Workday Inc. (WDAY)

The incredible trajectory of Beyond Meat is daunting to those of us who fear a toppy market and the run in the stock is a slap in the face of those who care about too much enthusiasm.

During an interview, Anaplan CEO Frank Calderoni argued his firm's software has a lot of room to displace the use of spreadsheets for business planning work, and is better-suited for the needs of large enterprises than "point solutions."

Let's inspect the charts and indicators.

When traders are flailing and investors are drowning, examples work best to illustrate what happens before a bottom is reached.

Let's check the technical picture.

The Fed will be forced to consider short-term rate cuts in order to attempt to reestablish a more normal, healthier looking yield curve.

You can't start a discussion about the issue, though, without going right to the most impacted stock on earth: Apple.

CRM is still suffering, but a number of other cloud stocks are still hot. Here is how to play it.

You all know that I love the software/cloud type names.

We have to stipulate what makes a market really tick these days in a world where we are ruled by tariffs and trade with a Fed sideshow.

On day three, the sellers forget why they sold and the buyers remember why they like stocks.

The downbeat progression of talk is at odds with the market itself.

This 'Cloud King' has been in a strong uptrend the past three years.

If you can survive this hell week you can pretty much survive anything.

As usual, the stocks that bounce back first are the tech stocks with little Chinese exposure and the consumer packaged goods that just demonstrated good numbers.

'Rookie buying' ahead of the print can get you in trouble.

We have to hope they are given a better chance to tell their story than they were Wednesday.

Use the swoon to buy, but wait until the coast is clear and nothing happens and it is just a random rotation.

I am going to lay it all out for you so you understand what happened today and what will continue to happen now that we are in the IPO gauntlet.

'Investors need to see this stock stabilize before the cloud kings will be safe to buy.'

Why am I not more worried about a recession? Because Fed Chair Jay Powell has our back.

Don't forget we are oversold. But the fear of missing out is gone.

Why are big institutions running and can you outrace them?

Samsung's latest flagship phones contain meaningful hardware improvements, and reviews have been pretty good. They're unlikely to be smash hits, but demand could be better than feared.

It is so patently obvious what's happening that it's almost other worldly.

What I noticed most about Q4 GDP was the increase in business investment.

The least covered and perhaps most important of the Wednesday's three events was the appearance of U.S. Trade Representative Robert Lighthizer before the House Ways and Means Committee.

Zendesk's stock has been on a tear. But there may still be some room for growth in the weeks ahead for the high-flying customer service software company.