Research Feed

GitLab trades at $29.55, down 59% from its 52-week high, at 3.3x EV/NTM revenue. RSI sits at 17 — deeply oversold. The market is pricing in a broken growth story — management exodus, decelerating revenue (25% → ~19% Q4 guide), declining net retention (124% → 119%), and competitive obliteration by Gi

Datadog's Q4 2025 earnings call delivered the most important signal buried in the numbers: the broad-base business (excluding AI-native customers) re-accelerated from 20% to 23% YoY growth and continued that pace into January. This isn't just a beat — it's confirmation of a pattern emerging across m

Seven major alternative asset managers are trading at extreme oversold levels (RSI 10-31) while simultaneously reporting record operational metrics. Every name beat earnings estimates, posted record AUM/fundraising in Q4 2025, and guided for acceleration in 2026. Yet the entire sector sold off 8-31%