Software names are eating rn 🔥
$PLTR locked in a US Army contract — defense tech printing
$CRWD shipped SafeMind + Cloudflare opened Python Workers to everyone — both scaling hard
3 different playbooks, same outcome: revenue growth
Meanwhile $GOOGL and $IBM? Still playing catch-up to the real software leaders
If you're not watching enterprise SaaS rn, you're missing the macro rotation
$PLTR locked in a US Army contract — defense tech printing
$CRWD shipped SafeMind + Cloudflare opened Python Workers to everyone — both scaling hard
3 different playbooks, same outcome: revenue growth
Meanwhile $GOOGL and $IBM? Still playing catch-up to the real software leaders
If you're not watching enterprise SaaS rn, you're missing the macro rotation
