These two are not traditional Saas companies. APP actually

回答: I mean all traditional SaaS software companies三心三意2026-02-11 10:54:31

uses AI for its engine. RDDT differentiates with human touch, a social media company. That is why they shouldn't be impacted by AI taking over like other Saas companies. But they still got slaughtered.  

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I know, i am just saying I will stay out of SaaS -三心三意- 给 三心三意 发送悄悄话 三心三意 的博客首页 (0 bytes) () 02/11/2026 postreply 11:09:09

APP确实是IGV的大持仓,可能机构做空IGV,APP就必须被卖了。 -aloevera- 给 aloevera 发送悄悄话 (396 bytes) () 02/11/2026 postreply 11:21:55

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