I recommend that all growth tech investors on this board read Jamin’s latest newsletter dated May 20th 2022.
https://cloudedjudgement.substack.com/p/clouded-judgement-52…
He provides a very informative opinion of the state of the markets in the light of the upcoming FOMC rate hikes and what it could mean for software companies. And next week, he promises to elaborate further on how these tech companies might perform over the next few quarters.
If you dont have a lot of time…just get through the first 5 paras.
Cheers!
Beachman (@Iwannabeontheb2)