Josh Brown

So Matt, these names all trade together for the most part.

At least they certainly did during the SaaSpocalypse.

They were all trading in the same direction.

But the top line growth, like these are not all the same at all.

So I asked you to show me, hey, just give me the top line numbers, like what's going on and what do we see?

So let's assume, I think we would all agree that there are zeros in here.

There are literally companies that will go bankrupt.

Do you think the group, and let's use IGV, do you think the group bottomed?

Yes.

So there's almost software's almost flat year to date.

And not to brag.

Yeah.

On Tuesday, April 14th, I did say that looked like a bottom.

Josh pulled out a UBS report, a bearish UBS report.

He took their side.

I think I was right on that one.

I looked at this last week.

I was doing it this week, but there's too much else to talk about.

Microsoft, the relative weakness in Microsoft is insane.

it hit a it hit a like multi year low, if you divide Microsoft by spy or queues.