Thread regarding Teradata Corp. layoffs

The stock market is delusional

So lets understand this. Teradata just axed all of their sales staff responsible for new customers. So there is no growth at all from new customers (because there are no new customers). Existing customers continue to slowly offload workloads to other platforms. The fact that Teradata moved all these customers to the cloud makes it even easier to switch workloads to Snowflake, etc. So revenue will continue to trickle downwards.

Yet the stock is at $50, and the PE is 132!! Thats a PE for a growth stock. There IS no growth! Classic shorting opportunity.

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Post ID: @OP+1n6neu2Q

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All tech stocks are booming. You could start a cloud only data warehouse at the moment, give it a fancy name, throw in the term AI and you got yourself a unicorn. If you believe the stock market values companies on fundamentals then maybe you should take up another hobby.

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Post ID: @1vyy+1n6neu2Q

SM just put another $2M in his pocket.

Cashed out more again.

Who on the ELT is next?

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Post ID: @1rlr+1n6neu2Q

A rising tide raises all boats. Reality will catch up with TD investors soon.

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Post ID: @1gmc+1n6neu2Q

Are our stocks just rising along with the other tech stocks as the market goes up, — and not in reaction to anything occurring at the company? I’ve noticed my investments in general suddenly have increased growth since ~June 1.

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Post ID: @ntt+1n6neu2Q

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