$CloudFlare(NET.US) was wonderful! They raised the year and got paid.
$Atlassian(TEAM.US) proved cloud still works when the numbers are real. People spent half of 2026 arguing AI kills software. The market just answered with something simpler. Show the growth or get sold.I am long the names that print. I am done buying the category because it has “software” in the description. $ServiceNow(NOW.US) is my high conviction, followed by $Microsoft(MSFT.US), $Intuit(INTU.US) and some other names.
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- F
Same earnings week. $Atlassian(TEAM.US) ripped over 30% on a cloud beat. $Trade Desk(TTD.US) got cut nearly 30% and analysts lined up to downgrade it.
This is still an execution market. Growth that converts gets capital. Growth that stalls gets crushed. AI narratives do not save a soft guide.Saas is not one stock, every stock is being treated differently based on their execution. - H
$Atlassian(TEAM.US) | 𝐀𝐭𝐥𝐚𝐬𝐬𝐢𝐚𝐧: Truist reiterates 𝐁𝐮𝐲, maintains 𝐏𝐓 𝐚𝐭 $𝟏𝟎𝟎
Analyst sees AI monetization and enterprise context strategy positioning Atlassian for long-term upside. - M
Strong finish to the week with the help of $Eli Lilly(LLY.US) $Lumentum(LITE.US) $Inseego(INSG.US) $Porch(PRCH.US) $Atlassian(TEAM.US). Have a great weekend!
- W
$Atlassian(TEAM.US) FLYING on a Double Beat
Adj EPS: $1.75 vs $1.32 est REV: $1.787B vs $1.693B est🟩 +18.60% - D
Learnt something today, thanks
Featured2026's First Rollercoaster Week: Markets Shake as Tech & Geopolitics Collide 📉🚀Hey brilliant investors! What a wild Thursday in the markets — if you blinked, you might’ve missed some major moves. Here’s a quick rundown of today’s top headlines that are moving needles and shaking portfolios.
