Jun. 17 at 9:17 PM
The 4 software platform leaders I’m tracking and how I’m framing the next phase of their moves:
$RBRK -- trend structure is trying to hold above
$89.41; ideal re-accumulation zone viewed closer to ~
$65.83 where risk/reward improves
$PLTR -- momentum base appears formed; upside continuation scenario points toward prior highs with an extension case into
$251.24 if macro tailwinds persist
$MSFT -- long-cycle compounder; medium-term technical zone around
$277.73, with a much larger structural bull-case projecting toward ~
$1,176.45 over a multi-year horizon
$NOW -- enterprise software rotation candidate; key area around
$91.51 with a long-duration expansion case toward ~
$479.12 as AI workflows deepen
Core theme: software is shifting from valuation compression to re-rating phase as AI monetization and platform consolidation accelerate.
They’re structure-driven scenarios based on long-horizon platform dominance and liquidity cycles.
