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While AI infrastructure plays like CoreWeave and SMCI rip higher, Workday is going the opposite direction โ down roughly 6% to around $132 in early trading as investors rotate out of enterprise software into higher-momentum compute names. The stock is already well in the red year-to-date, and today's CPI-driven market rally is largely bypassing legacy cloud SaaS. Not financial advice. Is the selloff in enterprise software a buying opportunity, or is this rotation just getting started?