Okta - $OKTA

Thomas Hughes: the 5 most-upgraded stocks of the last 90 days are all cybersecurity

13 takeaways: Why agentic AI keeps adding security vendors to a buyer's bill, the 100x multiple Chris Marotch will defend, and the power name both…

Sep 2 • The Scuttlebutt

Jin Kang: WidePoint is worth $94M and one contract in protest could add $1.50 of EPS

13 takeaways: the GAO decision due 7 Oct, why a certificate on a phone is not Okta, and the 8-12% net margins behind the $150M of new federal revenue

Sep 2 • The Scuttlebutt

Thomas Hughes: Nvidia is still a buy after the print, Okta gets paid for every bot, and the drone stock he says has stopped falling …

His five September picks, why he says the market still has AI fundamentally wrong, the level that would turn MongoDB into a buy, and the one name on the…

Aug 31 • The Scuttlebutt

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