My Thoughts on this Software, Data Companies Repricing

I want to take this article to consolidate some of my thoughts about the recent volatility in the markets. When Anthropic released its latest version of Claude Cowork and Claude Opus 4.6, it basically caused many sectors to go into what I would call “repricing mode”. Markets absorb new information and tries to price the companies accordingly be it higher and lower. The challenge for you and me is to gauge if markets were being too pessimistic or that actually it’s right. It is just that Kyith have not full ...