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The Great Re-Rating: Is the SaaSpocalypse Real?

The Pirate Street Journal explains why is Micron up over $700B and Salesforce down roughly $135B in market cap in the past year.

Welcome to the Pirate Street Journal. The business press covers companies. We cover categories. Each week, we pick three headlines worth paying attention to and break down the category underneath. Read the news through a different lens.


Dear Friend, Subscriber, and Category Pirate,

Last week, we recorded the very first episode of the Pirate Street Journal.

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But, but, but, but…

Piratey disclaimer: This is NOT financial advice. None of us have Series 63, Series 7, Series 6 7, CPAs, CFAs, IUDs, IEDs, and hopefully not IBS (this makes DUDE Wipes sad).

Think of this like professional wrestling. It’s entertainment.

Don’t be so smart, you’re stupid and suplex your safety net savings.

Hey Ho, Let’s Go!


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1. Why is Salesforce down? Why is Micron up?

This post is for paid subscribers