Context of the destruction in SAAS. Software is at its most oversold level since 2018 based on RSI pic.twitter.com/mR9UisU0Xi— Hedge Vision (@HedgeVision) February 3, 2026 Our play in SKM is because of its investment in Anthropic. Anthropic is the LLM that is causing this complete annihilation in software. This has me feeling underweight SKM at...Read More