Following the "aggressive" selloff seen in the software names, Kevin Green points to Cloudflare's (NET) surge higher after an earnings beat as a potential boon for the overall group. Meanwhile, Shopify (SHOP) is also enjoying "a nice move to the upside" says KG as he breaks down the company's AI initiatives and goes inside its earnings report. For today's trading, KG turns to the options market saying 7000 will be a "major focal point" but adds that downside 6900 puts volume are rising.
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