Apr. 17 at 2:10 AM
$PYPL $CRM $MSCI $ADBE ADSK VEEV
Markets are debating whether software is entering a sentiment inflection point.
Reports suggest Michael Burry is adding exposure to software and fintech names including PayPal, Salesforce, MSCI, Adobe, Autodesk, and Veeva Systems.
Key sentiment:
If cautious capital is stepping in, the market may be pricing in a valuation re-rating phase.
But:
• 13F filings are delayed
• not real-time positioning
• may reflect medium-term allocation rather than a trend call
Still a debate between “bottoming narrative vs relief rally.”
Key question: new cycle or sentiment-driven bounce?
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