Shopify: E-Commerce Momentum Still Intact, Runway Is Far From Over

Core Insights - Shopify's stock price increased by 3%, aligning with the benchmark, following the previous analysis which set a price target of $185, being only 1% off the actual price [1] Company Analysis - The article emphasizes the importance of understanding macro trends and their influence on asset prices and investor behavior, particularly in relation to central bank policies and sector rotation [1] - The author has a decade of experience in asset management, focusing on equity analysis, macroeconomics, and risk-managed portfolio construction, indicating a strong background in financial markets [1] Investment Strategy - The analysis aims to provide insights and foster discussions among investors, promoting the idea that investing should be accessible and empowering [1] - The author expresses a potential interest in initiating a long position in Shopify through stock or options purchases within the next 72 hours, suggesting a positive outlook on the company's future performance [1]