Cloudflare -24% Crash: Fundamentals Intact, So Why?
·
Cloudflare (NET) beat revenue +34% YoY yet crashed -24.3% in a single session. We decompose the 1,100 layoff, GM compression, and four contradictions, and lay out our 12M PT $225.
#SaaSpocalypse
2 posts
The AI Fear Trade and SaaSpocalypse: $1 Trillion Crash: Overblown Panic or Real Crisis?
·
$1 trillion wiped from software stocks. Fact-checking the AI Fear Trade with seat compression data, dot-com comparisons, and HBR surveys, then analyzing rebound picks like TSMC, Alphabet, and Vertiv.