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• Wondering whether Braze at around US$23 is starting to look interesting, or if the recent swings simply reflect changing sentiment around the stock.

• The share price has moved sharply in the short term, with a 25.5% return over the last 7 days and 30.8% over the last 30 days, even though the year to date return stands at a 29.3% decline and the 1 year return at a 38.7% decline.

• Recent coverage has focused on how Braze fits into broader software themes and how investors are reassessing high growth names in the sector, which helps frame these sharp moves in context. There has also been…