Jun. 2 at 10:40 PM
Software’s making a serious comeback -2
7-day movers showing the rotation is real:
$CRWD +20% — cloud security still leading the pack
$DDOG +20% — observability + AI infra kicking in
$CRM +13% — enterprise SaaS catching a bid
$PLTR +11% — AI integration story back in focus
$MSFT +6% — agentic AI + cloud keeps it steady
If you’ve been waiting for a clean entry into software leaders, this rebound is exactly what you wanted. The setup is real, the flows are real, don’t sleep on it
Sharing framework and levels — no paywall, just structured positioning thinking