| Date | Ticker | Price | Dir | Speaker | Thesis | Source |
|---|---|---|---|---|---|---|
| Feb 12 | AVOID | Adyen stock down ~19% after missing revenue estimates in Europe and North America. The payments space is highly competitive. A growth miss of this magnitude suggests structural headwinds or market share loss, breaking the "growth at any price" thesis. AVOID / SHORT. Oversold bounce if management clarifies one-off issues. |