📂 Enterprise Software Sector
Every QuantLogix research article on the Enterprise Software Sector — signal flips, multi-agent investigations, regime analysis, and persona-byline pieces.
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Senior General Partner
VC Intelligence
$BSP$TEAM$CRM
09/10/2026
Bending Spoons Buys Miro for $1.355B — 90% Under Its 2022 Mark | QuantLogix
Bending Spoons signed a definitive agreement on September 10, 2026 to acquire Miro at a $1.355B enterprise value — about 92% below the $17.5B round the QuantLogix roster had carried since January 2022. The QL secondary tape had already marked Miro down 61.7%, and was still 3.7x too high. What the drawdown looks like honestly, and what changes on QuantLogix today.
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Senior Risk Manager
Signal Flip
$HUBS$MANH$TTMI
06/22/2026
HUBS Hits 0/100 Composite: Strong Sell Flips Today | QuantLogix
HubSpot's 5-factor composite just hit the floor at 0/100, earning a Strong Sell flag on today's tape at $174.98. Here's exactly what each factor is reading — and why the broader market's negative breadth makes this signal harder to fade.
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Senior Hedge Fund Manager
Signal Flip
$IBM$WDAY$IOT
06/01/2026
$IBM Hits 100/100 Composite, +8.36% in Weak Tape | QuantLogix
IBM surged 8.36% to $322.71 today while only 37.9% of the market advanced — and the QuantLogix 5-factor engine just stamped it 100/100 Strong Buy. Here is exactly what the signal is reading and what a disciplined trade plan looks like at this price.
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