Dr. Duru

Atlassian Layoffs Reshape Its Skill Mix While the Contrarian Thesis Holds Atlassian moves to reshape its skill mix with a 10% layoff focused on AI and enterprise sales while maintaining guidance and reinforcing its long-term investment thesis.

Atlassian Layoffs Reshape Its Skill Mix While the Contrarian Thesis Holds

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#SaaSpocalypse #layoffs #software #Atlassian $TEAM

Diesel Fuel Prices Surge Toward Levels Seen in the Last Two Inflation Shocks Diesel fuel prices climb toward levels seen during past oil shocks as markets brace for prolonged energy disruptions and sustained transportation cost pressures.

Diesel Fuel Prices Surge Toward Levels Seen in the Last Two Inflation Shocks
inflationwatch.drduru.com/diesel-fuel-...
$ODFL $XPO #diesel #oil #trucking #logistics

Bullish Engulfing Ends A Bearish Phase for Market Breadth #stockmarket YouTube video by Ahan Analytics, LLC

Bullish Engulfing Ends A Bearish Phase for Market Breadth #stockmarket #trading #technicalanalysis
youtu.be/xE0g5NajP5I
$ADI, $AEIS, $AMAT, $AME, $ASX, $AVT, $BC, $BHE, $BWA, $CAT, $CRUS, $DIOD, $ESI, $FORM, $IE, $LSCC, $MOD, $ON, $Q, $RRX, $TER, $TT #stockmarket $SPY #NASDAQ #AT50

Market Fears Expand: War, Soaring Oil, Lost Jobs, AI Tops Out - The Market Breadth Market fears rose as war, surging oil, weak jobs data, and a topping in the AI trade converged with a sustained spike in volatility.

Market Fears Expand: War, Soaring Oil, Lost Jobs, AI Tops Out – The Market Breadth
drduru.com/onetwentytwo... #stockmarket #AT200 #AT50 $COMPQ $FRSH $IGV $ITB $IWM $JETS $MOD $NVDA $PLTR $SMH $SPY $TLT $USO $VIX $XRT #NASDAQ #technicalanalysis

The Cocoa Bubble Popped And DBA Moved On... Yet I Am Buying
seekingalpha.com/article/4879...
#chocolate #cocoa #ivorycoast #ghana $DBA $HSY #futures

RAAX: A Real Assets Fund Speaking My Language - ONE-TWENTY TWO: Trading Financial Markets I discovered an ETF that will become my core commodity position because it eliminates company-specific risks: VanEck Real Assets ETF (RAAX).

$RAAX: A Real Assets Fund Speaking My Language
drduru.com/onetwentytwo...
#stockmarket $GLD #commodities #economy

Can Rebounds Hold Amid Fresh AI Panic? - The Market Breadth Rebounds face pressure as AI panic weakens market breadth, financials break support, and volatility continues to trend higher.

Can Rebounds Hold Amid Fresh AI Panic? – The Market Breadth
drduru.com/onetwentytwo...

$ADBE $AXP #AT50 $ATI $CAVA $CECO $CRCL $COMPQ $DELL $ECG $ESTC $FAST $FIGS $FSLR $GDDY $GS $IBM $IWM $JPM $KKR #NASDAQ $NFLX $NVO $NVDA $SPY $XLF $WDAY $XYZ $ZM #VIX #technicalanalysis #earnings

What Happened in the Housing Market: New vs Old New vs old housing trends diverge as new home sales hold firm, builder stocks stabilize, and existing home sales weaken across regions.

My latest on the U.S. housing market:

"What Happened in the Housing Market: New vs Old"

drduru.com/onetwentytwo...

#HousingMarket #RealEstate #Homebuilders #Economy #MortgageRates #HousingMarket #HousingWatch $ITB $XHB $TMHC

Taylor Morrison: A Solid Candidate For The Seasonal Trade On Home Builders (NYSE:TMHC) Taylor Morrison remains range-bound, offering attractive risk/reward for seasonal trades despite tepid 2026 guidance. Learn why TMHC stock is a buy.

Taylor Morrison Remains A Solid Candidate For The Seasonal Trade On Home Builders
seekingalpha.com/article/4875...

$TMHC $SPY #earnings #homebuilders #housingwatch

The Fed's Favorite Inflation Measure Leapfrogs the CPI The latest tariff chaos drowned out alarms from the PCE, the Federal Reserve's favorite measure of inflation.

The Fed's Favorite Inflation Measure Leapfrogs the CPI
inflationwatch.drduru.com/feds-favorit...
#gold $GLD #inflation #CPI #PCE #stockmarket

IBM Suffers Historic Loss As AI Panic's Latest Victim IBM plunged 13.2% on news from Anthropic about an AI tool to modernize COBOL for mainframes. IBM and others have their own AI tools.

I’m buying…
“IBM Suffers Historic Loss As AI Panic’s Latest Victim”

As a friend of mine said, the AI Panic has officially reached its silly season….More….

drduru.com/onetwentytwo...

$IBM #AIpanic #stockmarket #trading

Tariff Showdown: Buyers, Sellers at a Stalemate - The Market Breadth A sleepy week ended with a tariff showdown the Supreme Court struck down tariffs. Buyers and sellers stalemated on tariff-sensitive stocks.

Tariff Showdown: Buyers, Sellers at a Stalemate – The Market Breadth
drduru.com/onetwentytwo...
#stockmarket #AT50 #trading $AMZN $HACK $CAR $BTCUSD $COMPQ $CRDO $DLTR $EAT $FROG $GDDY $IWM $NKE $OKLO $OKTA $PCE $SPY $VRT $XRT #bitcoin

San Francisco Fed's Daly: AI's Future Is Job Augmentation and Creation, Not Destruction SF Fed President Daly argues AI will augment and create jobs, not destroy them, while reshaping productivity, inflation, and monetary policy.

San Francisco Fed’s Daly: AI’s Future Is Job Augmentation and Creation, Not Destruction
inflationwatch.drduru.com/san-francisc...

#AI, #ArtificialIntelligence, #employment, #FederalReserve, #MaryDaly, #MonetaryPolicy

Atlassian Is Poised to Survive the SaaSpocalypse Atlassian is poised to survive the SaaSpocalypse. Q2 earnings, Rovo growth, and Jevons-style expansion reframe TEAM’s valuation.

"Atlassian Is Poised to Survive the SaaSpocalypse" Atlassian is poised to survive the SaaSpocalypse. Q2 earnings, Rovo growth, and Jevons-style expansion reframe TEAM’s valuation.
drduru.com/onetwentytwo... $TEAM #SaaSpocalypse #stockmarket #AIPanic

The Market Is Thrashing - Fragmentation Is Getting Dangerous: The Market Breadth Thrashing markets reveal bearish breadth, rising VIX signals, and AI-driven stock breakdowns, even as select sectors remain bullish.

The Market Is Thrashing – Fragmentation Is Getting Dangerous
drduru.com/onetwentytwo...
#stockmarket $AAPL $ACN $ASAN #AT50 $CEG #NASDAQ $CSCO $D $DKNG $ENPH $FRSH $FSLY $GOOG $INTU $IWM $JCI $MAR $MDAY $META $MOD $ORCL $PINS $PYPL $RPD $RSP $SHOP $SPOT $SPX $SPY $U $UBER $UPWK #VIX $WDAY $XLF

Core Inflation Softens, but the Final Mile to 2% Remains Sticky The CPI components suggest that inflation’s glide path through the “final mile” will remain sticky

"Core Inflation Softens, but the Final Mile to 2% Remains Sticky"
inflationwatch.drduru.com/core-inflati...
#inflation #CPI #economy $TLT #bonds #tariffs

Jumia’s Operating Leverage Establishes the Path to Profitable Scaling Jumia’s Q4 2025 results, together with my interview with CEO Francis Dufay, show operating leverage driving margin expansion and establishing a path to profitable scaling.

"Jumia’s Operating Leverage Establishes the Path to Profitable Scaling"
drduru.com/onetwentytwo... $JMIA #stockmarket #africa #ecommerce

Market Relief Is Here. Not Clarity. - The Market Breadth Market relief followed sharp volatility, but mixed breadth, tech weakness, and crypto stress prevent clarity on overall market direction.

Market Relief Is Here. Not Clarity. – The Market Breadth
drduru.com/onetwentytwo...

$ARKF #AT200 #AT50 $BTC.X $BTCUSD.X $COMPQ $GLD $HOOD $IGV $IWM $NASDAQ $NVDA $RSP $SPX $SLV $SMH $SPY $VIX $XLI #technicalanalysis #marketbreadth #bitcoin $SPY #stockmarket

A Thoma Bravo Lens On Sorting SaaSpocalypse Survivors Thoma Bravo’s perspective on the SaaSpocalypse explains which software companies face value destruction: specialization and expertise are key.

"A Thoma Bravo Lens On Sorting SaaSpocalypse Survivors"

drduru.com/onetwentytwo...

##SoftwareStocks #ArtificialIntelligence #SaaS #PrivateEquity #Investing #MarketVolatility $LZ $MNDY

Breakdowns + Pullbacks = Risk Off Again - The Market Breadth A widening pullback and deteriorating breadth reinforced my decision to stay cautiously bearish despite index surface resilience.

Breakdowns + Pullbacks = Risk Off Again – The Market Breadth
drduru.com/onetwentytwo...

$APH $BAH $CAT $TCPC $DLTR $FCX $FSLR $GLD $GLW $HOOD $IGV $IONQ $IWM $LRN $META $MSFT $NOW $PLTR $RBLX $SLV $SPY $UNH $U #AT50 #VIX #NASDAQ #AT200 #technicalanalysis $SPX #stockmarket

What Happened In the Housing Market: Stuck January, 2026 housing market update on homebuilder stocks, new and existing home sales, inventory trends, affordability, regional housing activity, and housing policy considerations.

My latest on the U.S. housing market...

"What Happened In the Housing Market: Stuck"

drduru.com/onetwentytwo...

$SPY $ITB $XHB #stockmarket
#economy #realestate #housingmarket #housingwatch #housingpolicy

How AT50 Market Breadth Extremes Shape S&P 500 Performance Analysis of 40 years of data show how AT50, market breadth, guides tactical trades for the S&P 500 in oversold and overbought conditions.

How AT50 Market Breadth Extremes Shape S&P 500 Performance
drduru.com/onetwentytwo...
#AT50 #stockmarket #trading #dataanalysis $SPX $SPY

Bearish Market Breadth + Earnings Season = Risk Off (The Market Breadth) I switched to risk off after market breadth twice failed at the overbought threshold level and earnings season raises volatility risk.

Bearish Market Breadth + Earnings Season = Risk Off (The Market Breadth)
drduru.com/onetwentytwo...

$AAPL $BAH $COMPQ $EWW $GLD $INTC $IWM $LULU $NFLX $NOW $RDDT $RIO $SPY $WIX $XLF #AT50 #NASDAQ #technicalanalysis #stockmarket #marketbreadth

Australian Dollar Breaks Out As Economic Winds Blow Toward Rate Hikes Strong employment numbers sent the odds of a rate hike higher and the Australian dollar higher along for the ride.

Australian Dollar Breaks Out As Economic Winds Blow Toward Rate Hikes inflationwatch.drduru.com/australian-d... #forex #RBA $FXA $AUDUSD #economy #monetarypolicy

Alarming.... eat your fiber and anti-oxidants young folks!

BOX Caught in an AI-Driven Software Selloff: Identifying Platform Opportunities Amid Market Fear BOX is caught in an AI-driven software selloff. Here’s how platform software can still win with AI agents—and why market fear may be mispricing BOX.

The accelerating fear that AI will displace software has pressured the entire sector.
"BOX Caught in an AI-Driven Software Selloff: Identifying Platform Opportunities Amid Market Fear"
drduru.com/onetwentytwo...
$BOX #ArtificialIntelligence #EnterpriseSoftware #AIAgents #ContrarianInvesting

The Fed’s Labor Market Divide Is Hardening Against Rate Cuts Goolsbee’s dismissal of labor market weakness highlights a growing rift inside the Fed, complicating the path to rate cuts.

The Fed’s Labor Market Divide Is Hardening Against Rate Cuts
inflationwatch.drduru.com/feds-labor-m...
#inflation #economy #labormarket #employment #monetarypolicy

Market Rotation Looks Healthy... But Breadth Sent A Fresh Warning - The Market Breadth - ONE-TWENTY TWO: Trading Financial Markets The Market Breadth Summary Market rotation is improving participation, but a fresh warning from market breadth keeps me cautious. Small caps and defensives are attracting capital while tech weakness q...

Market Rotation Looks Healthy… But Breadth Sent A Fresh Warning – The Market Breadth
drduru.com/onetwentytwo...

$SPY $COMPQ $IWM $XLP $XLI $XLB $XLF $IGV $DELL $AMD $ADM $KMX $SPOT $APP $COUR #VIX #AT50 #AT200 #NASDAQ #technicalanalysis #stockmarket #marketbreadth

ITB: An Affordability Push Boosts The Seasonal Trade In Homebuilders
seekingalpha.com/article/4859...
$ITB $LEN $PHM $CCS $MHO $MTH $DHI #stockmarket #housingwatch

Market Breadth Fades After Small Caps Lead Breadth Breakout Small caps led a breadth breakout, but a fade short of the overbought threshold tempered setups. Elevated headline risk also weighs heavily.

Market Breadth Fades After Small Caps Lead Breadth Breakout
drduru.com/onetwentytwo...

$ACN $AMAT #AT200 #AT50 $BBY $CDW $CMG $COMPQ $DDOG $DHI $FSLR $GLD $GS $HTEC $ILMN $INTC $ITB $IWM $MU $OKLO $SLV $SMH $SNDK $SPY $TGT $USO $VST $XLF $XRT.X $ZNTL #technicalanalysis #NASDAQ #stockmarket