Could SAAS actually have a comeback after the Friday pullback

Summary

• The post discusses the possibility of SaaS stocks (CRM, TEAM, INTU, NOW) rebounding after a recent pullback, arguing that the "Saaspocalypse" narrative is overdone.
• The author believes money may rotate away from semiconductors into sectors like healthcare, consumables, and financials, but still sees potential for a SaaS comeback.
• Quality assessment: This is pure speculation and noise—no data, no valuation analysis, just a casual opinion based on market rotation chatter.