Two software setups catching my eye right now:
$CART (Instacart) — Building out a massive multi-year base. Revenue growing +14% year-over-year, throwing off $480M in quarterly free cash flow. The AI shopping angle plus retail advertising optionality gives this real legs if execution stays clean.
$CRM (Salesforce) — Textbook power gap off earnings, now tightening into a wedge above rising weekly moving averages. Classic early Stage 2 behavior. If it clears resistance with volume, this could run.
Both names are setting up technically and fundamentally. Worth watching how they act around current levels.
$CART (Instacart) — Building out a massive multi-year base. Revenue growing +14% year-over-year, throwing off $480M in quarterly free cash flow. The AI shopping angle plus retail advertising optionality gives this real legs if execution stays clean.
$CRM (Salesforce) — Textbook power gap off earnings, now tightening into a wedge above rising weekly moving averages. Classic early Stage 2 behavior. If it clears resistance with volume, this could run.
Both names are setting up technically and fundamentally. Worth watching how they act around current levels.