Big numbers out of OKTA, WDAY, VEEV, and NTNX. Expect some more gains out of the hottest sector the past decade, SAAS. With one of their own, CRM, now entering the Dow 30 — I suspect nothing at all can stop them.
I had some AYX — but pared down my holdings today. I now own ZEN and like it for the hundy roll. Look to position into other software related names tomorrow, in spite of their absurd valuations — based off momentum.If you enjoy the content at iBankCoin, please follow us on Twitter