The selling have been in SaaS has been brutal but it creates buying opportunity in some quality names. I’m long #$MNDY which I believe is well positioned to benefit from AI. I’m banking on a rebound play for oversold names. #$TTD #$FISV

Decade long ongoing tension between Pakistan and India and/or Middle East conflict are a good example of why countries should not be based on religious ideologies. As you start to hope for a long term peace, some crazy lunatics (just a few) can derail the whole process.

Innocent tourists were killed in an horrible terror attack in Kashmir today. Kashmir has no place for violence or hate.

www.bbc.com/news/article...

$ROKU smashes earnings.

The start of the year is telling you everything you need to know about what 2025 has in store. LOL

$ROKU's streaming market share in the US has almost doubled in a year. Keep an eye on it going into 2025. In comparison, Netflix has north of 8% share of the market.

$ROKU took a beating today on $TTD news of OS lunch. #Roku just has too many competitors - either very low entry bar or operating in an attractive industry.

Another solid q from #nvda. On to the next one.

A California fall evening.