$Affirm Holdings (AFRM.US)$ $PayPal (PYPL.US)$ If you think Affirm has no more to fall consider Affirm is still SO EXPENSIVE…Affirm's price to sales ratio is almost as high as PayPal's Price to Earnings and 3 times as high as PayPal's Price to sales. Whoever is desperately buying Affirm at this multiple you are likely to get burned. It only looks discounted because it was so WILDLY ELEVATED AT ITS ALL TIME HIGH.

Hey mooers, check out today's hot sectors and hot stocks here!
$S&P 500 Index (.SPX.US)$ $Palantir (PLTR.US)$ $Netflix (NFLX.US)$

$Palantir (PLTR.US)$ BUY BUY BUY

$Palantir (PLTR.US)$ they need to stoo giving shares to their employees as compensation. they keep selling out

$Palantir (PLTR.US)$ what happen to you? hold or sell?

$Palantir (PLTR.US)$
Waited long enough, finally got my 22s.

Credit Suisse dove headfirst into the software sector, Tuesday, as analyst Phil Winslow initiated or assumed coverage on 22 software companies, including giants such as $Microsoft (MSFT.US)$, $Oracle (ORCL.US)$ and $Adobe (ADBE.US)$.
Winslow started his new coverage by referring to Marc Andreessen's 2011 statement in which he said, "Software is eating the world," by saying that now, "Software is life."
"Much of the debate about the software industry, publicly traded or privately held, is still around valuation, as opposed to the long-duration value creation potential of the best companies," Winslow said.
Winslow started his coverage of $Oracle (ORCL.US)$, $ServiceNow (NOW.US)$, $Workday (WDAY.US)$, Splunk (ORCL), $Vmware (VMW.US)$, $Zscaler (ZS.US)$, $Snowflake (SNOW.US)$ , $Autodesk (ADSK.US)$ , $UiPath (PATH.US)$ , $MongoDB (MDB.US)$ and $Confluent (CFLT.US)$ with outperform ratings, and also assumed coverage of $Microsoft (MSFT.US)$ , $Salesforce (CRM.US)$ and $Palo Alto Networks (PANW.US)$ and their outperform ratings.
Winslow set neutral ratings on $Adobe (ADBE.US)$ , $Workday (WDAY.US)$ , $Zendesk (ZEN.US)$ , $Palantir (PLTR.US)$ , $Cloudflare (NET.US)$ and $Zeta Global (ZETA.US)$ , and started coverage of $Check Point Software (CHKP.US)$ and $Teradata Corp (TDC.US)$ at underperform.
Even with software having what he called an "outsized influence" on the stock market, and the strategic paths many companies have taken, Winslow said he believes the industry "is still in the early stages of disruptive and powerful technological advances."
With regards to some of the companies in his coverage, Winslow said that for at least the next five years, Microsoft should deliver "mid-to-high teens revenue growth" that will be driven by 20% growth in its Intelligent Cloud business.
Winslow said that he is impressed by Adobe's "successful transition to subscription[s], which increased the value of its large creative and document-centric installed bases," but that those positive items are already reflected in the company's current stock price valuation.
Winslow said $Splunk (SPLK.US)$'s stock price hasn't reflected the growth of company's core products, its shift to the cloud, or its expansion into data-streaming, which he said should grow the company's recurring revenue by 25% to 30% annually. On Monday, Splunk said Chief Executive Doug Merritt is stepping down after six years at the data-management software company.

$Palantir (PLTR.US)$ up ⬆️

$Sana Biotechnology (SANA.US)$ up up