Enterprise SaaS thoughts?

I’d like to hear people’s thoughts on the current SaaS meltdown and opportunities that you think are interesting. All I see is people saying you could benefit from this sell off with the right choices but they don’t list the choices. I saw JP’s list on stocks that were safe from AI deteriorating their business and was shocked with all the cyber companies listed. Not that it’s not a good play but cyber just seems very overvalued right now, most of the companies listed are trading at 30-40x next years earnings. Does nobody see opportunities with enterprise? Workday for example, trading at 14x next years earnings, has dropped like they are going out of business. Their KPI’s remain strong and they are proactively shifting their business to use AI as efficiency. I can’t see these huge corporations just changing platforms with how big Human Resources. Again, I could be wrong, but would just like your thoughts on the current SaaS meltdown and where you see intriguing opportunities.