Ian Bezek on X
@taobanker $U up every day, $APP down every day, $RBLX demolished. Things as they should be.
Topic
software
Everything our editor has picked under this tag, best first.
PLTR 2026-08-21 Palantir Just Turned Its Biggest Weakness Into A Strength
Quantryon Capital PLTR 2026-08-21 Palantir: Why Michael Burry's Put Buys Should Not Deter Retail Investors
Elizabeth Pramila APP 2026-08-19 AppLovin: Here's How I See 3 Catalysts That Could Drive Valuation Re-Rating
KL Research 
CCC Is in the Middle of the Wreckage
CCC, the dominant auto physical-damage claims estimator, connects 27 of the top 30 insurers with 31,000 repair shops as takeout rumors…
Perfect CORP
Perfect Corp., a Taiwan-based beauty-tech microcap SPAC, trades below net cash despite sales growth after falling from a brief $2 billion…
Ian Bezek on X
@SandBrandyn I bought a basket of software and adjacent in Feb/March. $TEAM most ridiculous example both to the down and now upside... I don't trust the management teams enough to make a concentrated bet on any of these.
Ian Bezek on X
Atlassian $TEAM now up 214% since April, and +5% YTD. Market very efficiently determining future discounted cash flows from software companies, I see.
Adobe INC
Adobe's dual network effects and platform entrenchment make AI fears a buying opportunity for the software compounder.
Cadence Design Systems INC
Cadence Design Systems sells chip-design software as AI computing drives a structural increase in semiconductor design complexity.
Coursera INC
Coursera's combination with Udemy creates an online learning platform serving over 270 million learners with hundreds of thousands of…
Will Hubspot go the way of the Dodo?
HubSpot trades near its 2020 share price despite quadrupled revenue and $750 million in free cash flow, with Breeze AI upside weighed…
catechwilliams on X
Answer: aggressive revenue booking, financing sales, selling products at/ below cost to boost revenue and hoping to “then try to build it back up over time” per CEO. Contrast $PLUS performance w competitor and industry leader $CDW.
catechwilliams on X
$PLUS Numbers don’t add up. 50% sales $CSCO product (sales -13% MRQ, guided -11%). MRQ $PLUS sales +13% (reported yesterday). Earnings call question: “OEM Cisco have talked about bottlenecks, weak orders. You’ve been unscathed…how are you outperforming the market significantly?”
catechwilliams on X
$EXLS Highly innovative founder-CEO rapidly taking share w AI-based services. High-teens topline growth w expanding margins, higher value-add mix to attractive end-markets. 17x P/E yet to reflect business transformation. 100% FCF to buybacks. Winning customers from $ACN $DXC $WIT
Ian Bezek on X
@SowingAlphaSeed I had $U long $APP short on for a while. Still long Unity, but shouldn't have covered Applovin, would have been right on both ends.
Ian Bezek on X
Recent Fundsmith sale $INTU +7% today. Recent Fundsmith buy $APP -11% today. Did Terry Smith just mark the bottom for quality and top for momentum?
marginofdanger on X
$MAPS reports later today https://t.co/dMmI5zzsgv
Tim Eriksen on X
Datatrak’s unaudited annual report contains cash-flow inaccuracies, raises fraud concerns and follows years of heavy shareholder dilution.
Tim Eriksen on X
So PaperClip (expert: $PCPJ) issues an important press release but somehow it ends up under an incorrect ticker for China Dongsheng. Do they not realize they can correct these things? https://t.co/pULXthDnYq
BDC on X
Microsoft’s results showed accelerating Azure growth, compute demand gains and operating cash flow growth above 30%, supporting the AI infrastructure trade despite lower reported capex from accounting changes.
BDC on X
Looks like the small cap sage Jorey Chernett has filed on $MOB. He is long term, buys in size, and will rattle cages if needed. Fantastic endorsement.
BDC on X
$toi https://t.co/9pfaLXskXk
Psyop Capital on X
What’s the $BR mega bear case?
