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Aug 8 at 04:49 PM
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.
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