'SaaSpocalypse' Survival Guide
2026-02-20 10:19:27 ET
Thesis Summary
Software is dead; long live AI.
That’s the narrative that has moved the market over the last month.
Capital-light and high-margin software companies, once beloved by public and private markets alike, have become the worst trade of 2026....
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'SaaSpocalypse' Survival GuideNASDAQ: HUBS
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