No. of Recommendations: 21
Such a shame. No tact or guile...just straight up social media bullying tactics. A Twitter-hammer when we needed a silent precision scalpel. He is unable to do that as he literally needs a spotlight on him at all times.

AI booming? Check. Technology via cloud/SaaS booming? Check. Massive move to digital infrastructure? Check. So it should be the greatest economy of all time, and the Orange guy is screwing it up.

I give him all the credit.

Annnnnnd about a year later and the story remains the same.
Orange is a childish inept clown, who can't get out of the spotlight, or out of the way.
His tweets serve only to create market uncertainty.

Luckily the other part about tech/cloud/Digital Infrastructure also has remained the same.
The secular tailwinds behind Enterprise software for data analytics, security, and business productivity, which are essentially critical now for large Enterprises, SLED, and Fed IT infrastructures, and even for many SMBs, remains strong as ever.

Ironically, and thankfully, many of the hyper-growth software stocks we follow have been simultaneously Growth and a Rotation favorite, as they are largely immune to both China trade war FUD and Fed angst.

Watching Fox Business right now, and even the announcers and guests are all piling on Trump to chill with the twitter fingers.

S&P and Dow more or less flat over past 12 months and even 18 months going back to Jan 2018 highs.
The Trump market. (cause he doesn't get credit for TTD or AYX or ZS)

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