It's been a stellar three months for the tech trade. Chip stocks logged their best-ever quarter, memory stocks boomed, and the Nasdaq 100 climbed almost 30%. Yet, fears of the SaaSpocalypse are still dragging some of the top names in the software space. Software companies were pummeled by fears of AI disruption in January, when Anthropic unveiled new tools and updates for its Claude Cowork AI agent. The announcements sparked existential fears about the future of many software-as-a-service