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JFrog Ltd

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This is like someone who dissected a frog in high school talking to a surgeon about how they should perform a particular procedure. You don’t have the knowledge or the vocabulary for the conversation. You’ll learn, question is only how much you’ll lose before it sinks in. Capping upside and unlimited downside but you can’t lose money on a CC? A CC and a CSP have the same payoff profile. And a hedge fund selling puts to add a position that will be 1-5% of their aum is absolutely not the same as what you’re doing.
Why does the stock market feel like a frog in a pot of water…
Starting to feel like a slow boiled frog
What exactly do the Bank of Englands expected moves mean? They are going to leap frog the continent!
Avacado is actually delayed. It was supposed to come out now. Delayed until q1. A lot rests on the avacado model. If it takes the lead then META rocket to previous highs. Also have a strong feeling they are going to put up good beats q4 that will surprise to the upside. Glasses are pushed back to q1 2027 which is bad because it opens up a window for competitors to catch up and leap frog. If they fail on either the model or the glasses and we don’t see them gaining meaningful market share in either than the threat of openai encroaching on their turf becomes very real in the next shift of advertising dollars. This is on top of gemini sucking ad dollars off them as well. 
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