$GTLB — FinTwit mentions on Surfaced

$GTLB — FinTwit mentions on Surfaced

Recent mentions

34 mentions

@investmentguru_Jun 28, 2026 · 11:57 AM

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 world needed storage and these companies delivered. The market rewarded them accordingly. Semiconductors $AXTI. $AAOI. $MRVL. $ARM. $INTC. $CRDO. $SMCI. $AMD. The silicon backbone of the AI buildout showed up — and showed out. Semiconductor Equipment & Testing $AEHR. $KLAC. $ONTO. $COHU. Because you can’t build the chips without testing them first. The enablers always get paid eventually. AI Infrastructure $DELL. $NBIS. $PENG. $CRWV. $IREN. $CLS. The picks-and-shovels layer printed. Clean Energy $BE $OKLO. $CEG. $FLNC. quietly joined the leaders board. The energy transition isn’t a story for tomorrow — it’s already in the returns. Synthetic Biology $TWST. $BEAM. DNA writing meets AI. One of the most underappreciated convergence plays on the board. Cloud & Developer Infrastructure $DOCN. $CFLT. $NET. $GTLB. Profitable. Growing. Underowned. The quiet compounder that snuck onto the leaderboard. ➡️ Memory ➡️ Semis & Equipment ➡️ AI Infrastructure ➡️ Clean Energy ➡️ Synthetic Biology ➡️ Cloud Infrastructure The Silicon-to-Substation thesis didn’t just play out on paper. It played out in portfolios. The leaders of the next leg are already hiding in plain sight. Not financial advice.

@stocksavvyshayJun 2, 2026 · 8:13 PM

$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% YoY) FY26 Guidance • Revenue $1.11B vs Est. $1.11B • EPS $0.81 vs Est. $0.79 Announced a ~14% workforce reduction to improve execution and margins.

@investmentguru_Jun 2, 2026 · 11:15 AM

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. Buffett betting big on Google AI. Jensen Huang says $MRVL could be the next trillion-dollar chip company — citing the shift from copper to optical networking as the key driver. Photonics thesis keeps getting louder. Anthropic files confidentially for IPO — joining SpaceX ($1.75-2T valuation, mid-June) and OpenAI. The AI IPO supercycle is here. $HPE Q2 revenue +40% YOY to $10.7B, EPS more than doubled. AI compute + networking demand driving the beat. Full-year guidance raised. $ARM CEO says $15B AI chip revenue target could come ahead of schedule. Demand pull-through is real. $HYNIX doubling wafer capacity over 5 years. HBM supply buildout accelerating — bullish $MU. $TCEHY testing AI agent inside WeChat. 1B+ users. If this works, it’s one of the biggest AI distribution plays on the planet. Earnings to watch: $DG (beat ✅) | $PANW & $GTLB after close. Not financial advice.

@investmentguru_Jun 1, 2026 · 10:38 AM

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 has beaten estimates each of the last 4 quarters with an avg surprise of 31.6%. $PANW (Tue June 2, AMC) Guided Q3 revenue of $2.94–$2.95B with NGS ARR expected to approach the $7.9–$8.0B target range. Platform consolidation thesis intact, enterprise security spending resilient in macro uncertainty. Cybersecurity is one of the most defensible enterprise budget lines. $AVGO (Wed June 3, AMC) Consensus models Q2 revenue jumping 47% YoY to $22B, with AI semiconductors contributing roughly $10.7B — nearly half of total revenue. CEO Hock Tan’s custom ASIC pipeline commentary is the real catalyst. This is the last $1T club member to print this cycle. Structural AI infrastructure demand is your thesis. Bar is high given the run-up, but a beat + raise could rip the sector. $CRWD (Wed June 3, AMC) CRWD has surged nearly 50% month-to-date on renewed AI security positioning. Q4 delivered $1.9B ARR (+45% YoY) and rapid Falcon Flex growth. Analysts project 46.6% EPS growth and ~23.5% revenue growth YoY for the June 3 print. Jefferies raised PT to $775. Momentum is extreme — this is a beat-and-guide story. Strong if Falcon platform metrics show continued net new ARR acceleration. $CIEN (Thu June 4, BMO) Last quarter CIEN delivered record revenue of $1.43B (+33% YoY) with a 16.4% EPS surprise, raised FY2026 guidance to $5.9–6.3B, and expanded gross margin outlook to 43.5–44.5%. Q2 estimates are calling for ~$1.46 EPS and $1.5B revenue. CIEN shares are up 77% YTD, yet FY2028 EPS estimates have vaulted to $11.25/share. Supply-constrained demand, AI-driven hyperscaler interconnect buildout, and beat/raise cadence make this the highest-conviction setup in photonics stack this week. $GTLB $VEEV $LULU $PL $AI some other I am watching

@tradableastroMay 31, 2026 · 9:20 PM

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 middle of the sector. Those are the ones with the most catch-up potential. Full rankings inside the platform.

@itsmichaelluuMay 30, 2026 · 12:59 PM

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: June 3 (After Close) As enterprises deploy thousands of AI agents, cloud workloads, and connected endpoints, the security perimeter expands infinitely, making Falcon's AI-driven threat detection not optional but mandatory. No one builds a $500B AI datacenter and skimps on security. $CRWD is the toll booth on the AI buildout highway and that moat compounds with every new customer and dataset feeding its threat intelligence engine. Target: $800 median | $700 Wedbush & Benchmark | $750 Oppenheimer 2. $AVGO 📅 Earnings: June 2 (After Close) Custom AI chip (XPU) demand from hyperscalers accelerating every quarter. $AVGO is the silent infrastructure backbone of the AI supercycle. While $NVDA dominates training, Broadcom owns the custom silicon layer designing the XPUs that $GOOG, $META, and Tiktok use to run inference at hyperscale, plus the networking chips that stitch datacenters together. As hyperscalers race to reduce $NVDA dependency and build proprietary AI chips, Broadcom is the only company with the design expertise and manufacturing relationships to deliver. Target: $500 avg | $480 Susquehanna | $560 high 3. $PANW 📅 Earnings: June 2 (After Close) Platformization strategy converting AI security budgets into sticky, recurring revenue. AI doesn't just create new threats it supercharges existing ones, making next-gen cybersecurity a non-negotiable line item for every enterprise on the planet. PANW's platformization strategy is purpose-built for this world: one unified platform replacing dozens of point solutions, with AI models running across network, cloud, and endpoint security simultaneously. Target: $320 avg | $340 high | $300 median (75 analysts) 4. $GTLB 📅 Earnings: June 2 (After Close) AI-native DevSecOps platform controls full dev lifecycle as code volumes explode. AI is going to produce more code in the next five years than humans wrote in the last fifty and all of it needs to be managed, secured, and deployed somewhere. While competitors like GitHub Copilot focus on code generation, GitLab controls the entire pipeline and that becomes more valuable, not less, as AI-generated code volumes explode. Target: $40 median | $60 high (Macquarie) | $27 low (Cantor) $ORCL earnings is on June 10 and $MU is on June 24. These will explode like $DELL did most likely. ♻️ RESHARE this post and write 1 comment, I'll DM the best $MU contract to get for earnings right now.

@stocksavvyshayMay 8, 2026 · 3:14 PM

$GOOGL STOCK PORTFOLIO REVEALED 1. $CME ~26% 2. $PL ~25% 3. $ASTS ~19% 4. $RVMD ~8% 5. $ARM ~7% 6. $FRSH ~3% 7. $PATH ~2% 8. $TEM ~2% 9. $GTLB ~2% 10. $PRME ~1% https://t.co/jwZL5iG3QR

@stocksavvyshayApr 9, 2026 · 1:50 PM

Nobody wants to live on SaaS Ave in 2026 Drawdown from highs: • $AMPL −93% • $U −89% • $PATH −88% • $TEAM −87% • $MNDY −86% • $GTLB −85% • $FIG −84% • $HUBS −75% • $ESTC −75% • $ADBE −66% • $ZS −65% • $WDAY −62% • $NOW −60% • $ZETA −60% • $CRM −54%

@stocksavvyshayMar 29, 2026 · 2:39 PM

2026 has been a fever dream for software. YTD drawdowns: • $DDOG −16% • $PLTR −20% • $CRWD −21% • $ZETA −29% • $SNOW −30% • $SHOP −31% • $FROG −31% • $CRM −32% • $ADBE −33% • $PATH −35% • $NOW −35% • $RBRK −40% • $ZS −41% • $WDAY −42% • $HUBS −43% • $APP −43% • $MDB −44% • $GTLB −46% • $FIG −46% • $MNDY −55% • $TEAM −60%

@stocksavvyshayMar 22, 2026 · 2:24 PM

UPDATED SOFTWARE COMP SHEET Rule of 40 breakdown: • Unicorn (60%+) | $PLTR, $PANW • Elite (50-59%) | $NOW, $CRWD, $ADBE • Great (40-49%) | $SNOW, $TEAM, $ZETA, $ZS, $DDOG, $CRM, $SHOP, $NET • Good (30-39%) | $RBRK, $HUBS, $FIG, $MNDY, $GTLB, $MDB, $PATH

@benitozMar 13, 2026 · 9:04 PM

@P_Remarks @bstaples @sytses @gitlab mood $GTLB https://t.co/THL504Xblx

@kaizen_investorMar 3, 2026 · 9:09 PM

$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, with revenue jumping 23% and the company officially crossing the massive milestone of $1 billion in annual recurring revenue. Beyond impressive sales, GitLab proved it is a cash-generating engine, producing $220 million in free cash flow this year. To reward investors and signal confidence, the board approved a new $400 million share buyback program. Finally, they are heavily investing in AI by launching their Duo Agent Platform to automate engineering tasks. Overall, GitLab showed robust growth, smart AI innovation, and excellent profitability.

@kaizen_investorMar 1, 2026 · 8:02 PM

Some interesting earnings next week, I’ll be looking at following earnings. Monday: $BRK.B, $QURE, $RIOT, $BBAI, $MDB, $PLUG, $QUBT, $ASTS, $ACHR Tuesday: $SE, $ASM.AS, $CRWD, $GTLB Wednesday: $AVGO, $RGTI, $OKTA, $BULL Thursday: $AMPX, $JD, $MRVL, $IOT Which companies am I missing?

@jasonl_capitalFeb 28, 2026 · 7:04 PM

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 $CIFR $ALAB 4 | Models: $GOOGL $MSFT $AMZN $META 5 | Platforms: $PLTR $NOW $RBRK $CRWD $ZETA 6 | Apps/Agents: $TSLA $AXON $GTLB $PATH $RKLB 7 | Edge AI/Drones: $OSS $ONDS $LTRX $AVAV $KTOS If you're only playing one layer you're leaving money on the table. What names would you add or swap?

@stocksavvyshayFeb 22, 2026 · 2:31 PM

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% • $CRWD −17% • $MDB −18% • $ZETA −20% • $SNOW −21% • $SHOP −22% • $PLTR −24% • $ADBE −26% • $ZS −29% • $GTLB −30% • $CRM −30% • $FIG −30% • $NOW −32% • $PATH −34% • $RBRK −34% • $WDAY −36% • $FROG −40% • $HUBS −42% • $MNDY −49% • $TEAM −53%

@stocksavvyshayFeb 12, 2026 · 7:33 PM

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% • $ADBE −63% • $GTLB −62% • $U −61% • $ZETA −60% • $WDAY −53% • $CRM −51%

@amitisinvestingFeb 12, 2026 · 1:13 AM

Cathie Wood $ARKK buy/sells today: Bought: $HOOD — 433,806 $BLSH — 364,134 $FIG — 280,138 $SHOP — 150,421 $CRCL — 75,559 Sold: $U — 486,741 $PINS — 413,038 $ABNB — 186,754 $TWST — 185,951 $PD — 183,294 $Z — 36,133 $GTLB — 13,509

@stocksavvyshayFeb 7, 2026 · 2:07 PM

Here’s the updated software comp sheet after the SaaSpocalypse 2026: Rule of 40 scores • Unicorn (60%+) | $PLTR • Elite (50-59%) | $NOW, $CRWD, $PANW, $ADBE, $SNOW, $ZS • Great (40-49%) | $TEAM, $DDOG, $MNDY, $CRM, $SHOP, $NET, $GTLB • Good (30-39%) | $RBRK, $FIG, $HUBS, $MDB, $IOT, $PATH

@stocksavvyshayFeb 4, 2026 · 7:29 PM

IS SOFTWARE DEAD? | IWTB STREAM | $NOW, $TSM, $NBIS, $DOCN, $IREN, $CIFR, $PLTR, $RKLB, $ASTS, $HOOD, $AMZN, $MELI, $AMD, $NVDA, $SOFI, $GOOGL, $AMZN, $META, $SNOW, $MDB, $DDOG, $GTLB, $ADBE https://t.co/J7MZ9VrJa2

@stocksavvyshayFeb 3, 2026 · 2:09 PM

2026 TOP SOFTWARE REVENUE GROWTH ESTIMATES • $PLTR 61% • $APP 36% • $ZETA 34% • $NET 27% • $SNOW 24% • $FIG 24% • $DUOL 23% • $RBRK 23% • $ZS 23% • $CRWD 22% • $KVYO 22% • $MNDY 21% • $IOT 21% • $GTLB 20% • $NOW 20% • $MDB 20% • $TEAM 20% • $S 20%

@stocksavvyshayJan 17, 2026 · 6:28 PM

@BlakePaterson14 I actually predict Anthropic will acquire $GTLB sometime in the next 12-18 months

@ftr_investorsJan 16, 2026 · 11:26 AM

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 -61.2% $TEAM | Atlassian -60.6% $GTLB | GitLab -53.2% $KVYO | Klaviyo -48.3% $NOW | ServiceNow -45.3% $CSU | Constellation -44.9% $DDOG | Datadog -40.1% $CRM | Salesforce -36.4% $ADBE | Adobe -34.7% $WDAY | Workday -32.1% $INTU | Intuit -31.8% $FICO | FICO -28.7% $PATH | UiPath -25.5% $ADSK | Autodesk -20.3% $ZETA | Zeta -18.9% $MSFT | Microsoft -17.8% $PLTR | Palantir -14.7% $MDB | MongoDB -12.5% What is the best buying opportunity in software right now? 👀🚀

@stocksavvyshayJan 14, 2026 · 12:38 PM

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 is constantly reshuffling winners & losers so I wanted capital positioned to take advantage of those overreactions. The portfolio only has five positions so far but it’s already up ~55%. Here are some names on my radar for a potential entry: • $NFLX | Netflix • $ZS | Zscaler • $CRDO | Credo • $PATH | UiPath • $U | Unity • $PGY | Pagaya • $GTLB | GitLab

@stocksavvyshayJan 6, 2026 · 5:35 PM

@PolymarketMoney $GTLB & $S are next

@stocksavvyshayDec 29, 2025 · 2:00 PM

SOFTWARE NAMES WITH THE HIGHEST EXPECTED 3-YEAR GROWTH 1. $PLTR ~41% 2. $NET ~27% 3. $SHOP ~24% 4. $SNOW ~23% 5. $IOT ~22% 6. $CRWD ~22% 7. $RBRK ~21% 8. $DDOG ~21% 9. $S ~21% 10. $KVYO ~21% 11. $MNDY ~20% 12. $DOCN ~20% 13. $FIG ~20% 14. $DUOL ~19% 15. $ZS ~19% 16. $TTAN ~19% 17. $OS ~19% 18. $NOW ~18% 19. $MDB ~18% 20. $GTLB ~18% 21. $TEAM ~17% 22. $BRZE ~17% 23. $ESTC ~17% 24. $HUBS ~16% 25. $FROG ~16% 26. $PANW ~15% 27. $VEEV ~14% 28. $PATH ~11% 29. $CRM ~10% 30. $ADBE ~8%

@stocksavvyshayDec 28, 2025 · 3:28 PM

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 market is already separating the companies that already have AI boats and which still need to build them ahead of the AI tsunami. $NET, $PLTR, $SHOP, $FIG, $RBRK, $SNOW, $CRWD, $DDOG, $ZS, $KVYO, $MNDY, $TEAM, $IOT, $MDB, $NOW, $HUBS $PANW, $VEEV, $S, $ESTC, $PATH, $ADBE, $WDAY, $CRM, $OKTA, $GTLB, $OS, $FROG

@stocksavvyshayDec 25, 2025 · 12:51 PM

$GOOGL STOCK PORTFOLIO REVEALED 1. $ASTS 18% 2. $PL 17% 3. $ARM 12% 4. $MTSR 8% 5. $RVMD 8% 6. $FRSH 8% 7. $TEM 5% 8. $GTLB 5% 9. $PATH 4% 10. $PRME 4% https://t.co/qzZyGP55Ii

@kaizen_investorDec 20, 2025 · 4:20 PM

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 up around 700% $ARM shares are up 60% $GOOGL made 7.000% profit on $CRWD and 2.000% on $UBER They own 14% on Anthropic Bought Android, Youtube, Deepmind. Don’t know where $GOOGL keeps finding these gems but they are doing a fantastic job. Two of the more recent investments are $GTLB and $TEM. Maybe I should just follow?

@ftr_investorsOct 17, 2025 · 7:16 AM

$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? 🤔 https://t.co/gF3KbrGK3I

@benitozSep 3, 2025 · 10:15 PM

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 collaboration. $GTLB is positioned as the platform, not a casualty Also $7 per share in cash 💵 https://t.co/TJYRbNuB9r

@spotgammaAug 27, 2025 · 1:17 PM

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

@ivanaspearAug 21, 2025 · 4:47 PM

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 where the risks increased and execution has not been as consistent $CFLT $GTLB $S

@benitozAug 8, 2025 · 5:06 AM

@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 with GitLab via Cloud Build/Deploy. Bottom line: no near‑term Google platform threat to $GTLB.

@benitozAug 8, 2025 · 4:33 AM

@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 release velocity. That is $GTLB