$SHOPJoins Software Rebound as $TEAM and $TWLO Lead
Live commerce is the next megatrend, and almost nobody is positioned for it.
I have been stalking one name...and I think it's setting up for a BIG move.
Here's why.
1) new emergence of "live commerce"
- whatnot is growing FAST and $shop joined their ecosystem last week
- shopify just unlocked live selling for millions of merchants
- live is outperforming traditional ecommerce
- billions in sales
- behavioral shift happening...
2) agentic commerce
- ceo of $shop: "agentic commerce could be one of the most exciting new paradigms…maybe since the internet"
- ai will browse + buy for users
- better conversion
- shopify can be the rails for this world
3) earnings catalyst
- multiple narratives hitting at once
- live commerce + ai + distribution expansion + payments network
- more live selling = more GMV = more payment volume
4) software signs of life
- seeing some life in software names like $Atlassian Corporation PLC(TEAM)$ $Twilio(TWLO)$
- earnings pops on both of those^...why not $shop?
Timing...why now?
> live shopping integration JUST launched (not priced in fully yet)
> signs of life in software
> live commerce inflecting in US (already proven in china)
> agentic commerce narrative slowly emerging (still early)
> earnings catalyst
> charts look ready
Nobody has fully processed how big it can actually get.
$SHOP is now $127.
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