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Aug 8 at 10:19 PM
$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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