Remember When FUD Led to Massive Overshoots to the Downside
Remember when FUD led to massive overshoots to the downside for:
-> Cybersecurity names when Claude Code Security was released.
Since then:
1. $Palo Alto Networks(PANW)$ +152%
2. $CrowdStrike Holdings, Inc.(CRWD)$ +168%
3. $SailPoint Parent, LP(SAIL)$ +81%
-> Chinese DeepSeek that would end the AI trade.
Since then:
-> $NVIDIA(NVDA)$ +90%
-> $Advanced Micro Devices(AMD)$ +375%
-> $Intel(INTC)$ +395%
-> SaaSpocalypse when investors thought every SaaS company would be "vibe coded away"
Since then:
1. $Atlassian Corporation PLC(TEAM)$ +275%
2. $Palantir Technologies Inc.(PLTR)$ +89%
3. $Shopify(SHOP)$+81%
Far more examples and narratives (Kimi, Liberation Day, Hock Tan's mistranslated comments, Gross to net confusion for OAI).
The media jump to these stories. It generates clicks and fear but every time it passes.
This too shall pass.
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