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Feb 12, 2026
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LONG
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"In the U.S., one of the most attractive sectors right now is tech. Software is a big part of the cheapness." The market has indiscriminately sold off software due to "AI disruption" fears. This has pushed valuations to historically attractive levels relative to the broader market. The "sell everything" mentality has created a value entry point for high-quality software names. Long US Software (selectively) on valuation support. Actual AI displacement of legacy SaaS business models (e.g., "Kodak moment"). |
Bloomberg Markets
Nuveen to Buy Schroders in £10B Deal | The Pu...
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