5/7/24 - $anet - beware, valuation vs. growth too rich5/7/24 - vrockstar - simply too expensive in this tape even for a beat. will need to smash for stock to go higher. i'll be shorting any pop/ regarless of the print. i'll save the space and not explain why it's a short/ and i'm not shorting - but i'd stay away at best and if you own it, consider trimming > 10x sales sub 2.5% fcf yield, more epensive on PE than mag 7's and 10% top line growth is a no go zone rn. look at DDOG results... good, expensive, down. i'd expect this to be down 10-15% minimally and might be interested in taking another look below $250.
