Everyone is Waiting for Godot, in a sense, with software stocks, something to deliver the group from their misery. M&A is one possibility. Three names stand out as good acquisition candidates. Software bloodbath: TWLO, NTNX, DOCN anyone? Prices and stock valuations keep going lower for software stocks as AI despair sets in. Twilio, Nutanix and DigitalOcean are three names that seem worth a look as potential M&A candidates. $DOCN $TWLO $NTNX thetechnologyletter.com

→ View original post on X — @tiernanraytech, 2026-03-23 20:42 UTC