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Posted on 7/11/26 at 8:20 am to Naked Bootleg
This is one hell of an execution gap 
It’s quite possible that the CHIEF REVENUE OFFICER knows more than the street…
It’s quite possible that the CHIEF REVENUE OFFICER knows more than the street…
Loading Twitter/X Embed...
If tweet fails to load, click here.This post was edited on 7/11/26 at 8:23 am
Posted on 7/11/26 at 8:33 am to bayoubengals88
Will they raise 2026 ARR in a few weeks?
8-10bn (9bn) at 7x sales = 63bn for AI Cloud business.
Market will assign at least 10bn for Clickhouse and other subs.
73bn cap
73,000,000,000/254,000,000=287.402
7x of 2026 ARR is pretty conservative.
I’d call this a base case for August.
8-10bn (9bn) at 7x sales = 63bn for AI Cloud business.
Market will assign at least 10bn for Clickhouse and other subs.
73bn cap
73,000,000,000/254,000,000=287.402
7x of 2026 ARR is pretty conservative.
I’d call this a base case for August.
Posted on 7/11/26 at 1:21 pm to bayoubengals88
Posted on 7/11/26 at 1:39 pm to bayoubengals88
This is all amazing. Tempted to significantly load up more next week.
Posted on 7/12/26 at 7:58 am to meeple
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