Software Rebound: My View on the End of the Saaspocalypse!

I am convinced that we are currently experiencing a turning point of exaggerated fear in the enterprise software stocks. Wall Street had punished the entire sector under the term "Saaspocalypse"—out of fear that artificial intelligence would render traditional subscription software obsolete. I find this thesis overly simplistic and incorrect. What I see now is not a blind comeback, but a clear differentiation: The market is no longer asking whether AI harms software, but which companies can turn AI into real growth, higher usage, and stronger...