📈 After five weeks of software stock rebounds, who’s next in the AI repricing cycle?
🔍 $SNOW.M surged more than 36% after earnings, while $IGV.M has now recovered for five straight weeks.
But the next phase for software stocks won’t be a broad-based rally.
Instead, capital is starting to filter for one question:
which companies truly deserve an AI re-rating?
📝 AI won’t give every software company a premium.
The platforms that can actually support enterprise AI adoption are the ones the market may reprice.
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