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CFLT has been range bound for two years now where the lower end is $14-18 and upper range is $35-38.
- If FY 2025, Q1 exceeds expectation of the analyst then this stock will be able to get through the long term resistance and turn it into support.
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IOT is a peer company which operates in IOT and streaming data application layer which has shown promising results and returns. I believe CFLT is a solid company and can reach $45+ comfortably.
CFLT has been range bound for two years now where the lower end is $14-18 and upper range is $35-38.- If FY 2025, Q1 exceeds expectation of the analyst then this stock will be able to get through the long term resistance and turn it into support.
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IOT is a peer company which operates in IOT and streaming data application layer which has shown promising results and returns. I believe CFLT is a solid company and can reach $45+ comfortably. ملاحظة
- If 
SNOW acquires redpanda (redpanda.com/) then it will be very bearish for CFLT-
SNOW would have a comprehensive data platform capabilities, streaming would be strongly coupled to their infrastructure. Why would one need a separate vendor for streaming if they could get it done within one ecosystem i.e
SNOWتم فتح الصفقة
What a news for CFLT shareholders! -
CFLT in their earning report said that they are partnering with Databricks. It will make the one sided competition even insane. This will directly fight the SNOW + redpanda-if
CFLT didn't partner with Databricks then this company would have limited upside. But with partnership it is fuel further growth for this company!Price Target Updated to $45 per share!
ملاحظة
This CFLT has earned to trade above $35 share. - Don't underestimate that data streaming would be essential in the agentic AI workflow which require low latency and high throughput systems.
- Secondly, more than the earnings, I am impressed that they are parterning with databricks. It will unlock access to more customers for them and it will allow them to grow easily for years to come!
أغلقت الصفقة: تم الوصول للهدف
taking profit by closing long @ $37 ملاحظة
🎯 🎯 🎯 
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إخلاء المسؤولية
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