SAAS rotation going on. Big swing up?

u/teh-monk · Reddit — r/ValueInvesting · August 13, 2026 at 19:25 · ⬆ 19 pts · 💬 39 comments  | View on Reddit ↗
AI Summary

Summary

  • Author observes a broad SaaS rally starting at 3PM EST and asks for an explanation.
  • He is holding Adobe and Intuit and is pleased to see the move higher.
  • No fundamental catalyst or research is provided; the post is anecdotal market observation.

Quality assessment: Speculation / noise, not well-researched due diligence.

Score 19
Comments 39
Upvote % 91%
More from Reddit — r/ValueInvesting