Buy WDAY by Aug 30, 2026.

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 have built genuine, highly defensive economic moats that set them apart …