SaaS stocks rallied 45% off the lows — but the fundamental risks didn't. The compounders and the faders look identical today. They won't.
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Two months ago, software stocks were in freefall. Today, they’re within striking distance of all-time highs.
Same companies. Same AI threat. Completely different prices.
Something changed. The question worth asking — before you chase this rally — is what, exactly, that something was.
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