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BUT I THOUGHT SPY SEMIS AND HARDWARE AND AI STOCKS WERE DOWN THOUGH LMAOO
YEAH THEY ARE BECAUSE THEY ARE ROTATING LIQUIDITY INTO MASSIVELY MISPRICED SAAS COMPANIES U FUCKS
GET IN AND PRINT
Leif | Investing@LeifInvests
We are seeing MOMENTUM across software‼️📈 $NOW +4.5%🟢 $MSFT +4%🟢 $INTU +4%🟢 $SNOW +4%🟢 $WDAY +4%🟢 $CRM +3.5%🟢 $SHOP +2.5%🟢 $ZS +2.5%🟢 $APP +2%🟢 $DDOG +2%🟢 $CRWD +1.5%🟢 Is this the start of a rotation into software during a deep selloff? 💯 What do you own?
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@BallinCapital - written by a swe with 6+ yoe that’s been using ai for the past 3 years
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@BallinCapital fuck no
market participants convinced itself that saas companies will die bc of ai when in reality all it did was be an additive to growth
so now not only do we need to reprice the stocks to its true value but also account for the misinterpretation the market convinced itself
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GRAND SAAS ROTATION ANON
GET IN AND PRINT W ME
$now $msft $wday $okta $crm $adbe $fig

Cointelegraph@Cointelegraph
🚨 ALERT: The U.S. stock market wiped out nearly $1 trillion in market capitalization today.
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