Ariel Watch List 02/04/2025

by | Feb 4, 2025

Wild week and its only Tuesday. Market continues to be tricky, but it appears Software names as discussed this past weekend are taking some of the spotlight. Highlighted by the $PLTR earnings report, and fresh highs in names like $DUOL $DASH $NFLX $RBLX. 

$TWLO ideally, we stay above $140 and monitor for continuation 

$SHOP nice flat base. over $120 looks great. 

$FTNT any pullbacks vs $100 look interesting but earnings in 2 days. $GOOGL had a similar setup. and we saw how that played out today. I think it’s best to be patient for the report vs anticipating. 

$CRWD similar sector as $FTNT looks like we may go higher. 

$RBRK one more software name came across my screen as I was typing this up. Needs to get going over $75 

Go back and review some of the names I posted this weekend that are software related. It appears like this is the place that is getting most institutional support. 

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