☕️ Team Karp knocked it outta the park

Good morning! 👋 

It’s Hayley here as Keith is somewhere 30,000 ft in the air at the moment. 

We were very pleased to see Team Karp absolutely knock it outta the park yesterday and put the AI bubble babblers back to bed.  

Here are just a few metrics that really stood out to us:  

• Rule of 40 at 145  
• Customer count past 1,007 — first time over 1,000 
• Fastest revenue growth in public history (85% YoY) 
• Raising guidance to 71% full year growth 

We have some other big names on deck for the rest of the week including AMD, IonQ, Disney, Coca-Cola, Coinbase and Rocket Lab to name a few.  

On that note, one thing I've come to appreciate is that sometimes the best names fall even after strong earnings, and it's not because anything went wrong. It's simply market mechanics. More importantly, that creates an opportunity for investors with a plan. 

You got this – I promise! 

And as always, let’s MAKE it a great day. 

Hayley 😀