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Elliot’s Musings

Elliot

One mans opinion and not investment advice.

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Substack
PricingOnly free issuesPublishesDaily
Issues149Founded3 years agoLast Issue34 hours ago
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Latest Issues

FSLY: A Raise on Every Line, and a Flat Business Outside the Top 10

FSLY made highs in September on the back of Meta’s Muse. Between 9/18 and 9/23 Fastly ran from $23.86 to $29.65, the last 14% in a single session, after an account on X ran 738 tests on Muse and found its browser traffic leaving through Fas...

34 hours ago
2

Microsoft Had the Better Quarter but Alphabet Trades At The Better Price

GOOG filed its third-quarter results at 4:01 pm on Wednesday, and MSFT filed its fiscal first quarter three minutes later.

GOOG filed its third-quarter results at 4:01 pm on Wednesday, and MSFT filed its fiscal first quarter three minutes...

10 days ago
8

I Called Meta the Better Buy at $532 but at $712 I’m moving to the sidelines

On July 30, the morning after Meta’s (META) second-quarter print knocked the stock down to about $532, I wrote that it was the better buy of the two hyperscalers that had reported the night before. My argument was that the market was right...

17 days ago
5

BRZE Sold for Its Bull Case. Who Else Can Be Bought?

Salesforce (CRM) announced this morning that it will buy Braze (BRZE) for $47.50 a share in cash, about $5.66B of enterprise value and 58% above Monday’s close of $30.04. I wrote Braze up as a new portfolio addition in April 2025 at around...

18 days ago
6

Goldman's CRWV Upgrade Is a Bet on One Number

Goldman Sachs upgraded CoreWeave (CRWV) to Buy this morning with a $106 target, down from $139 in August. The stock had closed Friday at $61.39, 43% below where it finished the day after the Q2 print and 25% lower on the week, and for a mon...

19 days ago
3
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    This is a personal blog and not investment advice

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