Feb. 23 at 6:55 PM
$TOST mid-cap SaaS growth is getting crushed right now and will continue down until the macro sentiment changes. Mid-caps are in an AI fear based market b/c no one actually knows what the impact of AI will be on SaaS companies so smart money is leaving the sector until the smoke clears. There are SaaS companies that will get lifted up by AI and thrive with it, once smart money figures out who those players are, they will all pile back in - TOST is definitely on that shortlist of possible beneficiaries