Being Exponential | Luke Lango

@beingexponential.bsky.social

1 month ago

Think fintech firms (#SHOP #BILL #TOST #SQ #PYPL #DLO #PAGS), HR providers (#WDAY #PAYC #ADP), and data infra names (#SNOW #DDOG #MDB #CLFT). Most of these stocks will survive. But few will thrive.