Hemnigway CapItal Trading Advisor

It’s hard to look at this and not be incredibly excited about the future…

In hindsight that Citritas or whatever report was fucking retarded.

The interesting thing about SaaS is the market basically went through a gut-wrenching process where it put every possible AI fear on the table culminating with "we're all out of jobs". The downward price movement emotionally reinforced the validity of these concerns into investors' minds. And when stocks are going down quickly, it allows anyone to say whatever bearish thing comes to mind without getting laughed out of the room (and vice versa when stocks are ripping). But now we are perhaps at a point where any investor who holds shares in SaaS has digested these concerns and already determined they are in. In other words, I would think most people who own SaaS at this point are much firmer hands than a few months ago. Like what needs to happen from here to get current investors to sell? And is that going to happen shortly? Will be interesting to see how it plays out from here.