Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Is This a Bear Market Rally or Have We Passed the Bottom? What a crazy few weeks. Over the last ~6 weeks the WCLD ETF is up ~25% and Nasdaq is up ~20%. People often say we won’t know we’ve hit the bottom until it’s clear in hindsight. Was mid June the bottom? Or is this just another bear market rally? My head is spinning trying to connect the dots, but I’ll try and make sense of it here. First, let’s try and dissect what is driving this rally, and if we think it’s “sustainable.”
HI Jaimin. Great insights as always. Do you want add another cloud company Informatica to your tracking list?