Brilliant framing on treating price declines as opportunity when fundamentals remain solid. The point about switching costs for enterprise software like Wisetech and Cellebrite is often underestimated by the market. I've seen similar dynamics in legacy B2B SaaS where migration risk to newer AI tools gets overhyped vs the actual stickiness of embedded workflows. 2026 could def be a buyers market for quality names if sentiment doesnt improve.
Appreciate your kind words, especially from someone who is a DevOps engineer building AI infrastructure for a living!! Like you, I am excited for this year and really hoping for longer drawdowns. Which other software/hardware companies have high switching costs that you are watching to add?
Brilliant framing on treating price declines as opportunity when fundamentals remain solid. The point about switching costs for enterprise software like Wisetech and Cellebrite is often underestimated by the market. I've seen similar dynamics in legacy B2B SaaS where migration risk to newer AI tools gets overhyped vs the actual stickiness of embedded workflows. 2026 could def be a buyers market for quality names if sentiment doesnt improve.
Appreciate your kind words, especially from someone who is a DevOps engineer building AI infrastructure for a living!! Like you, I am excited for this year and really hoping for longer drawdowns. Which other software/hardware companies have high switching costs that you are watching to add?