Other than AI infrastructure, absolutely nothing remotely associated with software is working. Even if software is dependent on associated hardware (e.g. $AXON, $IOT, $NET).
About the only progress in my portfolio today was unloading of highest cost $ALAB in the green. This makes that and $CRDO - both I began buying Nov 20th and have written about since - now off the babysitting list for now.
Related in that it was low conviction and therefore, I passed on it in 2024-2025 was that buy last month of 100 shares of $CLS.
Just one month later to the day (March 9th) Celestica is up 47%, which is very emblematic of hardware over software narrative right now.
All of these gains are drop in bucket vs. losses in SaaS!
Absolutely wild that Anthropic was founded less than five years ago is already devouring an entire software category and is worth more by market cap than all of these blue-chip SaaS companies combined:
• $CRM $154B
• $CRWD $96B
• $NOW $85B
• $SNOW $43B
BREAKING: White House: Trump will discuss NATO withdrawal with NATO Secretary General Rutte... The US exit from NATO contingent on congressional approval.
@rapid7 $XYZ Block just announced to cut 40% of its workforce. When will $RPD do this? Clearly 2700 employees aren’t needed to run a failed company. Time to trim by 30-50%
Threat actors today are weaponizing digital footprints – correlating data on systems, infrastructure, and especially employees – often without generating a single security alert.
More in our blog. Find a free download of Rapid7 Labs' latest report within: r-7.co/3MtmMlm
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Tragic footage captures the moment that 3 friends were seen hugging each other just moments before being swept away by flash flooding in Italy.
20-year-old Patrizia Cormos, along with her friend Bianca Doros, aged 23, and Bianca's boyfriend 25-year-old Cristian Molnar, found themselves stranded on a small pebble island in the middle of the Natisone River.
The trio were within a few meters of the river bank, but tragically, they were unable to reach safety before being swept away.
Reports indicate that the bodies of Cormos and Doros were found less than a mile away from where they were swept from the island.
In 1971, 22-month-old Melissa Highsmith was abducted by a babysitter in Fort Worth, Texas.
Highsmith's loved ones alerted the police about her disappearance, leading to years of fruitless searching. Despite their efforts, Melissa Highsmith remained missing.
Her family, unwavering in their love, commemorated her with birthday celebrations every November. But with each passing year, hope for a reunion dwindled.
In 2022, more than 50 years after she vanished, Melissa reunited with her biological parents and siblings, who found her through a 23andMe DNA test.
The family discovered that Melissa had been raised less than 20 minutes away and had spent the majority of her life in Fort Worth.
Melissa, formerly known as Melanie Walden, revealed she had no idea she was abducted, but expressed feeling unloved during her childhood, describing her upbringing as "abusive."
@crazyclipsonly A wise man once told me that the secret of driving is to believe & calculate that the next driver is a mad man.
Give them ample distance & calculate for yourself.