Software stocks today:
$NOW +5.7%
$DDOG +28.2%
$IGV +3.6%
$ADBE +2.8%
$MSFT +2.4%
$PLTR +2.7%
$MSFT +2.8%
$CRM +3.2%
Semiconductor stocks today:
$MU -3.8%
$SNDK -7.1%
$AAOI -14%
$INTC -2.8%
$ARM -10%
$AMD -3.7%
$SMH -1.9%
I think everyone is really waiting for a Semis to Software rotation, but I’m not sure we easily get one…
Do I think software is cheap? Yes. The software names like $PLTR $APP $DDOG also proved great earnings.
Are the semiconductor names overextended? I mean, look at the charts. However, their earnings have also been INCREDIBLE.
It doesn’t feel YET like the market can have $SMH and $IGV rally together, I think the only reason $IGV is up is because $SMH is down.
But if they were to rally together…it would probably be net new capital coming into the broader market vs people selling their semis to buy software or selling software to buy semis.
Just one day, likely need much more data to see if a rotation is happening…
Are you buying software over semis here? Rotating? Adding on dips?
$NOW +5.7%
$DDOG +28.2%
$IGV +3.6%
$ADBE +2.8%
$MSFT +2.4%
$PLTR +2.7%
$MSFT +2.8%
$CRM +3.2%
Semiconductor stocks today:
$MU -3.8%
$SNDK -7.1%
$AAOI -14%
$INTC -2.8%
$ARM -10%
$AMD -3.7%
$SMH -1.9%
I think everyone is really waiting for a Semis to Software rotation, but I’m not sure we easily get one…
Do I think software is cheap? Yes. The software names like $PLTR $APP $DDOG also proved great earnings.
Are the semiconductor names overextended? I mean, look at the charts. However, their earnings have also been INCREDIBLE.
It doesn’t feel YET like the market can have $SMH and $IGV rally together, I think the only reason $IGV is up is because $SMH is down.
But if they were to rally together…it would probably be net new capital coming into the broader market vs people selling their semis to buy software or selling software to buy semis.
Just one day, likely need much more data to see if a rotation is happening…
Are you buying software over semis here? Rotating? Adding on dips?
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Datadog $DDOG 牛逼了，带领整个软件板块起飞了😳 没想到 $APP 是小丑，大佬在这里。
Wall St Engine: $DDOG Q1’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $1.01B (Est. $958M) 🟢; +32% YoY
🔹 EPS: $0.60 (Est. $0.52) 🟢; +30% YoY
🔹 Customers With ARR > $100K: 5K; +21% YoY
🔹 Gross Margin: 80.0% (Est. 80.7%) 🔴
FY26 Guide:
🔹 Revenue: $4.30B (Est. $4.1B) 🟢
🔹 EPS: $2.36-$2.44 (Est.
Wall St Engine: $DDOG Q1’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $1.01B (Est. $958M) 🟢; +32% YoY
🔹 EPS: $0.60 (Est. $0.52) 🟢; +30% YoY
🔹 Customers With ARR > $100K: 5K; +21% YoY
🔹 Gross Margin: 80.0% (Est. 80.7%) 🔴
FY26 Guide:
🔹 Revenue: $4.30B (Est. $4.1B) 🟢
🔹 EPS: $2.36-$2.44 (Est.
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Great interview from my brother from another Adam Foroughi the CEO and Founder of $APP Applovin
It’s quite the story and we share many things in common as children of Iranian immigrants and entrepreneurs against all the odds
Must listen to understand the biz
@AxonAdsManager
David Senra: This is the best founder you've never heard of. Adam Foroughi's company prints $5 billion in cash a year with just 400 people. When his stock price dropped by 92%, he borrowed money to buy back $6 billion in stock. That bet made the company more than $60 billion. The entire
It’s quite the story and we share many things in common as children of Iranian immigrants and entrepreneurs against all the odds
Must listen to understand the biz
@AxonAdsManager
David Senra: This is the best founder you've never heard of. Adam Foroughi's company prints $5 billion in cash a year with just 400 people. When his stock price dropped by 92%, he borrowed money to buy back $6 billion in stock. That bet made the company more than $60 billion. The entire
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苹果 $APPL 市值刚4万亿，这波AI的落后者，他的企业核心优势不谈了，太多了，现金/生态/数据/设备/制造/供应链，唯独缺了灵魂。
如果补上这一课，第一个10万亿的肯定不是Google，而是Apple。
补什么？乔布斯曾说过：我们只用了15、30或者60秒，就重建了苹果曾在90年代丢失了的反传统形象…
97 年苹果风雨飘摇，强大对手如狼似虎。苹果推出了著名“Apple Think Different”广告。
爱因斯坦、甘地、毕加索和马丁•路德•金等“不同凡想”的人，苹果的彩虹标志和与之形成鲜明对比的黑白照片放在一起，再加上“Think Different”的口号。
它告诉每一个坚持梦想而不被理解的人们，也许天才都是疯狂的。
那么当苹果天天追求供应链优化，河南百万工人大厂，就失去了追求不凡的灵魂，也许就是注定的结局。
如果补上这一课，第一个10万亿的肯定不是Google，而是Apple。
补什么？乔布斯曾说过：我们只用了15、30或者60秒，就重建了苹果曾在90年代丢失了的反传统形象…
97 年苹果风雨飘摇，强大对手如狼似虎。苹果推出了著名“Apple Think Different”广告。
爱因斯坦、甘地、毕加索和马丁•路德•金等“不同凡想”的人，苹果的彩虹标志和与之形成鲜明对比的黑白照片放在一起，再加上“Think Different”的口号。
它告诉每一个坚持梦想而不被理解的人们，也许天才都是疯狂的。
那么当苹果天天追求供应链优化，河南百万工人大厂，就失去了追求不凡的灵魂，也许就是注定的结局。
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Bear Case it is...
$APP down 20%+ since this post.
I like it even more at these prices but...
The measured move still says we have lower to go.
RonnieV: $APP is cheap…but that doesn’t mean it can’t get cheaper.
Bear Case
• Rejects the 21 EMA
• Double Top breakdown retest fails
➡️ Measured move: ~$234
Bull Case
• Reclaims 21 EMA
• New “Bull Trigger” prints
➡️ New ATHs back on the table.
The next move is setting up now.
$APP down 20%+ since this post.
I like it even more at these prices but...
The measured move still says we have lower to go.
RonnieV: $APP is cheap…but that doesn’t mean it can’t get cheaper.
Bear Case
• Rejects the 21 EMA
• Double Top breakdown retest fails
➡️ Measured move: ~$234
Bull Case
• Reclaims 21 EMA
• New “Bull Trigger” prints
➡️ New ATHs back on the table.
The next move is setting up now.
Show More
Before the end of the year it will be…
They hated it then…but they love it now 🙃
RonnieV: They loved it then…but hate it now:
$HOOD at $153 not $71
$SOFI at $32 not $17
$RKLB at $99 not $68
$PLTR at $207 not $152
$APP at $745 not $438
$ZETA at $24 not $17
$OSCR at $23 not $12
$META at $796 not $594
$MSFT at $555 not $383
$NFLX at $134 not $91
$TEM at $104 not $48
They hated it then…but they love it now 🙃
RonnieV: They loved it then…but hate it now:
$HOOD at $153 not $71
$SOFI at $32 not $17
$RKLB at $99 not $68
$PLTR at $207 not $152
$APP at $745 not $438
$ZETA at $24 not $17
$OSCR at $23 not $12
$META at $796 not $594
$MSFT at $555 not $383
$NFLX at $134 not $91
$TEM at $104 not $48
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