You also find GitLab interesting. That has also experienced a strong increase , even stronger than last year. GitLab was, as you know, part of the SaaS disaster. It is a software company that works closely with Microsoft.
It is essentially the place where you can test all your AI bots and tools. So they offer those sandboxes we are talking about . So it revolves around software revenue. The debt burden is not very high.
And they have made a number of acquisitions that are expected to lead to higher growth. I think we can expect a revenue increase of about 20% this year. The valuation is therefore quite low given the expected profit growth.
Once again, it is a safe investment to get in now. The next one or two months could be a somewhat difficult period for these stocks, but I view them more as opportunities given their fundamental strength.