Reiterating My Buy Rating On Toast: In A 'SaaSpocalypse' It's A Winner

Core Viewpoint - The SaaS sector is experiencing significant market cap losses, exceeding $800 billion in 2026, attributed to the perceived threat of AI, described metaphorically as a "black plague" [1]. Group 1: Market Impact - The SaaS industry has faced a dramatic decline in market capitalization, with losses surpassing $800 billion in 2026 [1]. Group 2: Investor Sentiment - There is a prevailing sense of panic among investors on the NYSE, indicating a broader market concern regarding the implications of AI on the SaaS sector [1].