Caron Says There Was a 'Reasonable Selloff' in Software Stock Space
Youtube·2026-02-24 23:05
It's an interesting week because we are going to start to get some earnings out of some of these software companies that have been beaten down. Salesforce, Workday, a few others that I'm forgetting here. And it gets to this idea as to whether I guess the sell off that we've seen effectively a bear market that we've seen in a lot of these software names is warranted, or are people just kind of getting maybe a little bit too ahead of themselves with the pessimism.Well, I mean, I think we have to start with a ...