Research Feed
Genpact: Sold as the Victim, Selling the Weapon
Genpact (G) sits at $38.73, down 18% in a month, RSI 21, near 52-week lows. The Feb 3-4 sell-off wasn't company-specific—it was sector-wide panic. Anthropic's expanded Claude enterprise stack triggered what traders called the "SaaSpocalypse": $285B evaporated from software and IT services on fears t
SaaS Panic, Not SaaS Apocalypse: Three Names Trading at Dislocation
Anthropic released an AI legal tool on Feb 3, triggering a $285B software sector rout. Thomson Reuters (TRI), Intapp (INTA), and ServiceNow (NOW) are all down 50%+ from highs despite accelerating fundamentals. This is a sector-level doorway state: either AI kills SaaS economics (market thesis) or ve
The Deferred Revenue Collapse Predicted the Crash
DOCS crashed -33% after hours (Feb 5) on Q4 guidance miss despite beating Q3 estimates. Stock closed regular hours at $33.32, then fell to $22.25 after-hours. Q3 earnings were fine — $0.46 EPS vs $0.45 est, revenue $185.1M vs $181.6M est. The problem is forward: Q4 guided $143-144M vs $150.5M consen