GTLB Gitlab Inc

$GTLB My take on yesterday’s -7.25% drop after Anthropic’s Scion post: 1. Scion is not a git replacement. Anthropic says itself it only makes sense for enormous monorepos and is not practical to offer to other companies. 2. Their actual recommendation is for git platforms to build smarter servers with server-side APIs, without leaving git. They name GitLab as a partner. That is GitLab’s next-gen SCM. 3. Nick G, who wrote the Scion post, joined GitLab on stage at Transcend in June. GitLab posted the same day with a quote from him. Collaboration, not competition. 4. Anthropic went from ~2,500 to 30,000+ merges a day in 4 months. More code means more pipelines, scans and usage for GitLab. 5. Stock was ~$19 in April and hit a 52-week high yesterday before the drop. Part of this looks like profit taking. Ex-GitLab (7 yrs). Not financial advice.

$GTLB We being acquired do we think? rumours were Datadog but my gut says AWS or Anthropic. Ps all, I work here….

$GTLB drop is total nonsense, sold by morons. Anthropic clearly state it doesn’t replace GIT, and no one else can afford the enormous token cost. What a crock of nothing

$GTLB could go $90, if there new pricing model doesn't backfire..need some solid news for the train to start chugging..

$GTLB Comparing Scion to GitLab is a bit like comparing a highly specialized, custom rocket booster to a commercial commercial airport. They serve entirely different purposes in the software ecosystem, though ironically, they heavily integrate behind the scenes. The core difference is that Scion is a proprietary, hyper-focused Version Control System (VCS) engine built strictly to handle massive code creation by AI agents, whereas GitLab Inc. is a complete, public DevSecOps platform designed to manage the entire human-and-AI development lifecycle.

$GTLB people are idiots….15% drop from today’s highs over absolutely nothing…not even a rumor just a complete misunderstanding of what they are invested in apparently.

$GTLB Anthropic now seen as a disruptor to kill GitLab. I have to dig deeper if this is non sense or not. Let them panic sell first, we might gonna buy the blood below 48.

$GTLB whenever ppl start talking about take over target, you know the short term top is in. Always works.

$GTLB weekly breakout of the middle of the base. Lots and lots of room, considering that quarterly.

GitLab $GTLB has broken the falling wedge that's capped it since the 2021 high. Q2: revenue +21%, net ARR growth >40%, guidance raised. Monthly RSI shows bullish divergence. Wedge projection: ~$99. Watching the October monthly close for confirmation.

$GTLB I guess this might be a buy the dip opportunity. Anthropic built Scion for a very specific internal scaling problem: handling massive volumes of AI-generated code changes. That doesn't make it a GitLab replacement. GitLab isn't just Git. It's a DevSecOps platform for CI/CD, code review, security, access management, compliance and deployment. Scion tackles one version-control bottleneck. It could coexist with GitLab rather than replace it. Anthropic hasn't announced plans to commercialize Scion or support external customers. An internal tool tailored to one company's needs is very different from an enterprise product used by thousands. This reminds me of Google showing AI-generated interactive worlds and Unity shares tanking, even though it was a research prototype, not a production-ready game engine. The market treated it like an immediate threat. AI will change development, but solving one internal engineering problem doesn't make an entire platform obsolete.

$GTLB this is the news leading to downward price action: ""Anthropic built its own internal Git replacement (Scion), but there is currently no indication that it is launching a GitHub-style source code hosting platform for customers.""

$GTLB BTW, if anyone is interested, CEO Sytse Sijbrandij is a cancer survivor engaged in work that directly benefits other cancer patients. His efforts are focused on creating new treatments, sharing data openly, and building companies to help others access the same innovations. I venture to say that a portion of his exercised stock options for the Sijbrandij Foundation help support the exploration of new and under-resourced ways to address some of the world’s biggest issues and catalyze transformational change. Investments include new approaches to cancer treatment, the development of charter cities and local economies, thought-provoking interactive experiences, and new areas of research into human behavior. Search his name in your browser to find out more.

$GTLB very large insider selling! If management doesn’t want to own the stock why should I?