Investor eyes GitLab and Asana for AI-infused earnings
menhguin · x · 2026-08-29
An investor shares earnings plays for next week, highlighting GitLab ($GTLB) as a medium-confidence orchestration layer play and Asana ($ASAN), noting founder Dustin Moskovitz's strong AI focus. DocuSign ($DOCU) is also mentioned as having a fat tail in human-AI legaltech. The author admits less knowledge of backend and cybersecurity plays like Okta.
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