$NTNX

This massive picture is showing an inverse H+S. Look at the areas I circled. Also, right now it’s making a cup to handle. 2026 could be the last bottom for the future
🤞 Why? 👇
I shared the detailed analysis on Patreon and X-Subscribe, but let me explain it briefly here too: there’s no problem on the demand side bookings are strong and are even exceeding supply. The problem is that some of this demand can’t be converted into on time deliveries and revenue because of hardware availability (especially CPU and memory) and longer lead times; so revenue and FCF recognition are being deferred. If the supply squeeze eases and OEM/server flow normalizes, the deferred deployments kick in, backlog/RPO converts into revenue faster, and you can see acceleration in the financials. In other words, a positive catch up effect