Row 57297

Row ID: 57297 | Dataset Entry | Axioma AXP Content Repository

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This page contains data entry 57297 from the Axioma AXP content repository. The structured data below represents the complete record for this entry.

The brutal selloff in high-growth Software as a Service (SaaS) names seems to have finally run its course. While $NVDA still looks fairly valued here, I've been aggressively buying the dip in beaten-down SaaS plays as interest rate cuts get priced in.

**$MDB** - Initiated a position at $380. Expect this one to start ripping higher in the coming weeks as the easy comps and growth re-accelerates.

**$SNOW** - Bought at $168. Looking to be green on this one tomorrow already and I think it takes out the February highs before summer is over.

**$ZS** - Started building a position around $192. Expect this to cross $200 on earnings and make a run towards $250 later this summer. There have also been some interesting acquisition rumors swirling around. Details in this write-up (long but highly recommend reading):

[https://medium.com/@thonkponk/zscaler-intrigue-in-the-cyberland-8e53ab99dc6d](https://medium.com/@thonkponk/zscaler-intrigue-in-the-cyberland-8e53ab99dc6d)

Interest rates seem to have peaked and with earnings/growth re-accelerating, I think we're set up for a monster rally in high-quality SaaS names off the lows.

FieldValue
text The brutal selloff in high-growth Software as a Service (SaaS) names seems to have finally run its course. While $NVDA still looks fairly valued here, I've been aggressively buying the dip in beaten-down SaaS plays as interest rate cuts get priced in. **$MDB** - Initiated a position at $380. Expect this one to start ripping higher in the coming weeks as the easy comps and growth re-accelerates. **$SNOW** - Bought at $168. Looking to be green on this one tomorrow already and I think it takes ou…
label r/wallstreetbets
dataType post
communityName r/wallstreetbets
datetime 2024-05-23
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Raw Record

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  "text": "The brutal selloff in high-growth Software as a Service (SaaS) names seems to have finally run its course. While $NVDA still looks fairly valued here, I've been aggressively buying the dip in beaten-down SaaS plays as interest rate cuts get priced in.\n\n**$MDB** - Initiated a position at $380. Expect this one to start ripping higher in the coming weeks as the easy comps and growth re-accelerates.\n\n**$SNOW** - Bought at $168. Looking to be green on this one tomorrow already and I think it takes out the February highs before summer is over.\n\n**$ZS** - Started building a position around $192. Expect this to cross $200 on earnings and make a run towards $250 later this summer. There have also been some interesting acquisition rumors swirling around. Details in this write-up (long but highly recommend reading):\n\n[https://medium.com/@thonkponk/zscaler-intrigue-in-the-cyberland-8e53ab99dc6d](https://medium.com/@thonkponk/zscaler-intrigue-in-the-cyberland-8e53ab99dc6d)\n\nInterest rates seem to have peaked and with earnings/growth re-accelerating, I think we're set up for a monster rally in high-quality SaaS names off the lows.",
  "label": "r/wallstreetbets",
  "dataType": "post",
  "communityName": "r/wallstreetbets",
  "datetime": "2024-05-23",
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