对Atlassian持中性立场；并非看跌，但警告历史利润率不佳是需要监控的风险因素。
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Atlassian表现非常好。Atlassian在这里有一个漂亮的底部。我们实际上没有Atlassian的回撤，但我们可以轻松地把它放进去。我们没有Atlassian的敞口，但我们对他们做了很多基本面分析，他们的数字非常好。
非常好的增长，很好的资产负债表，现金流，非常好的数字。这家公司有很多值得喜欢的地方。
I've got Atlassian's doing really well. Nice bottoming over here on Atlassian. We don't actually have a retracement on Atlassian, but we can easily throw this in. We uh don't have exposure to Atlassian, but we've done a lot of fundamental analysis on them, and they have very good numbers. Uh very good growth, uh you know, great balance sheet, cash flow, very, very good numbers here. There's a lot to like at this company.
所以，我很高兴看到这个，因为对我来说，这是软件反弹论点的一部分，现在真的在发挥作用，突破了199回撤。看看这个。我们真的是一个完美的第一个斐波那契回撤拒绝。你可以说这里是一个拒绝和反弹。现在我们正在突破下一个。
So, I'm happy to see this because to me it's part of the software rebound thesis and it's really playing out here now breaking out over the uh 199 retracement. And look at this. We're we're literally that's a perfect first fib retracement rejection. You could argue this right here is a rejection and a bounce. Uh and now we're breaking through the next one.
我们怎么样？所以，我们让Atlassian表现良好。让我们看看一些软件名称。我们让Atlassian表现良好。
Uh, how are we? So, we got Atlassian's doing well. Let's look at some of the the software names. We got Atlassian doing well.
你看到Atlassian正在复苏。
You're seeing a recovery in Atlassian.
这对许多软件公司来说都是如此，无论是 Atlassian。在我们的课程会员直播中，我们对 Atlassian 做了很多分析，资产负债表很棒，增长也很棒。
That's true for many software plays, whether it's Atlassian. You our our course member live streams, we've done quite a quite a lot of analyses on uh on Atlassian, great balance sheet, uh great growth.
那 Team 呢？同样如此。不看好它。Team 的问题在于，当你分析 Team 时，如果你看它们的历史利润率，它们真的很差，但最近正在上升。希望随着人工智能的发展能继续保持，但你必须警惕这些危险信号。
Uh what about Team? Same thing. Not bearish it. Problem with Team is when you analyze Team, if you look at their historical margins, they're really bad and they're inflecting up uh on in the recent term. And hopefully that keeps going with artificial intelligence, but you have to watch for those red flags.
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