#SaaS

ServiceNow (NOW) was perfect on revenue, profit, and cash flow, but a single line about 'slight slowdown next quarter' triggered a -17.75% crash. We explain the AI-era rule that markets trade acceleration, not levels, in plain English.

$1 trillion wiped from software stocks. Fact-checking the AI Fear Trade with seat compression data, dot-com comparisons, and HBR surveys, then analyzing rebound picks like TSMC, Alphabet, and Vertiv.