Confluent: Strong Subscription Momentum

Group 1 - The article discusses the challenges of deciding when to sell winning stocks in a volatile market environment, highlighting the increasing stock market dispersion which favors active investing and single-stock strategies [1] - Gary Alexander, with extensive experience in technology and startups, provides insights into current industry themes and has been a contributor to Seeking Alpha since 2017, indicating his established presence in the investment community [1] Group 2 - The article does not provide any specific financial data or performance metrics related to companies or industries [2][3]