Reddit Posts
The next AI Trade - Enterprise AI Cost Control (Massive Potential for Re-Rating)
AI cost-control companies the next AI infrastructure trade? Potential for re-rating with reasonable valuation.
Elastic (ESTC) announces $500 million share repurchase program
Is anybody looking at PRGS upcoming earnings after market close on Mon 29th of September?
How many monies will I make 🥵🥵🥵
Anybody else buy ESTC pre-earnings today?
Elastic ($ESTC) Up by almost 20% after Q2 Performance Update
What are you bagholding and how long?
The bull market continues for Riot Platforms, Inc. ($RIOT) as Q1 earnings exceed expectations!
Choose your fighter🫡🫡🫡 $SNOW $DDOG $MDB $ESTC
Reverse DCF Analysis: What Is Priced-In In Elastic's Current Market Cap
HUB Security (TASE: HUB) and Mount Rainier Acquisition Corps (NASDAQ: RNER) Enter Definitive Business Combination Agreement
ESTC - Elastic - Strong financials and settled a lawsuit with Amazon
ESTC - Elastic - Strong financials and settled a lawsuit with Amazon
23K into $ESTC (Elastic Bearer) ☃️☃️☃️☃️☃️
ESTC Q1 revenue accelerated to 50% earning yesterday. Short interest is 11.77%. Perfect Short squeeze oppty.
If I want to sell at a profit and I want to sell no mater what in 13 days, should I sell at the current level If I have a profit?
Analysis of my last 10 trades - Easily catching market waves
ESTC (Elasticsearch):Why is everyone(in particular analysts) so bullish on it?
🐻 says SPLK is kill Part VI (censored version)
Mentions
ESTC moonin. I sold call options for $90 though but it’s aiite still up 100%. My average is $45
no one talked about AFRM - went up. no one talked about ESTC - went up. no one talked about GAP - went up WSB wouldn't shut up about IREN - down WSB wouldn't shut up about MRVL - down See a pattern? Just STFU.
Holy shiddddd Elastic ESTC 🤯
Thank god for the big spread on ESTC puts I didn’t buy any. It’s ripping
Closed today: NVDA • OKTA both printed Opened Today Aug 27 - Calls: IREN • WDAY - Puts: MRVL - Calls Half Position: RBRK • S • ESTC Notes: RBRK • S • ESTC are half position because today seems like may be priced in... but hope springs eternal... Disclaimer: spinning wheel round and round...
i'm gonna start trimming ESTC in late September
ESTC will be below $90 by 9/18
ESTC is definitely gonna be below $90 by the end of 9/18
Buying stocks that are in my industry (I was a software developer) so I have conviction in them (MDB, ESTC, FIG). Also DCAing leaps but only when the stock is getting beat up so the premiums are cheap. I am also comfortable with crypto so I’ve had good entry prices and just hold until I double
I sold calls for ESTC. Captured a 5% gain. Passive income…
in my columbo list: ESTC, ETON
i'm heavy in saas too. ESTC shares + FIG leaps
saas climbing up. FIG + ESTC
my portfolio is all tech. META, FIG, ESTC, and then BTC and ETH. i need some recommendations for some non tech names to diversify
Same. I’m heavy into FIG and ESTC
That's why I'm into 2 names. LMK what you think. Elastic(ESTC): Right now, companies are paying an absolute fortune to access AI models, but they can slash those bills by using a smart filter with Elastic. Instead of sending an entire mountain of disorganized data and paying a massive fee for every single token, Elastic uses a process called RAG (Retrieval-Augmented Generation) to pinpoint and send only the exact information needed. Even though it's a critical tool for making AI affordable, Wall Street still mistakenly prices Elastic like an old, boring search software, making its stock incredibly cheap compared to its actual value. Nutanix(NTNX): Because paying for public AI computing is getting so expensive, many businesses are deciding to build their own on-premise/hybrid AI with open weight models so they eliminate their AI bills, and Nutanix provides the essential software to run them. Nutanix is the underlying operating system that allows a company to easily manage its own physical servers just like they would a cloud service, generating massive 88% profit margins in the process. By investing in Nutanix, you get to profit from the massive wave of companies buying new hardware without getting stuck owning the low-profit companies that actually manufacture the metal parts.
I agree with the shovel thesis, but I think people are getting crowded into the same trade. Infrastructure was the obvious winner because it was the bottleneck. GPUs, networking, cooling, power, memory... all great calls. But nobody got rich selling screws for the iPhone compared to what Apple made owning the user experience. The next AI winners might be more hybrid. Not just data centers, but the software, search, data, and agent platforms running on top of them. That's why I'm also watching names like IBM, ESTC, MDB, and NOW. The shovel trade isn't dead. I'm just not convinced the best opportunities are still in the most obvious shovels.
ESTC zooming back up. i really be in the state of the wish fulfilled...
ESTC just gave up in AH
i told yall crackas that ESTC was finna fly... KNICKS IN 4
ESTC is finna double to $100
i'd recompose it to this: PDD ESTC FIG UPWK COPX CROX WMT
My greenest day in a while. Corn + FIG + ESTC, only COPX is down
Corn to $80k by friday, FIG to $23 by Monday, ESTC to $52 in a week
I agree. Nobody is using an AI generated database management system (MDB, ESTC) or replacing their designers (FIG). This selloff is an opportunity of a lifetime
Saas companies that offer todo lists will be obsoleted. But ones that have reputations for storing company assets are not going anywhere. For example, no one in their right mind is gonna replace ESTC or MDB or FIG for some bullshit AI generated app.
Started a position in ESTC. This finna be EASY MONEY!!!
My pick of the month: ESTC. ElasticSearch is the go to search database
smart move. i started a position in ESTC on friday. this week i'll load up on some EWY letting the US markets continue to melt
Just bought a chunk of ESTC. Ez money 🧘
A lot of these are a mix of AI resilient and Human based SAAS. Personally would not want to own those as a large part of their market cap is the latter and has quite a bit of transitional risk. Also, large companies tend to be less adaptive. Just my 02. My personal list is: MDB, NET, DDOG, SNOW, S, ESTC. Too bad Confluent is getting acquired by IBM or I would have them on their too.
Doesn't Elastic ($ESTC) do this and a better tool?
INTU up though! I almost leaned ESTC calls myself until EOD it got 50/50 on my tool and I didn't love it, that sucker is a big mover though!
I’d buy ESTC if I could. Beat and raise
Calls on ESTC. 20% growth last four quarters. Steady hiring of headcount and healthy bottom line. Shit looks like it’s been ready to pop for years. They just announced a stock buyback too?
ESTC anyone? its on my watchlist but idk shit about it
i've been watching ESTC for a while. if it dips to <$60 i would start DCAing on $80 leaps i loaded up on $220 1/2027 MDB leaps from march to april and am up 200%+ mostly from this week
Had to cancel my Lambo order I placed after the ESTC pre market moves 😡😡😡
my poor ESTC call, what a fade 💔
After eating dirt in BULL and ESTC earnings, my last 2 hopes are GOOG doj, and NVDA V to 180. Please god let me have this last one, I’ll buy only SPY if those print
Idk but I’m long ESTC 100 calls 09/19 with big money
Long 09/19 ESTC 100 calls! Thank me later!
First it was MDB, then SNOW, and now ESTC. The database industry finna be the next wave…
I am thinking 0dte calls on SNOW and AFRM. May be even ESTC and ADSK.
Went 5-0 last 24 hours: PSTG, BBW, ESTC, AFRM all over 10%
ESTC +60% today pre earnings. Congrats to those.
SaaS companies are dead. CRM ESTC BILL SNOW DDOG. Not sure what will happen to these when the market actually goes down.
Took some ESTC 75c’s expiring tomorrow at 1.80 for an overnight hold
Yeah, because there aren't any names that aren't pennies that move far more often and more significantly LMFAO  NTAP, PATH, ESTC, PD, AMBA, MRVL, AEO, ULTA, ZS, etc. https://preview.redd.it/2ll26rsvbx3f1.png?width=495&format=png&auto=webp&s=180b56205e500bab6ad7bd85cef4231c0a33cfdc
I bought OKTA and ESTC Calls , I’m fine 🥹
Holy moly with GAP, if DELL limp dicks to tomorrows open and i don't get to cash my calls im finished. ESTC is an interesting case, i use Elastic search at work and thought they were popping off.
I’m playing ESTC earnings, then just going to full port into RDDT till my birthday
if my ESTC play goes smooth i'm full porting infineon. jensen is touring europe next week and they recently announced a meaningful partnership. with europe and germany especially announcing investments into AI i could see a collaboration there and lots of namedropping
I’m 3/3 now. Bought NVDA/ELF/AI before close. Next week I got NTAP/KSS/DOCU/ESTC next
TSLA/ELF/CRWD/ULTA/DOCU/ESTC calls
Okta is probably the best bet Was looking at ESTC but not as confident
full ported ESTC. Not nervous at all!
Not to cloudy up the waters but my own overall thesis has been that AI was 99.975% snake oil for two years now. Seems to have worked out well so far 62% of my Put trades this year result in gains over 100% and I basically slept trough January Looking forward & having sold the Put Cupboard almost bare on Friday; well every non-profit\\barely&recently profitable FinTech is now fair game. Especially the ones who had seriously bet the farm on AI. Ye Olde Growthe Storie is OVA now over for ALL of them and you can take THAT to the bank. So this is where we go now on top of huge scores on TEAM KD ESTC AI AMBA U CRDO AFRM UPST TTD PSTG the festering corpse of FSLY (a gift that always pays out more than the share price move would have indicated & home of my first ever Ten Bagger inside of two weeks. Research is pretty easy when you shorted the same Hype Trash at strike prices 30% lower just last fall. Otherwise the first thing I look at with Fresh Meat is the 52 week low and how far it is from there up to the end of Zero Bid put premium territory. If they are on my list then Upside Surprise is not on the menu, period. Usually inside of five weeks and as short as five days out if I want a piece bad enough. That approach will work for another four months max. *Because the very best thing about the last two weeks was that nobody on my hit list had "earnings" to announce until early May. That made buying them up like a vacuum cleaner much more easy.*
NTAP big down, ESTC big up
I wanted to get in on snow but I’m eyeing but I was too pussy, ESTC though🍀
MDB results got priced in when ESTC smashed earnings
Market seems to like software companies again.  SNOW, OKTA, CRM, ESTC, NTAP etc. ERs went well.
i’ve been on a roll but I got absolutely shredded on ESTC calls today lmao
My moves for Nov 25th - 1) close Fri TSLA call option 2) close Fri SMCI call option 3) day trade one or more of these DELL, CRM, ESTC, CAVA, GS, TSLA, SNOW 4) possibly short MSTR
hope you do well with your selections. I still challenge you to short ESTC if you think it's not a good investment.
You may know more about this area. My point is about the investment thesis. Like I replied to the other thread, ESTC is growing fast - from 427M in '20 to 1.27B in '24 while growing their margins. And, they are getting rewarded for that. That's all I care for investing.
I won't debate their products' capabilities or lack thereof. All I care is that ESTC is growing - from 427M in '20 to 1.27B in '24 while growing their margins. And, they are getting awarded for that. You don't have to invest in them.
Elastic search is an open source (free tool) but for a period of time it wasn’t and a lot of companies moved over to open search (another similar open source tool). I feel like a lot of companies still use it and their additional services. If have to do more research but definitely one to keep on the radar. Similar to how IBM bought hashicorp and their open source tool, terraform. ESTC could play out in a similar fashion… they are much bigger though
a good question. I don't know the answer. My guess is that ESTC has bundled ELK to make GenAI search better using their Search Lake stack but I haven't used it personally.
Actually I saw ESTC cross my radar yesterday, its earnings must have caused quite a stir. Did some research on their stuff, read the earnings call transcript. Looks good. Not great. The market for GenAI and vector searching has gotten pretty saturated lately, and they've got some challenging competition. I also would have liked to that they had some impressive, tangible goals in the next year, but nothing really shook things up. They've been leaving their investors waiting. But that's business, the fact that it just appeared to me yesterday is telling considering how much time I spend researching AI companies. Their customer base is definitely growing.
Why okta over MDB? my thought process is based on the results displayed by SNOW and ESTC, mongo is in the same industry and expect to see same growth and raised guidance. I got these today: 390C (x9) 380C (x5) 360C (x5) Might trim a bit before the EC if there is a spike in IV or the underlying.
Got fucked over on ESTC calls. This is bullshit honestly. 130c dec 20 fuckery. Chart shows it traded at 5.00 at 9:30 this am. I was on the fucking app refreshing constantly. It never showed a price over like 2.50. Fidelity/Wall Street fucked me. Raw.
Nice call on ESTC, had an order that didn't fill, meh shit happens. What's the next play for the next weeks? Thinking about OKTA and MDB calls
I focus more on loss posts than gain posts—they teach you far more. You learn from failures, not successes. Early in my trading journey, I realized there’s no shortcut to getting rich. Don’t get swayed by posts about someone making big money on a stock. Stick to the basics: never put more in your brokerage account and gamble only with what you can afford to lose For example, today I was more than 100% convinced that ESTC would skyrocket. I considered buying 25 contracts but stuck to just 5. Do I regret not getting the extra 20? Or do I appreciate the gains tomorrow morning with just the 5 contracts I played? It’s tempting to overreach, but discipline is key. Stick to the basics.
I focus more on loss posts than gain posts—they teach you far more. You learn from failures, not successes. Early in my trading journey, I realized there’s no shortcut to getting rich. Don’t get swayed by posts about someone making big money on a stock. Stick to the basics: never put more in your brokerage account and gamble only with what you can afford to lose For example, today I was more than 100% convinced that ESTC would skyrocket. I considered buying 25 contracts but stuck to just 5. Do I regret not getting the extra 20? Or do I appreciate the gains tomorrow morning with just the 5 contracts I played? It’s tempting to overreach, but discipline is key. Stick to the basics.
!banbet ESTC $130 1D
WOOOO so glad I grabbed ESTC calls. Poised to repeat what SNOW did for me today and win back my NVDA losses. Up 25% AH. Highly recommend grabbing ESTC calls at open