Software has been out of favor in 2026, but quality is still quality. The Rule of 40 is quietly highlighting where durability and operational efficiency remain strongest.
$Palantir Technologies Inc.(PLTR)$ - 119%
$Rubrik Inc.(RBRK)$ - 65%
$Figma(FIG)$ - 62%
$Veeva(VEEV)$ - 61%
$Datadog(DDOG)$ - 56%
Out of favor doesn't mean broken.
It often means mispriced.
And mispriced quality is where long-term alpha begins to form.
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