The overall market has come off from a big drop last night and it’s not company specific so no alarms.
Just a bond yield/equity rebalance like we saw earlier in the year.
US growth is powering along.
These are the best days to top up.
I have changed my sentiment to hold from buy until we get clarity about their expenses to ARR growth in the upcoming quarterly.
The overall market has come off from a big drop last night and...
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