".. Yesterday was just an absolutely brutal day in (App) Software. While $IGV was down ‘just’ -2%, there was a lot of ugliness below the surface: CRM -7%, TEAM -6%, HUBS -5%, INTU -5%, MNDY -5%, ADBE -5%, WDAY -4%, NOW -3%, etc."
".. Yesterday was just an absolutely brutal day in (App) Software. While $IGV was down ‘just’ -2%, there was a lot of ugliness below the surface: CRM -7%, TEAM -6%, HUBS -5%, INTU -5%, MNDY -5%, ADBE -5%, WDAY -4%, NOW -3%, etc."
“.. This jibes with $ACN results last week and should add caution to large-deal centric names given potentially weaker close rates + elongated sales cycles -- $NOW, $CRM, $WDAY, $NTAP, $HPE, $FFIV types.”
“.. This jibes with $ACN results last week and should add caution to large-deal centric names given potentially weaker close rates + elongated sales cycles -- $NOW, $CRM, $WDAY, $NTAP, $HPE, $FFIV types.”
I hope she sues them for everything they’ve got.
I hope she sues them for everything they’ve got.
SNOW -11.7%
NET -10.7%
AXON -9.5%
NOW -8.5%
PLTR -8.5%
INTU -8.5%
CRWD -8.2%
DDOG -6.6%
WDAY -6.4%
SNOW -11.7%
NET -10.7%
AXON -9.5%
NOW -8.5%
PLTR -8.5%
INTU -8.5%
CRWD -8.2%
DDOG -6.6%
WDAY -6.4%
Software/fintech.. $TTD $CSGP $WDAY $INTU $NOW $FICO $HOOD
Software/fintech.. $TTD $CSGP $WDAY $INTU $NOW $FICO $HOOD
25.3 mil shares
the short position in WDAY (pour one out)
25.3 mil shares
the short position in WDAY (pour one out)
".. focus is on yesterday’s Momentum unwind (GS TMT Momentum basket -8% on the day and now -11.5% over a 5-day stretch, good for its 2nd worst 5-day move of the year) – which looks set to continue today as Software names (NOW +6%, TEAM +4%, HUBS +3%, WDAY +3%) are indicated higher."
".. focus is on yesterday’s Momentum unwind (GS TMT Momentum basket -8% on the day and now -11.5% over a 5-day stretch, good for its 2nd worst 5-day move of the year) – which looks set to continue today as Software names (NOW +6%, TEAM +4%, HUBS +3%, WDAY +3%) are indicated higher."
$SNDK $LYB $DOW $APA $CF $OXY
Worst: $HOOD $TTD $APP $CSGP $WDAY $HUM $FICO @stockcharts
$SNDK $LYB $DOW $APA $CF $OXY
Worst: $HOOD $TTD $APP $CSGP $WDAY $HUM $FICO @stockcharts
www.facebook.com/wdaytv/posts...
www.facebook.com/wdaytv/posts...
DUFFIELD DAVID A () sold 99,613 shares at an average price of $192.1400 per common share. (Date: 2026-09-23)
DUFFIELD DAVID A () sold 99,613 shares at an average price of $192.1400 per common share. (Date: 2026-09-23)
intickers.com/reports/wday/
intickers.com/reports/wday/
classic
scuttleblurb.com/day_wday/
substack
scuttleblurb.substack.com/p/day-wday
classic
scuttleblurb.com/day_wday/
substack
scuttleblurb.substack.com/p/day-wday