敢为天下后
commented on
AI application software stocks saw a broad selloff today, with a clear “high-valuation-first” pattern: $Cloudflare (NET.US)$ fell over 12%, $Snowflake (SNOW.US)$ over 10%, $ServiceNow (NOW.US)$ over 7%, $SAP SE (SAP.US)$ nearly 4%, while $Adobe (ADBE.US)$ , $DocuSign (DOCU.US)$ , and $Salesforce (CRM.US)$ all declined more than 3%. $Palantir (PLTR.US)$ dropped about 7.5%.
This was not an idiosyncratic move, but a repricing of a broader asset class—softwa...
This was not an idiosyncratic move, but a repricing of a broader asset class—softwa...
45
7
54
敢为天下后
commented on
$The Trade Desk (TTD.US)$ i still remember when openAI rumored to cooperate with paypal, the poor guy kept it up for like 30 mins then went south and never returned. TTD is better than paypal, still i wont buy it above 30
2
2
$Atlassian (TEAM.US)$ When Musk acquired Twitter in 2022, the company had around 7,500 employees. After several rounds of layoffs and many people leaving voluntarily, the workforce was ultimately reduced by about 80%, leaving approximately 1,500 employees (and possibly even fewer after some time). Surprisingly, not only did the platform not collapse, but it continued to operate smoothly, with certain features even seeing faster iteration. This left a deep impression on the entire tech community: it became clear that many companies do indeed have significant overstaffing, and core operations can actually be maintained by a small group of people.
Dorsey himself was one of the co-founders and former CEO of Twitter, and he personally witnessed Musk cutting Twitter from a state of 'burning more than 4 million USD daily' to achieving near break-even. Now, Dorsey is doing something similar at Block (although the scale is 'only' 40%, which is still quite drastic), and he explicitly pointed out that AI is the main driver behind this move. It feels like he’s saying: 'Musk proved that you could cut 80% and still survive; now I’m using AI to cut another 40%, and it’s completely reasonable.'
Dorsey himself was one of the co-founders and former CEO of Twitter, and he personally witnessed Musk cutting Twitter from a state of 'burning more than 4 million USD daily' to achieving near break-even. Now, Dorsey is doing something similar at Block (although the scale is 'only' 40%, which is still quite drastic), and he explicitly pointed out that AI is the main driver behind this move. It feels like he’s saying: 'Musk proved that you could cut 80% and still survive; now I’m using AI to cut another 40%, and it’s completely reasonable.'
Translated
1
1
敢为天下后
commented on
$Atlassian (TEAM.US)$ How many people have an average price around 120 to make me feel better? I'm heavily invested 😮💨
Translated
5
敢为天下后
commented on
Translated
2
1
$Atlassian (TEAM.US)$ Large buy orders overwhelmed sell orders today. Could this be the entry of major institutions?
Translated
1
敢为天下后
liked and commented on
$Copart (CPRT.US)$ no debts, cash holdings equivalent of about 5 dollars in the company, no dividends, no shares buyback, revenue and profits at reasonable levels but share price hit by storms and typhoons for a long period of time. Will you buy, hold or sell? let's visit this every three months, see what's actually happening and the progress into the future. Today is 25/11/2025. So, let's come back to see it again on 25/02/2026.
4
2
敢为天下后
commented on
$Copart (CPRT.US)$ is scheduled to report itsFiscal Q1 2026earnings on Thursday, November 20, 2025, after the market close.
This is a critical "show-me" quarter for Copart. The stock has underperformed recently (down ~14% in the last 3 months) despite solid fundamentals, pushing it into oversold territory. The market is looking for confirmation that high salvage volumes can offset softer used car prices.
1. Headline Expect...
This is a critical "show-me" quarter for Copart. The stock has underperformed recently (down ~14% in the last 3 months) despite solid fundamentals, pushing it into oversold territory. The market is looking for confirmation that high salvage volumes can offset softer used car prices.
1. Headline Expect...
+3
18
1
敢为天下后
commented on
$Atlassian (TEAM.US)$ If you look at the non-gapp earnings, this company is cheap. But on a gaap basis, it is still unprofitable, with annual revenue greater than 6 billion. Rediculous. Who invented the stupid non-gaap measure that excludes recurring outrageous stock-based compensation?
7
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)
![[loading]](data:image/svg+xml;base64,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)
敢为天下后 : What's going on? Are brokers restricting the purchase of software stocks?