Workday

The ensemble has a lot to say right now $Workday(WDAY.US)

At last we have a date for the peace deal signing! It’s good to have progress. Now let’s hope they sign that thing!

US-Iran Peace Deal is all done, just left with putting pen to paper on Friday. Markets roared back upwards, but how long will this relief last this time round? There is still time for things to go wrong (let's hope not), but I genuinely won't be surprised if it doesn't turn out as planned. Regardless, we can enjoy the temp stabilisation of stocks for now.

Salesforce down 30, Workday down 33, but these are profitable cash machines not zeros. half of me wants to buy the fear, half says wait for the real bottom 🤔

Main risk is whether the US-Iran deal holds any renewed tension in the strait of hormuz could send oil prices climbing again just as quick

At last we have a peace deal with an actual date on the table. It has been on and off for so long it has to get done at some point of time!

War on Iran, this time really happened. Crude oil price dropped more than 7%. will all Airlines stock going back to normal business era ? what do you think?

The ongoing SaaSpocalypse is a classic case of a fog-of-war. The common narrative and daily experience of AI agents replacing human in workflow may be derived from tasks that are low-value, repetitive, low-judgement ones. The real concern of an enterprise lays on a system or record, governance and security, and changes to these needs to be more deliberate as the risks to the enterprise is significant. The changes will not happen overnight and the current landscape is more likely a case of agent augmentation which the SaaS companies are actively doing. A hybrid seat + token use charging is already emerging. Serious investors should understand enterprise software and system implementation strategies instead of relying on personal, end-user experience.

1. We have another 5 days to go before signing the peace deal between US and Iran. Anything can happen.

2. President Trump is set to travel to France for the upcoming G7 summit which will take place from June 15-17. I am keen to hear what is going to say about his plan with NATO and the peace treaty.

3. I expect crude oil price to come down to around $80 before it stay about $100. The reason is simple. It is not easy to wind back the clock for the facilities damages. It takes time to repair the damages and clear the water mines. Market will realise it . Not a simple ABC plan and execution.

Stay vigilant and happy trading ahead ☺️

genuine q, with such a small float how much of that 19% pop is real demand vs just no supply? does it hold once more shares unlock 🙏

over 2 trillion intraday on a tiny float. amazing company but that price is pricing in Mars already. watching, not chasing 🎪

closed up 19% day one and still climbing after hours. first time you could own Starlink plus rockets and the whole market wanted in 🚀

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