Thoughts on RIVN earnings Thursday after hours? I think the upside is much greater than the downside. After MNDY earnings, I'm hesitant to play any software or AI stocks like ALAB or NBIS. But I think hardware centric companies like Rivian could do well.
Was ghosted after a 4 stage interview process at mndy last year. Never felt better seeing a stock crash and burn. They were also weird when I asked about the salary range multiple times
I think enterprise SAAS like $TEAM and $MNDY are actually good grabs right now. They are still healthy businesses with hard to replace software. Sure it might go down a bit more but the fundamentals are strong especially on $TEAM. AI is just not replacing them.