Who mentions $TEAM most on Surfaced?

@stocksavvyshay (Shay Boloor) mentions $TEAM most — 28 mentions in the past 12 months.

When was $TEAM first mentioned on Surfaced?

The earliest tracked mention of $TEAM in the Surfaced archive was on Nov 19, 2025.

How many voices track $TEAM?

14 FinTwit voices have mentioned $TEAM 76 times in the past 12 months.

What kind of voices mention $TEAM most?

$TEAM is mentioned most by Long Research voices on Surfaced.

$TEAM — FinTwit mentions on Surfaced

Recent mentions

76 mentions

@thevalueistJul 14, 2026 · 1:27 PM

$WDAY $HUBS $TEAM $NOW Enterprise SaaS not liking the $IBM preannouncement. Looks like it will be a rough day. https://t.co/cnWAc6XlJq

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@investmentguru_Jul 9, 2026 · 11:28 AM

Can Anthropic Single-Handedly Save the Entire AI Industry Chain? SemiAnalysis just dropped numbers that should reframe how you’re thinking about the AI trade. Anthropic is tracking toward $1B in GAAP EBITDA by Q3 2026 (~6% margin) — its first real profitability inflection. ARR has gone from $9B (end of 2025) to $60B+ today. If the ~$15B/month net-new-ARR pace holds, SemiAnalysis models $300B ARR by end-2027 → a $6T enterprise value. Anthropic confidentially submitted its draft S-1 to the SEC on June 1. That’s not rumor — it’s confirmed. The race with OpenAI to IPO first is now officially on. Why this matters more than another “AI stock is expensive” headline: Anthropic’s revenue mix is the story. 75-85% of ARR is usage-based API (no per-user revenue ceiling), vs. OpenAI’s subscription-heavy model (~65% subscription, ~40% consumer ARR). Claude Code alone is now >7% of all GitHub commits — that’s the growth engine. Blended gross margin has gone from -94% (2024) to mid-60s now, with API margins above 80%. Reported NRR: 500%. Who rides the wave if this plays out: 🔹 Compute: $NVDA $AMD $AVGO $MRVL 🔹 Hyperscalers (TaaS distribution, now 15-20% of ARR): $AMZN $MSFT 🔹 Dev tooling / workflow: $TEAM $DOCN $FROG 🔹 Data/observability SaaS: $DDOG $MDB $SNOW 🔹 Edge/CDN: $NET $AKAM $FSLY these are SemiAnalysis’s bottom-up modeled estimates on a private company that hasn’t disclosed audited financials — Anthropic itself hasn’t confirmed these specific figures publicly. Treat the trajectory as directionally credible, the $6T number as a scenario, not a forecast. Not financial advice.

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@stocksavvyshayJun 7, 2026 · 3:56 PM

SOFTWARE GROWTH LEADERS 3-year growth CAGR breakdown: • Best-in-class (40%+) | $PLTR • Elite (25–29%) | $NET, $SNOW • Strong (20–24%) | $DDOG, $APP, $RBRK, $CRWD, $SHOP • Solid (10–19%) | $NOW, $FIG, $MDB, $ZS, $MNDY, $ZETA, $TEAM, $HUBS, $PANW • Slow (<10%) | $CRM, $ADBE, $PATH

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@vulturetradesJun 1, 2026 · 7:07 PM

Another 10x idea I gave you for free $TEAM $75 —> $830 All you had to do was listen. I’m retiring after this run. https://t.co/I5AC9GgaqR

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@vulturetradesJun 1, 2026 · 1:39 PM

$TEAM 700% Gainer 🔥 0.75 to 5.70 https://t.co/zyJi1eb13G

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@cobraalertsJun 1, 2026 · 1:32 PM

$TEAM UP 650%+ 🚨🐍 https://t.co/qkuQ1kQcX3

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@tradableastroMay 31, 2026 · 9:20 PM

Top ranked software names on the Aion Index right now: $SNOW 100 $TEAM 94 $GTLB 92 $NOW 90 $APP 88 $DDOG 87 But the real opportunity might be in the names sitting in the middle of the sector. Those are the ones with the most catch-up potential. Full rankings inside the platform.

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@vulturetradesMay 29, 2026 · 6:25 PM

$TEAM Up 450% at 3.90 🔥 https://t.co/USj5u8916X

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@cobraalertsMay 29, 2026 · 5:32 PM

$TEAM HIGH CONFIDENCE TRADE UP 350% OMG ANOTHER BANGER SHOULD I POST ALL MY HIGH CONFIDENCE TRADES? https://t.co/GTn1TBhgjf

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@vulturetradesMay 29, 2026 · 5:24 PM

OMG $TEAM squeezing up 350%+ at 3.30 0.75 to 3.30 Another banger in the books. Who is giving out more alpha than me? https://t.co/kigTkgxQ99

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@alphaticaioMay 23, 2026 · 10:36 PM

WDAY filed their 10-Q last night. The Alphatica Earnings Quality Signal: 1/6 BEARISH. That has not changed. Q1 FY2027: Revenue: $2.54B (up 13.5% YoY), Operating income: ($338M up 767% YoY), EPS: $0.87: (up 248% YoY), SBC: $409M:; (down 11% YoY). Wall Street raised price targets across the board yesterday. One firm cut their target from $300 to $180. Everyone else went higher. The quarterly numbers are improving. Our signal is still BEARISH. One number the market is not talking about: forward subscription backlog came in 3.8% below consensus. Strong current execution, softer forward commitments. That tension is consistent with our BEARISH read. We are watching one thing and it has not moved yet. BEARISH until the data confirms otherwise. Current Short Interest is ~13%. Any run-up in price should be shorted in our opinion. ***NOT INVESTMENT ADVICE $WDAY $TEAM $SPY $QQQ

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@cobraalertsMay 19, 2026 · 1:49 PM

$TEAM up 120%+ 🐍🚨

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@vulturetradesMay 19, 2026 · 1:34 PM

$TEAM up 90% here at 1.33 🔥

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@cobraalertsMay 19, 2026 · 1:32 PM

$TEAM UP 80%+ 🐍🚨

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@stocksavvyshayMay 17, 2026 · 3:34 PM

UPDATED SOFTWARE COMP SHEET Rule of 40 breakdown: • Best-in-class (60%+) | $PLTR, $APP • Elite (50-59%) | $NOW, $CRWD, $PANW • Great (40-49%) | $SNOW, $DDOG, $ZS, $ADBE, $CRM, $NET, $RBRK, $TEAM • Good (30-39%) | $MNDY, $HUBS, $MDB, $FIG, $PATH, $ZETA https://t.co/wE4eYZo0oW

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@investmentguru_May 16, 2026 · 11:53 AM

The AI boom is creating two completely different markets inside tech right now. Software names like $HUBS, $TEAM, and $WDAY have been heavily sold — the market fears AI disrupts their business models entirely. Meanwhile hardware, semis, and data-center infrastructure names like $WDC, $STX, and $INTC are up 200–500% YTD riding the AI infrastructure wave. But here’s the contrarian take worth sitting with: What if the market has it backwards? Hardware cycles peak. When supply catches up to AI demand — potentially around 2028 — commodity hardware gets repriced fast. It always has. Quality software companies, on the other hand, may simply absorb AI, improve margins, boost productivity, and emerge even stronger on the other side. The irony? The “AI winners” everyone is crowding into may face the bigger long-term risk. And the “AI losers” getting dumped right now may quietly be the better opportunity. Markets usually punish crowded trades first. Beaten-down quality software vs. hardware already up several hundred percent.

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@cobraalertsMay 15, 2026 · 6:01 PM

$TEAM UP 40% OMG OMG 🚨

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@vulturetradesMay 15, 2026 · 6:01 PM

$TEAM UP 40% 1.00 FROM 0.70 WOW EVERYTHING PAYING TODAY https://t.co/py4rqRRBYR

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@cobraalertsMay 15, 2026 · 5:20 PM

$TEAM BOOM @ .90 🙏🐍

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@vulturetradesMay 15, 2026 · 5:20 PM

$TEAM 25% here at 0.90 from 0.70 🔥 https://t.co/UiR6rLTMX5

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@vulturetradesMay 15, 2026 · 3:23 PM

$TEAM these are 0.80 now nice https://t.co/01h8vk6Tsw

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@cobraalertsMay 15, 2026 · 2:43 PM

$TEAM 120 CALL 6/18 @ .70 new avg

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@vulturetradesMay 15, 2026 · 2:36 PM

$TEAM 120 Call 6/18 at 0.70 🚨

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@vulturetradesMay 15, 2026 · 2:33 PM

$TEAM 120 Call 6/18 here 🚨

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@cobraalertsMay 15, 2026 · 2:33 PM

HIGH CONFIDENCE 🚨🐍 $TEAM 120 CALL 6/18 @ .75

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@vulturetradesMay 15, 2026 · 2:33 PM

Squeeze idea 🚨 $TEAM 120 Call 6/18 at 0.75

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@cobraalertsMay 15, 2026 · 2:33 PM

$TEAM 120 CALL 6/18 @ .75

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@vulturetradesMay 15, 2026 · 2:33 PM

$TEAM 120 Call 6/18 at 0.75 🚨

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@thevalueistMay 4, 2026 · 3:03 AM

Some truth in this statement. $CRM $NOW $WDAY $TEAM

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@rubicon59May 2, 2026 · 12:11 AM

So is $TEAM (+24%) dead or alive? Oh all knowing Mr. Market, I am confused.

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@ftr_investorsMay 1, 2026 · 7:53 AM

$TEAM $TWLO $FIVN Atlassian, Twilio and Five9 delivered strong results, with AI acting as a tailwind. Better-than-expected growth and upbeat guidance sent all three stocks 16%–24% higher pre-market 🚀 If AI can’t disrupt these software names, which ones will it disrupt? 👀 https://t.co/msNq4q8Lnu

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@saxena_puruMay 1, 2026 · 4:16 AM

$TEAM operating results may change the narrative on software? Stock +20% after hours!

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@investmentguru_May 1, 2026 · 12:31 AM

Overnight movers Memory weak: $SNDK -6%, $WDC -8%, $MU -2% Software strong: $TEAM +24%, $TWLO +18%, $MNDY +4% $RDDT +13% on strong earnings $RBLX -20% as losses widen $AXTI -7% despite improving revenue

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@rubicon59Apr 30, 2026 · 10:29 PM

$TEAM +24% AH on money-loosing earnings.

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@investmentguru_Apr 25, 2026 · 9:27 PM

Big earnings week ahead. Names on deck: $AMKR $CDNS $HOOD $SPOT $GLW $BE $ENPH $AMZN $MSFT $META $GOOGL $QCOM $SOFI $LMND $KLAC $VKTX $VIAV $AAPL $RDDT $RBLX $ZETA $RIVN $SNDK $WDC $ROKU $FSLR $TEAM $AXTI Plenty of market-moving catalysts across AI, tech, fintech, solar, biotech, and consumer. Expect volatility, sharp reactions, and opportunities. Stay selective. Trade the setup, not the hype.

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@stocksavvyshayApr 25, 2026 · 3:43 PM

THE SUPER BOWL OF EARNINGS IS NEXT WEEK • Monday | $AMKR, $CDNS • Tuesday | $HOOD, $SPOT, $GLW, $BE, $ENPH • Wednesday | $AMZN, $MSFT, $META, $GOOGL, $QCOM, $SOFI, $LMND, $KLAC, $VKTX, $VIAV • Thursday | $AAPL, $RDDT, $RBLX, $ZETA, $RIVN, $SNDK, $WDC, $ROKU, $FSLR, $TEAM, $AXTI

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@stocksavvyshayApr 12, 2026 · 3:56 PM

Top 15 software companies by expected 2028 profits: 1. $ORCL ~$46.6B 2. $CRM ~$20.4B 3. $SAP ~$15.8B 4. $ADBE ~$13.8B 5. $INTU ~$11.3B 6. $APP ~$10.1B 7. $PLTR ~$8.5B 8. $NOW ~$7.6B 9. $SHOP ~$5.2B 10. $PANW ~$4.7B 11. $WDAY ~$4.3B 12. $CRWD ~$2.5B 13. $TEAM ~$2.5B 14. $SNOW ~$1.5B 15. $ZS ~$1.2B

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@stocksavvyshayApr 12, 2026 · 2:39 PM

PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO PEG < 1 usually means mispriced growth PEG > 2 starts to push into the danger zone Popular software names right now: • $NET ~4.7x • $FIG ~2.9x • $CRWD ~2.7x • $PANW ~2.5x • $PLTR ~2.4x • $DDOG ~2.3x • $SHOP ~1.9x • $SNOW ~1.9x • $MDB ~1.8x • $ZS ~1.6x • $RBRK ~1.5x • $APP ~1.0x • $PATH ~1.0x • $NOW ~1.0x • $CRM ~0.8x • $ADBE ~0.8x • $HUBS ~0.7x • $MNDY ~0.7x • $TEAM ~0.6x • $ZETA ~0.5x

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@stocksavvyshayApr 11, 2026 · 2:47 PM

UPDATED SOFTWARE COMP SHEET Rule of 40 breakdown: • Unicorn (60%+) | $PLTR, $APP • Elite (50-59%) | $NOW, $CRWD, $PANW, $SNOW • Great (40-49%) | $ADBE, $ZS, $DDOG, $TEAM, $CRM, $RBRK, $NET, $SHOP, $MNDY • Good (30-39%) | $HUBS, $MDB, $PATH, $FIG, $ZETA

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@stocksavvyshayApr 11, 2026 · 12:08 AM

$SNDK will join the Nasdaq-100 replacing $TEAM https://t.co/AAgCyNtnSA

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@stocksavvyshayApr 10, 2026 · 4:29 PM

Daniel and I will be live on the Futurum Equities YouTube channel at 1PM EST covering: • Why the market now sees $META & $AMZN as the best Mag 7 names to own • Claude Mythos & its impact on cybersecurity: $CRWD, $PANW, $ZS, $OKTA, $RBRK, $FTNT, $NET, $S • Software check-in: $NOW, $MDB, $SNOW, $ADBE, $MNDY, $CRM, $TEAM, $ZETA • Why the market is rewarding the hard side of AI while punishing the soft side We’ll also leave the last 5 to 10 minutes for live Q&A, so bring your questions!

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@evergreencap3Apr 10, 2026 · 2:33 PM

As software stocks continue to get completely obliterated, here are 3 moves SaaS management teams should consider now to lead in the generative AI and agentic future, and not get replaced by it. It's not too late, but time is running out: 1) Stop the talk, and walk the walk: Stop the AI press releases. Stop the presentation decks. And stop telling investors how great AI will be for your business. It's a waste of time. And it won't make your stock go up. The only thing that will is outstanding AI product, which can compete with or beat a company like Anthropic at the frontier. 100% of your time and effort should be maniacally focused on the development and creation of that product. Nothing else matters. 2) Prioritize speed over everything: Sit down with every engineer. Ask what the top 3 things are that slow them down. Aggregate the list and start breaking it down. Elevate your employees who are most competent with generative and agentic tools. Have them teach the rest of the company best practices. And give them more autonomy and decision-making responsibility. This will lead to surprises and mistakes, but done correctly it will make your company faster, better, and more competitive. Every decision should be made at least in part through the lens of speed. Anthropic just shipped 120+ features in 90 days across its portfolio. Don't let them pull away. 3) Increase your AI budget by 10x or more: Pour it into talent, compute, and tokens. Hire back the people you lost to labs, and acquire more. Build an environment great researchers actually want to be in (see #2). Let them ship. Protecting margin today will only reduce terminal value tomorrow. The best defense is a good offense, and offense is the only thing in your control. It's not too late, but it is late. Act now. $MSFT $NOW $CRM $WDAY $ADBE $SNOW $ORCL $CRWD $PANW $MDB $TEAM $DDOG $IGV

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@ftr_investorsApr 9, 2026 · 7:18 PM

Software stocks are being sold off again today 📉😱 Who will survive? 👀 Our article is still relevant. Dive in now 👇 $CRWD $ADBE $NOW $CRM $MNDY $PLTR $TEAM $AXON $APP $RBRK https://t.co/dGmvxHx2kr https://t.co/c23ZktiM6a

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@ftr_investorsApr 9, 2026 · 1:57 PM

Software stocks are getting dumped again today 🤮📉 What’s going on? $CRM $ADBE $NOW $MDB $TEAM

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@stocksavvyshayApr 9, 2026 · 1:50 PM

Nobody wants to live on SaaS Ave in 2026 Drawdown from highs: • $AMPL −93% • $U −89% • $PATH −88% • $TEAM −87% • $MNDY −86% • $GTLB −85% • $FIG −84% • $HUBS −75% • $ESTC −75% • $ADBE −66% • $ZS −65% • $WDAY −62% • $NOW −60% • $ZETA −60% • $CRM −54%

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@stocksavvyshayMar 29, 2026 · 2:39 PM

2026 has been a fever dream for software. YTD drawdowns: • $DDOG −16% • $PLTR −20% • $CRWD −21% • $ZETA −29% • $SNOW −30% • $SHOP −31% • $FROG −31% • $CRM −32% • $ADBE −33% • $PATH −35% • $NOW −35% • $RBRK −40% • $ZS −41% • $WDAY −42% • $HUBS −43% • $APP −43% • $MDB −44% • $GTLB −46% • $FIG −46% • $MNDY −55% • $TEAM −60%

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@stocksavvyshayMar 22, 2026 · 2:24 PM

UPDATED SOFTWARE COMP SHEET Rule of 40 breakdown: • Unicorn (60%+) | $PLTR, $PANW • Elite (50-59%) | $NOW, $CRWD, $ADBE • Great (40-49%) | $SNOW, $TEAM, $ZETA, $ZS, $DDOG, $CRM, $SHOP, $NET • Good (30-39%) | $RBRK, $HUBS, $FIG, $MNDY, $GTLB, $MDB, $PATH

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@stocksavvyshayMar 15, 2026 · 3:55 PM

The RPO graph is the cleanest answer to which enterprise tech companies are actually winning the AI transition. In a world where the “SaaSpocalypse” narrative is repricing every company tied to human workflows, RPO growth is the clearest signal separating the survivors from the casualties. • $PLTR trading at ~84x RPO growing 143% • $NET trading at ~30x RPO growing 48% • $MDB trading at ~13x RPO growing 97% • $CRWD trading at ~12x RPO growing 38% • $DDOG trading at ~12x RPO growing 52% • $PANW trading at ~8x RPO growing 23% • $SNOW trading at ~6x RPO growing 42% • $TEAM trading at ~5x RPO growing 41% • $NOW trading at ~4x RPO growing 26% • $ZS trading at ~4x RPO growing 31%

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@investmentguru_Feb 25, 2026 · 2:08 AM

The Anthropic “Hit List” – What Just Happened Cowork / SaaS Productivity AI agents embedded directly inside enterprise workflows → per-seat SaaS pricing gets challenged. $TEAM, $INTU and broader software multiple compression reflects this fear. Message: AI isn’t another SaaS layer. It replaces labor inside SaaS. Agent Teams / Multi-Agent Workflows Parallel AI workers coordinating tasks → fewer human teams required. $IGV worst quarter since 2008 signals institutional de-risking in software. Message: The market is repricing the “seat expansion” model. Code Security AI scanning entire codebases instantly → legacy security vendors exposed. $CRWD, $NET, $OKTA saw sharp reactions. Message: If AI can audit faster + cheaper, traditional cybersecurity upsell weakens. COBOL Modernization AI modernizing legacy code in months, not years. $IBM worst day since 2000. Message: Consulting armies are vulnerable to automation. Projected Next Targets The right side is even more important than the left. Legal & Contract Intelligence End-to-end contract review automation. Threatens legal research & due diligence economics. Financial Analysis & Research AI building DCF models, equity research, credit analysis. Direct pressure on $SPGI, $FDS, $MSCI, $MCO business models. Accounting & Tax Prep Bookkeeping, payroll, audit prep → automation risk. IT Services & Consulting Integration, migration, digital transformation without consultants. Contact Centers Autonomous chat + voice replacing outsourced support. Healthcare IT Admin Medical billing, coding, prior auth — high margin admin layers. What This Means For Markets This is not a tech crash. This is a business model compression cycle. Capital is rotating: • Away from labor-heavy service models • Away from per-seat pricing • Toward AI infrastructure & compute • Toward companies owning models + chips • Toward energy providers powering AI The winners are not the apps. The winners are the rails. not a financial advice

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@rubicon59Feb 23, 2026 · 6:56 AM

They are a $TEAM for sure.

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@stocksavvyshayFeb 22, 2026 · 2:31 PM

THE SAASPOCALYPSE 2026 SCORECARD SaaS in 2026 is getting repriced from growth engine to plumbing layer in an Agentic AI stack and the YTD damage has been brutal: • $DDOG −15% • $CRWD −17% • $MDB −18% • $ZETA −20% • $SNOW −21% • $SHOP −22% • $PLTR −24% • $ADBE −26% • $ZS −29% • $GTLB −30% • $CRM −30% • $FIG −30% • $NOW −32% • $PATH −34% • $RBRK −34% • $WDAY −36% • $FROG −40% • $HUBS −42% • $MNDY −49% • $TEAM −53%

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@benitozFeb 21, 2026 · 12:58 AM

Benioff invited Sam Altman to Dreamforce like a king welcoming a Trojan horse. Now OpenAI is telling investors they’re coming for $CRM $WDAY $ADBE $TEAM. The app software layer is cooked. Infra > Apps. Always has been. 🔥 https://t.co/tnU0msW2A1

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@jerrycapFeb 20, 2026 · 5:22 PM

If you bought $TEAM essentially any day after the first month or so you didn't beat $SPY

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@jerrycapFeb 20, 2026 · 5:21 PM

$TEAM https://t.co/93vzaBCGKI

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@stocksavvyshayFeb 20, 2026 · 5:15 PM

Daniel & I will live on the Futurum Equities YouTube channel at 1PM EST covering: • Earnings prep ahead of next week’s earnings bonanza: $NVDA, $SNOW, $MELI, $HIMS, $CIFR, $RKLB, $IONQ, $AXON • Legacy layer test: $NOW, $ADBE, $MNDY, $CRM, $TEAM, $ZETA, $FIG, $WDAY, $HUBS, $PATH • Agentic AI Stack: $PLTR, $RBRK, $CRWD, $NET, $PANW, $ZS, $SNOW, $MDB • Live coverage of Trump’s press conference on the Supreme Court tariff ruling • Is the growth-to-value rotation here to stay? We’ll also leave the last 5–10 minutes for live Q&A so bring your questions!

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@stocksavvyshayFeb 14, 2026 · 4:27 PM

FUTURUM EQUITIES PODCAST EPISODE #30 Daniel & I dove into four big themes: • Our take on Michael Burry’s short on $PLTR • Software check-in: $NOW, $MDB, $SNOW, $ADBE, $MNDY, $RBRK, $CRM, $TEAM, $ZETA • Updated thoughts on Mag 7: $GOOGL, $AMZN, $AAPL, $META, $MSFT, $NVDA, $TSLA • Is $HIMS shaping up as a buy-the-fear setup? • Our three favorite SaaS names Plus a 10-minute live Q&A at the end. Watch the full episode at the link below ⤵️

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@stocksavvyshayFeb 13, 2026 · 1:48 PM

Daniel & I will live on the Futurum Equities YouTube channel at 9AM EST covering: • Earnings reactions: $HOOD, $NET, $APP, $NBIS, $ALAB, $AMAT, $ANET, $OSCR • Software check-in: $NOW, $MDB, $SNOW, $ADBE, $MNDY, $RBRK, $CRM, $TEAM, $ZETA • Updated thoughts on Mag 7: $GOOGL, $AMZN, $AAPL, $META, $MSFT, $NVDA, $TSLA • Is $HIMS shaping up as a buy-the-fear setup? We’ll also leave the last 5–10 minutes for live Q&A so bring your questions!

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@stocksavvyshayFeb 12, 2026 · 7:33 PM

This is what getting labeled a “legacy layer” in the AI stack looks like in the market. Drawdown from highs: • $MNDY −84% • $TEAM −82% • $FIG −82% • $HUBS −75% • $ESTC −68% • $ADBE −63% • $GTLB −62% • $U −61% • $ZETA −60% • $WDAY −53% • $CRM −51%

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@jerrycapFeb 11, 2026 · 2:45 PM

New lows for $TEAM $CSGP $BRO

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@stocksavvyshayFeb 7, 2026 · 4:57 PM

FUTURUM EQUITIES PODCAST EPISODE #29 Daniel & I dove into four big themes: • Earnings reactions: $GOOGL, $AMZN, $PLTR • Latest thoughts on software: $NOW, $MDB, $SNOW, $MNDY, $CRWD, $RBRK, $TEAM, $ZETA, $CRM • Biggest winners from the CapEx buying spree: $NVDA, $AMD, $ASML, $MU, $CIFR, $IREN, $NBIS • Crypto market bloodbath: $HOOD, $SOFI, $BMNR, $BTC, $ETH Plus a 10-minute live Q&A at the end. Watch the full episode at the link below ⤵️

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@stocksavvyshayFeb 7, 2026 · 2:07 PM

Here’s the updated software comp sheet after the SaaSpocalypse 2026: Rule of 40 scores • Unicorn (60%+) | $PLTR • Elite (50-59%) | $NOW, $CRWD, $PANW, $ADBE, $SNOW, $ZS • Great (40-49%) | $TEAM, $DDOG, $MNDY, $CRM, $SHOP, $NET, $GTLB • Good (30-39%) | $RBRK, $FIG, $HUBS, $MDB, $IOT, $PATH

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@stocksavvyshayFeb 6, 2026 · 2:35 PM

Daniel & I will live on the Futurum Equities YouTube channel at 10AM EST covering: • Earnings reactions: $GOOGL, $AMZN, $IREN, $AMD, $PLTR • Latest thoughts on software: $NOW, $MDB, $SNOW, $ADBE, $MNDY, $CRWD, $RBRK, $TEAM, $ZETA • Biggest winners from the CapEx buying spree: $ASML, $CRDO, $ALAB, $AMAT, $ANET, $LRCX, $KLAC, $MU • Crypto market bloodbath: $HOOD, $SOFI, $COIN, $BMNR, $MSTR, $BTC, $ETH, $SOL We’ll also leave the last 5–10 minutes for live Q&A so bring your questions!

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@ftr_investorsFeb 6, 2026 · 12:55 PM

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@rubicon59Feb 6, 2026 · 1:22 AM

$TEAM SBC is a f’in horror show.

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@saxena_puruFeb 5, 2026 · 9:26 PM

Atlassian just reported Q4 ER (beat & raise) - - Revenue +23%YoY - RPO +44%YoY! AI is killing software - really? $TEAM

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@stocksavvyshayFeb 4, 2026 · 3:26 PM

SaaSpocalypse 2026 Drawdown from highs: • $FIG −83% • $HUBS −71% • $MNDY −70% • $TEAM −68% • $ESTC −56% • $NOW −53% • $RBRK −50% • $CRM −47% • $APP −47% • $ZS −46% • $WDAY −45% • $DDOG −42% • $SNOW −40% • $SHOP −37% • $NET −33% • $CRWD −26%

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@stocksavvyshayFeb 3, 2026 · 2:09 PM

2026 TOP SOFTWARE REVENUE GROWTH ESTIMATES • $PLTR 61% • $APP 36% • $ZETA 34% • $NET 27% • $SNOW 24% • $FIG 24% • $DUOL 23% • $RBRK 23% • $ZS 23% • $CRWD 22% • $KVYO 22% • $MNDY 21% • $IOT 21% • $GTLB 20% • $NOW 20% • $MDB 20% • $TEAM 20% • $S 20%

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@stocksavvyshayJan 29, 2026 · 2:37 PM

Nobody wants to live on SaaS Ave in 2026 • $TEAM -13% • $NOW -9% • $HUBS -9% • $WDAY -8% • $SNOW -7% • $MNDY -6% • $DOCU -6% • $CRM -6% • $ESTC -6% • $DDOG -5% • $CRWD -5% • $RBRK -5% https://t.co/1YaQUFvYQO

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@yasutaketinJan 18, 2026 · 8:22 AM

「懸念浮上で即売り」が株式市場の習わしだからね。後で精査して買い直せばいいだけだから。 AIのせいで従業員数に比例するソフトウェア苦境はわいは前から言ってた。 $TEAM $NOW $MSFT $CRM $ADBE とか典型。わいなら今はそれらは買わない。

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@stocksavvyshayJan 17, 2026 · 2:29 PM

15 SOFTWARE COMPANIES TO WATCH 1. $ADBE embedding AI directly into the creative & digital content workflow 2. $HUBS integrating marketing, sales & service into a unified growth platform 3. $PLTR positioning itself as the operating system for AI-driven decision making 4. $DDOG becoming the observability layer for increasingly autonomous systems 5. $MDB powering developer-native databases for modern, AI-driven applications 6. $MNDY positioning work management as a system of record for modern teams 7. $CRWD owning endpoint security as attack surfaces explode in an agentic world 8. $RBRK redefining cyber resilience across backup, recovery & ransomware defense 9. $ZS securing enterprise connectivity as zero trust becomes the default architecture 10. $CRM defending its CRM dominance as AI reshapes sales & customer engagement 11. $PANW consolidating network, cloud & AI security into a unified enforcement layer 12. $ZETA building a data-driven marketing platform centered on identity & first-party data 13. $NOW serving as the workflow backbone where enterprise automation gets orchestrated 14. $TEAM providing collaboration infrastructure as software teams scale output without headcount 15. $SNOW becoming the data platform where enterprise AI workloads are built, governed & scaled

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@ftr_investorsJan 16, 2026 · 11:26 AM

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@stocksavvyshayJan 15, 2026 · 10:57 PM

The correction on SaaS Ave has been brutal. FCF multiples compression over the past two years: • $NOW from 41x to 26x FCF • $TEAM from 49x to 18x FCF • $PATH from 37x to 16x FCF • $DUOL from 51x to 14x FCF • $MNDY from 45x to 14x FCF • $ADBE from 36x to 12x FCF

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@stocksavvyshayJan 13, 2026 · 5:42 PM

Nobody wants to live on SaaS Ave in 2026 • $MNDY -6% • $CRM -6% • $SNOW -6% • $TEAM -5% • $DOCU -5% • $ADBE -5% • $WDAY -3% • $NOW -3% https://t.co/i8J695l8Ed

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@stocksavvyshayDec 29, 2025 · 2:00 PM

SOFTWARE NAMES WITH THE HIGHEST EXPECTED 3-YEAR GROWTH 1. $PLTR ~41% 2. $NET ~27% 3. $SHOP ~24% 4. $SNOW ~23% 5. $IOT ~22% 6. $CRWD ~22% 7. $RBRK ~21% 8. $DDOG ~21% 9. $S ~21% 10. $KVYO ~21% 11. $MNDY ~20% 12. $DOCN ~20% 13. $FIG ~20% 14. $DUOL ~19% 15. $ZS ~19% 16. $TTAN ~19% 17. $OS ~19% 18. $NOW ~18% 19. $MDB ~18% 20. $GTLB ~18% 21. $TEAM ~17% 22. $BRZE ~17% 23. $ESTC ~17% 24. $HUBS ~16% 25. $FROG ~16% 26. $PANW ~15% 27. $VEEV ~14% 28. $PATH ~11% 29. $CRM ~10% 30. $ADBE ~8%

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@stocksavvyshayDec 28, 2025 · 3:28 PM

HOW THE MARKET PRICES GROWTH TECH ENTERING 2026 This chart shows how the market is valuing growth SaaS based on 3-year revenue CAGR (2025-2028) against EV to gross profit. The market is already separating the companies that already have AI boats and which still need to build them ahead of the AI tsunami. $NET, $PLTR, $SHOP, $FIG, $RBRK, $SNOW, $CRWD, $DDOG, $ZS, $KVYO, $MNDY, $TEAM, $IOT, $MDB, $NOW, $HUBS $PANW, $VEEV, $S, $ESTC, $PATH, $ADBE, $WDAY, $CRM, $OKTA, $GTLB, $OS, $FROG

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@ftr_investorsNov 19, 2025 · 4:49 PM

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