Aug. 20 at 7:37 AM
$VEEV $VIK $ROP $MSTR $ED Veeva benefits from cloud software adoption across life sciences, Viking Holdings benefits from premium travel demand, Roper benefits from diversified software and industrial businesses, MicroStrategy remains highly exposed to Bitcoin prices, and Consolidated Edison benefits from regulated utility demand. I'm watching subscription growth, bookings, software margins, Bitcoin prices, and electricity demand.