Workday up 40% in seven days

Following Michael Burry’s recent analysis on his Cassandra Unchained Substack, market momentum seems to be swinging back toward select enterprise tech companies. Burry, famous for his contrarian market calls, published a multi-part breakdown of 50 software and payment stocks to evaluate where the industry stands. While he warned about a speculative tech bubble and overvaluations across the broader Software-as-a-Service (SaaS) landscape, his research made an important distinction: some companies