ZS -39%
CRM -29%
chkp -26%
mrvl -20% (specialty software in my understanding.. )
panw -17%
rddt -16%
cibr -13%
pltr -11%
fbtc -20%
In my take, It is time to buy some software.
It can’t be dead entirely.
I bought more pltr, zs, rubrik, panw, crwd and snow.
I added most in panw crwd and snow.
The story can’t be any more prominent. It’s a sector wide scare. Buy now on the winners.
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