$1 trillion evaporated. I'm not panicking. Here's why.

$1 trillion. That's how much wealth got vaporized from tech stocks in the past few weeks.

SAASpocalypse. Software-mageddon. Black Tuesday for Software. Whatever you want to call it... it's been brutal.

Salesforce down 26%. Adobe cratering. SAAS stocks dropping 20-25% while hedge funds rack up $24 billion shorting the carnage. And everyone's asking the same question: "Is this the end of software stocks?"

Here's my answer: I don't know. And I don't care.

Not because I'm not paying attention. But because I learned a long time ago that trying to predict the END of chaos is a waste of energy.

The real money isn't made predicting whether we crash further or bounce. It's made exploiting what happens AFTER the initial panic.

I call them "reset windows."

These are periods when volatility remains elevated—institutions are still scared—but downside pressure stabilizes. That's when the smart money stops guessing... and starts collecting.

Because when fear is high, institutions overpay for protection. And when someone overpays for something, I sell it to them.

These windows appear about 10 times a year.

And I have a specific strategy I deploy every single time one opens up.

Since 2021? I haven't missed. Not once. Perfect record.

This worked through the 2022 bear market, the 2023 rally, the April 2024 crash... and it'll work through whatever the hell this AI-driven meltdown turns into.

Tomorrow at 1 PM Eastern, I'm revealing the strategy. I won't name it in this email—you'll understand why when you see the structure.

But I will show you:

→ How to identify reset windows as they form
→ The exact options structure I use every time
→ Why this strategy gets BETTER when volatility stays high
→ Real trades. Actual fills. Real P&L from recent windows

Here's the thing: Right now, most traders are either frozen in fear or desperately trying to catch a falling knife. Neither strategy works.

But if you understand how reset windows form after chaos... you're not guessing. You're positioning.

And given what just happened with the SAASpocalypse, we're likely entering another reset window right now.

Tomorrow. 1 PM Eastern. I'm walking through the entire strategy—live.

To your success,
Don Kaufman

P.S. Markets don't need to "recover" for this to work. They just need to stabilize while volatility stays elevated. That's the edge. And it's forming right now.

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$1 trillion evaporated. I'm not panicking. Here's why.

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