monday.com

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 11, 2026 by Jordi Hays · said 7 times in 4 episodes since 2026 · across every show →

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Feb 11, 2026 bearish
Assertion Partly supported
Hays: Monday.com dropped 21% after naming AI agents as competitive threat
“Monday.com had earnings and the stock went down 21% after they flagged AI agents as a competitive threat. On their earnings call.”
Jordi Hays Feb 11, 2026 ▶ 13:25 Elon’s go-to banker leads SpaceX IPO, SaaSination, Bejing’s robot Boom | Diet TBPN
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