Gitlab. Every tracked FinTwit mention of $GTLB, newest first. 34 mentions since the first on Aug 8, 2025. See the price chart.
June 2026 · 4 mentions
Jun 28
InvestmentGuru — The market just handed us a masterclass in thesis validation.
The top performers of 2026 aren’t random. They’re a roadmap.
Memory $SNDK. $MU. $WDC. Three names. One theme. The wor…↗
Jun 2
Shay Boloor — $GTLB Q1 EARNINGS
• Revenue $264M vs Est. $255M
• EPS $0.23 vs Est. $0.21
• RPO: $1.1B vs Est. $1.1B
• Net Retention Rate: 117% vs. Est. 117%
• Customers >$100K ARR: 1,519 (+18% Y…↗
Jun 2
InvestmentGuru — Morning Market Pulse
$GOOG raising $80B for AI infra — $30B public offering + $40B ATM + $10B Berkshire private placement. CapEx guided $180-190B in 2026, even higher in 2027. Buf…↗
Jun 1
InvestmentGuru — Earnings this week
$CRDO (Mon June 1, AMC)
Consensus EPS of ~$1.03 on revenue of $430M, implying a 153% YoY jump — and management guided $425–$435M for the quarter. The company h…↗
May 2026 · 3 mentions
May 31
Tradable Astronaut — Top ranked software names on the Aion Index right now:
$SNOW 100
$TEAM 94
$GTLB 92
$NOW 90
$APP 88
$DDOG 87
But the real opportunity might be in the names sitting in the mid…↗
May 30
Michael | Hypermarkets — Yesterday, $DELL spiked 45% after its Q1 earnings.
Options exploded 20000%-30000% in 1 day (rare).
Next week, there's 4 earnings with exact same set-up:
1. $CRWD 📅 Earnings: Ju…↗
Ben Pouladian — @P_Remarks @bstaples @sytses @gitlab mood $GTLB https://t.co/THL504Xblx↗
Mar 3
KaizenInvestor — $GTLB delivered a strong earnings report with a double beat on both revenue and profit expectations, sending the stock up 2%.
The software platform continues to grow rapidly, wit…
February 2026 · 7 mentions
Feb 28
Jason Luongo — Seven layers of AI. The full stack from power to the battlefield.
1 | Power: $GEV $BE $CEG $VG $ENS
2 | Chips: $NVDA $AMKR $TSM $ASML $AVGO
3 | Data centers: $NBIS $IREN $CRWV $CI…↗
Feb 22
Shay Boloor — THE SAASPOCALYPSE 2026 SCORECARD
SaaS in 2026 is getting repriced from growth engine to plumbing layer in an Agentic AI stack and the YTD damage has been brutal:
• $DDOG −15%
•…↗
Feb 12
Shay Boloor — This is what getting labeled a “legacy layer” in the AI stack looks like in the market.
Drawdown from highs:
• $MNDY −84%
• $TEAM −82%
• $FIG −82%
• $HUBS −75%
• $ESTC −68%
• $AD…↗
Shay Boloor — @BlakePaterson14 I actually predict Anthropic will acquire $GTLB sometime in the next 12-18 months↗
Jan 16
The Future Investors — Software stocks are getting crushed 😱🚨 Here are the major names vs their 52-week highs 📉👇
$FIG | Figma -77.9%
$DUOL | Duolingo -71.7%
$HUBS | HubSpot -62.6%
$MNDY | Monday com…↗
Jan 14
Shay Boloor — Two months ago I launched a trading portfolio as part of the X subscription to focus on near- to medium-term opportunities.
We’re in a fluid phase of the AI cycle where new info i…↗
Jan 6
Shay Boloor — @PolymarketMoney $GTLB & $S are next
Shay Boloor — HOW THE MARKET PRICES GROWTH TECH ENTERING 2026
This chart shows how the market is valuing growth SaaS based on 3-year revenue CAGR (2025-2028) against EV to gross profit.
The…↗
The Future Investors — $GTLB $DDOG Datadog is reportedly teaming up with Morgan Stanley to explore a takeover of GitLab, possibly for more than $60 per share. 👀
Would this be a smart move for Datadog?…↗
September 2025 · 1 mention
Sep 3
Ben Pouladian — AI doesn’t shrink developer seats it expands them. 91% of GitLab customers say AI native tools will drive more GitLab usage in the next 24 months.
More code, more IDEs, more coll…↗
August 2025 · 4 mentions
Aug 27
SpotGamma — Whats $GTLB? No idea.
But, some fund seems to like it. ~$6mm of June call spreads added yesterday.
If you want the report: https://t.co/CfbpFO1tcU https://t.co/ubqUmVV6Gi↗
Aug 21
IvanaSPEAR — 2.1 Better risk reward:
Sized up ideas that got hit on tariff concerns but actually benefit from more US manufacturing & re-shoring $CEG $VST $GEV
Replaced them with ideas wh…↗
Aug 8
Ben Pouladian — @Growth_N_Value @EricJhonsa GV trimming $GTLB = fund mechanics (rebalance/LP timing), not a Google Cloud signal. GCP doesn’t have a GitHub‑like, full DevSecOps suite; it integrates…↗
Aug 8
Ben Pouladian — @Growth_N_Value @EricJhonsa “AI kills GitLab” is like “cloud killed Microsoft.” Wrong decade, wrong lesson. AI pushes work to the platforms that manage risk, compliance, and releas…
— So $GOOGL should be up 12.400% on their SpaceX investment.
If Stripe goes public, they will be up around 895%
They are up 2.488% on their $ASTS shares
Their shares of $PL are u…