5/30/24 - $estc - difficult setup for longs-caution. out of pool5/30/24 - vrockstar - NYSE:ESTC - careful here. burning a post to warn that this 10x sales valuation but ~20% pa growth and no opex flex + a ton of stock comp obscuring true FCF generation are the factors that are getting murdered in this tape. the stock has been an unlikley winner since strugglin