Cloudflare -24% Crash: Fundamentals Intact, So Why?
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Cloudflare beat with revenue up 34% and still fell 24.3% in one session. We decompose the 1,100 layoffs, margin compression, and our $225 target.
#SaaSpocalypse
2 posts
SaaSpocalypse: Is the $1 Trillion Crash Overblown?
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A trillion dollars gone from software stocks. Fact-checking the AI fear trade with seat compression data and dot-com comparisons, plus rebound picks.