$SHOP 0.36 Noisy

Notable posts

• @amitisinvesting bearish 1478 eng

  Bought $PLTR $AMZN $AVGO $SHOP $PLTR — $119.50 $AMZN — $234.68 $AVGO — $394.60 $SHOP — $107.79 $AVGO is the only new position as it’s taken a nice tumble after earnings on a lack of guidance raise, would ideally like $330 or below to establish a larger position. The rest are all names that I feel are cheap but the market would like to have them cheaper 🤷‍♂️

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• @StockSavvyShay bullish 1116 eng

  NEXT WEEK’S EARNINGS ARE MASSIVE FOR GROWTH • Monday | $PLTR, $CLPT, $ON, $GRAB, $SNAP, $WGS, $VOYG • Tuesday | $AMD, $SPCX, $CIFR, $ZETA, $ANET, $ALAB, $TMDX, $KTOS, $DOCN, $HUT, $OPEN, $PRCT • Wednesday | $SNDK, $APP, $IONQ, $MELI, $UBER, $SHOP, $EOSE, $OSS, $VPG, $DUOL, $FIG, $SYM, $RDW, $FLNC, $VIAV • Thursday | $CELH, $DDOG, $OSCR, $NET, $TTD, $U, $QBTS, $AAOI, $RCAT, $TEAM, $OUST, $SHAZ • Friday | $OKLO, $VST

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• @amitisinvesting bearish 950 eng

  reason markets are struggling right now... - trump putting a new 20% "cargo tariff" means prices could go up, meaning inflation goes up, meaning more potential for rate hikes - iran is proxy targeting refineries against middle eastern allies including bahrain and kuwait, not good for oil prices or general escalation - kospi got wrecked last night -9% which is hurting the $SKHY SK Hynix along with the memory names in the US and if the memory names get hurt, the rest of the semis follow the good thing is, software names $IGV $PLTR $SHOP $RDDT $CRM $NOW $ADBE $FIG $ZETA are getting some of the rotation so the broader breadth of the market is widening out high-beta names in July have just not done well and it feels like this July is becoming very similar to the past 5 years, which is really just creating a month of consolidation for the most momentum driven names

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• @StockSavvyShay neutral 753 eng

  15 OF THE MOST IMPRESSIVE FOUNDER LED COMPANIES IN PUBLIC MARKETS 1. $NVDA | Nvidia 2. $RKLB | Rocket Lab 3. $ASTS | AST SpaceMobile 4. $PLTR | Palantir 5. $META | Meta 6. $CRWD | CrowdStrike 7. $TSLA | Tesla 8. $NBIS | Nebius 9. $NET | Cloudfare 10. $SHOP | Shopify 11. $AXON | Axon 12. $HOOD | Robinhood 13. $IREN | IREN Limited 14. $HIMS | Hims & Hers 15. $ZETA | Zeta

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• @StockSavvyShay neutral 650 eng

  SOFTWARE GROWTH LEADERS 3-year growth CAGR breakdown: • Best-in-class (40%+) | $PLTR • Elite (25–29%) | $NET, $SNOW • Strong (20–24%) | $DDOG, $APP, $RBRK, $CRWD, $SHOP • Solid (10–19%) | $NOW, $FIG, $MDB, $ZS, $MNDY, $ZETA, $TEAM, $HUBS, $PANW • Slow (<10%) | $CRM, $ADBE, $PATH

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• @Mr_Derivatives bullish 255 eng

  $SHOP Looking decent here for a potential move towards $130-$136 near term? I think so. https://t.co/vZHXaW7kQh

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• @LeifInvests neutral 125 eng

  If you could only own ONE SaaS stock for the next decade, which would you pick? 👀 • $NOW | ServiceNow • $ZETA | Zeta Global • $CRWD | CrowdStrike • $MSFT | Microsoft • $SHOP | Shopify • $TEAM | Atlassian • $ADBE | Adobe Different valuations. Different growth stories. Same question: Which SaaS leader are you picking and why?

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• @Venu_7_ bullish 110 eng

  Big character change from Microsoft $MSFT Reclaiming the 200-day moving average on 2.5x volume after earnings is exactly kind of action you want to see from a market leader. Names worth watching: $SNOW $NOW $ADBE $CRM $AXON $SE $IGV $MELI $DASH $SHOP $NET $MDB $DDOG $TWLO https://t.co/AzF8ILGmmo

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