Valuation Reality: The Software Apocalypse For years, our fundamental observation in tech investing was straightforward: pure-play software commands a premium. High gross margins, sticky recurring […]
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Bullion and Bearishness: Tech Retreats as Investors Seek Cover
Macro Summary The trading session on February 3, 2026, was characterized by high-intensity activity, with total market volume reaching $426.1B, representing 155% of the 30-day […]