5/2/24 - vrockstar - one of these awkward fundamental setups in a bid tape b/c it seems like outside a massive beat you won't see any sustained rip and follow thru here and instead 2Q guide is likely all else equal to reflect others so far reported (too many to even number). stock seems to have not believed this which is cool - i haven't really dug in yet on the name - but to say on revenue paying 6x fwd for a semi-unique product and mid teens rev growth is awaiting a re-rate one way or another. the bias so far from other b2b is lower, faster. i'll probably swing the long $65-66 and a gap fill (late '20) and retest of '22 lows near $60 would be the more obvious buy/ hold entry. wouldn't want to short a beat either, but i'd just let it float. better sidelines and watch/ act ex post