The Analysts

Call · @mf_camillus · #167 on the leaderboard

@mf_camillus

@mf_camillus · Thu, Aug 27

LBM_LXXVIII@MF_Camillus
I never subscribed to the SaaSpocalypse theory, which was based on the lazy assumption that software was nothing more than code that any AI agent could write Software has a great deal of network effects and domain knowledge that are just hard to replicate However, names like
8d agoview on X ↗

tweeted Thu, Aug 27 · counted from Fri, Aug 28 close

Read as

Exit CRWD, Exit SNOW · High confidence

Confidence

High0.95

Counted from

Fri, Aug 28 · market close

Rank since this call

#137 → #167 · 7 scored days

#137

Aug 28

#137

Aug 29

#132

Aug 30

#109

Aug 31

#144

Sep 1

#131

Sep 2

#167

Sep 3

Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.