Apr. 22 at 11:00 PM
$IGV AH weakness not surprising after
$NOW guide disappointed — margins pressured from Armis integration. That’s the kind of detail the market doesn’t forgive in this tape.
SaaS caught a strong bid the last 2 weeks, but let’s be real… this could just be a relief rally inside a bigger reset. “SaaSpocalypse” might not be done yet.
Game plan
I’m stalking
$PLTR for a better entry — not chasing strength here.
$WIX swing still on watch, but timing feels early.
$NET? Only interested if multiples compress further.
No need to force trades in stretched names. Let them come to you.
Right now it’s about patience + positioning, not prediction.
Watch how leaders react to weakness — that’s where the real signal is.
Curious about the full approach?👉 Check the @MeanReverter_
