I made it simple for you and you still didn't listen...
Every single stock I posted here is now up BIG on the day.
Even $NVDA just not as much as SaaS names like $MDB $ZS $TEAM $ZETA $MSFT $NOW
RonnieV: Let me simplify for you.
Semis -> SaaS
Every single stock I posted here is now up BIG on the day.
Even $NVDA just not as much as SaaS names like $MDB $ZS $TEAM $ZETA $MSFT $NOW
RonnieV: Let me simplify for you.
Semis -> SaaS
A running list of layoffs across corporate America so far in 2026:
• Snap Inc. $SNAP: ~1,000 jobs cut (16% of workforce) + 300 open roles eliminated
• The Walt Disney Company $DIS: ~1,000 layoffs, mainly in marketing
• Meta Platforms $META: Potentially 20%+ workforce cuts + Reality Labs layoffs
• Amazon $AMZN: 16,000 corporate jobs cut (after 14,000 in 2025)
• ASML Holding $ASML: ~1,700 layoffs
• Oracle Corporation $ORCL: Potential 20,000–30,000 cuts (12–18% of workforce)
• Block Inc. $XYZ: 40% workforce reduction (AI-driven)
• United Parcel Service $UPS: 30,000 jobs cut
• Pinterest $PINS: <15% workforce reduction + office closures
• Peloton Interactive $PTON: ~11% layoffs
• Citigroup $C: ~1,000 jobs cut
• Morgan Stanley $MS: ~3% workforce (~2,500 jobs)
• The Home Depot $HD: 800 jobs cut
• Atlassian $TEAM: ~10% workforce (~1,600 roles)
• Nike $NKE: 775 layoffs
• Target Corporation $TGT: 500 jobs cut
• Autodesk $ADSK: ~7% workforce (~1,000 jobs)
• Dow Inc. $DOW: 4,500 layoffs (13% of workforce)
• BlackRock $BLK: ~1% workforce (~250 jobs)
• Vimeo $VMEO: Large-scale layoffs
• Snap Inc. $SNAP: ~1,000 jobs cut (16% of workforce) + 300 open roles eliminated
• The Walt Disney Company $DIS: ~1,000 layoffs, mainly in marketing
• Meta Platforms $META: Potentially 20%+ workforce cuts + Reality Labs layoffs
• Amazon $AMZN: 16,000 corporate jobs cut (after 14,000 in 2025)
• ASML Holding $ASML: ~1,700 layoffs
• Oracle Corporation $ORCL: Potential 20,000–30,000 cuts (12–18% of workforce)
• Block Inc. $XYZ: 40% workforce reduction (AI-driven)
• United Parcel Service $UPS: 30,000 jobs cut
• Pinterest $PINS: <15% workforce reduction + office closures
• Peloton Interactive $PTON: ~11% layoffs
• Citigroup $C: ~1,000 jobs cut
• Morgan Stanley $MS: ~3% workforce (~2,500 jobs)
• The Home Depot $HD: 800 jobs cut
• Atlassian $TEAM: ~10% workforce (~1,600 roles)
• Nike $NKE: 775 layoffs
• Target Corporation $TGT: 500 jobs cut
• Autodesk $ADSK: ~7% workforce (~1,000 jobs)
• Dow Inc. $DOW: 4,500 layoffs (13% of workforce)
• BlackRock $BLK: ~1% workforce (~250 jobs)
• Vimeo $VMEO: Large-scale layoffs
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RT Value SnapShot
Sector Heat Map 2026 YTD:
Winners:
- Energy & Materials $BE $ENPH $OXY
- Industrials: $DE $FDX $CAT
- Materials: $ATI $FCX $NEM
Losers:
- Software & Cloud $TEAM $WDAY $INTU
- AI & Machine Learning $U $AI $UPST
- Cybersecurity $RPD $ZS $VRNS
Do you hold more winners or losers?
Sector Heat Map 2026 YTD:
Winners:
- Energy & Materials $BE $ENPH $OXY
- Industrials: $DE $FDX $CAT
- Materials: $ATI $FCX $NEM
Losers:
- Software & Cloud $TEAM $WDAY $INTU
- AI & Machine Learning $U $AI $UPST
- Cybersecurity $RPD $ZS $VRNS
Do you hold more winners or losers?
Benioff invited Sam Altman to Dreamforce like a king welcoming a Trojan horse.
Now OpenAI is telling investors they’re coming for $CRM $WDAY $ADBE $TEAM.
The app software layer is cooked.
Infra > Apps.
Always has been. 🔥
Now OpenAI is telling investors they’re coming for $CRM $WDAY $ADBE $TEAM.
The app software layer is cooked.
Infra > Apps.
Always has been. 🔥
“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?
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?
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“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?
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?
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Pay attention to this data...
🟢 TOP 3 SECTORS:
1. Materials (+9.9%)
Best: $WRK $FCX $BALL $EMN $NEM
2. Industrials (+9.1%)
Best: $FDX $HON $CAT $GWW $CMI
3. Nuclear & Uranium (+8.5%)
Best: $UUUU $UEC $DNN $CCJ $NXE
🔴 BOTTOM 3 SECTORS:
1. Software & Cloud (-17.6%)
Worst: $HUBS $TEAM $INTU $NOW $CRM
2. AI & Machine Learning (-15.2%)
Worst: $U $NOW $AI $PATH $SOUN
3. Electric Vehicles (-11.7%)
Worst: $FSR $GOEV $RIVN $CHPT $XPEV
🟢 TOP 3 SECTORS:
1. Materials (+9.9%)
Best: $WRK $FCX $BALL $EMN $NEM
2. Industrials (+9.1%)
Best: $FDX $HON $CAT $GWW $CMI
3. Nuclear & Uranium (+8.5%)
Best: $UUUU $UEC $DNN $CCJ $NXE
🔴 BOTTOM 3 SECTORS:
1. Software & Cloud (-17.6%)
Worst: $HUBS $TEAM $INTU $NOW $CRM
2. AI & Machine Learning (-15.2%)
Worst: $U $NOW $AI $PATH $SOUN
3. Electric Vehicles (-11.7%)
Worst: $FSR $GOEV $RIVN $CHPT $XPEV
Show More
🔴 SaaS-Geddon! 🔻17.6%
1. $TEAM | YTD: -34.5%
2. $INTU | YTD: -31.6%
3. $NOW | YTD: -26.0%
4. $CRM | YTD: -23.7%
5. $WDAY | YTD: -23.1%
6. $ORCL | YTD: -21.7%
7. $SNOW | YTD: -21.4%
8. $ADBE | YTD: -18.4%
9. $ZS | YTD: -16.2%
10. $MDB | YTD: -16.0%
11. $NET | YTD: -15.0%
12. $MSFT | YTD: -12.9%
13. $DDOG | YTD: -11.8%
14. $PANW | YTD: -8.1%
15. $CRWD | YTD: -7.6%
Who you buying? 👇
1. $TEAM | YTD: -34.5%
2. $INTU | YTD: -31.6%
3. $NOW | YTD: -26.0%
4. $CRM | YTD: -23.7%
5. $WDAY | YTD: -23.1%
6. $ORCL | YTD: -21.7%
7. $SNOW | YTD: -21.4%
8. $ADBE | YTD: -18.4%
9. $ZS | YTD: -16.2%
10. $MDB | YTD: -16.0%
11. $NET | YTD: -15.0%
12. $MSFT | YTD: -12.9%
13. $DDOG | YTD: -11.8%
14. $PANW | YTD: -8.1%
15. $CRWD | YTD: -7.6%
Who you buying? 👇
Show More