### 🚀 Wild Intersection for Growth in SaaS and Cybersecurity! 📈
Hey there! I see a massive opportunity for growth at the crossroads of SaaS and cybersecurity. 😎
9 days ago, I already started highlighting the appeal of investing in SaaS.
The main expectations are that the prime time for SaaS will come after the Fed's rate cuts and when interest in semiconductors starts to fade.
On one hand, we've seen a rotation over the last few days from overheated semiconductors into MAG7, and suddenly this wave has caught SaaS too. 🌊
**A few key theses:**
- There's an opinion that interest in SaaS this year will be temporary. ⏳
- Growth stocks will be more appealing when the 10-year Treasury yield drops below 4.2%. 📉
- Recently, we were below that level, and you saw small-cap and growth companies skyrocketing. 🚀
- When the 10-year Treasury yield spiked again due to political tensions, there was a slight pullback in value stocks. ⚠️
- But the last 2 days have brought the 10-year Treasury yield back close to 4.2%, and "the water is starting to boil" again. 🔥
SaaS is also a big beneficiary of low rates, and right now, with semiconductors looking overheated, they appear visually attractive based on multiples. 💡
The main driver for SaaS sector growth should be the
MSFT report. MSFT's results for the first quarter of FY2026 already showed revenue growth of 18% to $77.7 billion, with strong performance in SaaS segments. If the second quarter beats forecasts (e.g., due to higher cloud demand), it'll boost the momentum. The report is already on January 28! 📅
And finally, this year expects explosive growth in cybersecurity investments, amid the rise of AI, creating interest in fallen cybersecurity stocks. 🤖🔒
Two days ago, the puzzle came together, and stocks surged upward. 📈
Stocks at the intersection of cybersecurity and SaaS have become super interesting. 🌟
That's why companies like Datadog and CrowdStrike look very appealing for investments, if the bond yield stays at this level or lower.
I've also added my favorite Cloudflare to this list—it'll benefit from this flow too. ❤️
Now, let's look at the technical picture of these stocks. 🔍
**Rotation.**
CRWD
Although rotation adjusts ratios for each stock's volatility, the lower boundary is almost never reached—this means they're starting to buy it back earlier, considering it more valuable. This time, it's following the same plan: they're buying it back without hitting the Buy line. So, we'll have to start buying here. Buy, $CRWD. In any case, the growth potential is incredible. 💥
DDOG
DDOG stocks are handling the rotation much cleaner, though not perfectly. But there's clear oversold conditions and emerging momentum. ⚡
NET
In September 2024, it was impossible to buy stocks using rotation—the volatility was too low. A great moment was April 2025, but back then, you could buy almost anything. Now, almost a year later, a new buying opportunity forNET has finally appeared.
I really like this company—wishing everyone successful investments! 👍
**BuyCRWD** 🛡️
**BuyDDOG** 📊
**BuyNET** ☁️
---
**Disclaimer**
This information is provided for informational purposes only. It is not financial advice, recommendation, or an offer to buy/sell any assets.
I am not a licensed investment advisor, broker, or financial expert. Investments involve the risk of capital loss. Conduct your own analysis and consult a qualified professional before making decisions.
I bear no responsibility for any losses arising from the use of this information. ⚠️
Hey there! I see a massive opportunity for growth at the crossroads of SaaS and cybersecurity. 😎
9 days ago, I already started highlighting the appeal of investing in SaaS.
The main expectations are that the prime time for SaaS will come after the Fed's rate cuts and when interest in semiconductors starts to fade.
On one hand, we've seen a rotation over the last few days from overheated semiconductors into MAG7, and suddenly this wave has caught SaaS too. 🌊
**A few key theses:**
- There's an opinion that interest in SaaS this year will be temporary. ⏳
- Growth stocks will be more appealing when the 10-year Treasury yield drops below 4.2%. 📉
- Recently, we were below that level, and you saw small-cap and growth companies skyrocketing. 🚀
- When the 10-year Treasury yield spiked again due to political tensions, there was a slight pullback in value stocks. ⚠️
- But the last 2 days have brought the 10-year Treasury yield back close to 4.2%, and "the water is starting to boil" again. 🔥
SaaS is also a big beneficiary of low rates, and right now, with semiconductors looking overheated, they appear visually attractive based on multiples. 💡
The main driver for SaaS sector growth should be the
MSFT report. MSFT's results for the first quarter of FY2026 already showed revenue growth of 18% to $77.7 billion, with strong performance in SaaS segments. If the second quarter beats forecasts (e.g., due to higher cloud demand), it'll boost the momentum. The report is already on January 28! 📅 And finally, this year expects explosive growth in cybersecurity investments, amid the rise of AI, creating interest in fallen cybersecurity stocks. 🤖🔒
Two days ago, the puzzle came together, and stocks surged upward. 📈
Stocks at the intersection of cybersecurity and SaaS have become super interesting. 🌟
That's why companies like Datadog and CrowdStrike look very appealing for investments, if the bond yield stays at this level or lower.
I've also added my favorite Cloudflare to this list—it'll benefit from this flow too. ❤️
Now, let's look at the technical picture of these stocks. 🔍
**Rotation.**
CRWD Although rotation adjusts ratios for each stock's volatility, the lower boundary is almost never reached—this means they're starting to buy it back earlier, considering it more valuable. This time, it's following the same plan: they're buying it back without hitting the Buy line. So, we'll have to start buying here. Buy, $CRWD. In any case, the growth potential is incredible. 💥
DDOG DDOG stocks are handling the rotation much cleaner, though not perfectly. But there's clear oversold conditions and emerging momentum. ⚡ NET In September 2024, it was impossible to buy stocks using rotation—the volatility was too low. A great moment was April 2025, but back then, you could buy almost anything. Now, almost a year later, a new buying opportunity for
NET has finally appeared. I really like this company—wishing everyone successful investments! 👍
**Buy
CRWD** 🛡️ **Buy
DDOG** 📊 **Buy
NET** ☁️ ---
**Disclaimer**
This information is provided for informational purposes only. It is not financial advice, recommendation, or an offer to buy/sell any assets.
I am not a licensed investment advisor, broker, or financial expert. Investments involve the risk of capital loss. Conduct your own analysis and consult a qualified professional before making decisions.
I bear no responsibility for any losses arising from the use of this information. ⚠️
Сделка закрыта: достигнута тейк-профит цена
Almost all of this year's targets have reached their exit points. It's time to let the market cool down.
Отказ от ответственности
Информация и публикации не предназначены для предоставления и не являются финансовыми, инвестиционными, торговыми или другими видами советов или рекомендаций, предоставленных или одобренных TradingView. Подробнее читайте в Условиях использования.
Отказ от ответственности
Информация и публикации не предназначены для предоставления и не являются финансовыми, инвестиционными, торговыми или другими видами советов или рекомендаций, предоставленных или одобренных TradingView. Подробнее читайте в Условиях использования.