Software is bouncing hard today. Is this the start of a sustained recovery or just a dead cat bounce before we retest the lows?

Its all depends on Trump tweets ,war progress and options .

not sure why when a raging bull In small caps and value people need to call bottoms

lots of good software names have been trashed in the sell everything trade. they will come back

PLTR is becoming the operating system of AI + defense — not a stock, a backbone 🧠 From “overvalued” → to “not yet priced as critical infrastructure” 🔥 Hypergrowth + 127% Rule of 40 + real enterprise adoption NOW 💰 If I had $1M: I buy the re-rating before Wall Street calls it obvious 🌍 The shift already happened — the market just hasn’t caught up yet 🚨 The biggest risk isn’t downside… it’s missing the move

definite obvious bullish strength showing everywhere in the market, with obvious resilience and showing risk on environment regardless of current macros

I would NOT be long $SAAS. I wouldn't even trade them long. Opensource Tools like OpenClaw and MetaClaw allow truely dumb people to control agents in a very useful way. The state of autonomous coding even on cheap models like MiniMax 2.7, GLM 5.1, QWEN 3.6 or local models like Gemma 4 31b make it almost free to develop software that can compete with the best $SAAS companies. I expected a bounce in $SAAS but most just aren't going to make it. hard to say when ARR will drop but it. if you held $CRM from the end of 2019 before covid you would still be down. $CRM is one of the few I think might make it because their CEO is crazy and his replacement might be good. Still wouldn't invest (gamble) in $CRM

MARKETS ONLY GO UP

the volume was bad

going back strong

It should come back strong. Unfortunately, this feels a lot like the .com bubble all over again. AI will continue attracting heavy investment, but I expect a significant pullback at some point. The more durable value is likely in the combination of hardware advancements and the software that runs on top of them. $MSFT, $ORCL, $GDDY , etc. will catch up. MS already in development of a quantum chip. Hopefully $MSFT They could come back with a gaming console that includes local AI capabilities and even a quantum chip. They were also one of the first major players to really showcase GPU-driven gaming with the original Xbox.