May. 7 at 9:08 PM
SaaS as a sector is still broadly under pressure.
But clear dispersion is emerging:
$FTNT and
$AKAM were aggressively re-rated after solid earnings, with price action moving ahead of fundamentals.
In the early phase of AI adoption, one pattern is becoming more visible — cybersecurity is often among the first beneficiaries.
That keeps PANW and CRWD firmly on the watchlist.
In many cases, real shifts are not confirmed first — they are priced in tentatively before they are fully understood.
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