Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! More Volatility This week was another rocky one for cloud software stocks. A few notable drops occurred after companies reported Q4: Amplitude fell 59%, Fastly fell 34%, WalkMe fell 26%, Wix fell 20%, and Shopify fell 17%. These are all huge 1 day moves for software stocks! The market is clearly still churning and digesting implications from higher inflation prints, and uncertainty around Russia.
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Clouded Judgement 2.18.22
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Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! More Volatility This week was another rocky one for cloud software stocks. A few notable drops occurred after companies reported Q4: Amplitude fell 59%, Fastly fell 34%, WalkMe fell 26%, Wix fell 20%, and Shopify fell 17%. These are all huge 1 day moves for software stocks! The market is clearly still churning and digesting implications from higher inflation prints, and uncertainty around Russia.