FIGMA
1 tracked call · 1 long · 0 short · last 90d: 1L/0S
first called by Stratechery 1mo ago
LONG1mo ago
“Looking back now, AI is clearly going to be — and already is — a tailwind for our business, it s TAM-expansive in huge ways... I also think liquidity of data matters — you need equity of data to creat”Stratechery
Figma is a structural AI winner as its collaborative data liquidity creates a self-reinforcing context flywheel that expands its TAM.
FIGMALONG@ $16.86
$24.16+43.27%
since call Jun 25
peak +51.4%