Recent Posts
Social•Feb 18, 2026
Oversold Infrastructure, Cybersecurity, AI Stocks Poised for Rally
Quality infrastructure software, cybersecurity stocks and some AI names are now *very* oversold and due for a multi-month rally. The recent indiscriminate selling in SaaS has crushed these stocks but the sale won't last forever.
By Puru Saxena
Social•Feb 13, 2026
AI‑linked Firms See Growth, yet Stocks Tumble
The market is now punishing even those companies which are beneficiaries of AI. These businesses are accelerating their revenue growth and their management is explicitly stating that AI is a tailwind, yet their stocks are being crushed. Unreal.
By Puru Saxena
Social•Feb 10, 2026
Infrastructure Software Set for Multi-Month Rally as App Vendors Falter
Application software vendors are struggling and providing weak guidance, quality infrastructure software firms' revenue is accelerating. Infrastructure software vendors are attractively valued now and their stocks appear poised for a multi-month rally.
By Puru Saxena