(https://www.cnbc.com/2026/08/13/workday-skyrockets-25percent-before-trading-halted-on-report-of-silver-lake-takeover.html) at a 19% pop is being read as validation of enterprise cloud demand. Wrong frame. This is what capitulation looks like when growth multiples compress. Silver Lake doesn't buy things because they're cheap—they buy things because *they've become cheap enough to own*.

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