$BLZE should double over the next few months. Its an inexpensive way to play the neocloud trend

Street has 24% revenue growth for 2027, it could be more like 80%+

Significant deal already signed with $CRWV and they said there are 200 neoclouds up for grabs (massive market)

Unit economics favor their approach of cheaper HDD instead of Flash for back up storage

Analyst day tomorrow should explain the opportunity further

I'm short $ROP not much organic growth and they've throttled back M&A. Could see growth turn negative next couple of years. Over 5x sales could get cut in half, esp with debt profile.

Added to the short, some cost cutting helped them get EPS a tad higher but application and network software were a bit soft. I expect revenues to turn negative in next couple of years with a stock price 40% of current prices.