|
Feb 18
|
|
$83.61
$83.61
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - TEAM
Atlassian Appoints James Chuong as Chief Fina...
|
|
Feb 18
|
|
$83.61
$83.61
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - TEAM
Figma Announces Fourth Quarter and Fiscal Yea...
|
|
Feb 18
|
|
$83.61
$83.61
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - TEAM
How The Narrative Around Atlassian (TEAM) Is ...
|
|
Feb 18
|
|
$83.61
$83.61
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - TEAM
Atlassian’s AI Reset Weighs On Shares While L...
|
|
Feb 17
|
|
$82.15
$83.61
+1.8%
|
N/A
|
Finnhub News
|
— |
Finnhub - TEAM
Autodesk, Datadog, Atlassian, C3.ai, and Blac...
|
|
Feb 17
|
|
$82.15
$83.61
+1.8%
|
SHORT
|
Avi Felman
Principal at GoldenTree / Crypto Portfolio Manager
|
"The revenues from all these companies are basically going to get back in and reinvested in the mega caps... I guarantee you that a lot of people are getting rid of Salesforce because they've just built their own internal tools." AI drastically lowers the barrier to entry for software creation. Companies will stop paying premium subscriptions for "System of Record" software (Salesforce, Atlassian, Intuit, Adobe, Workday) when they can build bespoke internal solutions for a fraction of the cost using AI. This leads to a structural collapse in B2B SaaS revenue. Short legacy B2B SaaS providers on bounces. AI adoption slows down, or these legacy companies successfully pivot to becoming essential AI platforms themselves. |
1000x Podcast
AI Capex Meets SaaS Apocalypse, 18-Month Bear...
|
|
Feb 17
|
|
$82.15
$83.61
+1.8%
|
SHORT
|
Avi Felman
Principal at GoldenTree / Crypto Portfolio Manager
|
"In the next three years, I guarantee you that a lot of people are getting rid of Salesforce because they've just built their own internal tools." The "SaaS Apocalypse." AI allows companies to build bespoke "System of Record" tools in-house rather than paying expensive per-seat licensing fees. This creates a secular downtrend for B2B SaaS companies that rely on high switching costs that AI is now eroding. Short legacy SaaS providers. (Tactical note: Do not short in the hole; wait for 15-20% rallies/bounces to enter shorts). Institutional inertia; companies may be slower to switch off legacy systems than anticipated. |
1000x Podcast
Bitcoin Is Either Going To Zero Or A Million
|
|
Feb 14
|
|
$84.38
$83.61
-0.9%
|
NEUTRAL
|
Finnhub News
|
The headline questions whether Atlassian's recent significant stock drop warrants a re-evaluation of its investment potential. |
Finnhub - TEAM
Is It Time To Reassess Atlassian (TEAM) After...
|
|
Feb 14
|
|
$84.38
$83.61
-0.9%
|
SHORT
|
Finnhub News
|
An ongoing investigation into Atlassian highlights its AI rollout and Formula 1 partnership, suggesting potential scrutiny or issues. |
Finnhub - TEAM
Atlassian Investigation Puts AI Rollout And F...
|
|
Feb 13
|
|
$84.38
$83.61
-0.9%
|
N/A
|
Finnhub News
|
— |
Finnhub - TEAM
Bear of the Day: Atlassian (TEAM)
|
|
Feb 12
|
|
$86.48
$83.61
-3.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - TEAM
Citi Cuts PT on Atlassian Corporation (TEAM) ...
|
|
Feb 12
|
|
$86.48
$83.61
-3.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - TEAM
Atlassian’s Global Shift And AI Push Versus R...
|
|
Feb 12
|
|
$86.48
$83.61
-3.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - TEAM
The 5 Most Interesting Analyst Questions From...
|
|
Feb 07
|
|
$94.72
$83.61
-11.7%
|
LONG
|
Jim Cramer
Host, Mad Money
|
Enterprise software stocks have been decimated (down 30-70%) due to fears that Generative AI will allow companies to write their own code and replace SaaS providers. The sell-off is overdone for profitable companies with strong growth. * Intuit (INTU): AI is not a threat to the consumer TurboTax business or SMBs who cannot afford to build internal software. * Salesforce (CRM): Trading at its lowest P/E multiple in history (14x), cheaper than during the 2008 recession. * ServiceNow (NOW): Strong growth (19%) and a massive buyback program ($2B). * Box (BOX): Cheap (16x earnings) with consistent execution. * Atlassian (TEAM): Down 70% from highs but growing earnings at 30%. * Workday (WDAY): Trading at less than 15x earnings despite 18% expected growth. A proprietary screen identified these specific names as having >25% drawdowns but above-market earnings growth and profitability. The market may continue to punish software stocks irrationaly in the short term if AI fears persist. |
CNBC
Mad Money 02/06/26 | Audio Only
|