Can anyone show me examples of individuals or orgs that predicted SaaS downturn in q1/2 of 2025?

Investor summaryBearish

Author mocks brokerages for downgrading SaaS stocks after a 40-70% YTD crash, asking if anyone predicted the downturn at all-time highs.

Bear points

SaaS companies have crashed 40-70% YTD, confirming a severe sector downturn.
Institutions are only downgrading now, implying the sector was massively overvalued at its peak.

财报季

Post body

Love giant pubs cutting price targets and downgrading SaaS companies after they are 40-70% down YTD. Very helpful.

Curious if anyone knows of anyone who has actually provided an accurate prediction for SaaS when they were at all time highs?

Thanks for any help!

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