Gitlab Inc (Derivatives) (GTLB)

Read the Razor on $GTLB

It's great work

I'm long the name

Fantastic note from @akramsrazor

Disclosure - I’m long $GTLB personally

$GTLB amazing how many pod guys still talking about the now $30 premium tier price increase lapsing when some large entp running up $1k a month devin bills per dev. You get over 3x uplift going to Ultimate, which you now effectively need if your supervising multi-agents. And maybe 5x uplift if Duo plays out well. There are customer examples where their Gitlab bill 3xs with a 30% dev reduction over two years, and you're asking them if they gonna raise premium to $34 a month?