As DOGE Disrupts, Atlassian Seems Better Positioned Than ServiceNow

Group 1 - The article discusses the impact of tariffs on hardware companies, particularly those involved in chips, personal computers, and smartphones, suggesting that tech investors may consider software companies as a protective measure against market volatility [1] - The author emphasizes a unique perspective derived from extensive experience in IT and investment, focusing on themes such as automated supply chains, Generative AI, and the deflationary nature of software [1] - The investment journey highlighted includes a transition from mutual and indexed funds to individual stocks, with lessons learned from the 2008/2009 financial crisis influencing a more cautious investment approach [1]