casa(@coin_casanova):Looking at $IGV index, Saas- apocalypse imo is official over. We're likely to start a new uptrend for SaaS related stocks. This is perfect time as AI bottleneck is slowing down, ppl looking at how AI is monetizing, "revenue flows" from AI. All of this is back to SaaS stocks/ MSFT/ AI labs revenue. You can be Citrini and randomly pick 20 stocks or just be a chad and size into this 3x leverage. I got you cover either way, imo you should have 1 stock in data/observability/cloud/cybersecurity and you're set. Can also hedge with some IT services stock because that's likely the one AI taking jobs from still.

2026.08.08 02:39

Looking at $IGV index, Saas- apocalypse imo is official over. We're likely to start a new uptrend for SaaS related stocks. This is perfect time as AI bottleneck is slowing down, ppl looking at how AI is monetizing, "revenue flows" from AI. All of this is back to SaaS stocks/ MSFT/ AI labs revenue. You can be Citrini and randomly pick 20 stocks or just be a chad and size into this 3x leverage. I got you cover either way, imo you should have 1 stock in data/observability/cloud/cybersecurity and you're set. Can also hedge with some IT services stock because that's likely the one AI taking jobs from still.