Home / BXHub

TraderGoku @tradergokux · May 11

财报季小trick：把那些财报后表现强势，并放量跳空的股票加入你的观察名单，他们盘整后继续上涨的概率会很高。

目前观察到的: $DDOG $DOCN $FLNC $RKLB

$DDOG $DOCN $FLNC $RKLB

amit @amitisinvesting · May 7

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?

$AAOI $ADBE $AMD $APP $ARM $CRM $DDOG $IGV $INTC $MSFT $MU $NOW $PLTR $SMH $SNDK

Balder @Balder13946731 · May 7

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.

$APP $DDOG

RonnieV @TheRonnieVShow · Apr 16

Datadog Daily "Bull Trigger" Printed $121.06.

Double Bottom forming as well.

Breakout is at $134.

MM is at $166.19 if breakout confirms.

$DDOG

$DDOG

Black Panther Capital @BlackPantherCap · Apr 1

THE AI SUPPLY CHAIN — COMPLETE MAP

I've spent a few hours mapping the entire AI supply chain. Hyperscalers are spending $750 billion. These are the 42 companies building, powering, and deploying AI from start to finish.

Every layer. Every sector.

Bookmark it. Feel free to add companies in the comments.

Layer 1: Chip Equipment (the machines that build the machines):
$ASML
$AMAT
$LRCX
$TSEM

Layer 2: Foundry & Fabrication (where chips are born): $TSM
$GFS
$INTC

Layer 3: GPU / ASIC / CPU (the AI compute engines): $NVDA
$AVGO
$AMD
$MRVL

Layer 4: Memory & HBM (the bandwidth bottleneck): $MU
$WDC

Layer 5: Photonics & Optical Interconnects:
$COHR
$LITE
$AAOI
$POET
$MTSI
$ALMU

Layer 6: Data Center + Space (the physical home of AI):
$IREN
$NBIS
$CIFR
$WULF
$EQIX
$RKLB
$ASTS
$PL

Layer 7: Cybersecurity (every new AI system is a new attack surface):
$CRWD
$PANW
$ZS
$NET
$S
$FTNT

Layer 8: AI Software & Automation (where the ROI shows up):
$PATH
$PLTR
$NOW
$HIMS
$DDOG
$SNOW
$MDB
$SOFI

Layer 9: Defense & End-Use (where AI becomes operational):
$ONDS
$OSS
$RKLB
$AMPX
$LHX
$RTX
$NOC
$PNG.V

Every company on this list has either government budgets, hyperscaler contracts, or can potentially benefit from the AI build it somehow.

Save this. And if you found this valuable, you should follow me.

The market won't be red forever.

-BP

Please note: This is not financial advice.

$AAOI $ALMU $AMAT $AMD $AMPX $ASML $ASTS $AVGO $CIFR $COHR $CRWD $DDOG $EQIX $FTNT $GFS $HIMS $INTC $IREN $LHX $LITE $LRCX $MDB $MRVL $MTSI $MU $NBIS $NET $NOC $NOW $NVDA $ONDS $OSS $PANW $PATH $PL $PLTR $PNG $POET $RKLB $RTX $S $SNOW $SOFI $TSEM $TSM $WDC $WULF $ZS

RonnieV @TheRonnieVShow · Mar 7

Opportunity Matrix Watchlist 👀
$ORCL
$DDOG
$HOOD
$MRVL
$SOFI
$ZETA
$OSCR

These companies continue showing strong fundamentals.

Which one are you most bullish on long term?

$DDOG $HOOD $MRVL $ORCL $OSCR $SOFI $ZETA

RonnieV @TheRonnieVShow · Mar 6

$DDOG five years ago:
• ~$121/share
• ~$603M revenue
• ~Negative $25M Net Income
• ~$34M EBITDA
• ~$83M FCF

$DDOG today:
• ~$121/share
• ~$3.4B+ revenue
• ~$108M Net Income
• ~$261M EBITDA
• ~$1B+ FCF

Massive growth.

Yet the stock has spent long stretches going nowhere.

That’s the type of setup the Opportunity Matrix looks for.

$DDOG

Black Panther Capital @BlackPantherCap · Feb 26

Is SaaS dead?

Here’s what’s actually happening.

SaaS stocks have dropped 20–30% since late 2025.

$CRM (Salesforce)
$NOW (ServiceNow)
$WDAY (Workday)
$DDOG (Datadog)
$SNOW (Snowflake)
$ADBE (Adobe)
$HUBS (HubSpot)
$ORCL (Oracle)

All hit. Hard.

The fear?

AI agents replace seat-based software. No seats = no revenue.

But here’s the thing Jensen Huang just said after $NVDA posted $68B in quarterly revenue, up 73% year over year:

“The markets got it wrong.”

His argument is simple.

AI agents don’t replace tools like Salesforce or ServiceNow.

They use them.

Agents still need the data.

They still need the infrastructure.

They still need the workflow.

And Bank of America called it an “indiscriminate selloff.”

Their logic?

The bear case for SaaS relies on two things that can’t both be true at the same time.

AI capex collapsing AND AI being so powerful it wipes out entire industries.

Pick one. You don’t get both.

The real SaaSmageddon isn’t death. It’s a regime shift.

Seat-based pricing is dying.

Outcome-based pricing is the future.

The companies that adapt survive.

The ones that don’t? Gone.

This is not a macro problem. This is a business model problem.

And the market is pricing in extinction when the real story is transformation.

Note: This is NOT financial advice.

$ADBE $CRM $DDOG $HUBS $NOW $NVDA $ORCL $SNOW $WDAY

TraderGoku @tradergokux · Feb 26

$Q AI算力扩张里的隐形“卖铲子”公司。

我们于2/4日建仓，今日财报后持仓盈利接近30%。

当市场还在讲AI故事时，上游材料/耗材已经开始兑现利润。

AI算力扩张最先受益的不是应用层，而是“卖铲子的人”。

TraderGoku: $Q 从化工巨头 $DD 拆分出来独立上市的半导体材料公司。

技术面呈现清晰的杯柄形态，且在市场整体偏弱的情况下率先反弹，值得持续关注。

$DD $Q

RonnieV @TheRonnieVShow · Feb 23

SaaS-Geddon Continues...

📊 Software & Cloud Sector Brief
1. $FTNT | YTD: -2.2% | 1M: -6.7%
2. $CYBR | YTD: -6.1% | 1M: -6.7%
3. $NET | YTD: -15.7% | 1M: -4.7%
4. $MSFT | YTD: -18.3% | 1M: -17.1%
5. $PANW | YTD: -19.5% | 1M: -19.9%
6. $VEEV | YTD: -20.4% | 1M: -21.3%
7. $DDOG | YTD: -20.9% | 1M: -18.7%
8. $MDB | YTD: -21.2% | 1M: -21.0%
9. $CRWD | YTD: -22.5% | 1M: -22.3%
10. $PLTR | YTD: -22.7% | 1M: -23.5%

0 WINNERS - 20 LOSERS
Avg YTD: -26.4%

$CRWD $CYBR $DDOG $FTNT $MDB $MSFT $NET $PANW $PLTR $VEEV

RonnieV @TheRonnieVShow · Feb 8

“Be fearful when others are greedy, and greedy when others are fearful.” - Warren Buffett

Software & Cloud Sector: -19.9% YTD 🔴

Ranked by largest declines:
1. $HUBS HubSpot -39.2%
2. $TEAM Atlassian -38.8%
3. $NOW ServiceNow -31.7%
4. $INTU Intuit -29.5%
5. $ORCL Oracle -27.0%

6. $CRM Salesforce -24.6%
7. $ZS Zscaler -24.1%
8. $SNOW Snowflake -22.3%
9. $WDAY Workday -20.8%
10. $ADBE Adobe -19.5%

11. $PLTR Palantir -19.0%
12. $DDOG Datadog -16.5%
13. $VEEV Veeva -16.3%
14. $MSFT Microsoft -15.2%
15. $MDB MongoDB -13.8%

16. $CRWD CrowdStrike -12.8%
17. $NET Cloudflare -11.6%
18. $PANW Palo Alto -11.2%
19. $CYBR CyberArk -10.0%
20. $FTNT Fortinet +6.3%

Are you being greedy on SaaS here?

$ADBE $CRM $CRWD $CYBR $DDOG $FTNT $HUBS $INTU $MDB $MSFT $NET $NOW $ORCL $PANW $PLTR $SNOW $TEAM $VEEV $WDAY $ZS

RonnieV @TheRonnieVShow · Feb 8

“Be fearful when others are greedy, and greedy when others are fearful.” - Warren Buffett

Software & Cloud Sector: -19.9% YTD 🔴

Ranked by largest declines:
1. $HUBS HubSpot -39.2%
2. $TEAM Atlassian -38.8%
3. $NOW ServiceNow -31.7%
4. $INTU Intuit -29.5%
5. $ORCL Oracle -27.0%

6. $CRM Salesforce -24.6%
7. $ZS Zscaler -24.1%
8. $SNOW Snowflake -22.3%
9. $WDAY Workday -20.8%
10. $ADBE Adobe -19.5%

11. $PLTR Palantir -19.0%
12. $DDOG Datadog -16.5%
13. $VEEV Veeva -16.3%
14. $MSFT Microsoft -15.2%
15. $MDB MongoDB -13.8%

16. $CRWD CrowdStrike -12.8%
17. $NET Cloudflare -11.6%
18. $PANW Palo Alto -11.2%
19. $CYBR CyberArk -10.0%
20. $FTNT Fortinet +6.3%

Are you being greedy on SaaS here?

$ADBE $CRM $CRWD $CYBR $DDOG $FTNT $HUBS $INTU $MDB $MSFT $NET $NOW $ORCL $PANW $PLTR $SNOW $TEAM $VEEV $WDAY $ZS

amit @amitisinvesting · Feb 4

$GOOGL

SUNDAR ON THE RECENT SAAS MELTDOWN:

- AI is going to be an enabling tool for software companies, we are seeing massive token usage

- Many companies are incorporating Gemini into their workflows to increase productivity

- Software companies that are utilizing AI have big opportunities ahead

basically, Sundar doesn't think AI is going to destroy SaaS

an incredible stat on these companies today:

"Software relative to the S&P 500 shows 6 years of relative gains wiped out in the past month."

$CRM $ADBE $NOW $INTU $DDOG $APP $IGV

$ADBE $APP $CRM $DDOG $GOOGL $IGV $INTU $NOW

RonnieV @TheRonnieVShow · Feb 3

$ADBE $CRM $CRWD $DDOG $INTU $MDB $MSFT $NET $NOW $ORCL $PANW $SNOW $TEAM $WDAY $ZS

TraderGoku @tradergokux · Feb 2

$Q 从化工巨头 $DD 拆分出来独立上市的半导体材料公司。

技术面呈现清晰的杯柄形态，且在市场整体偏弱的情况下率先反弹，值得持续关注。

$DD $Q

TacticzHazel @TacticzH · Jan 25

HBM Supply Chain Overview

$MU - Micron
$HXSCL - SK Hynix
$SSNLF - Samsung
$TSM - TSMC
$NVDA - Nvidia
$AMD - Advanced Micro Devices
$SNPS - Synopsys
$BESI - BE Semiconductor Industries
$AMAT - Applied Materials
$AVGO - Broadcom
$MRVL - Marvell
$DD - DuPont
$MSFT - Microsoft
$GOOGL - Alphabet
$META - META
$LCRX - Lam Research

$AMAT $AMD $AVGO $BESI $DD $GOOGL $HXSCL $LCRX $META $MRVL $MSFT $MU $NVDA $SNPS $SSNLF $TSM

TacticzHazel @TacticzH · Jan 25

RT TacticzHazel
HBM Supply Chain Overview

$MU - Micron
$HXSCL - SK Hynix
$SSNLF - Samsung
$TSM - TSMC
$NVDA - Nvidia
$AMD - Advanced Micro Devices
$SNPS - Synopsys
$BESI - BE Semiconductor Industries
$AMAT - Applied Materials
$AVGO - Broadcom
$MRVL - Marvell
$DD - DuPont
$MSFT - Microsoft
$GOOGL - Alphabet
$META - META
$LCRX - Lam Research

$AMAT $AMD $AVGO $BESI $DD $GOOGL $HXSCL $LCRX $META $MRVL $MSFT $MU $NVDA $SNPS $SSNLF $TSM