Docusign: Healthy Billings Amid An Appealing Valuation, Time To Dive Back In (Upgrade)

Group 1 - Stock markets are experiencing significant volatility due to escalating tariff wars and the potential for a U.S. recession, leading to a reduction in valuation multiples, especially in the tech sector [1] - The current market conditions present a favorable opportunity for investment in technology companies, as valuations have become more attractive [1] - Gary Alexander, with extensive experience in both Wall Street and Silicon Valley, provides insights into the themes shaping the technology industry today [1]