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