- Entry
- $215.20
- Final
- $199.00 -7.5%
- Target
- —
- Score
- -0.75
UK retail trader on T212 ISA. £33k of play money that i am looking to profit from in the next 5 - 6 weeks. Looking for honest critique before Monday open. Thesis: Datadog's +28% earnings reaction last Thursday signaled a software re rating after months of AI kills SaaS fears. Combined with broad based AI hardware strength (semis pumping Friday), I think AI as a sector is being bid but with a clear split between AI beneficiaries and per seat …
— ORIGINAL POST ·
£33k, 5 weeks, software/AI rotation play strategy feedback
· r/stocks
· May 10, 2026