6/5/24 - $gwre - EPS move to upside way overdone; funding short6/5/24 - vrockstar - NYSE:GWRE - a stock up on EPS print that marginally beat/ look ahead. 10x sales. subscale mid single digit growth. going to get murdered. great funding for some of my dip buys this morning. software rn is an impossible factor to own - if you do - you need funding. gl to the lo