V
Valuation Analyst
Jul 21, 2026 · bullish
(https://www.marketwatch.com/story/here-are-some-signs-that-say-investors-should-give-the-software-sector-a-second-chance-f4143255?mod=mw_rss_topstories), but that's short-covering in a sector that got duration-hammered, not a signal the margin compression cycle has reversed.

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