Software Likely Bottomed Last Week: 3 Companies I'm Buying
Source: SeekingAlpha
2026-03-02 13:45:06 ET
Introduction and Investment Thesis
Since the start of the year, Anthropic has triggered four separate selloffs. It started with the launch of Cowork plugins on February 3 that fundamentally challenged the predictable “seat-based” pricing model of Enterprise SaaS companies. This was followed by the launch of Opus 4.6 a few days later, followed by the announcement of Claude Code Security on February 20, which hit the cybersecurity industry like a rock....
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Software Likely Bottomed Last Week: 3 Companies I'm Buying
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