embraced by most students and loved by faculty and schools. In July the DOE postponed the NPRM promising to publish plans by end of 2024"
X Link 2024-12-27T16:58Z [--] followers, [---] engagements
"We believe FY26 (starting May 2025) and FY27 will be breakout years for $BNED. We project EBITDA scaling to over $200 million in FY27 potentially yielding a $50+ stock price. Our July analysis of BNED's courseware revenue model and DOE issues: https://seekingalpha.com/article/4708618-barnes-and-noble-education-lifting-doe-overhang-significant-positive https://seekingalpha.com/article/4708618-barnes-and-noble-education-lifting-doe-overhang-significant-positive"
X Link 2024-12-27T16:58Z [--] followers, [---] engagements
"@catapultcap Agreed. Like $SPOT $BNED margins should expand as the company scales and innovates. $BNED can package FDC data and insights for faculty administrators and publishers and can onboard other products and services to "the bundle" delivering enhanced value through trusted access"
X Link 2025-01-07T00:12Z [---] followers, [---] engagements
"@accrued_int @catapultcap $BNED is also up 100% since the recapitalization which occurred during a period of regulatory uncertainty. The DOE rulemaking was terminated in the Federal Register on 12/26. +$100m EBITDA improvement has been achieved amidst a tough backdrop and now $BNED has tailwinds"
X Link 2025-01-08T14:43Z [---] followers, [---] engagements
"@accrued_int What are your top picks out of curiosity Do you have a strong opinion on $TTD $DSP $MGNI $PUBM Thanks"
X Link 2025-01-08T14:56Z [---] followers, [---] engagements
"@accrued_int $ALLT is my top pick which I've written two articles about in the past [--] days latest here: $APP what a beast congrats I have not dug in there sadly. $MGNI $TTD $PUBM and $DSP have all been pitched as $GOOGL antitrust derivative winners. https://seekingalpha.com/article/4745419-allot-stock-potential-verizon-expansion-validates-the-bull-case https://seekingalpha.com/article/4745419-allot-stock-potential-verizon-expansion-validates-the-bull-case"
X Link 2025-01-08T15:14Z [---] followers, [---] engagements
"@accrued_int @newmork @catapultcap $BNED Newmork gives great color below. FTR $BNED courseware comps have grown for [--] years from FD / FDC and EBITDA +$100m. I recommend going to school and watching this FDC client video to better understand the valuable service $BNED provides with FDC: https://event.on24.com/wcc/r/4427177/071BE55A90988634AB2996B41E1B24AB https://event.on24.com/wcc/r/4427177/071BE55A90988634AB2996B41E1B24AB"
X Link 2025-01-09T19:43Z [---] followers, [---] engagements
"@FortuneJonny $ALLT this time it's for real: https://seekingalpha.com/article/4745419-allot-stock-potential-verizon-expansion-validates-the-bull-case https://seekingalpha.com/article/4745419-allot-stock-potential-verizon-expansion-validates-the-bull-case"
X Link 2025-01-10T00:46Z [---] followers, [---] engagements
"@contralculator FDC GM is significantly higher than legacy courseware with no incremental opex. Implies EBITDA margins much higher for FDC than legacy. Best guess as implied from past disclosures would be that FDC footprint accounts for nearly all EBITDA and that number is growing rapidly"
X Link 2025-01-10T17:37Z [---] followers, [---] engagements
"@JCVance3 @ilovebonds Because if the Dept of Ed proposals to change FDC to "opt in" had been re-asserted the multiple would contract schools might wait to convert to FDC and cash flow could decline YoY in FY27. Raising $80m of equity capital would mitigate that risk. But the risk is now removed"
X Link 2025-01-10T17:40Z [---] followers, [---] engagements
"@JCVance3 @ilovebonds In the ST proceeds reduce borrowings = less interest expense. In the medium term added balance sheet flexibility can be utilized to do tuck-in M&A (new products / services for FDC horizontal take outs of small competitors) or invest in other strategic priorities"
X Link 2025-01-10T17:47Z [---] followers, [--] engagements
"@JCVance3 @ilovebonds If the second ATM is completed PF FDSO will be around [--] million"
X Link 2025-01-10T17:55Z [---] followers, [---] engagements
"@AdamHawaii Yes - companies generally should have a shelf on file to be able to raise capital quickly if needed. It is good "corporate housekeeping" and we don't think this $100m "round number" shelf will be imminently acted upon the way the prior two $40m shelfs were"
X Link 2025-01-11T01:12Z [---] followers, [---] engagements
"@Frosty_SnowMan9 @catapultcap First Day Complete GMs are significantly higher than legacy courseware. First Day (digital only by course) gross margins are similar to physical but with different working capital dynamics (better ROIC). GMs can expand from FDC conversion scale new products and services"
X Link 2025-01-11T19:10Z [---] followers, [--] engagements
"@GHeator Should be below $10m on a run rate basis now. Borrowings of $177m last quarter - $70m of incremental ATM proceeds x 8% = $8.5m. Plus working capital will be a source of funds in 2H as AR is collected in FQ3 and FQ4"
X Link 2025-01-12T00:36Z [---] followers, [--] engagements
"@TodayRSS @CorneliaLake @jaysyoon Opt-in was popular when IA / EA programs were getting started; most states have since recognized they run best as opt out. Texas previously mandated opt-in and moved to opt-out now Alamo CC (BNED FDC) and Dallas (Follett) run thriving EA programs. The debate is mostly resolved"
X Link 2025-01-14T15:16Z [---] followers, [---] engagements
"While $ALLT got its "foot in the door" by protecting a portion of $VZ's [---] million FWA business subscribers we think $ALLT is now addressing the 20x larger pond of business mobile subscribers with BMIS: https://www.verizon.com/business/products/security/network-cloud-security/mobile-internet-security/ https://www.verizon.com/business/products/security/network-cloud-security/mobile-internet-security/"
X Link 2025-01-15T19:48Z [---] followers, [---] engagements
"Eyal called out that customers including $VZ "work for $ALLT " once launched as the marginal cost of $ALLT's network native fully partitioned cybersecurity offering is low enabling rapid scaling to tens of millions of users and hinting at an aggressive GTM for BMIS"
X Link 2025-01-15T19:48Z [---] followers, [---] engagements
"We believe $ALLT's launch of $VZ BMIS its significant expansion with $VOD and significant DNI share gains to come from Sandvine are converging to create a uniquely compelling investment opportunity and believe $ALLT will trade above $20 by YE 2025: https://seekingalpha.com/article/4745419-allot-stock-potential-verizon-expansion-validates-the-bull-case#comment-99404261 https://seekingalpha.com/article/4745419-allot-stock-potential-verizon-expansion-validates-the-bull-case#comment-99404261"
X Link 2025-01-15T19:48Z [---] followers, [---] engagements
"$VZ posted Q4 results this morning. Wireless and FWA subscriber adds in the business group remain strong which is a tailwind for $ALLT's SECaaS revenues at Verizon"
X Link 2025-01-24T14:27Z [---] followers, [---] engagements
"$CRWD +7% as investors rotate to software and security as beneficiaries of LLM commoditization; $ALLT will win here as AI boosts the scale and severity of cybersecurity threats driving demand for Allot's network native in-line cybersecurity solutions at $VZ $VOD and others"
X Link 2025-01-28T18:09Z [---] followers, [---] engagements
"We agree. [----] is poised to be a breakout year for $ALLT as SECaaS deals with $VOD and $VZ ramp up alongside a recovery in DNI. Few companies will be posting anywhere near the rate of cybersecurity SaaS revenue growth and margin expansion as $ALLT. Encouragingly for both SECaaS and DNI in the last week we've had supportive macro datapoints from $VZ (strong FWA and biz wireless adds) $FFIV (telco bookings back to growth vs. hard YoY declines last year) $NOK (network infrastructure healthier) and $CHKP (billings inflection). $CMCSA and $CHTR's struggles with broadband attrition also attest to"
X Link 2025-01-31T03:18Z [---] followers, [---] engagements
"@MichaelWigginsO We believe 13-Fs will prove the $ALLT rally has a lot of institutional support behind it. We also believe business momentum is strong and accordingly a bad earnings report is unlikely. See our original article: https://seekingalpha.com/article/4741029-allot-ltd-a-cybersecurity-turnaround-hits-its-inflection-point https://seekingalpha.com/article/4741029-allot-ltd-a-cybersecurity-turnaround-hits-its-inflection-point"
X Link 2025-02-03T08:48Z [---] followers, [---] engagements
"@jaysyoon Thanks we noticed that re: the test plane. Wondering whether AA [----] has created another opportunity for management pilots to push for the adoption of AerAware along with potential incentives / directives from the FAA"
X Link 2025-02-07T18:45Z [---] followers, [---] engagements
"@KyleAdamsStocks We like the $RDCM story though insider selling has created an overhang. We are pounding the table on $ALLT (run by the former $RDCM CEO) on a 25% correction ahead of the Q4 earnings report Tuesday. See our tweets and Seekingalpha analysis: https://seekingalpha.com/article/4745419-allot-stock-potential-verizon-expansion-validates-the-bull-case https://seekingalpha.com/article/4745419-allot-stock-potential-verizon-expansion-validates-the-bull-case"
X Link 2025-02-23T04:23Z [---] followers, [---] engagements
"We are excited to hear management discuss the trends in $ALLT's business and its long term outlook on the conference call at 9am"
X Link 2025-02-25T11:46Z [---] followers, [---] engagements
"$ALLT confirmed that their SECaaS TAM at $VZ has gone from [----] million subscribers to [--] million. DNI has troughed and was guided to stability with "potential for upside." More customer wins and expansion are expected in SECaaS. The table is set well for 2025"
X Link 2025-02-25T15:30Z [---] followers, [---] engagements
"$ALLT's Q4 was objectively strong ($4m of FCF $2m of net income and 48% SECaaS growth) but the thesis was never about Q4. Allot's expansion with $VZ - now confirmed and endorsed by Verizon - has the potential to turbocharge SECaaS growth in 2025"
X Link 2025-02-27T03:55Z [---] followers, [---] engagements
"$ALLT's opex is stable gross margins are improving and continued SECaaS growth in [----] will flow directly to the bottom line. Management has also conveyed a strengthening pipeline in DNI and the opportunity for "an upside surprise.""
X Link 2025-02-27T03:55Z [---] followers, [---] engagements
"$ALLT offers best in class SECaaS growth at a low valuation and the risk / adjusted return profile has improved post $VZ confirmation. We believe the dip will be short lived ahead of a further inflection in Q1 and Q2 of 2025"
X Link 2025-02-27T03:55Z [---] followers, [---] engagements
"@6df4e6d9972a44f While the overall customer base is stable gross adds for VZ Business Mobile were almost exactly [---] million in [----]. Thanks for highlighting our prescient $ALLT analysis ;-) We think $VZ will ultimately unveil an aggressive GTM for BMIS following "soft launch." Stay tuned"
X Link 2025-02-27T04:39Z [---] followers, [---] engagements
"@6df4e6d9972a44f Short answer - BIS grows closer to 100% in [----] as we estimate starting subs in '24 were 60k vs. starting subs in '25 of 200k+ ending year at 400k+"
X Link 2025-03-06T07:53Z [---] followers, [--] engagements
"@6df4e6d9972a44f $ALLT $VZ is in pilot mode as Verizon gathers data and prepares formal go to market launch for the BMIS service. The press release and glowing endorsement on LinkedIn is a positive indication that formal launch is relatively close and GTM likely to be aggressive"
X Link 2025-03-07T15:10Z [---] followers, [---] engagements
"This is a huge endorsement from Allot's key strategic partner Verizon. $VZ $ALLT plan to bring a better protected future together to "organizations of all sizes." We will be tracking how this partnership evolves as $ALLT brings low-touch cybersecurity to the mass market"
X Link 2025-03-07T16:41Z [---] followers, [---] engagements
"A name we've been working on: $FC (Franklin Covey not the crypto token). The company is popular on VIC but has been a lackluster stock for the last decade. Would welcome any takes on where this business is headed and how Gen AI will help or hurt structurally"
X Link 2025-03-14T02:49Z [---] followers, [---] engagements
"We have been pushing long $MGNI short $TTD for the last [--] months and still like it ahead of $GOOG remedies. Can Michael Barrett be the next Jeff Green or are CTV SSPs destined for CDN-style commoditization Tell us @accrued_int and industry experts"
X Link 2025-03-15T05:08Z [---] followers, [---] engagements
"@FromValue Most in this thread $TTD miss the point(s). We've been on the bear case for awhile: $AMZN DSP is superior (better data / targeting / UX); $TTD buyside fees at 20% are fast becoming the new "evil empire" of AdTech; agencies are consolidating (and being commoditized by GenAI).GLTA"
X Link 2025-03-16T17:46Z [---] followers, [---] engagements
"@accrued_int Thanks In a world where we can all do "more with less" it's hard to see $TTD's 20% take-rate being defensible. Trade Desk's golden age was a sight to behold but the years ahead seem sure to be much tougher. What say you on $GOOG remedies as an upside driver"
X Link 2025-03-17T14:25Z [---] followers, [---] engagements
"What we are hearing: $ALLT sounds committed to another year of high double digit growth in SECaaS (2024 was +55%) with $VZ and $VOD UK kicking into gear in coming quarters. We will be monitoring for further news re: Verizon business mobile GTM"
X Link 2025-03-19T14:03Z [---] followers, [---] engagements
"We believe look forward to watching the $GRPN team execute and potentially host a capital markets event later in the year. Again hats off to the Windward team for their great work getting in early and bringing tons of well-informed conviction to the $GRPN bull case"
X Link 2025-03-19T14:28Z [---] followers, [---] engagements
"@6df4e6d9972a44f It's always nice to have management sounding confident and reiterating high growth targets on the road late in the quarter regardless of what was said on the earnings call. Body language and tone convey a lot to buyside analysts that run on pattern recognition"
X Link 2025-03-19T14:58Z [---] followers, [--] engagements
"$AMZN coming after $CVNA is going to be fascinating to watch. A long list of categories supposedly were insulated from $AMZN at points in the past (groceries furniture sporting goods enterprise compute DSP() etc.). Most of the time $AMZN did it good enough or better"
X Link 2025-03-19T17:50Z [---] followers, [---] engagements
"Meanwhile as has been recently reported both $AMZN and $GOOG have stepped up their own DSP capabilities. Who do we think has a sustiainable competitive advantage in targeting and ROAS $AMZN or $TTD"
X Link 2025-03-20T21:04Z [---] followers, [---] engagements
"The barriers to entry for what $ALLT does with network native in-line SECaaS are incredibly high. It took years for $ALLT to get through testing and validation with $VZ such that Verizon is now effectively in the process of standardizing all its SMB security around Allot. We also don't agree that Sandvine is really "back in the market" as it takes more than a name change to competitively reinvigorate a company. If you get to the point where you have to change your name it's typically a death knell from our experience with our companies that have gone through regulatory / legal issues."
X Link 2025-03-25T18:59Z [---] followers, [---] engagements
"Citi upticking on $TTD means it might be time to lean into that $MGNI long side of the pair.regardless of short-term chop we love $MGNI at just 8x EBITDA amidst $NFLX ads ramp. We think Michael Barrett David Day and Co. are a team to bet for the next [--] years"
X Link 2025-03-25T19:06Z [---] followers, [---] engagements
"@StockCompil I'll be a "contrarian" and point out that crowded ideas can still work. People pitched $AMZN on AWS thesis and $GOOG on Youtube thesis $MSFT on Azure / cloud endlessly on the way up and they still worked. $VTY pitch now better than $VTY pitch mid-2024. GL Greenhaven and others"
X Link 2025-03-26T03:34Z [---] followers, [---] engagements
"@6df4e6d9972a44f As I remembered Trusted Connection was in soft launch starting last fall (October actually). Will be interesting to see how Verizon positions the BMIS service at launch which we now think could come sooner than our prior Q325 projection"
X Link 2025-03-26T15:34Z [---] followers, [--] engagements
"Nice to see this $ALLT PR today validating its cloud native DNI capabilities. Also discussed is Net Protect its 5G DDOS mitigation solution that blocks DDOS attacks in-line offering higher efficacy and lower latency protection. Watch for Net Protect "as a service" next. Exciting news 🚀 Rakuten Mobile has successfully deployed Allot's Network Protection and Deep Network Intelligence solutions as part of their migration to the cloud-native Rakuten Symphony Platform. This collaboration ensures enhanced security and intelligence for one of the Exciting news 🚀 Rakuten Mobile has successfully"
X Link 2025-03-26T16:22Z [---] followers, [---] engagements
"If $TTD needs O&O inventory to survive (as intelligent commentors believe) lookout below. O&O/Acquisition is the most popular answer and I agree. But the question is: what inventory could they acquire O&O/Acquisition is the most popular answer and I agree. But the question is: what inventory could they acquire"
X Link 2025-03-26T16:26Z [---] followers, [---] engagements
"$ANET down today in sympathy with $MSFT / $BABA DC commentary. Nexthop emerging from stealth might be a bigger deal LT. $110m raised and former $ANET executives at the wheel of this "custom tailored hyperscale networking" disruptor. Wells TMT (Rocha) - $ANET Lastly I want to flag two things in privates land that caught my eye.#2) NEXTHOP emerged from stealth with a PR with some language about making custom-tailored networking solutions for Hyperscale with notable quotes from its CEO Anshul Sadana who you Wells TMT (Rocha) - $ANET Lastly I want to flag two things in privates land that caught"
X Link 2025-03-26T17:47Z [---] followers, [---] engagements
"turns out Citi upticking on $TTD meant it was time to short more $TTD :-)"
X Link 2025-03-26T18:30Z [---] followers, [---] engagements
"Northland published on $ALLT following Nehal Chokshi's roadshow with the company last week. Highlights include a $100m SECaaS ARR cross sell opportunity to DNI customers further opportunities at $VZ and of course the impending BMIS launch. Sandvine remains impaired"
X Link 2025-03-27T17:40Z [---] followers, [---] engagements
"Great lessons about enterpreneurship building tech companies and cybersecurity. It's hard to top @giliraanan's 100% 7Y IRR but we think Allot has a chance to match it over the coming years as SECaaS growth inflects at $VZ $VOD and other carriers. https://seekingalpha.com/article/4764926-allot-verizon-expansion-and-strong-results-make-for-a-buying-opportunity My conversation with @giliraanan He was Wizs seed investor but has had similarly mind-bending success elsewhere in the same portfolio (and beyond) His approach is hyper-specific and orchestrated and the results have been among the best in"
X Link 2025-03-28T03:05Z [---] followers, [---] engagements
"$ALLT is also insulated as its SECaaS solutions will not incur tariffs and US revenues from non-SECaaS are deminimis. Israel also in better shape to deal than most US trading partners; meanwhile Sandvine / Applogic will be hard pressed to defend its flagship overseas accounts"
X Link 2025-04-03T06:36Z [---] followers, [---] engagements
"$CHKP barely down today as the market likes combo of defensiveness (cybersecurity budgets last to be cut) tariff-insulated and currency tailwinds (EUR up ILS down vs. USD). $ALLT offers the same exposure at much lower PE and 3x-4x the rev growth on our ests"
X Link 2025-04-03T15:54Z [---] followers, [---] engagements
"This GTM represents amongst the most bullish of possible scenarios for $ALLT at $VZ: BMIS is now bundled into a compelling plan for business mobile subscribers which will drive rapid attach rates and accelerating SECaaS revenue growth from Q2 onward"
X Link 2025-04-10T16:19Z [---] followers, [---] engagements
"We view $VZ's aggressive BMIS GTM as confirmatory of our diligence suggesting that the $VZ / $ALLT relationship is stronger than ever with additional expansion opportunities set to blossom in the years ahead (consumer core network protection)"
X Link 2025-04-10T16:19Z [---] followers, [---] engagements
"Both launch date and GTM of $VZ BMIS are ahead of our expectations (we had estimated July not April launch) and supportive of our $50 3-year price target for $ALLT shares: https://seekingalpha.com/article/4764926-allot-verizon-expansion-and-strong-results-make-for-a-buying-opportunity https://seekingalpha.com/article/4764926-allot-verizon-expansion-and-strong-results-make-for-a-buying-opportunity"
X Link 2025-04-10T16:19Z [---] followers, [---] engagements
"$ALLT $VZ Nehal Chokshi of Northland highlighting the inclusion of Allot cybersecurity as a base feature in Verizon's My Biz Plan bundle. This is a huge moment for Allot and in our view speaks to a $100m SECaaS revenue opportunity for Allot at Verizon alone"
X Link 2025-04-11T13:44Z [---] followers, [---] engagements
"$ALLT $VZ collaboration to include BMIS in Verizon's new My Biz Plan bundle will contribute significantly to Allot's SECaaS growth. One signpost: after its May [----] launch MyPlan consumer got to 13m lines by YE23 reaching over 50% penetration of Verizon customers by YE25"
X Link 2025-04-11T18:23Z [---] followers, [---] engagements
"@6df4e6d9972a44f Yes $VZ including $ALLT as the default security layer of its flagship business bundle is a huge validation / endorsement"
X Link 2025-04-12T20:21Z [---] followers, [--] engagements
"$ALLT / $VZ MyBizPlan collaboration is a game-changer. The far right column feels attainable based on MyPlan consumer's 50% attach rate after 18mo. LT Verizon's 100M consumer subs offer huge upside for Allot's network-native security solutions. Allot to be excited about"
X Link 2025-04-14T04:15Z [---] followers, [---] engagements
"$VZ spent $4bn on advertising in [----] for a $200 CAC on ads alone. This highlights the potential uplift to Verizon's profitability from MyBizPlan should its collaboration with $ALLT to offer network native security help improve retention rates for Business Mobile subscribers"
X Link 2025-04-14T04:41Z [---] followers, [---] engagements
"There are other obvious benefits to $VZ from offering MyBizPlan including potentially increased revenue generation and market share gains from other carriers. But bringing down churn is a major lever to improve profitability with network native cybersecurity"
X Link 2025-04-14T04:46Z [---] followers, [---] engagements
"$VZ CEO Hans Vestberg on the Q1 earnings call today gave a nice callout to the $ALLT-secured My Biz Plan as a strategic "customer-first offering" like My Plan (50% adoption in [--] months) and My Home. $ALLT growth at $VZ will accelerate from Q2 on"
X Link 2025-04-22T18:39Z [---] followers, [---] engagements
"@6df4e6d9972a44f ALLT stock has always been volatile and had been on a tear since Q1 earnings so a pullback was not out of the question. All indications are that both SECaaS and SMART / DNI are inflecting. The rest of '25 and '26 should be fun. VZ pub sector not a read through for ALLT"
X Link 2025-07-21T16:38Z [---] followers, [---] engagements
"These strong statements of $VZ support for My Biz Plan are a major positive for $ALLT signaling Verizon's plans to lead with My Biz as its flagship plan targeting the installed base of [----] million lines. No other business mobile plans got such a shout out"
X Link 2025-07-24T14:05Z [---] followers, [---] engagements
"For $ALLT continued traction of $VZ My Biz Plan for which $ALLT is paid a monthly recurring fee per subscriber will translate into sustained SECaaS growth in [----] and beyond enabling $ALLT to meet its "around 50% or more" SECaaS growth guidance"
X Link 2025-07-24T14:05Z [---] followers, [---] engagements
"Another smaller positive: $ALLT's recently signed deal with Play Poland to offer DNS security to the carrier's [--] million fixed broadband subscribers actually went live in June. $ALLT is experiencing burgeoning momentum for SECaaS across geographies and operator sizes"
X Link 2025-07-24T14:05Z [---] followers, [---] engagements
"Of course $ALLT's Eyal Harari has accomplished more in a year than many achieve in ten"
X Link 2025-07-24T14:19Z [---] followers, [---] engagements
"@NJCMLAB You are correct: Vodafone Pro [--] Broadband -- $VOD UK's flagship offering -- incorporates $ALLT's home security offering. We think $ALLT has other significant opportunities in the works at Vodafone too"
X Link 2025-07-25T19:29Z [---] followers, [---] engagements
"$FFIV also cited strength in the enterprise from sales of traffic management systems for multi-cloud environments. $ALLT's Cloud Traffic Intelligence (ACTI) product for the enterprise caters to a similar use case . https://www.allot.com/enterprise/allot-cloud-traffic-intelligence-acti-for-the-public-cloud/ https://www.allot.com/enterprise/allot-cloud-traffic-intelligence-acti-for-the-public-cloud/"
X Link 2025-07-30T22:35Z [---] followers, [---] engagements
"@1_adoy has nailed the big picture on $RBLX -- misunderstood like mobile for $META ca. [----]. $rblx All sell-side analysts will have a roblox strategy $rblx All sell-side analysts will have a roblox strategy"
X Link 2025-07-31T12:36Z [---] followers, [---] engagements
"$COMM / $HLIT should be the next deal up. It's difficult for the public markets to fairly value $HLIT given the eye popping customer concentration at $CMCSA and $CHTR. Merge $HLIT with $COMM and reduce that concentration + for the business and the multiple. Plus synergies"
X Link 2025-08-04T13:52Z [---] followers, [----] engagements
"$CVNA $AMZN still just wading into autos but now offering both used and new vehicles for Hyundai. It would seem like a matter of time before Amazon adds additional OEMs / dealers into labor day. Lots of job postings. https://www.autonews.com/hyundai/an-amazon-starts-selling-used-cars-hyundai-0804/ https://www.autonews.com/hyundai/an-amazon-starts-selling-used-cars-hyundai-0804/"
X Link 2025-08-04T14:21Z [---] followers, [---] engagements
"@6df4e6d9972a44f Lots of different tiers and methods to incorporate $ALLT's security offerings for operators. $VZ bundles BMIS into a plan that they believe is economically superior for $VZ so it's not "free." MyBiz doesn't include fixed line DDOS or Off Net yet which are potential upsells"
X Link 2025-08-05T17:38Z [---] followers, [---] engagements
"$TTD is +100% from the lows and a newly crowned member of the S&P [---]. The sell side is bullish like the Q4 miss happened years ago and "Kokai" is an aspiring rap artist not a botched refresh. $META $GOOGL $AMZN and $ROKU all beat on ads. Even $CRTO. What could go wrong"
X Link 2025-08-06T07:14Z [---] followers, [----] engagements
"$ASLE MRO and USM remain strong with no signs of demand abatement as new capacity rolls online and equipment sales finally had a good quarter. Believe AerAware with ADS-B eventually takes off but in the meantime we are well protected at / near TBV. $ASLE Jefferies out with a long note yesterday recapping MRO Americas. Quick take: MRO demand is hot and likely to remain so given industry supply constraints. $ASLE at TBV remains a good risk / reward with '26 upside optionality through AerAware https://t.co/nbyV6NTJGg $ASLE Jefferies out with a long note yesterday recapping MRO Americas. Quick"
X Link 2025-08-07T15:19Z [---] followers, [---] engagements
"At mid-teens growth and 12x EBITDA $TTD can be a $30 stock.they appear to have pulled in revenue to Q1 as we suspected to crush ahead of Jeff's 5-year extension on voting control. Still like $MGNI long here but watch out below Trade Desk ouch. https://www.sec.gov/Archives/edgar/data/1671933/000119312525164411/d11547ddef14a.htm $TTD is +100% from the lows and a newly crowned member of the S&P [---]. The sell side is bullish like the Q4 miss happened years ago and "Kokai" is an aspiring rap artist not a botched refresh. $META $GOOGL $AMZN and $ROKU all beat on ads. Even $CRTO. What could go wrong"
X Link 2025-08-07T20:38Z [---] followers, [----] engagements
"Former $NFLX CFO and $TTD audit committee chair David Wells did not stand for re-election at the '25 AGM and sold a material amount of his $TTD holdings following Q1 earnings. Now we get CFO turnover weak Q2 results and hedging commentary on Q3. Red flags mounting"
X Link 2025-08-08T09:13Z [---] followers, [---] engagements
"My Biz Plan has been prominently featured for several months on the Verizon website likely driving a healthy attach to $VZ Biz 1.55m quarterly gross adds. However with 31m $VZ business mobile subs accelerated migrations could power hockey stick growth for $ALLT SECaaS"
X Link 2025-08-29T02:33Z [---] followers, [---] engagements
"$ALLT is on the road next week with William Blair -- timely for investors as $VZ accelerates its My Biz Plan migration strategy. In APAC $ALLT launched a small SECaaS deal with Telecom Fiji last month and we believe large deals are close to being awarded in the region. 🌐 FutureNet Asia [----] is just around the corner and Allot is ready to connect Join us in Singapore on September [--] - [--] at Marina Bay Sands where the regions top telecom leaders will gather to explore the future of network automation and AI-driven transformation. 📍 Stop https://t.co/lRm8payK8R 🌐 FutureNet Asia [----] is just"
X Link 2025-09-03T12:27Z [---] followers, [---] engagements
"$IOT earnings up tomorrow. Telematics leaders Motive and Netradyne both raised rounds from smart money at much lower implied EV/ARR multiples (5x) vs. Samsara's 13x so it will be interesting to see which way the stock breaks. Last Q saw stock down on 5% TL beat"
X Link 2025-09-03T17:03Z [---] followers, [---] engagements
"Elsewhere in the space $AIOT traded up on a strong print and continues to win deals in the midmarket most recently with Wright Brothers Construction. While typical rollup hair exists risk / reward there seems solid at 2x ARR. https://ir.powerfleet.com/press-releases/detail/492/us-construction-leader-wright-brothers-selects-powerfleet https://ir.powerfleet.com/press-releases/detail/492/us-construction-leader-wright-brothers-selects-powerfleet"
X Link 2025-09-03T17:22Z [---] followers, [---] engagements
"$VZ CFO Tony Skiadas at Citi TMT conference this AM: "With MyPlan MyHome and MyBiz we have a great value proposition on plans." $VZ's commitment to My Biz Plan - which includes $ALLT security by default -- couldn't be clearer. 58% of $VZ consumers now use MyPlan [--] years in"
X Link 2025-09-04T13:54Z [---] followers, [---] engagements
"Another +++ read $ALLT / My Biz from $VZ CFO Skiadas at Citi as he emphasizes "getting customers off of legacy products" -- $VZ raised rates for legacy business mobility plans on 9/1 likely funneling waves of its [--] million users to $ALLT-secured My Biz in the months ahead"
X Link 2025-09-04T14:30Z [---] followers, [---] engagements
"@CafeChatCap Yep still under SEC review but like Netskope they see the opportunity to hit the window when it's there. Also likely means there are no compelling strategic bids for these assets. Motive will step on the gas to demonstrate growth outperformance vs. $IOT at disc. multiple"
X Link 2025-09-04T15:18Z [---] followers, [---] engagements
"$IOT numbers look solid still decelerating on revenue and billings but only at a [--] - 2% pace Q/Q. ARR rebounded and new products contributed 8% to net new ACV which is a bit double edged as the implication is that the core business is slowing meaningfully"
X Link 2025-09-04T20:37Z [---] followers, [---] engagements
"Absent a growth re-acceleration it is hard to argue for a $IOT multiple expansion with the stock already at 10x forward ARR and still posting negative GAAP OMs. But credit to the company for growing 30% this quarter despite stiff competition from Netradyne Motive et al"
X Link 2025-09-04T20:37Z [---] followers, [---] engagements
"LT the competitive intensity commoditized nature and eventual obsolescence (autonomous / OEM embedded) of the telematics business will be measured against $IOT's ability to become a "platform" while maintaining growth and profitability metrics that satisfy the street"
X Link 2025-09-04T20:49Z [---] followers, [----] engagements
"nice to see $AIOT pacing $IOT's +15% move today. Samsara's messaging about the need for telematics platforms to consolidate to a single source of truth aligns with Powefleet's Unity strategy. Solid FQ1 and nice pipeline metrics for $AIOT amidst a turbulent macro. Raise low end of revenue guide and maintain EBITDA. Now trading at 2x EV/R and 6X forward EBITDA with elevated SI of 13%. Could be a mini $TRMB in the making and tough to see what bears play for here. https://t.co/Wg8ArCAt4j Solid FQ1 and nice pipeline metrics for $AIOT amidst a turbulent macro. Raise low end of revenue guide and"
X Link 2025-09-05T17:28Z [---] followers, [----] engagements
"$VZ CEO Hans Vestberg gave a nice callout today to FWA business where $ALLT continues to provide security. Meanwhile $ALLT mobile security for My Biz Plan had its first revenue contribution in Q2. Early innings for $ALLT in what could be a 100m+ ARR opportunity at Verizon"
X Link 2025-09-08T17:25Z [---] followers, [----] engagements
"Another solid datapoint for SECaaS as the $ALLT-powered Guardian Network continued its strong growth at Taiwan FarEasTone in August. Eyal Harari hits the road today with William Blair and we expect a heavy focus on potential upside from $VZ MyBiz conversions"
X Link 2025-09-10T10:41Z [---] followers, [---] engagements
"$TTD hit with an intraquarter downgrade by Morgan Stanley today citing "mounting concerns" about growth sustainability. Next week $TTD holders will vote on whether to extend Jeff Green's supervoting control despite recent execution stumbles. We see more downside ahead. At mid-teens growth and 12x EBITDA $TTD can be a $30 stock.they appear to have pulled in revenue to Q1 as we suspected to crush ahead of Jeff's 5-year extension on voting control. Still like $MGNI long here but watch out below Trade Desk ouch. https://t.co/kaQuxXS1ZE At mid-teens growth and 12x EBITDA $TTD can be a $30"
X Link 2025-09-10T14:23Z [---] followers, [----] engagements
"$ALLT had a great week on the heels of management's roadshow with Blair and ahead of next month's technology conference. Meanwhile we believe recent $VZ plan changes are having the intended effect of accelerating My Biz adoption benefitting $ALLT's Q3 SECaaS revenues. 🚀🚀"
X Link 2025-09-12T18:53Z [---] followers, [---] engagements
"My Biz Plan is now the primary business plan offered by $VZ reps creating a glide path for $ALLT to capture $VZ's 1.6m quarterly gross subscriber adds. When combined with migrations from the 31m base the growth prospects for $ALLT are explosive. Searches tell the tale"
X Link 2025-09-15T23:57Z [---] followers, [---] engagements
"SASE leader $NTSK will IPO this week at a $10bn valuation pricing at 20x TTM revs with 33% ARR growth. Meanwhile $ALLT is democratizing network native cybersecurity for SMBs and consumers with 2x faster growth (73% ARR growth last Q) yet still trades for 3x forward🚀🚀"
X Link 2025-09-16T03:57Z [---] followers, [---] engagements
"Great to see $ALLT hitting the security conference circuit. AI is a clear driver of cyber threat escalation and will motivate more carriers to follow in $VZ and $VOD footsteps with zero touch network native SECaaS from Allot. 🔐 Allot is heading to Stockholm Were excited to attend the IDC Security Summit Sweden on September [--] where the focus will be on Security and Trust in the New AI World. Were looking forward to insightful discussions on cybersecurity AI-driven threats and regulatory 🔐 Allot is heading to Stockholm Were excited to attend the IDC Security Summit Sweden on September 18"
X Link 2025-09-16T17:18Z [---] followers, [---] engagements
"@1_adoy They will be back running $RBLX AI generated strip clubs (and paying virtual bribes)"
X Link 2025-09-16T20:37Z [---] followers, [---] engagements
"$VZ understands the importance of cybersecurity to its customers as it standardizes around $ALLT's zero touch SECaaS. By partnering with $ALLT $VZ can combine its "Best Network" messaging with "Most Secure Network" to gain share and increase retention: https://www.globenewswire.com/news-release/2025/09/17/3151816/0/en/Verizon-Frontline-study-AI-cybersecurity-drones-robots-are-critical-areas-for-first-responders.html https://www.globenewswire.com/news-release/2025/09/17/3151816/0/en/Verizon-Frontline-study-AI-cybersecurity-drones-robots-are-critical-areas-for-first-responders.html"
X Link 2025-09-17T15:12Z [---] followers, [---] engagements
"Pretty great marketing for My Biz Plan and $ALLT as $VZ is making network native security core to its brand. $VZ understands the importance of cybersecurity to its customers as it standardizes around $ALLT's zero touch SECaaS. By partnering with $ALLT $VZ can combine its "Best Network" messaging with "Most Secure Network" to gain share and increase retention: https://t.co/LaQb5VC8e5 $VZ understands the importance of cybersecurity to its customers as it standardizes around $ALLT's zero touch SECaaS. By partnering with $ALLT $VZ can combine its "Best Network" messaging with "Most Secure"
X Link 2025-09-17T16:13Z [---] followers, [---] engagements
"$TTD Smart move by Jeff Green to sunset the periodic table UI he previously championed. Good leaders have to admit their mistakes. Shareholders just gave Jeff [--] more years hopefully not ingesting https://www.adweek.com/media/exclusive-the-trade-desk-sunsets-controversial-kokai-feature-in-latest-redesign/ https://www.adweek.com/media/exclusive-the-trade-desk-sunsets-controversial-kokai-feature-in-latest-redesign/"
X Link 2025-09-17T21:32Z [---] followers, [---] engagements
"As $NTSK prices at $10bn $CRWD comments today at its Fal.Con user conference underscore the need for zero-touch cybersecurity solutions that can protect the mass market. Enter $ALLT which grew Q2 SECaaS ARR 73% in the first quarter of its $VZ My Biz Plan partnership"
X Link 2025-09-18T01:24Z [---] followers, [----] engagements
"Nice to see another small SECaaS launch for $ALLT at Tonga Communications with TCC actually leaning into the Allot brand vs. white label. A sign of $ALLT's strong (and growing) reputation with carriers worldwide: https://talanoaotonga.to/tcc-launches-allot-net-security/ https://talanoaotonga.to/tcc-launches-allot-net-security/"
X Link 2025-09-18T03:12Z [---] followers, [---] engagements
"$RICK John Hempton is a one of a kind legend. @RicksCEO @SL1Cap With due respect Sir you have not answered my question. Do the women pay Ricks for the right to strip primarily in cash @RicksCEO @SL1Cap With due respect Sir you have not answered my question. Do the women pay Ricks for the right to strip primarily in cash"
X Link 2025-09-18T06:57Z [---] followers, [---] engagements
"$NTSK IPO set to open strong underscoring the insatiable investor demand for high growth cybersecurity assets. For those that got cutback on the $NTSK deal do yourself a favor and read up on mass market cybersecurity leader $ALLT (it's growing faster): https://seekingalpha.com/article/4815724-allot-q2-results-show-accelerating-growth-with-multiple-catalysts-converging As $NTSK prices at $10bn $CRWD comments today at its Fal.Con user conference underscore the need for zero-touch cybersecurity solutions that can protect the mass market. Enter $ALLT which grew Q2 SECaaS ARR 73% in the first"
X Link 2025-09-18T15:56Z [---] followers, [---] engagements
"Even as a $TTD bear I admittedly thought longs would get a reprieve on Kokai "liberation day" but $AMZN once again had to rain on the parade: https://www.adexchanger.com/ai/amazon-ads-introduces-agentic-functions-to-its-generative-ai-creative-studio/ https://www.adexchanger.com/ai/amazon-ads-introduces-agentic-functions-to-its-generative-ai-creative-studio/"
X Link 2025-09-18T15:58Z [---] followers, [---] engagements
"$STUB trading soft post IPO as VIC bears descend and the bad karma they incurred for letting a seller shaft me on Waiting for Godot tix w Keanu Reeves catches up to them."existential risks" for a shoddy business"
X Link 2025-09-18T17:25Z [---] followers, [--] engagements
"Imagine an IPO comes to market with the following [----] profile: 30%-40% top line growth 20%+ OM (clean) 75%-100% growth for the cybersecurity SaaS business with 50% long-term CAGR. What multiple are the bankers pushing $ALLT"
X Link 2025-09-18T17:30Z [---] followers, [---] engagements
"$STUB trading soft post IPO as VIC bears descend and the bad karma they incurred for letting a seller shaft me on Waiting for Godot tix w Keanu Reeves catches up to them."existential risks" for a shoddy business"
X Link 2025-09-18T17:31Z [---] followers, [---] engagements
"SMH $TTD. https://www.adweek.com/media/the-trade-desk-staff-not-clients-endorse-kokai-updates-in-leaked-deck/ https://www.adweek.com/media/the-trade-desk-staff-not-clients-endorse-kokai-updates-in-leaked-deck/"
X Link 2025-09-18T21:25Z [---] followers, [---] engagements
"@jdonovan42 The good news is it's old news the question is whether they can course correct. Scrapping the parts of Kokai that aggravated clients is a good start. But clearly there are management issues at $TTD and a "yes man" culture around Green for this to have been allowed to happen"
X Link 2025-09-18T23:43Z [---] followers, [---] engagements
"No sub service but I post occasionally about ideas I like and write on SA. Still planning to write one about $TTD and other AdTech names. Top idea right now is Israeli cybersecurity company $ALLT which I think can emulate the very successful growth your former company had. The Board at $TTD is a big part of the problem IMO. David Wells (former CFO of $NFLX) was by far the strongest member and the AC chair and chose to step down ahead of the JG renewal vote. That was a big red flag to us at the time"
X Link 2025-09-18T23:59Z [---] followers, [---] engagements
"$ALLT is having a quiet breakout. We expect more good times in October with the @WilliamBlair tech conference and continued $VZ My Biz Plan traction. Providing zero-touch secure connectivity to the masses is a multi billion dollar opportunity for $ALLT. Still early innings"
X Link 2025-09-22T19:39Z [---] followers, [---] engagements
"$CVNA brought Shaq Diesel / The Big Aristotle but $HTZ is not backing with a Tom Brady national ad campaign starting tomorrow. First an $AMZN collaboration now $HTZ is embracing a retail first online car sales strategy. Game on. https://www.businesswire.com/news/home/20250930491099/en/Hertz-Car-Sales-Launches-Online-Car-Buying https://www.businesswire.com/news/home/20250930491099/en/Hertz-Car-Sales-Launches-Online-Car-Buying"
X Link 2025-09-30T14:01Z [---] followers, [---] engagements
"$CVNA shareholders felt good with Shaq going hard in the paint EV credits expiring and favorable summer seasonality. But Football season could be hard to endure as the GOAT pushes $HTZ's competitive service. Time for shareholders to "go out on top" https://www.businesswire.com/news/home/20250930491099/en/Hertz-Car-Sales-Launches-Online-Car-Buying https://www.businesswire.com/news/home/20250930491099/en/Hertz-Car-Sales-Launches-Online-Car-Buying"
X Link 2025-09-30T15:03Z [---] followers, [---] engagements
"Good take on $TTD $AMZN and Jeff Green's clunker quote ("we don't see Amazon as a competitor"). Why $TTDs dismissal of Amazon DSP as a competitor is a structural weakness This mindset was understandable a few years ago when Amazons DSP was largely a walled-garden performance tool for retail media. But that framing no longer reflects reality. [--]. Control of First-Party Why $TTDs dismissal of Amazon DSP as a competitor is a structural weakness This mindset was understandable a few years ago when Amazons DSP was largely a walled-garden performance tool for retail media. But that framing no longer"
X Link 2025-09-30T22:06Z [---] followers, [---] engagements
"@17thfellow mostly kidding. the note summarizes the $CVNA bull case well. but upgrading at the [--] week highs amidst sector red flags (that are totally ignored) seems to portend a classic top tick. the analyst was buy rated from $300 to $100 sell rated at $10 buy rated again at $400"
X Link 2025-10-01T14:08Z [---] followers, [---] engagements
"@JosephKluda if you have gone to lunch in Midtown or in many parts of CT chances are you have brushed shoulders with a Carvana bull"
X Link 2025-10-01T14:09Z [---] followers, [--] engagements
"@17thfellow Jeff $CVNA upgrade is basically the same bull thesis that has been espoused for a long time by the core shareholders. Online car penetration low CVNA operating leverage high they eat the world. But those shareholders bought the stock in the double digits"
X Link 2025-10-01T14:20Z [---] followers, [---] engagements
"@RecurveCapital It likely won't be long until $HTZ replicates the digital doc functionality (esp in the AI era). Meanwhile low prices and abundant inventory are still a compelling sales pitch for those willing to buy online and pickup in person. 88k units vs. 56k $CVNA. https://www.carscoops.com/2025/09/hertz-launches-online-car-sales-with-the-help-of-tom-brady/ https://www.carscoops.com/2025/09/hertz-launches-online-car-sales-with-the-help-of-tom-brady/"
X Link 2025-10-01T19:04Z [---] followers, [---] engagements
"@SequentialAmort Subprime automotive ABS (what is most relevant to Carvana).didn't mean to imply the ABS you own is deteriorating"
X Link 2025-10-02T01:02Z [---] followers, [--] engagements
"@partners_road @ConsensusGurus @YankeeGehrig4 @SilbergleitJr Congrats on a great trade but long G / short V spread working. What is $CVNA cum FCF since IPO inclusive of Adesa vs. $KMX $CVNA has been great but almost died in [----] $KMX did not. Agree some of the vitriol is over the top but jury is still out here. Also Bridgecrest"
X Link 2025-10-02T16:05Z [---] followers, [---] engagements
"@partners_road @ConsensusGurus @YankeeGehrig4 @SilbergleitJr The answer is approx $9bn of cumulative burn for $CVNA inclusive of Adesa BTW. When they took themselves out in the IPO guarantee you that was not the 5YP (I was there to witness)"
X Link 2025-10-02T16:53Z [---] followers, [---] engagements
"@SilbergleitJr Granting frictionless credit with nearly universal approval (per Hindenburg) on a big ticket item has obvious appeal for subprime borrowers and has fueled $CVNA's growth. Question is how the model will hold up in a true recession and whether ABS appetite wanes post Tricolor"
X Link 2025-10-03T00:03Z [---] followers, [---] engagements
"The senior leaders of $CVNA loan servicer Bridgecrest seem to be 10+ years tenured in the Drivetime complex. Grant Thornton and $CVNA audit committee independence could be rationally questioned given the ripe-for-conflicts situation. Why no fresh blood / rotation An interesting interpretation of the daily insider $CVNA stock sales by Carvana's CEO ($3700000 per trading day $74000000 per month) I have read on Stocktwits: "My analysis suggests Garcia is recycling stock sale proceeds to prop up Bridgecrest masking the deteriorating https://t.co/Y1F5ZYdBvz An interesting interpretation of the"
X Link 2025-10-03T22:01Z [---] followers, [---] engagements
"@RealAltYield What rights do you see being proactively asserted by lenders WRT MSPAs like $ALLY / $CVNA Will the market be frozen while this gets worked through Do tell"
X Link 2025-10-04T02:00Z [---] followers, [---] engagements
"Running Waymo must keep Parikh plenty busy but have to wonder if she is still feeling as bullish on $CVNA as when she joined (or when she bought stock in 2024) post Hindenburg report with the class-action lawsuit going to discovery and the SEC investigation"
X Link 2025-10-05T04:12Z [---] followers, [---] engagements
"In fairness to the $CVNA board they do have at least one outside heavy hitter in Neha Parikh CEO of Waymo (who notably has not sold any stock). But other than that.no rotation on the AC Chair or LID positions"
X Link 2025-10-05T04:18Z [---] followers, [---] engagements
"The $CVNA BOD has had no rotation in key positions since IPO including Audit LID or Chairman. The former CEO of Waze and current President of Uber's retail delivery business (not former Waymo as we mistakenly stated earlier) did join in [----] and has not sold stock"
X Link 2025-10-06T02:57Z [---] followers, [---] engagements
"@planert41 Don't see it - look at what OpenAI did with $ACN and consulting. Open AI doesn't need a demand onboarding partner given hype / focus on them. $TTD fees are also too high to merit partnering at this juncture. Admit I could be proven wrong any minute"
X Link 2025-10-06T18:11Z [---] followers, [---] engagements
"@jdonovan42 @adexchanger very cool - how are you conducting the sample"
X Link 2025-10-06T19:04Z [---] followers, [--] engagements
"@planert41 There are a lot of environments (walled gardens) where $TTD cant participate in a meaningful fashion. Believe OpenAI will be that way at least for a time. Long term wouldnt rule anything out"
X Link 2025-10-06T23:04Z [---] followers, [---] engagements
"@jdonovan42 @adexchanger It has been a great core position and the thesis should unfold for many years. Great risk / reward IMO. We own significantly more shares today than at YE [--] but would never complain about a more liquid (and higher priced) stock"
X Link 2025-10-06T23:34Z [---] followers, [--] engagements
"A bit over a week has passed and $CVNA is already $50 off its highs. The Jefferies upgrade has aged about as well as $JEF's First Brands exposure. Now Citigroup puts $CVNA on [--] day positive catalyst list - watch out $C shareholders $CVNA bulls might not worry about Tricolor or First Brands $KMX earnings $AMZN and $HTZ competition deteriorating ABS markets EV subsidy expiration or the SEC investigation. But this Jefferies upgrade now that should be worrisome https://t.co/YHTp8fiHbK $CVNA bulls might not worry about Tricolor or First Brands $KMX earnings $AMZN and $HTZ competition"
X Link 2025-10-09T14:44Z [---] followers, [---] engagements
"Interesting that this $CVNA / Auto ABS counter-bear account popped up on 10/1 the same day of the $JEF upgrade. Latham has repped $CVNA in securities litigation. The account is belligerent and stylistically mirrors another account. Thoughts @UnicusResearch @RealJimChanos"
X Link 2025-10-09T22:50Z [---] followers, [---] engagements
"The setup at $TTD feels eerily similar to Rubicon in [----] when a business model built on unsustainably high fees faced its reckoning with mounting competition. With a lack of differentiated supply entering [----] (no more $NFLX $SPOT $DIS or $ROKU preferred partnerships) no 1P data or O&O inventory and $AMZN forcing the take rate discussion to the fore (with Yahoo and $GOOG also cutting take rates) $TTD is in a vulnerable position. While we respect and understand bulls views on a stock that has done very well over the years we are still bearish at $50"
X Link 2025-10-12T02:58Z [---] followers, [---] engagements
"@CDMCapital @IndraStocks Invoking [----] in defense of $CVNA"
X Link 2025-10-15T17:30Z [---] followers, [---] engagements
"@jdonovan42 Yeah I don't think it looks good - but of course could be wrong. I am rooting for you despite being on the opposite side if that makes any sense. The market is a brutal teacher to us all at points"
X Link 2025-10-15T19:13Z [---] followers, [--] engagements
"Sure but the selling point of this partnership is really around using AI to accelerate WPP's marketing / advertising initiatives not just using Google Cloud for IAAS. Share shift is rumored to be occurring to DV360 back from TTD and GOOG is rumored to be cutting DSP pricing for agencies. Just a reminder that the scaled platforms like AMZN and GOOG have many different advantages to rely on when competing with TTD which is why it was so critical for TTD to keep the workflow lock-in with its buyers that it has since estranged with Kokai"
X Link 2025-10-16T16:58Z [---] followers, [--] engagements
"Nehal also highlights that $VZ business app installs have increased steadily since the $ALLT-secured My Biz Plan launched in April and notes that new Verizon CEO Dan Schulman brings extensive experience in cybersecurity that could see him step on the gas further with Allot"
X Link 2025-10-16T18:21Z [---] followers, [---] engagements
"My summary of a great article on small-cap cybersecurity company Allot follows. Please click through and read the full article it's worth it: $ALLT $RDCM https://seekingalpha.com/article/4741029gt=1adf36b652312d5b https://seekingalpha.com/article/4741029gt=1adf36b652312d5b"
X Link 2024-12-03T03:01Z [---] followers, [---] engagements
"@jaysyoon While the immediate prospects for $ASLE's AerAware are unclear we think recent safety issues with runway incursions / collisions could help foster adoption. AerAware could pencil out when viewed as both safety feature and throughput boost for tough routes. $ALK first up"
X Link 2025-02-11T04:38Z [---] followers, [---] engagements
"$ASLE management has since reigned in expectations and we believe there is upside as the core business returns to growth. AerAware adoption could also be catalyzed by increased scrutiny of takeoff and landing safety given recent tragic events"
X Link 2025-02-12T20:18Z [---] followers, [---] engagements
"Finally we like the alignment of $ASLE's team that owns 19% of the company and have been net buyers since the IPO. PE Sponsor LGP also owns 18% with last sale at $12.50. The market for aviation aftermarket assets is hot (witness $FTAI and $HEI) and we see opportunity here"
X Link 2025-02-12T20:18Z [---] followers, [---] engagements
"$CSCO service provider bookings grew 20% YoY as service provider capex is back including internationally: "Telco had a good quarter.they're coming back to the table to build out their networks in anticipation of increased demand." A positive sign for $ALLT's DNI business"
X Link 2025-02-12T23:13Z [---] followers, [---] engagements
"@LukaCapital No permanent CEO appointment and talk of regime change headwinds plus less robust Q1 guide than street was expecting. Don't have a strong view. FWIW $MSI made similar comments about short-term uncertainty in Fed"
X Link 2025-02-14T03:34Z [---] followers, [--] engagements
"$ALLT 13-Fs out. Nice to see adds from Acadian Kanen Marshall Wace Millennium QVT and RenTec. Welcome aboard to Northern Trust and @GreenhavenRoad. All most definitely smart $. Thanks for reading and enjoy the long weekend"
X Link 2025-02-15T00:19Z [---] followers, [----] engagements
"Thanks for the idea @R2Discovery. I wonder how Wallix can generate such operating leverage with $CYBR being so dominant. Do you have a sense of how the product stacks up At $ALLT we believe operating leverage in its network native cybersecurity as a service ("SECaaS") business model will be immense because once a service launches (ex. Vodafone UK Taiwan FET or Verizon fixed wireless access) the telco itself ( $VOD or FET or $VZ in our example) is doing the customer acquisition. We expect $ALLT's upcoming Q4 earnings report and outlook to reflect some of this operating leverage particularly"
X Link 2025-02-18T21:54Z [---] followers, [---] engagements
"$ALLT guided SECaaS to grow at a high double digit rate (50%) in [----] with potential upside from the $VZ expansion while DNI was guided to stability also with "potential for upside." A great starting point for the year"
X Link 2025-02-25T15:20Z [---] followers, [---] engagements
"@orrdavid Very good advice. #2 is tough to practice as every seasoned short seller has max pressed something only to be burned by crazy buying / cover pressure. For me $GSX was a prime case. Sometimes primes take your borrow on the break thx $WDI. Also use options only sparingly"
X Link 2025-03-08T01:05Z [---] followers, 11.3K engagements
"Generative AI has reduced barriers to both ad creative and ad targeting; in an economic slowdown it's hard to imagine a worse customer base for $TTD to be exposed to than $IPG $OMC $PUB. Worst of all $IPG and $OMC are consolidating ensuring scrutiny on $TTD's billings"
X Link 2025-03-20T20:55Z [---] followers, [---] engagements
"As hinted at in Jeff Green's comments about execution challenges on the Q4 call $TTD has also alienated buyers by adopting many of the "evil empire" practices it once shunned including poor fee transparency with fully loaded take rates that can approach 30%"
X Link 2025-03-20T21:04Z [---] followers, [---] engagements
"@laurenbalik What platform / region is this Love your other takes in general what do you think of $MGNI and $TTD's respective competitive positioning in CTV SSP / DSP"
X Link 2025-03-21T02:40Z [---] followers, [---] engagements
"@leosheaux11 It's double counting - BBG ownership often wrong. $IMMR owns 32% but has [--] / [--] $BNED board seats (5/7 including the director appointed by $IMMR to lead Audit Committee). So they have control but not majority ownership"
X Link 2025-03-31T04:45Z [---] followers, [---] engagements
"Some large accounts we think may migrate to $ALLT for DNI in 2025: Telus (Canada) NTT (Japan) SoftBank (Japan). Allots refreshed product lineup and SECaaS capabilities will compare favorably and geopolitics are potentially an added tailwind"
X Link 2025-04-03T06:36Z [---] followers, [---] engagements
"$ALLT will also benefit from the significant EUR appreciation YTD we estimate 40% plus of SECaaS revenue is in EUR with similar or higher weighting for the DNI business. Costs in ILS which has weakened"
X Link 2025-04-03T13:41Z [---] followers, [---] engagements
"Good $TBCH pitch from Windward will be digging in here. Minor nit for Andrew - private equity firm sold Turtle Beach PDP not PCP. PCP is something different best used when negotiating global trade deals"
X Link 2025-04-08T16:56Z [---] followers, [---] engagements
"@6df4e6d9972a44f SECaaS business is consumer / SMB and 100% recurring so while $CHKP and $FTNT firewall refresh cycle is ending $ALLT is unimpacted by these trends. In DNI $ALLT's own upcycle is just starting. If Q2 confirms acceleration shareholders should be handsomely rewarded"
X Link 2025-08-07T15:16Z [---] followers, [---] engagements
"Prescient interview re: $CLBT. A good summary of the $CLBT opportunity - I think it is a high quality business with attractive Long Term prospects (no idea on the quarter) - I assume private equity buys it and we don't get to see all of the progress in the public markets. Full Disclosure - Long A good summary of the $CLBT opportunity - I think it is a high quality business with attractive Long Term prospects (no idea on the quarter) - I assume private equity buys it and we don't get to see all of the progress in the public markets. Full Disclosure - Long"
X Link 2025-08-15T05:35Z [---] followers, [----] engagements
"$IOT down hard today on the adverse $MTVE ITC ruling which will invite more competition in an already fiercely competitive landscape. 15x ARR is a tough underwrite. LT the competitive intensity commoditized nature and eventual obsolescence (autonomous / OEM embedded) of the telematics business will be measured against $IOT's ability to become a "platform" while maintaining growth and profitability metrics that satisfy the street. LT the competitive intensity commoditized nature and eventual obsolescence (autonomous / OEM embedded) of the telematics business will be measured against $IOT's"
X Link 2025-09-09T18:11Z [---] followers, [----] engagements
"We believe a new inflection point has arrived for $ALLT. Since hiking prices on legacy business plans on 9/1 $VZ has been aggressively pushing My Biz Plan to the base including with messaging that highlights its bundled mobile security which is powered by $ALLT"
X Link 2025-09-15T23:57Z [---] followers, [---] engagements
"Amazing recovery by enterprise endpoint "gorilla" $CRWD from last year's BSOD crisis reaching $120bn EV today. We believe $ALLT is quickly becoming the "gorilla" for mass market network-native cybersecurity as evidenced by 73% ARR growth and a game changing launch with $VZ"
X Link 2025-09-18T14:36Z [---] followers, [---] engagements
"$ALLT $VZ My Biz Plan search trends still hot. $ALLT posted SECaaS ARR growth of 73% in Q2 well before Verizon My Biz marketing efforts kicked into gear in earnest in August / September. Exciting times"
X Link 2025-09-25T17:02Z [---] followers, [---] engagements
"$ALLT's form 6K filing this AM underscores the magnitude of DNI bookings strength for Allot in H125 as reflected in 6/30/2025 RPO balances. This bookings strength predates the T1 EMEA deal for "tens of millions of dollars" that was signed in July. And pipeline still growing"
X Link 2025-09-30T14:55Z [---] followers, [----] engagements
"$LFCR has been a long wait for shareholders but the new bull case (pharma re-shoring) could be much better than the old bull case (GLP-1 industry shortages and frothy M&A comps). The sell-off on last week's shelf created another good entry point"
X Link 2025-09-30T17:51Z [---] followers, [---] engagements
"In other words for Keanu fans $LFCR may be time traveling from "Waiting for Godot" to "Bill and Ted's Excellent Adventure.""
X Link 2025-09-30T18:09Z [---] followers, [---] engagements
"$CVNA bulls might not worry about Tricolor or First Brands $KMX earnings $AMZN and $HTZ competition deteriorating ABS markets EV subsidy expiration or the SEC investigation. But this Jefferies upgrade now that should be worrisome"
X Link 2025-10-01T07:47Z [---] followers, [----] engagements
"It was a big week and theres $ALLT more to come. $ALLT's form 6K filing this AM underscores the magnitude of DNI bookings strength for Allot in H125 as reflected in 6/30/2025 RPO balances. This bookings strength predates the T1 EMEA deal for "tens of millions of dollars" that was signed in July. And pipeline still growing https://t.co/0hkrhLv4Ao $ALLT's form 6K filing this AM underscores the magnitude of DNI bookings strength for Allot in H125 as reflected in 6/30/2025 RPO balances. This bookings strength predates the T1 EMEA deal for "tens of millions of dollars" that was signed in July. And"
X Link 2025-10-03T16:56Z [---] followers, [---] engagements
"$ALLT will hold 1x1 meetings next Friday at the William Blair Tech Innovators conference. It's an ideal time to broaden the investor base with $VZ My Biz in full ramp mode and H125 DNI bookings growing 65%. Do Fidelity and co buy now or wait until $1 or $2bn market cap"
X Link 2025-10-03T17:15Z [---] followers, [---] engagements
"@JulianKlymochko @Roshan_Gudapati Market on $APO should be a pretty savvy crowd no So maybe First Brands was a hedge but their troubled long exposure dwarfs size of the short profits Just pulled up the chart though down 14% in [--] weeks is something"
X Link 2025-10-04T21:11Z [---] followers, [---] engagements
"$VZ's new CEO Dan Schulman brings extensive digital services networking and consumer cybersecurity experience. His background is a great fit for expanding $VZ's network native cybersecurity partnership with $ALLT into additional markets like consumer fixed / mobile"
X Link 2025-10-06T14:40Z [---] followers, [----] engagements
"$TDC strong on real volume today as their @Teradata Possible user conference begins. A return to sustainable ARR growth combined with increased operating leverage in [----] would usher in a rerating. We believe Lynrock's 13-D filing has increased odds of success here. The market overlooked a 13-D Filing from $TDC's 9.5% holder Lynrock Lake Friday. Despite delivering better price / query for "power users" Teradata has lost share to $SNOW and Databricks. At 10x EPS we see opportunity if Lynrock gets on the Board: https://t.co/1qwA2GVUaC The market overlooked a 13-D Filing from $TDC's 9.5% holder"
X Link 2025-10-06T19:13Z [---] followers, [----] engagements
"$ALLT catches a new buy initiation after the close from @freedombrokerkz . Good note with $13 PT based on very conservative estimates. "Smart products renaissance" Where have we heard that phrase before.oh yeah in our article from August https://seekingalpha.com/article/4815724-allot-q2-results-show-accelerating-growth-with-multiple-catalysts-converging#comment-101229499 https://seekingalpha.com/article/4815724-allot-q2-results-show-accelerating-growth-with-multiple-catalysts-converging#comment-101229499"
X Link 2025-10-07T20:42Z [---] followers, [---] engagements
"$ALLT hitting the conference circuit tomorrow for 1:1 meetings at @WilliamBlair Tech Innovators then at LD Micro for a webcast and 1:1s in San Diego on 10/21. No better [----] story in the market in our opinion as DNI and SECaaS accelerate simultaneously. Still early days"
X Link 2025-10-09T14:27Z [---] followers, [---] engagements
"@bigleifs @InvestSpecial $CMTL was spec'd into Kuiper for CGC's trackable antenna solution but the product was uneconomic and written off. However $CMTL still supplies modems converters and other parts to Kuiper along with Intellian and $GILT and can grow its content per ground station in the future"
X Link 2025-10-11T22:53Z [---] followers, [---] engagements
"@InvestSpecial The strategic value of Satcom / A&D plays like $CMTL is only growing = likely PE interest. Turnaround is progressing and latest [---] biz comp = Prepared AI ( $AXON buy for 20x ARR). Kuiper / mPower / DOD projects can ramp for real revenue in [----] for S&S. https://spacenews.com/fcc-launches-space-month-to-fast-track-satellite-licensing-and-spectrum-reforms/ https://spacenews.com/fcc-launches-space-month-to-fast-track-satellite-licensing-and-spectrum-reforms/"
X Link 2025-10-11T22:59Z [---] followers, [---] engagements
"$TTD has made some big announcements lately with OpenAds and Audience Unlimited.but it is harder to bet on Jeff Green's execution post-Kokai. This excerpt from the Amended class action Complaint is far from the most damaging but sheds some light on the corporate governance"
X Link 2025-10-12T02:58Z [---] followers, [----] engagements
"We really enjoyed @adamheimlich and @HatesAdtech's Friday interview of JG. One great question: "why not launch OpenAds with publisher partners lined up" Jeff said they are in "show me" mode esssentially. Next week's Prebid summit should be interesting and pivotal for $TTD"
X Link 2025-10-12T02:58Z [---] followers, [---] engagements
"It's common knowledge in the industry and going back to [----] $CMTL management was making bold statements about a large LEO constellation operator award that could be worth hundreds of millions in revenue over time (you can find those statements in old SEC filings). That customer was Amazon and they didn't make a huge effort to conceal that fact (sell side and other analysts were well aware etc.) Comtech premised rejecting $ACTG's $30 / share hostile bid in part on that contract. Unfortunately a lot of the award was tied to the CGC antenna and the part could never be made cost effectively."
X Link 2025-10-13T07:26Z [---] followers, [---] engagements
"@bigleifs @InvestSpecial Kuiper is still in early early innings so best guess there is significant revenue upside ahead for both $CMTL and $GILT now that the satellite launches have accelerated (ground stations to follow). Possibly tens of millions up to $100m / year depending on vendor share"
X Link 2025-10-13T07:48Z [---] followers, [---] engagements
"Nice to see another positive callout of the $ALLT-powered "Guardian Network" at Taiwan FET from today's September revenue release. We believe APAC will be a region of significant new deal activity for $ALLT both in DNI and SECaaS in 2026"
X Link 2025-10-13T09:38Z [---] followers, [---] engagements
"$ERIC +14% highlighting AI workloads and applications necessitating a faster move to 5G standalone with operator investment set to inflect in [----]. "High dependability.and very high security demands" plays right into $ALLT's hands with both SMART and SECaaS products"
X Link 2025-10-14T08:43Z [---] followers, [---] engagements
"@jdonovan42 I'd also look at what Open AI is doing with ads they are focusing in on product listings / commerce with potential for native transactions so $TTD and DSPs aren't in a great spot to participate there. $PUB also talking up in-house use of AI to optimize its social campaigns"
X Link 2025-10-14T15:30Z [---] followers, [---] engagements
"@jdonovan42 I don't think dropped completely but share loss in '26 is very likely.and this is a big client for $TTD. I think it also just goes to show that the AI capabilities $GOOG and $AMZN (and OAI) can bring to bear leveraging technical resources / datasets is formidable competition"
X Link 2025-10-15T18:51Z [---] followers, [---] engagements
"Very interesting re: $CVNA and $ALLY. Bridgecrest also forced to retain the whole Class E on latest issuance (@SequentialAmort where was your bid for that big beautiful bond) $CVNA $ALLY One part of the Asset Back Securitization (ABS) process is an Independent Accountant's Report on Applying Agreed-Upon Procedures (AUP). This report is an independent objective check on the accuracy and integrity of the data related to the pool of underlying https://t.co/WHoQRLZ2RX $CVNA $ALLY One part of the Asset Back Securitization (ABS) process is an Independent Accountant's Report on Applying Agreed-Upon"
X Link 2025-10-15T22:17Z [---] followers, [---] engagements
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