Elastic: Don't Overlook This Name As Software M&A Picks Up Steam

Core Viewpoint - Amid bearish sentiment affecting the AI sector, investors are advised to consider portfolio rotation to mitigate potential declines in the S&P 500, focusing on "growth at a reasonable price" [1] Group 1: Investment Strategy - Emphasis on portfolio rotation is suggested as a protective measure against further downside risks in the S&P 500 [1] - The strategy of "growth at a reasonable price" is highlighted as a key approach for investors [1] Group 2: Analyst Background - The analyst has extensive experience in covering technology companies on Wall Street and has worked in Silicon Valley, providing insights into current industry trends [1] - The analyst has been contributing to Seeking Alpha since 2017 and has been featured in various web publications, indicating a strong presence in the investment community [1]