Software Leaders Are Waking Up, DDOG, CRWD, TEAM, NET & TWLO Could Lead the Next Leg Higher 🚀

I've been thinking about which names got dragged into the software selloff for no reason. Like what was obviously the most ridiculous. Put together a list of leaders if software continues to bounce:

$Datadog(DDOG)$ , talked about this...going ballistic
$CrowdStrike Holdings, Inc.(CRWD)$ , cyber crime not slowing...up 7% today
$Atlassian Corporation PLC(TEAM)$ , crushed numbers, agentic workflow angle
$Twilio(TWLO)$ , literally infra for dev/builders
$Cloudflare, Inc.(NET)$ , more infrastructure...v strong

For themes that got crushed and are just starting to come off the lows…all I care about is the leaders + relative strength.

Many of these are well off the highs too, so plenty of room for the *strongest names* to make up some ground if software stays perky.

> add to watchlist

> monitor strength

> get involved on dips within trend if the opportunity comes (flagging, holding at highs, trending up)

😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance.

🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!

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Like what was obviously the most ridiculous. Put together a list of leaders if software continues to bounce:</p>\n<ul style=\"\">\n <li>\n  <p><a data-mention-id=\"DDOG\" class=\"teditor-mention\" data-mention-name=\"Datadog\" href=\"https://ttm.financial/S/DDOG\">$Datadog(DDOG)$</a> , talked about this...going ballistic</p></li>\n <li>\n  <p><a data-mention-id=\"CRWD\" class=\"teditor-mention\" data-mention-name=\"CrowdStrike Holdings, Inc.\" href=\"https://ttm.financial/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a> , cyber crime not slowing...up 7% today</p></li>\n <li>\n  <p><a data-mention-id=\"TEAM\" class=\"teditor-mention\" data-mention-name=\"Atlassian Corporation PLC\" href=\"https://ttm.financial/S/TEAM\">$Atlassian Corporation PLC(TEAM)$</a> , crushed numbers, agentic workflow angle</p></li>\n <li>\n  <p><a data-mention-id=\"TWLO\" class=\"teditor-mention\" data-mention-name=\"Twilio\" href=\"https://ttm.financial/S/TWLO\">$Twilio(TWLO)$</a> , literally infra for dev/builders</p></li>\n <li>\n  <p><a data-mention-id=\"NET\" class=\"teditor-mention\" data-mention-name=\"Cloudflare, Inc.\" href=\"https://ttm.financial/S/NET\">$Cloudflare, Inc.(NET)$</a> , more infrastructure...v strong</p></li>\n</ul>\n<p>For themes that got crushed and are just starting to come off the lows…all I care about is the leaders + relative strength.</p>\n<p>Many of these are well off the highs too, so plenty of room for the *strongest names* to make up some ground if software stays perky.</p>\n<p>&gt; add to watchlist</p>\n<p>&gt; monitor strength</p>\n<p>&gt; get involved on dips within trend if the opportunity comes (flagging, holding at highs, trending up)</p>\n<hr>\n<p style=\"text-align: left;\"><strong>😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance.</strong></p>\n<p style=\"text-align: left;\">🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!</p>\n<p style=\"text-align: left;\"><strong><a href=\"https://ttm.financial/TW/554651083281352\" title=\"Hot Merch Returns · Up to 43% Off\" target=\"_blank\" class=\"\">Hot Merch Returns · Up to 43% Off</a></strong></p>\n<p><img src=\"https://community-static.tradeup.com/news/be0283b695178d5d32f9e254ddc1d4a1\"></p></body></html>","htmlText":"<html><head></head><body><p>I've been thinking about which names got dragged into the software selloff for no reason. Like what was obviously the most ridiculous. Put together a list of leaders if software continues to bounce:</p>\n<ul style=\"\">\n <li>\n  <p><a data-mention-id=\"DDOG\" class=\"teditor-mention\" data-mention-name=\"Datadog\" href=\"https://ttm.financial/S/DDOG\">$Datadog(DDOG)$</a> , talked about this...going ballistic</p></li>\n <li>\n  <p><a data-mention-id=\"CRWD\" class=\"teditor-mention\" data-mention-name=\"CrowdStrike Holdings, Inc.\" href=\"https://ttm.financial/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a> , cyber crime not slowing...up 7% today</p></li>\n <li>\n  <p><a data-mention-id=\"TEAM\" class=\"teditor-mention\" data-mention-name=\"Atlassian Corporation PLC\" href=\"https://ttm.financial/S/TEAM\">$Atlassian Corporation PLC(TEAM)$</a> , crushed numbers, agentic workflow angle</p></li>\n <li>\n  <p><a data-mention-id=\"TWLO\" class=\"teditor-mention\" data-mention-name=\"Twilio\" href=\"https://ttm.financial/S/TWLO\">$Twilio(TWLO)$</a> , literally infra for dev/builders</p></li>\n <li>\n  <p><a data-mention-id=\"NET\" class=\"teditor-mention\" data-mention-name=\"Cloudflare, Inc.\" href=\"https://ttm.financial/S/NET\">$Cloudflare, Inc.(NET)$</a> , more infrastructure...v strong</p></li>\n</ul>\n<p>For themes that got crushed and are just starting to come off the lows…all I care about is the leaders + relative strength.</p>\n<p>Many of these are well off the highs too, so plenty of room for the *strongest names* to make up some ground if software stays perky.</p>\n<p>&gt; add to watchlist</p>\n<p>&gt; monitor strength</p>\n<p>&gt; get involved on dips within trend if the opportunity comes (flagging, holding at highs, trending up)</p>\n<hr>\n<p style=\"text-align: left;\"><strong>😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance.</strong></p>\n<p style=\"text-align: left;\">🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!</p>\n<p style=\"text-align: left;\"><strong><a href=\"https://ttm.financial/TW/554651083281352\" title=\"Hot Merch Returns · Up to 43% Off\" target=\"_blank\" class=\"\">Hot Merch Returns · Up to 43% Off</a></strong></p>\n<p><img src=\"https://community-static.tradeup.com/news/be0283b695178d5d32f9e254ddc1d4a1\"></p></body></html>","text":"I've been thinking about which names got dragged into the software selloff for no reason. Like what was obviously the most ridiculous. Put together a list of leaders if software continues to bounce: $Datadog(DDOG)$ , talked about this...going ballistic $CrowdStrike Holdings, Inc.(CRWD)$ , cyber crime not slowing...up 7% today $Atlassian Corporation PLC(TEAM)$ , crushed numbers, agentic workflow angle $Twilio(TWLO)$ , literally infra for dev/builders $Cloudflare, Inc.(NET)$ , more infrastructure...v strong For themes that got crushed and are just starting to come off the lows…all I care about is the leaders + relative strength. Many of these are well off the highs too, so plenty of room for the *strongest names* to make up some ground if software stays perky. > add to watchlist > monitor strength > get involved on dips within trend if the opportunity comes (flagging, holding at highs, trending up) 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold! 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