Atlassian Could Skyrocket This Week On Easing AI Fears

2026-04-27 16:48:09 ET

Investment Thesis: Catching The Falling Knife

I never start with a quote, but the CEO and co-founder of Atlassian Corporation (TEAM), Mike Cannon-Brookes, summarized my investment thesis so well in the opening lines of his last letter to shareholders relative to Q2:

“Fellow shareholders, we had a fantastic Q2. We’re building a bloody great business. I’m convinced AI is great for Atlassian. Others think software is dead. In this environment, it seems that noise swamps signal, nuance gets lost.”

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