Confluent Stock Discussion

$Sprouts Farmers Market (SFM.US)$ $J-Long Group (JL.US)$ $Confluent (CFLT.US)$ $Tenon Medical (TNON.US)$ $Adicet Bio (ACET.US)$ $Remitly Global (RELY.US)$ $Carvana (CVNA.US)$ $Avadel Pharmaceuticals (AVDL.US)$ $Alphatec (ATEC.US)$ $CPS Technologies (CPSH.US)$ $1847 Holdings (EFSH.US)$ $LuxUrban Hotels (LUXH.US)$ $Root Inc (ROOT.US)$
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$Gelteq (GELS.US)$ $Etsy Inc (ETSY.US)$ $Orion Group (ORN.US)$ $Confluent (CFLT.US)$ $Nextracker (NXT.US)$ $Alphatec (ATEC.US)$ $Remitly Global (RELY.US)$ $Envista Holdings (NVST.US)$ $Carvana (CVNA.US)$ $1847 Holdings (EFSH.US)$ $Tenon Medical (TNON.US)$ $CPS Technologies (CPSH.US)$ $Root Inc (ROOT.US)$
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$Confluent (CFLT.US)$
• Subscription revenue of $240 million, up 27% year over year
• Confluent Cloud revenue of $130 million, up 42% year over year
• 1,346 customers with $100,000 or greater in ARR, up 14% year over year

AI won't kill software, but it might cannibalize this industry around a few select winners -- here are the 5 stocks I own that I believe will significantly benefit from AI as a massive tailwind  🧐
1. $Palantir (PLTR.US)$ | Palantir
• AI Tailwind: Their business focuses on data integration and analytics -- areas that are becoming increasingly crucial as organizations rely on AI to make strategic decisions. With data volumes and complexity surging, the demand for Palantir’s platforms is set to ris...

Here's an updated version of how I'm constructing my growth portfolio around key themes that I believe have a MASSIVE runway for the rest of this decade 👇
💾 Data (30%) | $Snowflake (SNOW.US)$ , $Palantir (PLTR.US)$ , $MongoDB (MDB.US)$ , $Datadog (DDOG.US)$ , $Confluent (CFLT.US)$
🛡️ Cybersecurity (20%) | $CrowdStrike (CRWD.US)$ , $Zscaler (ZS.US)$ , $Cloudflare (NET.US)$
🛒 E-Commerce (12%) | $Global-E Online (GLBE.US)$ , $MercadoLibre (MELI.US)$ , $Jumia Technologies (JMIA.US)$
☁️ Cloud (12%) | $Atlassian (TEAM.US)$ , ...

Today, the stock market didn't move much, taking a break after recent gains. However, things still look good under the surface, with many stocks hitting new highs even though the main indexes didn't show much strength. The $SPDR Bloomberg High Yield Bond ETF (JNK.US)$JNK ETF, which tracks high-yield bonds, had its fifth day of gains in a row, continuing to do well after last week's Fed meeting.
Right now, we're focusing on company earnings reports instead of big-picture...