| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|---|---|---|---|---|---|
| 1d | — | — | — | — | — | — |
| 3d | — | — | — | — | — | — |
| 1w | — | — | — | — | — | — |
| 1m | — | — | — | — | — | — |
| 3m | — | — | — | — | — | — |
| 6m | — | — | — | — | — | — |
| 1y | — | — | — | — | — | — |
Past performance does not predict future results. Informational only, not investment advice.
Adobe's selloff alongside the broader SaaS sector is an overreaction with no fundamental justification; the stock represents a buying opportunity as the market eventually reprices strong performers like it did with Meta and Google.
MongoDB is caught in an unwarranted SaaS sector selloff; the company has solid fundamentals and represents a multi-year recovery play as the market regains confidence in quality SaaS names.
ServiceNow's strong earnings are being oversold by the market; the company will not be materially hurt by AI in the near term and will adapt its business model if needed, making it a worthy hold and buy opportunity.
SaaS selloff is a temporary overreaction driven by weak reasoning from algos; CRM has solid fundamentals and represents a compelling buying opportunity as the market reprices upward, similar to Meta and Google recovery plays.
End of results.