To The Moon

The interactive system still requires the recording system as the bottom layer. AI can change how you interact with software, but it cannot change the fact that you need a credible data source. Your AI agent can use a chat interface to help you process your purchase application, but the purchase record ultimately needs to be written into some ERP system.

Software stocks recovered some losses for last week on Friday (06 Feb), and we have some names coming up with their earnings this week. $Cloudflare, Inc.(NET)$ is scheduled to report its fiscal Q4 2025 earnings on Tuesday, February 10, 2026, after the market closes. The company heads into this print with significant momentum, having reaccelerated revenue growth to 31% in Q3. However, with the stock coming off recent all-time highs and a premium valuation, the margin for error is slim. Key Metrics to Watch Investors will focus on whether Cloudflare can maintain its "rule of 40" performance (growth + margin) while scaling its AI and enterprise segments. Strategic Focus Areas The AI Tailwinds: Management has touted that 80% of leading AI companies use

App will be going strong

This stock can fluctuate 

Please spend time reading it 

This stock can jump and fluctuate 

Wow....this is crazy man 

Software meltdown is temporary I'am a buyer of Software stocks especially Microsoft at these prices 

With such a big dip, there is bound to be a rebound. But the overall outlook seems to be bearish @JoeLeong  @LS7  @Stayclose  @国家一级退堂鼓演员  @K75  @麥卡倫 18  @LalaChin  @Am3n_Tao  @TigerCoinCenter  @Chow81 &nbs

$Strategy(MSTR)$   Trading Highlights Based on the comprehensive data analysis, the following key trend correlations are identified: Strong bearish technical confirmation MACD histogram has consistently deteriorated (-8.6908 by 2026-02-05), RSI(6) entered oversold territory (11.8871), and KDJ shows sustained downward momentum (K=12.35, D=16.10). High correlation with weakening price momentum. Elevated put option hedging activity Significant block trades in deep OTM puts (e.g., $400 strike PUTs with $188M notional value) and skewed IV/HV ratios (e.g., 2.02 for $113 CALL) indicate institutional downside protection. Medium-high correlation with bearish sentiment. Contradictory capital flow signals Net outflows dom

The recent software selloff has indeed been brutal, with many investors panicking over the potential disruption caused by AI. However, it's essential to separate the signal from the noise and assess whether this represents a structural shift or a temporary panic. While AI is undoubtedly a game-changer, it's unlikely to replace traditional SaaS entirely. Instead, AI will likely augment and enhance existing software solutions, creating new opportunities for growth and innovation. The four companies - AppLovin (APP), Unity (U), Cloudflare (NET), and Nebius (NBIS) - are well-positioned to thrive in this new landscape. AppLovin (APP) is a leader in mobile gaming and advertising, with a strong focus on AI-powered ad engines. Unity (U) is a pioneer in game development and has been investing heavi

The past week has been painful for the entire AI trade, but $IREN Ltd(IREN)$ has suffered more than most, falling 31% before even reporting Q4 2025 earnings. Shareholders hoping that earnings would bring back optimism in the stock were greatly disappointed, as Iren fell as much as 20% in the after-hours. This means that Iren was down close to 50% in just a few days! I believe there are 3 key reasons why the stock reacted so negatively to the earnings: No Hyperscaler Deals Revenue Miss Earnings Miss In my opinion, the market wildly overreacted to these developments. Furthermore, investors are completely ignoring the positives that Iren announced: Secured $3.6B GPU Financing New Massive Data Center Strong ARR Guidance Let’s dig deeper. 1. No Hypersc

$AppLovin Corporation(APP)$  AppLovin maintains strong fundamentals with a 241.89% ROE and 36.79% ROA, suggesting operational efficiency remains robust. The company trades at a P/E ratio of 50.95 and forward P/E of 27.86, which may appear reasonable given its growth trajectory

ARKW Investment Tracker position change: Decreased position in Unity Software Inc. by 1,897 shares, the number of shares held decreased 0.38% compared to the previous period and now represents 0.81% of the total position.

$APP 日历价差 260213/260220 420.0C/420.0C$ 

📈 Market Bounce – Start of a Trend or Just a Relief Rally? U.S. markets rebounded strongly with major indices up 1%+ and Big Tech leading the momentum. Risk assets joined the move with gold, silver, and crypto all pushing higher. Stocks catching attention: 👀 APP – Holding strong momentum 🤖 PLTR – AI narrative still driving interest 🎮 U – Showing steady recovery signs Key question: Are we seeing the end of panic selling or just a short-term bounce before volatility returns? Personally watching volume, macro news, and follow-through strength before calling this a trend reversal. Staying selective and managing risk. What’s your take – bullish continuation or temporary rally?

Special Edition: Dow 50,000 DOW 50,000 After a bruising week for global markets, U.S. stocks staged a powerful rebound on Friday, capped by a historic milestone: the Dow Jones Industrial Average surged more than 1,200 points and closed above 50,000 for the first time ever. The move marked a dramatic turnaround following days of volatility driven by AI-related fears and weakness in tech stocks, which had threatened broader market stability. Dow 50K: A Symbolic Breakthrough After a Volatile Week The Dow’s rally was broad-based, with industrials, financials, healthcare, and technology all contributing to the historic push higher. Standout gainers included: $NVIDIA(NVDA)$ (+7.8%) $Caterpillar(CAT)$ (+7.1%) 3M

Last week I wrote a post titled “Software is Dead…Again.” Since then, $iShares Expanded Tech-Software Sector ETF(IGV)$ is down ~20% (in just 1 week!). If software was dead a week ago what is it now, down an incremental 20%?! First - some fun stats The median NTM revenue multiple (cue all the comments “he’s still talking about revenue multiples?!?”) is 3.6x. This is the lowest it’s been in the last 10+ years. For the revenue multiple haters, the median FCF multiple is 16x NTM FCF, for median growth rate of ~20% (alas, once again, cue another set of haters, saying none of the FCF is real and it’s all sitting in SBC). Can’t escape it, maybe software is a zero with no valuation support. Was good while it lasted. 39% of my software index is trading <

Anthropic just flipped the script on the software world with its release of 11 game-changing plugins for Claude Cowork on January 30, sparking a brutal selloff that erased $285 billion across software, finance, and asset management stocks in a single session. This isn't your typical model upgrade – these tools dive straight into full workflows like financial modeling, legal research, and sales operations, bypassing APIs to own the application layer outright. Bloomberg's data paints the carnage: Goldman's software basket plunged 6% in its worst drop since April, the financial services index tanked 7%, and Nasdaq dipped 2.4% at its low. Wall Street's dubbing it the “SaaSpocalypse,” as foundation model giants like Anthropic shift from enablers to dominators, threatening markets built on autom

$Tesla Motors(TSLA)$ $NVIDIA(NVDA)$  $Dow Jones(.DJI)$  🚀⚡📈 AI Leaders Reignite, $TSLA Reclaims Structure as $NVDA Explodes Higher 📈⚡🚀 I’m watching $TSLA reclaim critical structure in real time. A close above $413.50 snaps price straight back into the weekly blue box zone, effectively erasing yesterday’s panic and restoring bullish momentum like nothing ever happened 😅 👀 Liquidity hunts shake out weak hands, structure resets, and the trend quietly rebuilds. 🇨🇳 Tesla China VP Tao Lin also confirmed today the company will play an active role in advancing assisted driving tech across the Chinese market 🔥 No timeline yet,

Software stocks recovered some losses for last week on Friday (06 Feb), and we have some names coming up with their earnings this week. $Cloudflare, Inc.(NET)$ is scheduled to report its fiscal Q4 2025 earnings on Tuesday, February 10, 2026, after the market closes. The company heads into this print with significant momentum, having reaccelerated revenue growth to 31% in Q3. However, with the stock coming off recent all-time highs and a premium valuation, the margin for error is slim. Key Metrics to Watch Investors will focus on whether Cloudflare can maintain its "rule of 40" performance (growth + margin) while scaling its AI and enterprise segments. Strategic Focus Areas The AI Tailwinds: Management has touted that 80% of leading AI companies use

The past week has been painful for the entire AI trade, but $IREN Ltd(IREN)$ has suffered more than most, falling 31% before even reporting Q4 2025 earnings. Shareholders hoping that earnings would bring back optimism in the stock were greatly disappointed, as Iren fell as much as 20% in the after-hours. This means that Iren was down close to 50% in just a few days! I believe there are 3 key reasons why the stock reacted so negatively to the earnings: No Hyperscaler Deals Revenue Miss Earnings Miss In my opinion, the market wildly overreacted to these developments. Furthermore, investors are completely ignoring the positives that Iren announced: Secured $3.6B GPU Financing New Massive Data Center Strong ARR Guidance Let’s dig deeper. 1. No Hypersc

Last week I wrote a post titled “Software is Dead…Again.” Since then, $iShares Expanded Tech-Software Sector ETF(IGV)$ is down ~20% (in just 1 week!). If software was dead a week ago what is it now, down an incremental 20%?! First - some fun stats The median NTM revenue multiple (cue all the comments “he’s still talking about revenue multiples?!?”) is 3.6x. This is the lowest it’s been in the last 10+ years. For the revenue multiple haters, the median FCF multiple is 16x NTM FCF, for median growth rate of ~20% (alas, once again, cue another set of haters, saying none of the FCF is real and it’s all sitting in SBC). Can’t escape it, maybe software is a zero with no valuation support. Was good while it lasted. 39% of my software index is trading <

The recent software selloff has indeed been brutal, with many investors panicking over the potential disruption caused by AI. However, it's essential to separate the signal from the noise and assess whether this represents a structural shift or a temporary panic. While AI is undoubtedly a game-changer, it's unlikely to replace traditional SaaS entirely. Instead, AI will likely augment and enhance existing software solutions, creating new opportunities for growth and innovation. The four companies - AppLovin (APP), Unity (U), Cloudflare (NET), and Nebius (NBIS) - are well-positioned to thrive in this new landscape. AppLovin (APP) is a leader in mobile gaming and advertising, with a strong focus on AI-powered ad engines. Unity (U) is a pioneer in game development and has been investing heavi

The interactive system still requires the recording system as the bottom layer. AI can change how you interact with software, but it cannot change the fact that you need a credible data source. Your AI agent can use a chat interface to help you process your purchase application, but the purchase record ultimately needs to be written into some ERP system.

Special Edition: Dow 50,000 DOW 50,000 After a bruising week for global markets, U.S. stocks staged a powerful rebound on Friday, capped by a historic milestone: the Dow Jones Industrial Average surged more than 1,200 points and closed above 50,000 for the first time ever. The move marked a dramatic turnaround following days of volatility driven by AI-related fears and weakness in tech stocks, which had threatened broader market stability. Dow 50K: A Symbolic Breakthrough After a Volatile Week The Dow’s rally was broad-based, with industrials, financials, healthcare, and technology all contributing to the historic push higher. Standout gainers included: $NVIDIA(NVDA)$ (+7.8%) $Caterpillar(CAT)$ (+7.1%) 3M

Anthropic just flipped the script on the software world with its release of 11 game-changing plugins for Claude Cowork on January 30, sparking a brutal selloff that erased $285 billion across software, finance, and asset management stocks in a single session. This isn't your typical model upgrade – these tools dive straight into full workflows like financial modeling, legal research, and sales operations, bypassing APIs to own the application layer outright. Bloomberg's data paints the carnage: Goldman's software basket plunged 6% in its worst drop since April, the financial services index tanked 7%, and Nasdaq dipped 2.4% at its low. Wall Street's dubbing it the “SaaSpocalypse,” as foundation model giants like Anthropic shift from enablers to dominators, threatening markets built on autom

$Strategy(MSTR)$   Trading Highlights Based on the comprehensive data analysis, the following key trend correlations are identified: Strong bearish technical confirmation MACD histogram has consistently deteriorated (-8.6908 by 2026-02-05), RSI(6) entered oversold territory (11.8871), and KDJ shows sustained downward momentum (K=12.35, D=16.10). High correlation with weakening price momentum. Elevated put option hedging activity Significant block trades in deep OTM puts (e.g., $400 strike PUTs with $188M notional value) and skewed IV/HV ratios (e.g., 2.02 for $113 CALL) indicate institutional downside protection. Medium-high correlation with bearish sentiment. Contradictory capital flow signals Net outflows dom

$Tesla Motors(TSLA)$ $NVIDIA(NVDA)$  $Dow Jones(.DJI)$  🚀⚡📈 AI Leaders Reignite, $TSLA Reclaims Structure as $NVDA Explodes Higher 📈⚡🚀 I’m watching $TSLA reclaim critical structure in real time. A close above $413.50 snaps price straight back into the weekly blue box zone, effectively erasing yesterday’s panic and restoring bullish momentum like nothing ever happened 😅 👀 Liquidity hunts shake out weak hands, structure resets, and the trend quietly rebuilds. 🇨🇳 Tesla China VP Tao Lin also confirmed today the company will play an active role in advancing assisted driving tech across the Chinese market 🔥 No timeline yet,

Software meltdown is temporary I'am a buyer of Software stocks especially Microsoft at these prices 

App will be going strong

With such a big dip, there is bound to be a rebound. But the overall outlook seems to be bearish @JoeLeong  @LS7  @Stayclose  @国家一级退堂鼓演员  @K75  @麥卡倫 18  @LalaChin  @Am3n_Tao  @TigerCoinCenter  @Chow81 &nbs

This stock can jump and fluctuate 

Please spend time reading it 

This stock can fluctuate 

Wow....this is crazy man 

$AppLovin Corporation(APP)$  AppLovin maintains strong fundamentals with a 241.89% ROE and 36.79% ROA, suggesting operational efficiency remains robust. The company trades at a P/E ratio of 50.95 and forward P/E of 27.86, which may appear reasonable given its growth trajectory

📈 Market Bounce – Start of a Trend or Just a Relief Rally? U.S. markets rebounded strongly with major indices up 1%+ and Big Tech leading the momentum. Risk assets joined the move with gold, silver, and crypto all pushing higher. Stocks catching attention: 👀 APP – Holding strong momentum 🤖 PLTR – AI narrative still driving interest 🎮 U – Showing steady recovery signs Key question: Are we seeing the end of panic selling or just a short-term bounce before volatility returns? Personally watching volume, macro news, and follow-through strength before calling this a trend reversal. Staying selective and managing risk. What’s your take – bullish continuation or temporary rally?

ARKW Investment Tracker position change: Decreased position in Unity Software Inc. by 1,897 shares, the number of shares held decreased 0.38% compared to the previous period and now represents 0.81% of the total position.

$APP 日历价差 260213/260220 420.0C/420.0C$