Monday.Com Ltd (MNDY) — the peer cohort

Long reads

• Agentic Application Software: The SaaSpocalypse MapDossier · $39 · 27 Feb 2026Atlassian (project mgmt) · HubSpot (mid-market CRM) · Asana · Monday.com · Smartsheet Walking Dead Low data gravity · High replaceability Workflow tools with no data moat where an AI agent can replicate the core function natively.
• The SaaS Litmus Test: Is The March Bottom Real?Weekly Signal · 19 Apr 2026Honorable mentions — not in top ten but worth monitoring: Autodesk (ADSK) for architectural/engineering design, Salesforce (CRM) for Marketing Cloud, Monday.com (MNDY) for visual workflow, Vimeo (VMEO) for video creation, Dropbox (DBX)…

101 and glossary

• Agentic AI: Who Eats Whose Lunch — A Concrete Winner/Loser Map101Key vulnerable categories: Tier-1 customer support: Zendesk, Intercom — agents handle routine tickets better and cheaper Basic CRM: Low-end Salesforce use cases — agents manage contacts and follow-ups natively Project management…

Dailies

• Semis break the 505 line at midday while bitcoin presses 80,000Midday 10 · 24 Aug 2026SOXX −3.7% and NVDA −2.5% two days before the print, monday.com +3.1% against a −2% tech tape, and the morning's three ladders all green by noon — the Bitwise index +4.0%, gold +1.3%, Freeport +1.0%.
• Semis get rejected at the overhead line — SOXX -6.1%, SMH back below its 50-day — while the new sovereign-bond watch says this selloff isn't a rates storyMidday 10 · 18 Aug 2026MNDY rises 5.55% to 87.95, bucking the tech pressure that is dragging semis and the Nasdaq-100 sharply lower.
• The wire breaks — dollar-yen clears 159.5 overnight, and Fabrinet's clean beat gets sold into the printMorning 10 · 18 Aug 2026Software and cloud went the other way — IGV −2.01%, CLOU −1.90%, Microsoft −3.04%, Meta −3.54%, Workday −3.77%, MNDY −4.79% — and the split showed up in the family indices too: Rubin EW +2.03% on the day and +7.96% on the week, HALO EW…
• The referendum passes at midday — neoclouds vertical, semis re-bid, and the yen refuses to stand downMidday 10 · 12 Aug 2026The punished and paid printers of the last two sessions are settling rather than extending: ONON −0.4% holding just under 31, stabilising above 30 without a downgrade wave — the 'different class of verdict' branch not yet triggered; MNDY…
• Seoul extends the reversal into a shut Tokyo — and the bond coil breaks its line on CPI eveMorning 10 · 11 Aug 2026MNDY told the same story in one session: sold −12.6% at the open on the guide trim, then bought all day to close −4.8% at 88.62, more than ten percent off its 80.22 low.
• Tokyo reversed the silent selling overnight — Seoul joined, then faded at the closeMorning 10 · 10 Aug 2026monday.com (MNDY, est EPS $1.11, est rev $355.5M) prints before the open — it has beaten the EPS estimate every quarter since 2022, and our entry sits deep below the old high, so this is the cleanest test yet of the entry-premium rule the…
• TSMC prints +45%, the rotation pays the whole chain — and the bond coil leaks into the refereeMidday 10 · 10 Aug 2026MNDY printed the widest EPS beat of its public life this morning — $1.48 against $1.11, revenue $364.6M against $355.5M — and guided Q3 revenue to $368–370M, coming in slightly below the $372.8M consensus: growth decelerating from 22% to…
• Payrolls went negative, the bond veto died on appeal, and software went verticalMidday 10 · 7 Aug 2026The next two cards drift higher into their prints: MNDY +4.9%, CRWV +5.2%