ServiceNow, Inc.
$132.53
NOW
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Scouting Reports
The SaaS Capex Trap: Software's AI Monetization Reckoning
Jul 2, 2026
Michael Burry has trained his sights on the AI infrastructure trade, packaging new short bets against heavy machinery and a major chip ETF (because nothing says 'secular growth' like shorting Caterpil
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SaaS Multiple Compression and the Rise of Vertical AI
May 26, 2026
The broader software sector is undergoing a violent bifurcation. Since early 2025, median revenue multiples for software firms have compressed from above 7x to below 5x calcalistech . But beneath the
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