BOX Box Inc

Bank of America highlighted three application-software stocks it expects to deliver strong third-quarter results, emphasizing that selectivity is increasingly important as AI adoption and shifting budget priorities separate industry leaders from laggards. Box is the firm’s favorite application-software stock, viewed as an undervalued AI beneficiary entering a multiyear growth acceleration while trading at a discount to peers. Bank of America sees potential for a sixth consecutive quarter of accelerating growth, with third-quarter constant-currency revenue growth reaching 12%. Samsara could outperform expectations as channel checks indicate accelerating enterprise market-share gains at the expense of point-solution providers. Bank of America expects the company’s net new annual recurring revenue, a key performance metric, to exceed institutional investors’ third-quarter expectations. $BOX $IOT $BAC

$BOX can’t say it feels good to be right. When AI is dumping trillions. And will continue to do so. Be careful $AMD $AVGO $NVDA $STX

$BOX 4 straight weeks of gains. Perhaps a pull back, or under-cut, to that area of 38.80 might be warranted.

These last several months have been incredible. Locked in on $BOX and stuck with staples like $AAPL and dumped/shorted all of AI. On top of that as I shared months ago, lock in on those bonds. The democrats will bring inflation back and bonds will take off and yields will be locked in. It’s all timing.

$BOX getting very extended and looks to be approaching another top at this long-term trendline. $41 is probably a good spot to short...

$BOX It really under-cut the 50 day moving average, but now the base is fully formed. New ATHs.

$BOX There’s a lot of noise out there. I’m trying to figure out which parts actually matter

$BOX Massive $447K bet just hit $50 strike march 2027 calls. We likely see a pull back to $35-36 before getting to $50 imo.

After they gave the double 🧠🪧 they really gonna let da 🧠 outta da $BOX this time? On the fookin DLO!!!

$BOX OKB Ogaki Kyoritsu Bank Selects Box as Its Content Platform to Centrally Manage Unstructured Data and Accelerate Secure AI Adoption Across the Bank "today announced that The Ogaki Kyoritsu Bank, Ltd. (Head Office: Ogaki City, Gifu Prefecture; President: Takaharu Hayashi) has selected Box Enterprise Advanced as an AI-ready content platform for the entire bank and began rolling out the platform."

$BOX enterprises pay per seat to store and share files, and now every big platform bundles the ai summary layer in free. seems like charging extra for the copilot gets hard when the copilot is a checkbox elsewhere