After seeing the Datadog quarter and their guidance for 25%ish revenue growth in 2023, the cloud spending slowdown is confirmed. That means that my thesis that DDOG and SNOW are overvalued is correct.
Thanks. I'm going to have a look at the data space as well. I recently did a review of robotics - both Symbotic and Autostore look interesting. Happy to discuss.
Dear I subscribed with you and paid in the 03-feb-2023
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Thanks. I'm going to have a look at the data space as well. I recently did a review of robotics - both Symbotic and Autostore look interesting. Happy to discuss.
hi Austin,
I would like to talk to you,where can i best reach you ?
basu
Dear I subscribed with you and paid in the 03-feb-2023
But when i try to read your content by using substack app I couldn’t.. shows that i should pay .. i already paid and received them and read them by email .. please help
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