SaaS-pocalypse Opportunities in MSFT, AMZN, PLTR, NOW & Others

Let's turn our attention to tech because we know the SAS apocalypse, but if you look at the IGV today and it's been a tough day on Wall Street, you still have some down arrows. It's actually higher. John Freeman, co-founder and senior analyst at Ravenswood Partners and Scott Kesler, TMT sector analyst at Thirdbridge are both with me.Um John, what do you make of the bounceback that we're seeing in software. A little bit of a gain here. I know it's been beaten down.You remember what Mark Beni off from Salesfo ...