Sep. 6 at 10:55 AM
BOTTOM FISHING SOFTWARE PLAYS:
$ORCL NEW;
$GTLB,
$NOW,
$TRI STILL WORKING
Samantha LaDuc notes that software is back in play as investors rethink the AI disruption narrative.
$GTLB’s bullish report adds fuel to the rotation, while
$ORCL could be the next leader if it holds
$145–
$149 and breaks
$152–
$154, opening a move toward the 200-day.
$TRI and
$NOW remain compelling recovery plays: both were hit by AI fears, but their businesses may benefit from integrating AI rather than being replaced by it. Watch the 400-week MA as a key long-term reversal level.
https://youtube.com/shorts/MlPD0O6Y7w8
